With this release, we are proud to announce the new UI for Carrier Login screens for Member Agencies! Functionality-wise, Carrier Logins and Carrier Questions remain the same. The release is simply to make the screens look more consistent with the rest of the EZLynx 5.


To learn more about Carrier Logins for Members, check out our Carrier Logins for Member Agencies article!


TABLE OF CONTENTS


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Manage Carriers


You will see a toggle for independent and shared carriers (if both licenses are available) just like you did before. Remember the Shared toggle is for Shared Carriers that you do not have binding authority with. While the Independent toggle is for carriers that you have binding authority with.




A new feature that is on this page is the ability to search and filter the carriers you see on the Carrier Login page. You can filter by carrier, state, or line of business. 


Details & Logins

To set logins, click on the View Details button for the carrier card in question.  



This will take you to the details of the carrier where you will be able to see the states and lines of business the carrier has been enabled for your agency. Remember to add/remove new states, carriers, or lines of business please reach out to your parent organization.



To set a login for your Independent carriers, click the Logins tab. Here the functionality is the same as before. Input your carrier login information and then click Save and Test. If the logins do not work, we recommend using the Actions button then clicking Visit Carrier Website to test that the logins work on the carrier website. Remember, if the logins don't work on the carrier website they won't work in EZLynx.


If you need to update the logins for Shared carriers, remember to reach out to your parent organization for help!




Just like before you can add state specific logins if needed by using the dropdown to select a state and then click the Add State Login button. 


Carrier Questions 


Previously known as Carrier Defaults, Carrier Questions are where you would input answers to common carrier questions and input producer codes. Just like before this step needs to be completed for every line of business and state that is available for your agency with the respective carrier.


If you need to update the carrier questions for Shared carriers, remember to reach out to your parent organization for help!