Insurance Compliance Software Resources

EZLynx is like a super tool for insurance companies. It helps them do many important tasks in one place. It keeps customer info safe, assists with marketing, and manages office work. It's not just for policies; it also helps agents build good relationships with customers and potential clients. It's like having a superhero sidekick for insurance businesses, making everything easier.

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We use line status to track new business. You probably have a specific line status you use for new business right? This status is available in the production report under the Commission folder and labeled as Transaction Line Status. As for retention, i think it depends on how your agency defines retention. Do you look at the total revenue of the account, the total renewal revenue for the agency or do you consider anything that is renewed in Epic as retained.

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If you forward to me your email address I can send to you the Criteria that I use for both.

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