Management System FAQs, Tips, Tricks, & Fixes
This folder holds all articles that will help users find answers to common Management System questions, fixes for common Management System errors, & best practices to avoid them in the future.
Before disabling a user, their active tasks must be completed or re-assigned to other users. Sometimes a user may be accidentally disabled with active ta...
Mon, 10 Feb, 2025 at 4:59 PM
You can add a shell of policy for all lines of business available in our Management System. However to enter in the policy details manually for a policy, ...
Mon, 10 Feb, 2025 at 4:59 PM
TABLE OF CONTENTS How do I Delete a Duplicate Commissions Statement? How do I fix a Finalized Statement? "No Policy Found" on Commission Sta...
Mon, 10 Feb, 2025 at 4:59 PM
Some agents want to confirm which carriers are currently sending policy downloads to their EZLynx Management System. Follow the steps below for a quick and ...
Mon, 10 Feb, 2025 at 4:59 PM
The fastest way to find one policy is to use the Search box in the upper left of most EZLynx screens. If the system doesn't locate the policy, it m...
Mon, 10 Feb, 2025 at 4:58 PM
A policy transaction is an event on the policy. The policy's history is made up of all events on the policy. The below abbreviations are for stand...
Mon, 10 Feb, 2025 at 4:58 PM
Insurance Carrier Name Printed on ACORD Forms Every Master carrier should have assigned Writing Companies. When a Carrier Name is to be listed on a fo...
Mon, 10 Feb, 2025 at 4:58 PM
With this release, we are excited to announce an enhancement to the Commission Statement Approval Workflow for Accounting Users! The system now displ...
Mon, 10 Feb, 2025 at 4:58 PM