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EZLynx

(2525) EZLynx: Keeping Your Commercial Lines Clients Serviced – Part 3


Content Level: Advanced

Personas: Owner/Principal, Sales Representative, Account Manager - Personal Lines/Small Commercial, Customer Service Rep

Technology: EZLynx

Wednesday, September 11, 2024
2:00 PM – 3:00 PM CST
Providing excellent client service is the lifeblood of your relationship with clients. In Part 3 of this four-part series, you'll work through the commercial lines servicing journey, from first interactions with new customers to managing certificates, claims, change requests and inquiries, and reviewing the new business download. Learn all about the customer service tools built into your EZLynx® commercial lines workflow and how to use them at your agency.