New in WebCOBRA: Print Coupons from QB Add Wizard
Category: New Features
Topics: coupons, webcobra
When you are adding a takeover QB Group into WebCOBRA, you may want to print a takeover letter and a new set of coupons so the enrolled QB knows where to send payments. Previously, you had to go into the QB’s screen to schedule the coupon set, but now you can schedule it from the QB Add Wizard screen itself!
As you can see in the image below, when you come to the prior activity screen in the QB Add Wizard, you will now see the option, “Do you want to print a premium coupon letter for this QB Group?”
When you select “yes” for this option, you can let the system print coupons until the next anniversary date, end of plan year, or next 12 months, depending on your options set at the Client/Employer setting. Alternatively, you can also manually override these dates with a custom start/end date field specific for this QB’s situation.
The Coupons will then print alongside your welcome letters without further action on your part.
This new feature came directly from the Ideabook because you told us you wanted to see it added to the system. If you haven’t visited the Ideabook lately, go to http://ideabook.travisoft.com and start voting today!
Software Availability
WebCOBRA was updated with this feature on 4/29/2009 in a seamless upgrade process, and is available for you to use now.
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