“A Winning Hand” Emily Contreras IBTX Risk Services Outlook & Nexsure “A Winning Hand” Emily Contreras IBTX Risk Services
Agency Structure CLIENT Risk Management - HR Claims Bonds Benefits Client Services CLIENT
Workflow
Template - InfoPath InfoPath Facts: Included in Microsoft Office Ultimate Average Cost $200 per user Discount if purshasing group licensing Attaches to Nexsure as Outlook Clients can receive forms without Microsoft Outlook program Publish them Agency wide by email Does NOT work in Outlook Web Access
Template Example
Template – Word Document Word Facts: Drop down fields do not work in Template set-up Excel does allow drop down menus in Template set-up Drop down fields in document can be attached in Nexsure