Sometimes an agency cancels a policy with one carrier in order to write it with another carrier. The carrier will send a New Business policy download- However since it is not new business for the agency, the agency must change the policy's Transaction Type to Rewrite. This ensures accurate Reporting and Commission payments.  


Rewrite Policy Workflow

  • Cancel the existing policy on the carrier website.
  • Record the cancellation in EZLynx:
    • Downloading carrier: 
      • Sends a cancellation download and the download is not received timely:
        • Agent contacts carrier to request the download (preferred).
        • Or, agent cancels policy manually in EZLynx:
          • Click the Actions link next to the policy, then select Cancel.
      • Non-downloading carrier:
        • Agent cancels policy manually in EZLynx
          • On the Customer's Overview tab, under the Policies card, click the More Actions button. Then hover over Service, and click Cancel.
  • Bind the new policy on the carrier website.
  • Record the new policy in EZLynx as a Rewrite: 
    • Downloading carrier: 
      • Carrier sends New Business download.
        • Click the Actions link next to the policy, then select Edit.

  • At Transaction Type, select Rewrite- Then Save Policy.

    • Non-downloading carrier:
      • Add as a manual policy with the Transaction Type set to Rewrite.