Auto & Home Insurance

Main Task:
· Quoting/Requoting Home and Auto Insurance of our Clients using EZLynx.
· Adding/Removing/Renewing of the Polcy of our Clients using EZLynx.
· Automating using AgencyZoom, Zapier and Cognito Forms CRM’s.
· Data Entry Management using Spreadsheets.
Please refer below for proof of work: