EZLynx

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101 - Management System for CSRs & Producers

This folder holds all the articles that will help CSRs & Producers on how to use the Management System to handle day to day tasks.

Policies - Creating & Managing Your Policies
Once quoting is done, either within the EZLynx Rating Engine or directly on a carrier site, the EZLynx Management System takes over. When a policy is bound,...
Fri, 19 Apr, 2024 at 6:24 PM
Agency Workspace - Notes, Tasks, & Task Reminders
Agency Workspace is available to our Management System users. The Agency Workspace is designed for agency-wide collaboration, to keep everyone within an ag...
Thu, 4 Apr, 2024 at 3:23 PM
Management System - How to Create a Certificate Master
In the past, there have been issues with the coverages not properly aligning to certificate holders based on their associated assets.  With the December...
Thu, 4 Apr, 2024 at 3:24 PM
Documents - Upload, Edit, Move, Share, Delete, Email, & More!
From the applicant’s Documents tab, users can manage all documents related to the applicant. To access an applicant’s documents: Go to the Documents tab...
Sun, 20 Dec, 2020 at 5:10 PM
Applications - Creating & Converting Applications
With EZLynx Applications, we’ve streamlined the process of manually quoting Commercial lines.  Complete the application once in EZLynx, then easily create t...
Fri, 19 Apr, 2024 at 5:49 PM
Applications - Bundled Applications
Bundled Applications is designed to save you time when managing multiple applications that are in progress! Instead of managing each line of business as an ...
Tue, 7 Dec, 2021 at 3:14 PM
Automatic Change Request Confirmation Feature
EZLynx is excited to announce that we are enabling one of our BETA features for all agencies as of 05/26/2021! This new feature is called "Automatic Ch...
Wed, 25 Aug, 2021 at 2:48 PM
Management System - Edit Downloaded Policies
EZLynx makes policy processing easier! If you have our Tier 3 Management System you will be granted the new Edit Download feature. This new feature will...
Thu, 9 Dec, 2021 at 5:19 PM
Claims - How to Create a Manual Claim
With EZLynx Management System, an agency can track claim information within applicant accounts. Enter the claim manually from the applicant’s Overview tab,...
Thu, 4 Apr, 2024 at 3:27 PM
Documents - Carrier eDocuments
Carrier Documents or eDocs include Declaration Pages, Policy Documents, Notice of Final Cancellation, Non-Payment Pending Cancellation, Non-Renewal Notice, ...
Thu, 26 Aug, 2021 at 10:12 AM