Insurance Companies Mailing List

     When you want to print a Insurance companies mailing list in FertiSoft, you have to select the following menu:
 

Then, this dialog box with different controls will appear.
 


Select the Order...

     This radio button group is to select the presentation order you want on the listing. The orders are as the following:

  • Insurance company's ID # - This is the identification number in FertiSoft system table
  • Name - Alphabetical order by Insurance company's name
  • Zip code - This is the Insurance company's address zip code. Very useful for mailing purpose by area.

Start and ending

     The "Starting FROM:" and "Ending AT:" fields are for building a range for the report according to the selected order in the "Select the order..." box. If the selected order is Insurance company's ID, the value entered in the field must be IDs. Example:

From: 900000 
    At: 910000

     This will create a list of Insurance companies ordered by ID numbers and within the range specified.

If the selected order is Name, the value entered in the field must be first letters. Example:

From: WA 
    At: WB

     This will create a list of Insurance companies ordered alphabetically by names and within the range specified. All Insurance companies with name starting with WA up to and including WB, like "Walgreen"

Select the Type of Mailing...

     There are 2 types of mailing list. The first type is "Envelopes", it generates and prints directly on number 10 envelopes. All you need is a printer loaded with #10 envelopes and you can create mailing list printed directly on the envelopes, which is cleaner then labels. There is an example of envelope below.

     The second type is "ASCII delimited file" which is an electronic format accepted by most printing companies for mailing list. If you use this type, you must supply a complete file name where to create the list. You must have enough storage space to use this type of listing. The format is described at the bottom of this section.

File Name

     This field is used to supply a file name where to store the ASCII delimited file. It can be directed to a floppy (if there is enough space), a local drive or a network drive. Ex.: A:\InsCompanies.asc

Choose the printer

     Clicking on the "Choose Printer" checkbox will activate a dialog window to choose your printer BEFORE it is previewed. This is useful if you want to change the target printer or change some of the printing parameters (See Printing Dialog).  This option is valid only for envelopes printing.

Direct to printer

     If this check box is checked, the printout will go directly to the printer, bypassing the preview screen. This option is valid only for envelopes printing.

 

     Clicking on the "Process..." button will start the printing generation. The process will build the report in memory. When the process finishes, FertiSoft will bring you to the print preview screen where you can visualize the listing as if it were on an envelop. From this preview, you can then decide to print it on # 10 envelops.

     The layout on this listing is data retrieved from the Insurance companies database for the filters you chose and only Insurance companies matching the filters will have an envelope printed. This is a summary listing showing standard demographic information.

Then each Insurance company is listed like:

  • Insurance company's name
  • Address
  • Town, state and zip code
  • Country (if different then USA)

     For complete information on how the preview window works, See Preview Window.

Example of an envelope:
 


Example of a file output layout:
 

"First","Last","Address","Line2","City","State","ZipCode"
"Total Plan Services (HCVM)","PO Box 11379","Portland", "ME","04104"
"IUOE Local 4","177 Bedford Street","Lexington", "MA","02173"
"Baystate Health Care","Po. Box 9196","Quincy", "MA, ","02171"
"State Mutual Life Assur.","440 Lincoln St. Box 1018","Worcester", "MA, ","01653"
"Starmark","P.O. Box 7922","Nettuno", "IL","60045"
"Tufts Health Plan (HMO)","Po. Box 9093","Waltham", "MA","02254"
"Tufts Benefits Admin.","P.O. Box 557","Rockland", "MA","02370"
"Tufts Health Plan","333 Wyman Street","Waltham", "MA, ","02254"
"Trustmark Insurance Company","P.O. Box 7917","Lake Forest", "IL","60045-7917"
"US Health Care","980 Jolly Road, Po. Box 1109 Mail S","Bluebell", "PA, ","19422"
"There are 10 Insurance Companies in this file."
 

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