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 task...
Sun, 20 Dec, 2020 at 7:09 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, th...
Fri, 22 Sep, 2023 at 12:10 PM
TABLE OF CONTENTS How do I Delete a Duplicate Commissions Statement? How do I fix a Finalized Statement? "No Policy Found" on Commission State...
Sun, 20 Dec, 2020 at 7:14 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 ...
Thu, 26 Aug, 2021 at 10:12 AM
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 may...
Thu, 26 Aug, 2021 at 10:29 AM
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 standar...
Mon, 14 Dec, 2020 at 7:46 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 form...
Wed, 21 Feb, 2024 at 5:09 PM