VIP Insurance SOP’s

SALES

Initial Quoting

Creating a lead from SPEAR to EZLynx
- VIP Mortgage Lead Sales Process
Auto Insurance Quoting Tools
- Helpful step by step for auto app in EZlynx
- Mandatory auto questions to be documented in activities in EZLynx
Home Insurance Quoting Tools
Accepted Quotes
- Creating an Evidence of Insurance
- Documentation requirements once a policy is issued
Helpful Trainings
- Insurance carrier links for training
- Comparative rater helpful trainings

VIP INSURANCE SOPS

SOP Process Flow - Personal Lines