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 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


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Installing EZLogin


For this article we will be installing EZLogin for chrome as our example, but the steps are the same for Microsoft Edge.


1. From the Dashboard of your EZLynx account, find the EZLynx Carrier Integration box and click Add Extension.




2. Click Available on Chrome button. For the 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. 


We hope this article was helpful in learning how to install and access EZLogin for both Rating and Management. Please let us know if this article was helpful by answering the question below. Check out the related training articles on the right side to learn more about how to master EZLynx!