The following workflows are recommended for collecting payments and working with direct bill commission statements.  Other sections of this manual explain how to perform the workflow tasks.   


Collecting Payments Workflow


Agency Bill - Agency bill policies typically begin with an invoice, so the agency is able to retain commissions when customers make payments.

Direct Bill Payment – If agency collects customer payments for direct bill policies, the agency must track these payments in order to the pay the carriers.


When collecting Agency or Direct Bill payments:

  • Create an Invoice (skip this step for direct bill payments).
  • Create and apply a Receipt.
  • Create a Deposit.
  • Run a Report, then create a Check to the carrier.
  • Export Check and General Ledger from EZLynx.  
  • Import Check and General Ledger to QuickBooks.


Direct Bill Commission Statements Workflow


Agencies either receive downloaded commission statements from carriers, or manually enter their direct bill commission statements into EZLynx Management System. Commission statements are used to track and pay producers’ commissions within EZLynx.


To reconcile carrier commission payments or pay producers’ commissions:

  • Match, Update & Approve the carrier’s Commission Statement.

  • Create a Receipt from the commission statement.

  • Finalize the carrier’s Commission Statement.

  • Create a Deposit.

  • Create producers check to pay commissions.

  • Export Checks and General Ledger from EZLynx. 

  • Import Checks and General Ledger to QuickBooks