Best Practices for Managing Personal Lines Policies in EZLynx

Attend this session to learn the fundamentals for managing Personal Lines policies in the EZLynx management system. You'll walk through creating the applicant, moving into the comparative rater, manually creating the policy before the download, generating a Binder/Evidence of Insurance, ID Cards, change requests, claim documentation, Policy Sync, and renewals, including remarketing/rewrites.

Skill level: Intermediate

Target Audience: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Sales Representative

Presenters: Janie Turner, CIC, CISR, ACSR – EZLynx, Awad Alnawayseh – EZLynx

Length: 60 minutes
Price: FREE for Advantage Members