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Using Outlook with EZAgent
If you have customer data in your Outlook Contacts folder, you can easily transfer them into the EZAgent Clients window by saving them as vCards and
then dragging and dropping the vCards from the My Documents folder (where vCards are saved by default) onto the EZAgent desktop icon.
Note: EZAgent must be closed when you drag and drop vCards onto the icon.
To save an Outlook contact as a vCard:
1. Select the contact in Outlook and click File – Save As.
2. In the Save As dialog box, in the Save As Type box, select vCard Files (*.vcf).
3. Click Save.
Open the folder where the vCard is saved and drag each vCard icon onto the EZAgent icon, one at a time. You'll be asked to login, and EZAgent opens.
You'll see the contact has been added to the Clients list in EZAgent.
The Policies Window
On the Clients window, choose the customer or add the customer for whom you want to enter or edit a policy. Then click on the Policies tab to open the
Policies window. The Policies window serves as a database for Quote/Binder/Policy Status.
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