Modified on: Fri, 27 Jan, 2023 at 11:50 AM
In this article we cover some of the frequently asked questions about EZLynx as a whole. If you don't find an answer to your question here, check out our other articles!
TABLE OF CONTENTS
- Does EZLynx work with MAC or Chromebook?
- How do I upload a list of Prospects?
- How do I change my Agency's Name?
- How do I make changes to my account?
- How do I participate in BETA Products/Testing?
Does EZLynx work with MAC or Chromebook?
How do I upload a list of Prospects?
Some agents keep an Excel spreadsheet with prospect or client info.
There are two ways to get this information into EZLynx:
- Data import
- Contact firstname.lastname@example.org for questions about pricing.
- Sales Center Prospecting
How do I change my Agency's Name?
Occasionally, agencies need to correct or altogether change their name. There are legal implications with agency name changes, so an admin needs to email email@example.com with the requested change.
How do I make changes to my account?
Contact the EZLynx Billing Department for:
- Updates to your Account's Billing information
- Account Invoices
- Account Cancellation(s)
Contact your EZLynx Sales Rep for:
- Upgrades/Additional Products
Contact the Support Department for:
- Increasing Max User Count
- Adding Additional Storage Space
- Paylink to add funds to account for pay per use products like Email Campaigns or eSignature.
If your agency contracts with a Market Access Provider, aka MAP (brokerage or MGA) for access to EZLynx Rating Engine, contact your MAP admin to add or remove users, rating states or carriers (including your direct appointment carriers). EZLynx Support cannot help with these items.If you are an agency that does not contract with a Market Access Provider (MAP), to add/remove users, carriers, or states, please see: Rating Engine: Manage Users, Carriers, Invoices, & Two-Step Verification
For additional Contact/Directory information, Hours of Operation, and Mailing Address; Click here.
How do I participate in BETA Products/Testing?
At EZLynx, we are committed to constantly enhancing our products and features.
If interested, your agency can test these features in Beta before we release them to production for all users.
To let us know your agency would like to be set up with our current Beta features, complete the EZLynx Beta Request Form.
If your agency has been selected, to be a part of our Beta Programs, you will be notified and provided additional participant information.
While being a beta participant has its own challenges in terms of having to deal with new enhancements that may still be rough around the edges; the feedback provided by participants will be invaluable to the final touches on these features.
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