Client Center can help your customers and boost your efficiency by giving your customers 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. 


Both you and your customer can share documents through Client Center securely and this article will show you how!


TABLE OF CONTENTS


Sharing Document(s)


Sharing documents through Client Center provides peace of mind to both you and your customers as it reduces the need for insecure forms of communication such as email or fax which can be easily hacked or stolen. 


1. To share a document(s) to a customer, first find their account using the Super Search.

2. Then, click the Documents tab.



3. To share one document, click Actions > Share. 



4. To share more than one document, check mark the documents you want to share. 

5. Then, click the Actions button.

6. Then, click Share.



Once you share a document(s), you will be prompted to send a notification to your customer. You can send the notification via email or via text if you have our Text Messaging product. If you would not like to send the customer a notification that a document has been share, click the Cancel button.




To tell if a document is shared or not, you can look for the green checkmark under the Share column.



Did you know? - If you ever want to resend a notification you can click Actions then Send Shared Notification to bring back the Send Shared Document Notification option.

Un-share Document(s)


To remove the ability for your customer to see a document, click the Actions button. Then, click Remove Share.



To remove the ability for your customers to see multiple documents, check-mark the documents in question. Then, click the Actions button and Remove Share.


Sharing a Certificate Master


If your Client Center Admin has allowed for it, you can also share Certificate Masters to your customers so that they can generate their own certificate holders whenever they need.


1. To share a Certificate Master, click the Certificates tab.

2. Find the Certificate in question.

3. Click the Actions button.

4. Click Client Center.



Click the Enabled button and check that you understand. Then, click Save. 



Note! - If there are no active policies on the account or the policy associated to the Certificate is no longer in force, the ability share the Certificate Master will no longer be available for that particular Certificate Master.


Un-share Certificate Master


To remove the ability for your customers to see the Certificate Master, click the Actions button. Then, Click Client Center.



Click Disabled, then Save.


How a Customer Finds the Documents


Once you've shared your documents to the customer, they can find them in the Client Center under the Documents section, and they can find the Certificates under the Certificates section.




How a Customer adds a Certificate Holder


When a customer needs to add a new Certificate Holder on the fly, they can do so once the Certificate Master is shared with them from under the Certificates Section of their Client Center Account. Any Certificate Holders added by the Customer will automatically appear back on the Certificate Master for you in EZLynx.


1. They will click the Certificates tab.

2. Then, the Add Certificate Holder button. 



3. Next to the Certificate Master in question, they will click + Add Certificate Holder.



4. Then the customer can input the Certificate Holders information.  

5. If they select Yes to the Certificate Holder Requirements, they will need to checkmark that they understand the coverages on the policies are accurate.



The system will then generate the Certificate with the new Certificate Holder's information and the Customer can download the file. 



6. If they select No to the Certificate Holder Requirements, the system will ask them to indicate why the policy does not meet the requirements.

7. Then, click the Next button.



The system will then provide a Thank You message to the Customer and an email will be sent to the Assigned To User about the New Certificate Request.