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  • POLICY SERVICE CENTER



  • This selection overrides Client's Internal "Send to:" Communication Preference.



  • EZLnyx CLIENT CENTER DOCUMENT DELIVERY

  • These selections send the client a link to EZLynx Client Center.


  • POLICY SERVICE REQUEST

  • 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