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102 Management System for Commercial Lines
The second part of our Management System for Commercial Lines training gives you the fundaments to on how to service your Commercial Lines policies. In this webinar we will cover the following:

– Certificate Masters
– Summary Of Insurance
– Carrier eDocs
– ACORD Forms
– Agency Forms
– Policy Compare
– Policy Changes aka Endorsements
– Audits & Cancellations
– Claims
– Renewals that don’t need Remarketing
– Exporting Data for Remarketing Applications
– Exporting Certificate Holders onto CSV Spreadsheets
– Converting a Policy into an Application for Remarketing
– Converting an Application into a Renewal/Rewrite Policy

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


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