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101 Management System for Commercial Lines
Looking to learn the fundamentals of how to quote, present, and bind a Commercial Lines account using the Management System? Then, this webinar is for you! In this webinar we cover the following:

– Creating Commercial Lines Accounts
– Quoting Commercial Lines with Manual Applications
– Generating ACORD Forms to send to Carriers
– Notating the Customer’s Account for E&O
– Entering Manual Quote Details
– Generating a Proposal for Presentation
– Obtaining Signed Applications using eSignature
– Inputting Manual Policies into EZLynx

It is highly recommended that you complete you EZLynx University courses before attending this webinar.


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