Welcome Center – Purely Insurance

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Purely Welcome Center

Welcome Center

Agent Name*
Client Name
Client First Client Last
EZlynx App ID
Email
Set Communication Preference

Send to:*
- Insured
- Spouse/Partner
- Both Insured and Spouse/Partner
Communication Type:*
- Text and Email
- Email Only
- No Communication
Enter P & C New Business

Transaction Type:*
- New Client
- Existing Client/Additional Line
How many policies are you submitting?*
Policy 1
Carrier 1
Policy 1
Effective Date 1:
MM slash DD slash YYYY
Premium 1
Policy 2

Carrier 2
Policy 2
Effective Date 2
MM slash DD slash YYYY
Premium 2
Policy 3

Carrier 3
Policy 3
Effective Date 3
MM slash DD slash YYYY
Premium 3
Policy 4

Carrier 4
Policy 4
Effective Date 4
MM slash DD slash YYYY
Premium 4
Life Insurance New Business

Life Application Count
Total Life Premium
Welcome Center

Select Welcome Sequence*
- New Client
- Rewrite
- Additional Line of Business
- Active Client - Added Line of Business
- No Marketing (Only in Welcome/TY!)
REQUEST DOCUMENTATION
Home Inspection Notification (Stand Alone)
- Interior (6 Day Delay)
- Exterior (6 Day Delay)
Monoline Follow Up

Enter Monoline Follow Up Date
MM slash DD slash YYYY

This sends Client an email 30 days prior to date and sends you a reminder post in Slack.
Select Monoline Follow Up Type
- Start Auto Insurance Follow Up for New Purchase Home
- Start Home Insurance Follow Up for Monoline Auto
- Start General Follow Up for Auto
Move to a Lost Opportunity Stage

Set a Lost X-Date
MM slash DD slash YYYY

This sends Client an email 30 days prior to date and sends you a reminder post in Slack.
- Start Lost X-Date Follow Up
Select a LOST Stage:
- Move to LOST - PRESENTED
- Move to LOST - QUOTE SENT
- Move to LOST - NOT NOW
Lost X-Date Notes

*
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