TABLE OF CONTENTS

Contact Information in Help Center

o access Client Center Self Admin:

  • Hover over the Settings icon
  • Select Client Center
  • From drop-down, pick the Consumer Portal



To set the agency contact info displayed in Help Center, you will need to complete it from the General Settings tab.



The agency’s contact information is displayed at the upper right of all Client Center screens and in the Help Center.

  • Go to the General Settings tab.
  • Go to General Preferences> Contact Information in Help Center area.
  • Click the Customize radio dial, and update the information.
  • At bottom right of page, click Save Changes.


Display Manually Added Policies

By default, only downloaded policies are displayed for customers in the Client Center. However, an agency has the option to display manually added policies.


If an agency opts to display manual policies in Client Center, it is imperative to keep all manual policies in EZLynx up-to-date. This ensures your customers are viewing accurate information when they log into Client Center.

  • Go to the General Settings tab.
  • Go to General Preferences>Display Options area.
  • Check the Show Manually Added Policies box.
  • At bottom right of page, click Save Changes.


Change Requests & Certificate Requests


To set the agency contact info displayed in Help Center, you will need to complete it from the Client Center Self Admin pages. Self Admin has three tabs; General Settings, Email Notifications Preferences, and Certificates.



To access Client Center Self Admin:

  • Hover over the Settings icon
  • Select Client Center
  • From drop-down, pick the Consumer Portal

When someone submits a change request or certificate request, they receive a confirmation message.  Your agency can either use the agency defaults, or customize these messages.

  • Go to the General Settings tab.
  • Go to General Preferences>Request Confirmation area.
  • Click the Customize radio dial, and customize the messages.
    • Change Request Confirmation is sent when a customer submits a policy or account change request.
    • Certificate Request Confirmation is sent when a customer submits a request for the ability to self-generate a certain type of certificate.
  • At bottom right of page, click Save Changes.


Sharing Client Center with Branches


If your agency is setup with branch offices in EZLynx, the main office can share the Client Center with the branch offices. Otherwise, each branch office can obtain their own Client Center.


  • Navigate to the Settings tab- Then click Client Center.
     
  • Select your Consumer Quoting Portal from the drop down.
  •  At the Client Center Access section, you will notice Allow branches to access Client Center- Click to Enable.
  • Select the branch(es) that should be enabled.
  • At the bottom right of the page, click Save Changes.


EZNote: If a main office shares Client Center with a sub-agency that has their own Consumer Quoting portal, branding for the specific sub agency is displayed to customers. Otherwise, the main office’s branding is displayed to customers.

Task Scheduling Preferences


When a customer submits a change request through EZLynx Client Center, by default the system automatically creates a task for the applicant’s assigned user with a due day of the next business day.


Please Note: This feature is only available for agencies that have purchased EZLynx Client Center. If you are unsure if your agency has made the purchase, email support@ezlynx.com for help.


To change who is assigned to these tasks and when they’re due:

  • Hover over the EZLynx Settings icon.
  • Select Client Center.
  • Go to the General Settings tab.
  • Go to Task Scheduling Preferences>Change Requests & Certificate Requests areas.
  • Use the radio dials and drop-down to make changes to tasks.
  • At bottom right of page, click Save Changes.