As an agency changes, the Agency Admin has the ability to manage carriers for the agency as a whole. These features are part of our Rating Engine product. In this article we will cover how an Agency Admin that is getting access to the Rating Engine through EZLynx (not a market access provider), can manage their agency's  carriers for quoting.


Please note, if you are a member of a Market Access Provider (meaning you are getting access to EZLynx Rating Engine through a contract with someone other than EZLynx), your version of the Rating Engine product will not include these Admin features. Your Market Access Provider is responsible for managing all your users and carriers to make sure there is no accidental breach of contract you have with them. Please reach out to your Market Access Provider if you need to manage your users and carriers.


TABLE OF CONTENTS


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Add a Carrier


1. To add a carrier, hover over the Settings icon.

2. Choose Carrier Quoting Setup. This will take you to the Manage Carriers page.





3. On the Manage Carriers page, select Add Carrier. This will take you to the Add Carrier page.




4. Using the Carrier Search field, type the name of the carrier you are interested in adding. Once you find it, select the result. This will add the State and LOB options below.





5. Use the state dropdown to select the state you want to make this carrier to be available for. Please note, the states available are the ones available for your agency as a whole. If you need to add a new state, please reach out to EZLynx support by emailing support@ezlynx.com. Check the boxes for the lines of business you would like this carrier to be available for. Then, select Save. 

6. A pop-up will appear in the bottom-middle of the page stating the carrier has been saved. This means it's been added to the account. 

7. To get back to the Manage Carriers page, select the Go Back button.



Remember when a new carrier is added, the Carrier Logins will need to be set before you can begin quoting with the new carrier. Check out our Rating Engine - Set Carrier Logins article to learn how.

Remove a State or LOB


1. To remove a state or line of business from a rating carrier, hover over the Settings icon.

2. Choose Carrier Quoting Setup. This will take you to the Manage Carriers page.





3. Select View Details on the carrier in question. This will take you to that carrier's details page.



4. To remove a line of business, navigate to the Details tab, uncheck the box and select the Save button. You will see a Saved Carrier pop-up in the bottom-middle of the page. To navigate back to the Manage Carriers page, select the Go Back button. 




5. To remove an entire state, navigate to the Details tab, and select the Delete icon. This will uncheck all the lob boxes and grey out the state. Select the Save button to finalize the removal. You will see a Saved Carrier pop-up in the bottom-middle of the page. To navigate back to the Manage Carriers page, select the Go Back button. 


Remove a Carrier


1. To remove a carrier from rating, hover over the Settings icon.

2. Choose Carrier Quoting Setup. This will take you to the Manage Carriers page.





3. Select View Details on the carrier in question. This will take you to that carrier's details page.



4. Navigate to the Details tab. 

5. Select Actions.

6. Choose Delete Carrier. This will cause a warning pop-up.



7. Confirm you want to delete the carrier. This will remove it from your agency and take you back to the Manage Carriers page where you will see the carrier is no longer on the page. If this was done in error, use the steps from the Add Carrier section of this article to learn how to add the carrier back.


We hope this article was helpful in getting your agency setup with carriers for quoting within the Rating Engine. Please let us know if this article was helpful by answering the question below. Check out our related training articles on the right side to learn more about mastering EZLynx!