Some agents want to confirm which carriers are currently sending policy downloads to their EZLynx Management System. Follow the steps below for a quick and easy way to do this.


Click here to see a list of all carriers certified to download to the EZLynx Management System.


To identify carriers downloading to your Management System:

  • In EZLynx, locate the Dashboard Home Page. 
    • EZTip: This is the first page you see when logging into EZLynx and has the moving picture at the top left. 
  • Locate the Downloads and Claims Downloads boxes. 
    • EZTip: The numbers shown represent the downloads for the past 7 days. 
    • Click the links to go to the Policy or Claims Transactions pages.
      OR 
    • Hover over the Policy Management icon and select the correct link instead.


On the Policy Transactions page:

  • Click the Matched tab, and set the filters. 
  • Clear anything in the Policy/Applicant search bar here. 
  • Select All Agencies if your agency is setup with branches. 
  • At Date Type, select Download Date and enter a Date Range. 
    • EZTip: Typically the starting date is whatever date your agency purchased EZLynx. 
  • Set Source to Download and the Policy Type to All. 
  • Unless you are trying to find a specific line of business, set the LOBs to All. 
  • To see if a specific carrier is downloading to your agency, you can select their name or leave set to All Carriers. 
  • Finally, Transaction Types should be set to All Types and the data is ready to review.


If you have All Carriers selected and you want a quick way to see which carriers are downloading, then click the blue Actions button at the top right and select Export to Excel.


  • When ready, open the file to make changes to the spreadsheet.
  • Highlight the Carrier Name column, and go to the Data tab.


  • Click Remove Duplicates, and choose Continue with the current selection and hit Remove Duplicates.
     

You now have a list of carriers that are downloading to your Management System. If you’re missing any, you can go ahead and contact those carriers to request initial downloads.