WELCOME/THANK YOU! It's great to know we're making a difference together! WELCOME CENTERAutomatically Moves Stage to Welcome/Thank you! Communication Preference: Send to Applicant Send to Co-Applicant Send to Both Communication Type:* All Email Only Never Market Communication Type:* All Email Only Never Market Select Welcome Sequence* New Client Rewrite Additional Line of Business No Marketing (Only in Welcome/TY!) Send "Thank You" for Renewing Email Use this when you Reshopped and it was best to renew current policies.REQUEST DOCUMENTATION FOR DISCOUNTS & INSPECTION NOTIFICATIONS Docs Requests are sent same day. Inspection Notifications are delayed 5 days.REQUEST DOCUMENTATIONProof of Good Student DiscountProof of Professional DiscountProof of Alarm DiscountProfessional & AlarmProfessional & Good StudentGood Student/Exterior InspectionGood Student/Interior InspectionGood Student/Alarm/Exterior InspectionGood Student/Alarm/Interior InspectionProfessional/Exterior InspectionProfessional/Interior InspectionProfessional/Alarm/Exterior InspectionProfessional/Alarm/Interior InspectionProfessional/Good Student /Exterior InspectionProfessional/Good Student/Alarm/Exterior InspectionProfessional/Good Student/Alarm/Interior InspectionHome Inspection Notification (Stand Alone) Interior (5 Day Delay) Exterior (5 Day Delay) Move to a LOST Stage and Set an X-Date to Follow Up.Set a LOST X-date: MM slash DD slash YYYY You will receive a reminder in your 1-1-hotlist Channel on the date that you enter.Select a LOST Stage: Move to LOST - PRESENTED Move to LOST - QUOTE SENT Move to LOST - NOT NOW EZLynx App ID Email
