MIS - Policy ServiceCSR Full Name*Select Your NameAgentJamie FredriksenLaura HorneElaine BaekSamantha Hunt Send to:*ApplicantCo-ApplicantBothThis selection overrides Client's Internal "Send to:" Communication Preference. EZLnyx CLIENT CENTER DOCUMENT DELIVERYSend Document - PLAuto ID CardsDeclaration PageGeneral Email Informing Benefits of Client CenterThese selections send the client a link to EZLynx Client Center.POLICY SERVICE REQUESTPolicy Servicing - PLHome Mortgage Change FormAuto Change FormAuto Change Form - Quote OnlyAuto Payee/Add'l Insured FormProof of Good Student for DiscountProof of Professional for DiscountProof of Alarm for DiscountDec Page RequestContact Info Update Request FormNote: The selections above sends an email with a form to complete.Upon completion, the form will be emailed into the Infusionsoft File Boxand you will receive a Slack Notification.Resend Policy Servicing - PLAuto Change FormAuto Change Form - Quote OnlyAuto Payee/Add'l Insured FormProof of Good Student for DiscountProof of Professional for DiscountProof of Alarm for DiscountHome Mortgage Change FormDec Page RequestContact Info Update Request FormCommercial ServicingCommercial Document DeliveryCommercial Policy Delivery in EZLynx Client CenterCommercial Policy Delivery in G-Drive EZLynx App IDEmailChrome to Policy Service - Trigger Tag* Chrome to Policy ServiceΔHave A Question?If you have any questions regarding this quote, drop me a quick note.Get In Touch
