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.

Commercial Lines Application Submission Workflow
Requirements This workflow only works for users with the Submission Center product.  This workflow only works on Commercial Lines Applicants.  If you do ...
Sun, 26 Oct, 2025 at 4:39 PM
Creating Legacy Applications without Submission Center
Requirements:  This workflow is for:  Users creating Personal Lines Applications for lines of business not supported in the Rating Engine (i.e. Life/Healt...
Sun, 26 Oct, 2025 at 4:40 PM
Converting Applications to Policies and Policies to Applications
Once an application is quoted and the policy is sold, quickly convert the application to a policy in EZLynx using our Convert to Policy feature. Conversel...
Sun, 26 Oct, 2025 at 2:53 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 boun...
Sun, 26 Oct, 2025 at 5:05 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 ...
Mon, 10 Feb, 2025 at 5:27 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 wi...
Thu, 10 Jul, 2025 at 3:48 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 Decemb...
Mon, 10 Feb, 2025 at 5:27 PM
Management System - Certificate Holder Import/Export Enhancement
As we continue to update and enhance our new master certificate workflow, we have added some key refinements in this release to make it easier to work wit...
Mon, 10 Feb, 2025 at 5:28 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 t...
Mon, 10 Feb, 2025 at 5:27 PM
Documents - Summary of Insurance for Commercial Lines
Our Summary of Insurance feature allows you to quickly generate a Commerical Lines summary of insured information, coverages, endorsements, and other rele...
Mon, 10 Feb, 2025 at 5:28 PM