If you are looking to learn the fundamentals of the Management System for Personal Lines policies this is the webinar for you! In this webinar we cover the following:
– Creating Personal Lines Customer Accounts
– Inputting Manual Applications & Policies
– Generating Forms
– Communicating with your Customers
– Notating Customer Accounts for E&O
– Scheduling Follow-up Task Reminders
It is highly recommended that you complete you EZLynx University courses before attending this webinar.
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