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Mail merge & Case transfer
 

Mail mergeMSWord

This option allows you to take the figures directly out of the calculations and feed these into predefined templates / letters. You can edit the letters before sending and save away. Note the letter produced is a merged letter thus removing any issues with data-sources etc.

pdf Image Mail merge brochure

 

Case transfer

This option allows you to transfer cases between you, FOS or your outsourcer. A whole case is transferred with minimal effort.

pdf Image Case transfer brochure

 
 
 

Exasoft Plc provide systems to calculate redress for PPI, Investments, Mortgage endowments / pensions and under-funding. In addition, we provide tools to aid in the sale of mortgages & savings products and systems for the education sector. Exasoft Plc is not regulated and therefore unable to give financial advice.