EZLynx

This article contains the list of downloadable EZLynx approved CSV templates to help reduce the chance of errors when gathering lists of data for Locations/Buildings, Additional Named Insureds, Vehicles, Drivers, Additional Interests, and Equipment. 

• Additional Interests Import Template
• Drivers Import Template
• Equipment Import Template
• Insureds Import Template
• Location and Building Import Template
• Vehicles Import Template

You can also find these within EZLynx when you are in the respective Import windows when creating a commercial application or policy. Click on the screenshots in the table to make them bigger.

Name	Steps	Screenshots
Additional Interests	On a customer's account > Overview > Actions > Add Application > Manual > Commercial > Auto (C) is most common > Add Application > Additional Interest/Policy Contacts > Import Additional Interest > click our approved CSV Template.
Drivers	On a customer's account > Overview > Actions > Add Application > Manual > Commercial > Auto (C) is most common > Add Application > Auto (Commercial) > Drivers > Import Drivers > click our approved CSV Template.
Equipment	On a customer's account > Overview > Actions > Add Application > Manual > Commercial > Inland Marine (Commercial) > Add Application > Inland Marine (Commercial) > Check Miscellaneous Articles > Equipment Floater > Import Equipment > click our approved CSV Template.
Insureds	On a customer's account > Overview > Actions > Add Application > Manual > Commercial > Auto (C) is most common > Add Application > Insured Information > Additional Named Insured Details > Import Insured > click our approved CSV Template.
Locations and Buildings	On a customer's account > Overview > Actions > Add Application > Manual > Commercial > Auto (C) is most common > Add Application > Insured Information > Locations > Import Locations & Buildings > click our approved CSV Template.
Vehicles	On a customer's account > Overview > Actions > Add Application > Manual > Commercial > Auto (C) is most common > Add Application > Auto (Commercial) > Vehicles> Import Vehicles > click our approved CSV Template.

Attention! - These templates are only used for for commercial applications/policies so you will need our Management System to utilize these.

We hope this workflow article was helpful in finding templates that could be used to more efficiently gather lists of data. Please let us know if this article was helpful by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!