Archive for the ‘Agent Tips’ Category

EZLynx export to hawksoft

This video tutorial will demonstrate how to properly export data from EZLynx to Hawksoft.  You must be logged into your Kotter session in order for this feature to work properly. Link to this post!

 

Gant Insurance Agency Portal Post

Post page for Gant Insurance Inc. Test for Travelers, Progressive, Kemper, Safeco, Mendota, Encompass, Foremost, ASI Lloyds, Fidelity, Homeowners of America, Republic, Catastrophe Declarations.   Catastrophe Declaration – don’t bind a home or car while it is on fire due to a wild fire. Obey the bans posted on the site here… link link. Link… Read More

 

Hawksoft Agency Management Tips

Switching from agency management system to another can be quite difficult.  We come up with these tips to help you transition and avoid the growing pains associated with using Hawksoft and EZLynx together. 1.  Login to the remote desktop 2. Configure your email 3. Launch EZlynx from your remote desktop 4. Transfer your quotes to… Read More

 

Using EZLynx to Sell Quote Faster

Have you ever purchased a lead from a company like Netquote only to find that by the time you called the prospect; they’d been inundated with quotes from every outfit in town.  If you’re like most agents, you probably said, what’s the use?  This article will help you come up with a system to handle… Read More