There are a lot of things you and your customers can do within Client Center and EZLynx to securely communicate through the life of their policies. This article documents what actions you and your customers can take in both Client Center or EZLynx, and if that action causes email notifications, task/note creation, and/or activity/system log documentation to occur. This should help you have a better idea of what to expect when you or a customer takes a specific action in Client Center or EZLynx.


Down below we've included a definition of what each action result means:


  • Agent Email - This means that an email notification will be sent to the Assigned Producer of the customer's account when the customer takes this action in Client Center. It will also send an email to the agent that takes the action in Client Center or EZLynx.


  • Customer Email - This means that an email notification will be sent to the customer that takes the action in Client Center. It will also trigger an email to the customer if an agent takes the action in Client Center or EZLynx.


  • Primary Applicant Email - This means that if the co-applicant or additional contact of an account takes the action in Client Center then the Primary Applicant on the account will be sent an email.


  • Task/Note Created - This means that a task/note will be created in EZLynx and assigned to the Producer for that customer's account. 


  • Activity/System Log - This means that an activity/system log will be documented in EZLynx under the customer's account.


TABLE OF CONTENTS

Customer Section


All the actions listed in this table are triggered when a customer/insured takes the respective action in Client Center.


Action
Agent Email
Customer Email
Primary Applicant Email
Task/Note Created
Activity/System Log
Logs in via Email



Logs in via Text


Downloads document(s)


Uploads document(s)

ID Card(s) Download


Contact Us/Help Center
Personal Change Request
Commercial Change Request
General Request
Edit Personal Information
Edit Contact Preferences

Edit Co-applicant information
Payments
Consumer Facing Integrations



Non-consumer Facing Integrations



Cross-sell Integration



Proposal
Add Certificate Holder


Your Certificates (Download)


Request New Certificate
Referral



Feedback


Claim Experience Survey



Agent Section


All the actions listed in this table are triggered when an agent does the respective action in Client Center.


Action
Agent Email
Customer Email
Primary Applicant Email
Task/Note Created
Activity/System Log
Logs in



Download Document(s)




Download ID Card(s)



Payments
Consumer Facing Integration



Non-Consumer Facing Integration



Cross-sell Integration



Log off




Portal Section


All the actions listed in this table are triggered when an agent takes the respective action in EZLynx.


Action
Agent Email
Customer Email
Primary Applicant Email
Task/Note Created
Activity/System Log
Share Document through Email



Share Document through Text


Payment Request through Email

Payment Request through Text


One-time Payment


Policies/Invoices

Share Certificate





We hope this knowledge base article was helpful in mastering the Client Center product. Please let us know if this article was helpful by answering the question below. Check out our related knowledge base articles on the right-side to learn more about how to master EZLynx!