The EZLogin button will allow you to automatically log into a Carrier's site. For the Rating Engine, it will land on the quote to start the binding process. For the Management System, you have 3 options to land on - Policy, Billing, or Claims. It's super useful to keep your workflow efficient, so we highly recommend installing it on every computer you use EZLynx on. 


The EZLogin is currently supported for Google Chrome and the NEW Microsoft Edge. 


This article will cover how to install and use the EZLogin button for both the Rating Engine and Management System! 


TABLE OF CONTENTS


Installing EZLogin


1. From the Homepage of your EZLynx account, find the EZLynx Carrier Integration box and click Add to Chrome.




2. Click Available on Chrome button. Note! For the NEW Microsoft Edge version you might have to allow Third-Party browser extension before you can get to this step. 



3. Click Add Extension.

4. When it is done installing, you will see a little EZ icon next to your browser bar letting you know it's installed.




Using EZLogin for Rating Engine

The EZLogin button will allow you to automatically log into a Carrier's site. For the Rating Engine, it will land on the quote to start the binding process. 


1. On a Customer's Account, click the Quotes tab. 

2. Expand a Quote Result.

3. Then, click the Go To Carrier button. 



Using EZLogin for Management System


The EZLogin button will allow you to automatically log into a Carrier's site.  For the Management System, you have 3 options to land on - Policy, Billing, or Claims.


1. On a Customer's Account, click the Overview or Policies tab. 

2. Click the Building Icon.

3. Click on either Go To Policy, Claim, or Billing to be landed on their respective pages.