EZLynx Navigation
Modified on: Thu, 24 Sep, 2026 at 5:34 PM
EZLynx keeps its main navigation tools in the same place on every page, so once you learn where they are, you can get anywhere in the system quickly. Two toolbars frame every screen, and one search bar finds any customer. Buttons and icons look and work the same wherever you see them.
This article shows you how to get around EZLynx. It covers your Dashboard, the top and left toolbars, your User Settings, Super Search, an applicant's account, and the everyday buttons you'll see on most pages.
If you're looking for more detail on the pages and icons covered here, check out Glossary of Icons and their Meanings, Dashboard Overview, and EZLynx Login Page & Two-Factor Authentication.
TABLE OF CONTENTS | Check out our videos if you'd rather watch and follow along!    |
 | Did you know? - You can click on the images and GIFs in our articles to zoom in! |
Before You Start: How Navigation Works
A few things apply everywhere in EZLynx:
| What to know | Why it matters |
|---|---|
| The toolbars never move | The top and left navigation bars are on every page, so you can always reach them. |
| Your icons depend on your products | Your agency's EZLynx package decides which icons and menus you see, so your screen may not match the screenshots in this article. |
| Some icons depend on your permissions | Some icons are only available for certain roles, such as Agency Admins. |
| Hover to learn more | Hover over most icons to see a label that tells you what they do. |
| Like icons work alike | An icon may look slightly different from page to page, but it always does the same kind of job. |
 | Good to know - If you think you're missing a product, have your agency admin contact the EZLynx Support team at support@ezlynx.com. |
Your Dashboard
Your Dashboard is the first page you see when you log in. You can get back to it from anywhere in either of these ways:
- Click the EZLynx logo in the top left corner.
- Or hover over the Dashboard icon in the left navigation bar and select Home Page.
Its cards show you key information about how many text messages, alerts, eSignature envelopes, and policy/claims downloads you have at a glance. To learn more about what each card shows, and which totals to watch, check out our Dashboard Overview article.
Top Navigation Bar
The top navigation bar runs across the top of every page. Here's what you'll find, from left to right:
- EZLynx logo: takes you back to your Home Page from anywhere.
- Super Search: finds a customer or policy from any page. See Using the Super Search to learn more.
- Applicant Search (magnifying glass): opens the Applicant Search page, where you can find an account using detailed filters.
- User Profile (your initials): shows your EZLynx username and gives you options to open User Settings or Logout.
- Help (question mark): opens the Help Widget, where you can chat with Support and search for articles and videos. If you have our Advanced Package, you'll also see an Ask EVA option.
- AI (stars): opens Ask EVA for those with our Advanced package where you can ask EVA for help on something in EZLynx.
| Did you know? - You can also open the Help Widget anytime by pressing Ctrl + / on your keyboard! |
If your agency has Agency Workspace in the Management System, you'll also see these icons:
- Add Note: opens the Agency Workspace pane so you can add a note or task to an account.
- Task List: opens a list of tasks for the account you're on.
- Notifications: opens a list of your unread notifications. Click Show Read to see the ones you've already read.
If your agency has Automation Center, you'll also see the Workflows icon. It opens a pane where you can see an account's in-progress workflows and history, or start a manual workflow.
Personalizing Your User Settings
Your User Settings let you customize how EZLynx works for you. You can update your contact info, set your preferences, create your email and ACORD form signatures, and manage your security. These settings apply only to you.
To open your User Settings:
1. Click the User Profile icon (your initials) in the top right corner.
2. Choose User Settings.
 |  |
| Did you know? - You can find your full EZLynx username when you click the User Profile icon. Keep it handy when you contact Support! |
Here's what you'll find on each tab:
| Tab | What you can do there |
|---|---|
| Account | Update your contact info, including your name, email, phone, and mobile phone, and select your role. |
| Preferences | Set your time zone, choose how the rating application displays drivers and vehicles, set quote submission and quote result defaults, switch to Compact View, show recent applicants and quotes in the Applicants menu, and manage email and Agency Workspace notifications. |
| ACORD Forms | Set a custom address, such as a P.O. Box, and choose how your signature displays on ACORD Forms. |
| Email Signature | Create the default signature for your one-off emails and email campaigns. |
| Login Activity | Review your recent logins. |
| Two Factor | Add or update your two-factor authentication methods. Check out EZLynx Login Page & Two-Factor Authentication to learn more. |
| Change Password | Update your password without going through the Forgot Password link on the login page. |
| Third Party Apps | See the single sign-on (SSO) providers you've authorized, such as Citizens PolicyCenter, open their support links, or remove an authorization. Check out Single Sign-On (SSO) Integration with Citizens PolicyCenter to learn more. |
 | Best Practice Tip - Start with these two settings. First, make sure your email on the Account tab is correct, since EZLynx uses it for password resets and system notifications. Then, on the Preferences tab, keep Allow technical Support Representatives to login with you checked so Support can troubleshoot faster. |
| Good to know - If you have Email Campaigns, your User Settings email signature and your Email Campaigns signature are the same. Updating one updates the other. |
To walk through every setting step by step, check out EZLynx Basics - User Settings.
Left Navigation Bar
The left navigation bar runs down the side of every page and holds the icons for your EZLynx products. Hover over an icon to open a menu of links for that area. Icons that don't open a menu are buttons, so you simply click them to go to that page.
| Icon | What you'll find there |
|---|---|
| Dashboard | Home Page and Directory links. With Agency Workspace, you'll also see Agency Activity and Agency Tasks. |
| Applicants | Create, search, and import applicants, and view quotes. |
| Policy Management | Policy and claim transactions and the ACORD library. Agency Admins also see the commission links. |
| Communication Center | Email Campaigns, Voice and Text (Text Messaging), postal mail, Virtual Agent (EVA), Quote by Text, and eSignature Templates. |
| Accounting | Billing, receivables, payables, general ledger, reporting, and configuration, based on your Accounting permissions. |
| Reporting | Favorited, Scheduled, and Shared reports along with the different categories of reports based on your product and permission access. If you have Reports Pro, you'll also see Saved Reports. |
| Settings | Settings for most products and features. |
| Agency Admin | Manage users and security settings for your agency. This is for Agency Admins only. |
| Support | Support, Product News & Updates, Training, and API Documentation. |
| Retention Center | The overview page, reports, and settings for the Retention Center product. |
| Sales Center | Opportunities, prospecting, reports, and settings for the Sales Center product. |
| Connect Marketplace | View, manage, and add integrations with Connect Marketplace. Admin permissions will allow you to see branch and hidden integration configuration links. |
| Refer a Friend | A page where you can refer someone to EZLynx for a reward. Read the fine print before you submit. |
| Good to know - To see each icon and a full description, check out our Glossary of Icons and their Meanings. |
Using the Super Search
Super Search is the fastest way to find a customer record from any page. Type key information you know about the customer, such as a name, address, phone number, email, zip code, or policy number, and you'll get a drop-down of matching accounts. You don't need to know which field the information is in.
| Best Practice Tip - The more you type, the narrower your results. A partial phone number such as "555" may return a long list. Add a few more digits and the list narrows fast. A fragment of a policy number or a street address works too. |
When you need to search with detailed filters, use the Applicant Search icon (magnifying glass) next to the Super Search instead.
Every search bar in EZLynx works the same way. You'll often see these controls next to one:
- Filters: narrow your results.
- Clear Search/Filters: clears everything so you can start fresh.
- Sort / Sort Direction: sorts your results and switches between ascending and descending order.
Navigating an Applicant's Account
 | EZLynx Term - Applicant = customer in EZLynx lingo! Anytime you see the word Applicant, it means your customer. |
When you open an applicant's account, you'll see two main areas: the Applicant Pane on the left and a row of tabs across the top.
The Applicant Pane
The Applicant Pane stays visible while you move between tabs, so your most-used tools are always close by:
- Account name: click it to return to the customer's Overview tab.
- VIP star: click it to mark the account as VIP. A filled star means it's on.
- Email and Text Message: contact your customer directly from EZLynx.
- Collapse: shrinks the pane to give you more room on smaller screens.
| Good to know - When you email a customer from the Applicant Pane, their replies go to your own email inbox, not back into EZLynx. To bring replies into EZLynx, check out EZLynx for Outlook and EZLynx for Gmail. |
The Applicant Pane also has links for Client Center, Opportunities, Share, Google Maps, Zillow, and more. To see what each one does, check out the Applicant Pane section of Glossary of Icons and their Meanings.
The Account Tabs
| Tab | What you'll find there |
|---|---|
| Overview | Widgets for Policies and Applications, Tasks, Campaigns, Claims, and Accounting. Click the Actions button to add a policy, application, or claim |
| Policies | Premium totals, time with agency, and every policy on the account. Use Modify Shown Fields to choose which details show, and switch between Card View and Table View |
| Details | Personal information, addresses, phone numbers, and emails. Click Go to Auto, Go to Home, or Go to Dwelling Fire at the bottom to jump into rating |
| Quotes | Quote history for both the rater and manual quotes. Click Add Quote to start a manual quote |
| Lead Info | Lead source, assigned producer, lead status, probability of sale, and sold policy details |
| Documents | The Document Library, where you can search, filter, organize files into folders, and create eSignature envelopes |
| Certificates | Certificate masters and holders by status: Current, Pending, Expiring, Expired, Archived |
| Activity | Notes, tasks, emails, texts, and eSignature activity, plus the system log |
| Invoices | A/R balance, invoices, and receipts. Click Add Direct Bill Payment or Add Receipt |
| Submissions | Applicant submissions and their status (Commercial Applicants only) |
| Good to know - Some Overview widgets only display once there's information to show. For example, the Claims widget stays hidden until you add a claim. If you don't see a widget, it just means there's nothing to display there yet. |
Everyday Buttons
These buttons show up on most pages in EZLynx. If you're ever unsure, hover over one to see its label. For icons specific to the Applicant Pane, Overview, Documents, Agency Workspace, and Activity tab, check out our Glossary of Icons and their Meanings article.
| Button or icon | What it does |
|---|---|
| Expander (arrow) | Expands an item to show more details without opening the full record |
| Actions (vertical dots) | Opens actions for that item, such as Compare, Edit, and Service on a policy |
| Widget Settings (gear) | Controls that widget's settings, such as size and showing or hiding items |
| Go to Carrier (building) | Takes you to the carrier's website for that policy, with the options Go To Policy, Go To Billing, or Go To Claims |
| Forms (clipboard) | Shows form categories for that policy or application. Click View All Forms to see the whole library |
| Column Sort (up/down arrows) | Click once to sort a column. Click again to reverse the order. |
| Refresh (circling arrows) | Updates the data on the page or card |
| Add Attachments (paperclip) | Attaches files from the Document Library or your computer |
| Edit (pencil) | Edits the information in a field |
| Copy (two stacked pages) | Copies an item, such as an email campaign template |
| Print (printer) | Prints what you're viewing |
| Export/Download (arrow over a line) | Downloads the data it's tied to |
| Upload (upward arrow) | Uploads files or data from your computer |
| Calendar (calendar) | Opens a date picker |
| Information (circled "i") | Hover over it to see tips about a feature |
| Delete (trashcan) | Permanently deletes what it's connected to |
| Watch out for this - The Widget Settings gear on the Policies widget changes settings for your whole agency, not just you. If you change the sort order or show/hide inactive policies here, every user sees the change. Make these changes on purpose. |
| Watch out for this - The trashcan deletes permanently. The one next to a phone number or email deletes that data, and the one at the bottom of the Details tab deletes the entire applicant. Only use it when you're certain. |
| Good to know - The Go to Carrier icon needs the EZLogin extension installed, and some carriers don't support it. Check out our Rating & Management - EZLogin Button to learn more. |
| Good to know - When you try to edit a policy downloaded from the carrier, EZLynx shows you a warning first. Editing downloaded policies can cause mismatches in commissions and reporting, so only continue when you have a good reason. |
Quick Reference: Where to Find It
| I want to... | Go here |
|---|---|
| Get back to my Home Page | EZLynx logo or Dashboard > Home Page |
| Find a customer quickly | Super Search |
| Search with detailed filters | Applicant Search icon |
| Get help or chat with Support | Help icon or Ctrl + / |
| Create or import an applicant | Applicants icon |
| Go back to a customer's Overview | Click the account name on the Applicant Pane or click Overview |
| Start a quote for a customer | Details tab > Go to Auto / Home / Dwelling Fire for rater or Quotes > Add Quote for manual quote |
| Add a note or task | Add Note icon (Agency Workspace) |
| Add users | Agency Admin icon (Agency Admins only) |
| Change my display preferences | User Profile > User Settings > Preferences |
| Change my password | User Profile > User Settings > Change Password |
| Look up what an icon means | Glossary of Icons and their Meanings |
We hope this guide helps you find your way around EZLynx with confidence. To learn more, check out the Solution Center or EZLynx University from the Support icon in the left navigation bar.
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