EZLynx

Setup Tasks for CSRs & Producers 11

• EZLynx Basics - User Settings
• Rating Engine - Set Carrier Logins
• Rating Engine - Set Carrier Questions
• Rating Engine - Quote Templates
• Rating Engine - Broker Fee

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Setup Tasks for Admins 27

• How to Manage Carriers for Non-Member Agencies
• How to Manage Users for Non-Member Agencies
• Lead Source Field Configuration
• Getting Started with EZLynx Client Center
• Admin: Granting Users Correct Access

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Basic Navigation 13

• EZLynx Login Page & Two-Factor Authentication
• EZLynx Navigation
• Glossary of Icons and their Meanings
• Create & Assign a Customer Account
• Link Accounts for Easy Access

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Workflow Guides 13

• CSR/Producer/Account Manager Workflow Guide
• Quoting Personal Lines in and out of the Personal Lines Rater
• Quoting Commercial Lines
• Direct Appointment Binding Process
• Binding Process with MAP Underwriter

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Training & Support 17

• Where can I find Training Content?
• EZLynx Office Hours - Live Training Q&A Session
• Interactive Training Webinars
• Previously Recorded Training Webinars
• New Business Personal Lines Product Checklist & Setup Tasks

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FAQ, Tips, Tricks, & Fixes 11

• Frequently Asked Questions - EZLynx
• FAQ - Older Versions of Chrome, Edge, and Firefox will No Longer Be Supported
• Internet Explorer Deprecation FAQ
• EZTip - Work in Multiple EZLynx Tabs at Once
• FIX - Experiencing Issues?

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