This article covers how to create Personal Lines Applications not supported in the Rating Engine (i.e. Motorcycle) or Commercial Lines Applications if you don't have the Submission Center product. For ease of use, we will call this the Legacy Application Workflow. Regardless of which type of Application you are creating, the workflow is pretty much the same. 

TABLE OF CONTENTS Personal vs. Commercial Creating the Application  Form Entry Locations & Buildings Importing Schedules Upload File Map Column Headers Review Imported Data Saving the Application

Check out our video if you want to watch and follow along!

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Personal vs. Commercial

The only difference for this workflow is which type of applicant you need to be on when creating the applications because once you make the application there is no easy way to move the application to a different customer. If you are planning on making a Personal Lines Application make sure you are on a Personal Lines account. The same goes for Commercial Lines. 

The way to tell which is which is by navigating to the Details tab. At the top you will see if you are on a Personal Lines or a Commercial Lines applicant. 

Creating the Application 

Now that you are on the right applicant, let's create the application. 

1. To create an application, go to a customer's Overview tab.

• If this is your first application for this customer, select the Applications tab and select the Add Application button. Then, choose Manual.
• If this is your second application, click the Actions button and then hover over Add Application and choose Manual. 

Regardless if this is your first or second time, this will open the Add Application window.

First time making an application

Second time making an application

2. Toggle Commercial or Personal. Remember, the system will allow you to make a Commercial Lines Application on a Personal Lines account, so be sure you are on the right account before making the application as there is no easy way to move them. 

3. Use the Select LOB dropdown to choose the Line of Business. The options available will change depending on if you choose a Commercial vs. a Personal application. 

Commercial Lines LOBs

Personal Lines LOBs

To add additional LOBs or create a 'Bundled Application', select Add Line of Business and a new Select LOB dropdown will display.

4. If you have previous applications or even policies on this account, you can use the Application/Policy To Pre-Fill From dropdown to choose one of them to have previous data pre-fill into this new application. 

5. Check the Rating State. This is prefilled from the Rating State from the Details page of this customer. 

6. Fill in the Description with a unique description so you'll know what the application was for in the future.

7. When ready, select Add Application. This will take you to the Form Entry page.

Form Entry

The Form Entry page is where you will input all the data for legacy applications.

To navigate this page follow the tabs left to right. When you select a tab that is a line of business, you'll see a sub-layer of tabs. You can also navigate these left to right. 

Locations & Buildings

To add a location, navigate to the Insured Information tab and select the Add Location button. This will open the Add/Edit Location window. Input the location information and then choose either Save and Add Location to add another location or Save to close the Add/Edit Location window.

If you are making a Commercial Lines Application, you'll need to add buildings, you can do this from the Add/Edit Location window using the Save and Add Building button or the Actions > Add Building option back on the Insured Information tab.

Attention! - You need at least one building for each location or you can run into issues with the application.

Importing Schedules

For Commercial LOBs, you'll see Import buttons you can use to import CSV files to make data entry quicker and easier. You can find buttons for the following: 

• Locations and Buildings
• Vehicles
• Drivers
• Additional Named Insureds
• Additional Interests

You can find the Import Locations and Buildings button on the Insured Information tab under the Locations section.

You can find the Import Vehicles button under any Vehicle sub-tab for applicable LOBs.

You can find the Import Drivers button under any Drivers sub-tab for applicable LOBs. 

You can find the Import Additional Named Insureds button under the Insured Information tab under the Additional Named Insured Details section. 

You can find the Import Additional Interests button under the Additional Interest / Policy Contacts tab. 

Upload File

Clicking on any of these buttons will open the respective Import window. Upload the CSV file from your computer or select it from the customer's Documents library. 

If you aren't sure where to start you can always download the EZLynx approved CSV template by clicking "our approved CSV template" in the green info box. Using our template makes the next step much easier. 

If you need to replace information rather than add new information, select the Replace option. This will update the green info box to let you know how many items you'll be replacing. 

Once you are ready you can select the Save and continue button to move to the next step.

Map Column Headers

The next step is to map the column headers from the CSV to the fields you want them to pre-fill in the application. If you are using our approved template, you will simply skip this step and move to the final step - Review Imported Data.

To map the fields, use the dropdowns to pick what field in EZLynx you want the information to pre-fill into to. Once all the fields are mapped, select the Save and continue button to move to the final step of importing. 

Review Imported Data

On the final step, the system will let you know if any data is not formatted correctly for the field you've mapped it to. 

If there is anything wrong with the data, the system will let you know and give you the chance to fix it. To fix the data, select the Edit icon (pencil). 

Once you've fixed the data, save the change by selecting the Confirm icon (checkmark). 

Once all the data is fixed you will get a message stating "The imported data looks valid." Select the Finish button to finish the import process. 

Saving the Application

While you are working on the application, you can always save and come back to it if you need to work on other things. You can select the Save & Close buttons on the top or bottom of the page to save and go back to the customer's Overview page.

To reopen the application, select the More Actions icon (vertical ellipses) and then choose View/Edit. 

This will open the Edit Application window where you have the chance to change the Rating State or the Description. To continue to the Form Entry page, select the Save Application button to continue your work.

We hope this workflow article was helpful in learning how to create Personal Lines Applications for lines of business not supported in the Rating Engine (Motorcycle) or how to create Commercial Lines Applications for those without the Submission Center product. Please let us know if this article was helpful by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!