Applicant:  Any prospect or customer, either personal or commercial that has been entered into EZLynx for any reason.

Carrier Defaults:  These allow you to set answers to the carriers’ underwriting questions as defaults that will prefill into your new rating applications.

Data Conversion:  The transfer of data from a prior management system to EZLynx Management

System.

Independent Account:  A carrier that an agent is appointed with to write business.

Policy Downloads:  Electronic policy information send by a carrier to an EZLynx account.

Shared Account:  A carrier appointment that is shared by a brokerage with an agent, so that the agent who is not appointed with the carrier, can still write business with the carrier.

User:  Anyone who has a username and password to log into EZLynx.