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.

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...
Thu, 3 Oct, 2024 at 4:34 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
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,...
Mon, 23 Sep, 2024 at 5:24 PM
Create Package from Separated Lines
If your agency has been on the AMS system for more than two years or have had your policies brought over from a data conversion, you may have experienced ha...
Thu, 22 Aug, 2024 at 8:26 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
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...
Sun, 29 Sep, 2024 at 2:58 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, 29 Sep, 2024 at 3:35 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,...
Fri, 18 Oct, 2024 at 2:21 PM
Documents - Carrier eDocuments
Carrier Documents or eDocs include Declaration Pages, Policy Documents, Notice of Final Cancellation, Non-Payment Pending Cancellation, Non-Renewal Notice, ...
Sun, 29 Sep, 2024 at 2:03 PM