Post Sale Process

Post Sale Process
v1.0
Your policy has been approved! Please take a moment and fill out the Post Sale info below. Thank you and great job!
POST SALE REQUIREMENTS
Rows Yes No
Save signed docs to Y drive and upload to Ezlynx (EFT authorization form signed, Signed NB app, pictures, T-docs)
Cancelled prior insurance
Added comments to Ezlynx
List All Policy Number(s) Once Bound
Should be Empty:

Rows	Yes	No
Save signed docs to Y drive and upload to Ezlynx (EFT authorization form signed, Signed NB app, pictures, T-docs)
Cancelled prior insurance
Added comments to Ezlynx