EZLynx

Solution Center

102 - Management System for Admins

This folder contains all of the articles that will help Admins on how to use the Management System to handle day to day tasks.

Direct Bill Commissions 2.0 Setup
Direct Bill Commissions is when your customer pays the carrier. Then, the carrier takes out their cut and then sends the agency the commission statement wit...
Thu, 4 Apr, 2024 at 3:30 PM
How to Handle Direct Bill Commission Statements
To reconcile a commission statement, the total of the matched line items must match the total of the commission statement. To accomplish this, all line item...
Thu, 4 Apr, 2024 at 3:31 PM
Documents - Agency Form Templates
Agency Form Templates is a Management System feature. With Agency Form Templates, you can upload a custom merge document (Word or PDF), then access it from ...
Mon, 8 Apr, 2024 at 2:00 PM
Documents - Certificate Master Settings
EZLynx has redefined how Master Certificates are created and managed. This will cause a more streamlined workflow for Master Certificates and includes a num...
Thu, 4 Apr, 2024 at 3:32 PM
Agency Performance Goals
The four key pillars of improving agency Productivity, Serviceability, Scalability, and Profitability are at the core of EZLynx. These pillars shape the way...
Thu, 4 Apr, 2024 at 3:33 PM
Agency Workspace - Manage Departments
Manage Departments is a great feature if you have specific users that work specific lines of business. It can also help you assign Tasks to a Department rat...
Thu, 4 Apr, 2024 at 3:33 PM
Management System - Matching Claims & Claims Admin Features
Thu, 4 Apr, 2024 at 3:34 PM
Management System - Agency Managed Quote Proposal & SOI Template
With this release, we're delighted to announce that we've developed a game-changing tool for agencies that understand the power of branding. You now...
Mon, 19 Jun, 2023 at 4:50 PM