We are excited to introduce the new Policy Rewrites Page, a streamline tool that lets you review policies flagged as potential rewrites and easily confirm then when needed. 

Once approved, the system will automatically populate the rewrite details for you, saving time and reducing manual entry. This added layer of oversight helps minimize misclassifications while giving you the flexibility to manage more complex cases with confidence.  

We’ve made this page to be simple and efficient. After reviewing these tips, you’ll be ready to navigate the Policy Rewrites page with ease and accuracy.

TABLE OF CONTENTS

• Matching Criteria
• Accessing the Policy Rewrites Page
• Navigating the Policy Rewrites Page
• Understanding Matches and Labels
• Marking policies as Rewrite
  • Single Policy 
  • Multiple Policy Rewrites 
• Removing Potential Rewrites
• Conclusion

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Matching Criteria 

Let’s first review what the system is looking for to qualify New Business policy downloads as potential Rewrite.  

Accessing the Policy Rewrites Page 

1. Hover over the Policy Management icon.
2. Choose Policy Rewrites. This will take you to the new Policy Rewrites Page. 

Navigating the Policy Rewrites Page

Once on the the Policy Rewrites Page, you can use the Search field to find a specific Insured or Policy Number. You can also apply Filters to the list to focus on specific tasks. 

All columns can be sorted ascending or descending based off your preference except the last two columns -  Existing Policy Cancellation and Expiration Date and Effective Date Match. 

Policy Columns link directly to the policy for additional review before matching if needed.

Use the selection box to select multiple or single policies to mark as Rewrite.

Expand on the right to see more policy details – like what qualified the policy as a match. 

Understanding Matches and Labels 

Now that you understand where to find the Policy Rewrites page and how to navigate the page, let’s review the meaning of some of the different labels and columns.  

• Insured – refers to the applicant who has a Line of Business (LOB) for a existing policy that matches a LOB for one of their existing policies 
• Line of Business – policy line of business 
• Download Date – This is the date that the new business policy was downloaded 
• New Policy # - policy number of the downloaded new business policy 
• Existing Policy # - existing policy for the same insured with the same LOB as the newly downloaded policy 
• Expiration Date – This refers to the expiration date of the existing policy 
• Processed by– This will let you know which user marked the policy as rewrite the field will include: 
  • User who marked the policy as rewrite 
  • System – this means that the policy was automatically marked as rewritten by the system since it had an exact match 
    • Note: Exact matches are handled automatically by the EZLynx system, when the insured has an existing policy with the same LOB as the new policy. The effective date on the new policy matches the expiration date or the cancellation date on the existing policy.  

• Rewrite Status– Indicates the status of the rewrite 
  • For Review – These are potential rewrites that need to be reviewed 
  • Processing – Designates that a rewrite has been kicked off and is still processing 
  • Rewrite Complete – This label shows that a rewrite has already been completed and will remain on the page for review for 6 months. With this status you will have the option to ‘Undo Rewrite’ if one was marked in error 

• Existing Policy Cancellation– Indicates if there is a cancellation on the existing policy 
  • Found – The system found a cancellation on the existing policy 
  • Not Found – There is not a cancellation on the existing policy

• Expiration Date and Effective Date Match– Expiration Date on the existing policy matches the effective date on the new business policy 
  • Match – Exact match between the expiration date and the effective date 
  • No exact match – The expiration date and effective date do match but could be within 5 days of each other

Marking policies as Rewrite 

Single Policy 

1. Locate a policy with the Rewrite Status – For Review.

• This can be done by sorting the Rewrite Status column 
• OR by using a filter to only show policies with the Rewrite Status – For Review 

2. Use the expansion arrow to view more details.

3. Select ‘Mark as rewrite’. 

4. Confirm Mark as rewrite. 

The system will process the rewrite and: 

• Add a system log entry that shows who processed the rewrite and which policies were modified, 

• Label the New Business policy as Rewrite and link it to the existing policy, 

• Add an additional transaction to the existing policy – Cancel Rewrite. Please note, if there is not a cancellation transaction on the existing policy a ‘Cancel Rewrite’ transaction will be added to the policy with the same effective date as the new policy.

Multiple Policy Rewrites 

1. Locate a policy with the Rewrite Status – For Review.

• This can be done by sorting the Rewrite Status column 
• OR by using a filter to only show policies with the Rewrite Status – For Review 

2. Use the selection box to select the policies that need to be marked as rewrite.

3. Select ‘Mark as rewrite’.

4. Confirm the number of policies that are being rewritten and select Mark as Rewrite.

The system will process the rewrites and: 

• Create system logs for these changes to the Insureds Activity logs to show who processed the rewrite and which policies were modified, 

• Label the New Business policies as Rewrite and link it to the existing policy, 

• Add Cancel Rewrite transactions to the existing policies. Please note, if there is not a cancellation transaction on the existing policy a ‘Cancel Rewrite’ transaction will be added to the policy with the same effective date as the new policy.

Attention! - The policies will remain on the Policy Rewrites page for 6 months.

Removing Potential Rewrites

Occasionally there might be a policy that has the potential to be a rewrite but is not something that needs to be marked as Rewrite. 

To remove a policy from the list: 

1. Locate the policy on the list by searching, filtering, or sorting, and expand the policy details. 

2. Select the option ‘Remove from list’.

3. Confirm 'Remove from list'. Once the policy is removed, it will not appear on the Policy Rewrites page again.

Conclusion

With the new Policy Rewrites page it is easier to spot and manage potential rewrites with less guesswork and manual effort. With clear rules, flexible review options, and faster approvals, you’ll save time and stay in control. We hope this update makes handling rewrites smother and simpler!  

We hope you are excited for this new feature and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!