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 25

• EZLynx Basics - Manage Users, Carriers, Invoices, & Two-Step Verification
• EZLynx Basics - Lead Source Field Configuration
• Getting Started with EZLynx Client Center
• Admin: Granting Users Correct Access
• Admin: Pay Link Walk-through

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Basic Navigation 10

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

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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 10

• Frequently Asked Questions - EZLynx
• FIX - Experiencing Issues?
• Internet Explorer Deprecation FAQ
• FIX - Adjust Popup Blocker Settings Chrome
• FAQ - Older Versions of Chrome, Edge, and Firefox will No Longer Be Supported

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