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NEXUS LETTERS for PHYSICAL AUDITS

HOW TO GENERATE FORM LETTERS IN NEXUS FOR “PHYSICAL” AUDITS.


*This Tutorial should be used in conjunction with the Nexus Letter Video.


Creating form letters in Nexus for Physical Audits is different than for other types of audits.


1. If you have a physical audit, find it in your inventory in Nexus Management. Locate the “Set Scheduled Date” icon as

circled below on the left. Click on that icon.



2. Next, the Scheduling Window will appear as shown below. For the purpose of sending a letter, and not to schedule an

appointment, simply enter any date and time in order to proceed. End Date and End Time will populate for you.

- Leave the “Appointment Status” as “Tentative”.

- Skip over the Description Box



3. Check the “Send Letter” Box, as shown below, and additional options appear.



4. Use the “Scheduling Letter Note” Box to list records needed to conduct the audit, as circled below.



5. Select “Send letter via email” and enter email address of the insured.



6. Click on Submit at the bottom of screen.



The “canned” email message is shown in screen shot below. And, in the case of physical audits, it cannot be changed (unlike the email sent to other types of audits).


VERY IMPORTANT: Stress to the insured WHILE ON THE PHONE:

- Disregard the request on the email to have the records ready at the appointment (see email wording below, especially circled in red).

- Direct them to follow instructions on the Letter instead, to upload records.


This concludes the instructions that are specific to Physical Audits. For further instructions, please refer to the Nexus Form Letter Video.


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