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101 - Management System for CSRs & Producers

This folder holds all the articles that will help CSRs & Producers on how to use the Management System to handle day to day tasks.

Management System - New LOBs for SOI & Quote Proposal
With this release, we are excited to announce that we added new LOBs to the Quote Proposal and Summary of Insurance to make it easier for you to generate ...
Mon, 10 Feb, 2025 at 5:28 PM
Documents - How to Create a Commercial Quote Proposal
You can easily generate a Quote Proposal from existing applications and policies! This article will show you how to create a Quote Proposal.  1. ...
Mon, 10 Feb, 2025 at 5:28 PM
Policies - Locate Downloaded Policies
Downloading carriers send downloads to your Agency's IVANS electronic mailbox. We (EZLynx) check that electronic mailbox every 15 minutes to check for...
Mon, 10 Feb, 2025 at 5:28 PM