Client Center gives your insureds 24/7/365 access to their policies, documents, and ID Cards. With Client Center, your customers can print & share confidential documents easily and securely online, as well as request policy changes and view their coverages when it's most convenient for them.


In this training article, we will cover how an insured can access the Client Center portal and how you as their agent can see a read-only view of their account if they need help navigating. 


TABLE OF CONTENTS




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How to setup Client Center access for an insured


To grant Client Center access to your customers, your agency must have the Client Center product. To confirm if you have this product, have an Agency Admin check for the Client Center settings option under the Settings icon. If they do not see this option, the Agency Admin can reach out to their respective EZLynx Sales Rep. Check out our Client Center: General Settings Configuration article for more information on Client Center settings!






Now that you have confirmed whether you have the Client Center product, let's talk about granting access to your insureds. To access Client Center, the primary contact must have an email address entered in the primary email field on the Details page of the account.




Additional contacts on the account can also be granted access to Client Center if the Client Center Access toggle has been enabled (purple). This option is found on the Details tab under each contact respectively.



Once you have confirmed if the customer has the necessary access, you can direct them to the Client Center portal by sending them the Client Center link via emails or from your agency's website if the Client Center Admin has embedded it. 

How do insureds log into the Client Center portal


Once the insured has found the Client Center Login page, either via email or agency website, they will have two options for signing in:

  • They can use the Email Address option if the primary email address on their account is not a Gmail account.
  • They can use the Sign in with Google option if the primary email address on their account is a Gmail account.





Email Address Option


If the insured chooses the Email Address option, they will want to input the primary email address on the Details page of their account and then select the Sign In button. This will take them to the temporary identification code page. 

If they input an email address that is not the primary email address on their account, the system will display a message stating "This email address is not found. Please contact your agent directly." 




If the insured's account has a mobile number and an email address on the Details page, the insured will be asked which way they would like to get the temporary identification code which will act as their password for this login attempt. If the insured's account only has an email address, the code will automatically be sent to the primary email address on their account.




Once they have triggered the code to be sent, the page will update to the Identification Code page. If they are having issues getting the code, they can always request a new code using the request a new code link under the Login button. If they are still having issues, the agency's contact information is visible at the bottom of the page, so they can reach out to your agency for help.


Once they get the code, they will input it into the Identification Code field and select Login. This will drop them off on their Client Center portal home page. 





Google Sign In Option


If the insured chooses the Sign in with Google option, this will automatically take them to the Google account login page.





Here they will need to enter their Gmail email address along with their Gmail password. If they enter an email address that is not a Gmail account, they will see a message stating "Couldn't find your Google Account." 



Once they enter their Gmail information, they will be asked to enter a one-time authentication code when they are logging in via Gmail for the first time. The one-time authentication code will automatically be sent to the primary email address on the Details page of their account. This is to follow the standard protocol while introducing a new login option to ensure the safety and security of your insureds. 

After they have completed the first-time login process, they will not be prompted for a one-time authentication code again. Once they input the identification code, they will land on their Client Center home page.


What if the insured has multiple accounts?


If the primary email address is associated to more than one account, the insured will be prompted to select which account they would like to view during the login process described above.




If the customer ever needs to switch to their other accounts, they can click the Profile icon and then Switch Accounts.


Read-Only Mode for Client Center


Occasionally, you may want to log into an insured's Client Center account to see what they see. For example, if an insured calls in confused on where they need to go to complete a task, you would want to log into their account so you can walk them through the steps. You can do this by accessing the read-only mode of their Client Center account.


1. To access the read-only version, find a customer account. 

2. On the Account Info Pane, choose the Client Center icon.



This will automatically open up a new tab in your browser and drop you off in a Read Only Mode of the insured's Client Center portal.