Everyone in the Agency should follow the same procedures and be able to confidently answer any question that comes up later about what they sold, what they did, what they did not do, and why. These are known as “Standard Operating Procedures” (SOP).  Agents have a responsibility to their customers, and the Insurance Companies they represent. EZLynx is the perfect solution to help you do exactly that.


Down below you can find links to articles that should help you with various workflows like Sales, Servicing, and Renewal. We've made several lists to help accommodate the different needs of our customer base. We hope this is helpful in adopting EZLynx into your daily procedures!

TABLE OF CONTENTS

Workflow based on Binding Authority

Only Independent Carriers
Only Shared Carriers
Both Independent and Shared Carriers
1. Quoting Personal Lines in and out of the Personal Lines Rater
2. Quoting Commercial Lines
3. Direct Appointment Binding Process
4. Generating ACORD Forms, Agency Forms, and Agency/Broker of Record
5. ID Cards, Binders, Evidence of Insurance, and Certificate Masters
6. New Business Policy Issued/Received
7. Endorsements/Change Requests
8. Cancellations and Reinstatements
9. Claims Management
10. Commercial Audits
11. Renewal/Rewrite


Workflow based on Line of Business

Personal Lines
Commercial Lines
Personal and Commercial Lines
1. Quoting Personal Lines in and out of the Personal Lines Rater
2. Direct Appointment Binding Process 
4. Generating ACORD Forms, Agency Forms, and Agent/Broker of Record
5. ID Cards, Binders, Evidence of Insurance, and Certificate Masters
6. New Business Policy Issued/Received 
7. Endorsements/Change Requests
8. Cancellations and Reinstatements
9. Claims Management
10. Renewal/Rewrite



Workflow based on Role

Sales (Quote to Bind)
Servicing