UPS Request

(This will alert Jasmine process the request)

Date*

Date

Requested by:*

Required

Handled by:*

Required

Transaction Type*

Client ID

for Policy Status

For Policy Number:*

Required

Status Update*

Policy Reinstated / Payment Made on PolicyPolicy Reinstated / Underwriting Reason ResolvedCancel the Policy / Cancelled for Non-PayCancel the Policy / Cancelled for Und. Reasons

What is the actual date of Cancellation / Expiration*

Date

What is the actual date of Reinstatement / Renewal*

Date

How did we determine this*

Verified on Company WebsiteVerified with Company Underwriter / Cust. ServiceReceived Notice from CompanyOther

Explain Other

Note: In order merge duplicate clients, we must have the client ID for each file in ezlyx. Please enter below. We keep personal lines and commercial lines clients seperate in ezlynx. So please verify if they are both personal lines or comm lines.

Client ID (1st) - to be retained

Enter the client ID for 1st Applicant to merge

Client ID (2nd) - to be deleted

Enter the client ID for 2nd Applicant to merge

Note: Complete the following in order to transfer/trade clients from one book of business to another. This will alert Team IT to transfer clients in ezlynx but also transfer the policies from one book of business to another.

Which Book of Business is transferring from*

Which Book of Bus. transferring to*

Name of Current Assigned Account Manager*

What is the Client ID to be transferred*

What is the Name of the Client*

How many active policies does client have*

This is the PIF Count

Policy 1:

What is the Policy Number*

Policy 2:

What is the Policy Number*

Policy 3:

What is the Policy Number*

Policy 4:

What is the Policy Number*

Policy 5:

What is the Policy Number*

Policy 6:

What is the Policy Number*

Policy 7:

What is the Policy Number*

Policy 8:

What is the Policy Number*

Policy 9:

What is the Policy Number*

Policy 10:

What is the Policy Number*

Policy 11:

What is the Policy Number*

Policy 12:

What is the Policy Number*

Policy 13:

What is the Policy Number*

Policy 14:

What is the Policy Number*

Policy 15:

What is the Policy Number*

Policy 16:

What is the Policy Number*

Policy 17:

What is the Policy Number*

Policy 18:

What is the Policy Number*

Policy 19:

What is the Policy Number*

Policy 20:

What is the Policy Number*

Note: Complete the following in order to transfer/trade clients from one book of business to another. This will alert Team IT to transfer clients in ezlynx but also transfer the policies from one book of business to another.

Which Book of Bus. transferring from*

Which Book of Bus. transferring to*

Name of Current Assigned Account Manager*

What is the Client ID to be transferred*

What is the Name of the Client*

How many active policies does client have*

This is the PIF Count

Policy 1:

What is the Policy Number*

Policy 2:

What is the Policy Number*

Policy 3:

What is the Policy Number*

Policy 4:

What is the Policy Number*

Policy 5:

What is the Policy Number*

Policy 6:

What is the Policy Number*

Policy 7:

What is the Policy Number*

Policy 8:

What is the Policy Number*

Policy 9:

What is the Policy Number*

Policy 10:

What is the Policy Number*

Policy 11:

What is the Policy Number*

Policy 12:

What is the Policy Number*

Policy 13:

What is the Policy Number*

Policy 14:

What is the Policy Number*

Policy 15:

What is the Policy Number*

Policy 16:

What is the Policy Number*

Policy 17:

What is the Policy Number*

Policy 18:

What is the Policy Number*

Policy 19:

What is the Policy Number*

Policy 20:

What is the Policy Number*

Upload - Screenshot, Notice, Etc

Browse Files

Proof of reinstatement or Renewal.

Notes