EZLynx

Solution Center

101 - Client Center for CSRs & Producers

This folder contains all of the articles that will help CSRs and Producers on how to use the Client Center to handle day to day tasks.

Client Center - Accessing Client Center
Client Center gives your insureds 24/7/365 access to their policies, documents, and ID Cards. With Client Center, your customers can print & share confi...
Thu, 4 Apr, 2024 at 3:48 PM
Client Center - Sharing Documents Securely
Client Center can help your customers and boost your efficiency by giving your customers 24/7/365 access to their policies, documents, and ID Cards. With Cl...
Thu, 4 Apr, 2024 at 3:49 PM
Client Center - Customer's View
Client Center can help your customers and boost your efficiency by giving your customers 24/7/365 access to their policies, documents, and ID Cards. With Cl...
Wed, 25 Aug, 2021 at 3:24 PM
Client Center - Referral Program
We at EZLynx realize your existing consumers (policy holders) are the best marketers and promoters of your business as they have current experience with usi...
Thu, 4 Apr, 2024 at 3:49 PM
Client Center - Payment Processor Enhancement
For this release, we've made an update on our Payment Processor based on your feedback!  With this enhancement, your insureds will be able to click ...
Tue, 20 Dec, 2022 at 12:22 PM
Client Center - Payment Requests & Payment Process
When designing features for Client Center, we are always focused on delivering convenient self-service 24/7 options for your insureds. By doing so, we allow...
Wed, 30 Aug, 2023 at 11:08 AM
Client Center - Simplified Agent Pay
With this release, we have made taking a payment on behalf of your customer more efficient! You will be able to collect payments when engaging with your cus...
Wed, 18 Jan, 2023 at 12:37 PM
Client Center - Share Client Center Portal Links
​​​​To make it easier for your agency to promote the Client Center Portal to your customers, we introduce the ability to share the self-service portal inks v...
Wed, 30 Jun, 2021 at 4:44 PM
Client Center - Commercial Driver Schedule Change Request
Client Center has always had the ability for your insureds to request changes on their personal lines policies. With this release, we introduce the ability ...
Wed, 22 Sep, 2021 at 2:26 PM
Client Center - Updated Login Screen
This release we have given the Client Center login page a new look! The new 'Welcome page' is enhanced with a snapshot that articulates the major be...
Tue, 17 Jan, 2023 at 12:33 PM