The EZLynx Management System 102 webinar covers several agency setup tasks for EZLynx Management System agencies, including creating a master company list, working unmatched downloads, managing download reports recipients, managing agency task/activities and more…
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- Master Company List Setup – Part 1
- Master Company List Setup – Part 2
- Downloads Setup Process Overview
- Working Unmatched Policy Downloads
- Setup Users to Receive Auto-Emailed Download Reports
- Daily Download Report
- Weekly Business Report
- Monthly Agency Pulse Report
- Daily Renewal Report
- Manage Lead Sources
- Viewing Agency Activities and Tasks
- NAIC Codes
- Running an Activity Report