Acknowledgment

The Acknowledgment menu option is used to create a letter of acknowledgment to the retail agent/broker. As with any document in AIM, you can save, fax, print, or send the letter as an e-mail attachment to complete the acknowledgment process.

  1. On the Main tab, select the appropriate submission.
  2. On the Submission menu, click Acknowledgment.
    As an alternative, you can right-click the grid on the Main tab and click Acknowledge.

  1. In Document Processing, edit the acknowledgment letter as needed.
  2. Click Save, Fax, Print, E-Mail, or Attach to complete the acknowledgment.

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