Insurance agencies
New lead intake rep
Answers each new quote request, gathers what your agent needs to quote, and sets it up in EZLynx.
Epic
For insurance agencies
Loss run requester
Gets loss runs for commercial prospects: sends the signed letter to each prior carrier and chases it.
- Applied Epic
- DocuSign
- Outlook
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsWhen a commercial prospect is added
- 1Read the prospect and prior carriers in Applied EpicApplied Epic
- 2Fill your loss run letter for them to signDocuSign
- 3Ask you first before sending it to the prospectHe asks you first
- 4Send the letter through DocuSignDocuSign
- 5Email each carrier's loss run desk the signed letterOutlook
- 6Chase each carrier until the loss runs arriveOutlook
- 7File them in Applied Epic and text you they are inApplied Epic
- What you getLoss runs from every prior carrier filed in Applied Epic, ready for your agent to start the submission.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for insurance agencies
Insurance agencies
Renewal follow-up rep
Reaches every client 45 days before renewal, asks what changed and chases the forms the carrier needs.
Insurance agencies
Certificate request rep
Fills each certificate of insurance request from the policy in Applied Epic and sends it once you say yes.
Insurance agencies
Policy change intake
Gathers everything for a client's policy change, like a new car or driver, so your agent can submit it.