Package Policy Downloads
Modified on: Wed, 28 Oct, 2020 at 12:45 AM
EZLynx now supports Package Policy Downloads that will not separate sub-lines of business into individual policies. Instead, new business downloads will be viewable as a single policy record, with all the relevant policy information and sub-lines.
TABLE OF CONTENTS
Note! This feature is part of our Management System. If you are interested in our Management System, please email sales@ezlynx.com |
Downloaded Package Policies
Package policy downloads for new business will now be viewable as a single policy into our Management System.
It is important to note that existing package downloads that were broken out into individual policies prior to the package download enhancement enablement, will remain as individual policies on renewal with the existing carrier until it is downloaded as new business from another carrier.
Did you know? Policy Edit and Change Request support is coming soon for downloaded packages! |
Export Policy Information
EZLynx users will now have the option under Policy Actions to export policy data such as Driver, Vehicle, and Location schedules.
Full Policy Details for Package Downloads
The Full Policy Details will show all of the information received from the Carrier download. There will be a section for each line of business within the package.
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