Policy Service – Purely Insurance

Purely Policy Service

POLICY SERVICE CENTER

EZLynx App ID*
Email*
Your Name*
Send to:*
This selection overrides Client's Internal "Send to:" Communication Preference.
Change Communication Preference

Change "Send To"
- Send to Insured
- Send to Co-Insured
- Send to Both
This selection sets the Client's Internal "Send to:" Communication Preference.
Change Communication Preference
- Text and Email
- Email Only
- Never Send Anything
This selection sets the Client's Internal "Send to:" Communication Preference.
POLICY SERVICE REQUEST

Policy Servicing Emails - PL
Policy Servicing Texts - PL
Send Appointment Links
Policy Service Request - INFORMATION REQUIRED

Policy Servicing with Field - PL
Instructions for info into email:
Enter the following info in the field above:
- Delete Auto: Ford F-150, due to being sold, effective 10/02/20
- Mortgage Company Name: Penny Mac
Text Agents vCard

Text Agent's vCard
- Text Agent's vCard
- Text Agent's vCard to Co-Applicant
Resend Service Request

Resend Policy Servicing - PL
Note: The selections above sends an email with a form to complete.
Upon completion, the form will be emailed into the Infusionsoft File Box
and you will receive a Slack Notification.
Commercial Servicing

Commercial Document Delivery

Chrome to Policy Service - Trigger Tag*
- Chrome to Policy Service