Generating Award Letter PDFs
Create professional PDF award letters from your templates.
The award letter is the deliverable. Everything before this, the negotiation, the inspection, the line item math, builds toward a clean, signable PDF that the carrier can pay against. It needs to look professional, carry your branding, and pull in every party name, every dollar figure, and every signature block correctly the first time.
If you build the PDF by hand in Word, every award becomes a copy-paste exercise. You start from last week's award, scrub it for old client info, retype the new totals, and pray you caught every reference to the prior insured's name. Mistakes here are embarrassing and they slow payment. The whole point of templating is to make the typing happen exactly once, in the structured fields, and let the document assemble itself.
Generating from a template means the PDF is always current with whatever you entered on the award items tab. Change a number, regenerate, send. No find-and-replace, no manual recalculation, no version drift between what is in the system and what is in the document.
Generating the Document
Complete Award Items
Add all coverages with RCV and ACV values.
Click "Generate Award Letter"
Find this button in the Award Letter tab.
Select Template
Choose which template to use (if you have multiple).
Preview or Generate
Preview first or generate the final PDF.
Templates