EZLynx

Solution Center

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.

Documents - Carrier eDocuments
Carrier Documents or eDocs include Declaration Pages, Policy Documents, Notice of Final Cancellation, Non-Payment Pending Cancellation, Non-Renewal Notice...
Mon, 10 Feb, 2025 at 5:28 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 ...
Mon, 10 Feb, 2025 at 5:27 PM
Management System - Agency Workspace Reload Enhancement
Agency workspace has gone global! EZLynx users can now reload content within the Agency Workspace without having to do a full-page browser refresh. This e...
Mon, 10 Feb, 2025 at 5:28 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 ta...
Mon, 10 Feb, 2025 at 5:28 PM
Management System - Claims Product Support
With this release, we have enhanced our claims functionality and expanded the transaction types you can see for claim downloads. You are now able to see a...
Mon, 10 Feb, 2025 at 5:28 PM
Management System - Generic Entry Screen Functionality Expanded
With this release, we are excited to announce expanded functionality for Generic Entry Screens! You will now be able to view policy details, create a chan...
Mon, 10 Feb, 2025 at 5:28 PM
Policies - Rewrite Policy Workflow
Sometimes an agency cancels a policy with one carrier in order to write it with another carrier. This normally happens around renewal time when you are ma...
Thu, 10 Apr, 2025 at 5:22 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 ...
Mon, 10 Feb, 2025 at 5:28 PM
Package Policy Downloads
EZLynx now supports Package Policy Downloads that will not separate sub-lines of business into individual policies. Instead, new business downloads will b...
Mon, 10 Feb, 2025 at 5:28 PM
Management System - Downloaded Packages Adds Edit Downloads & Change Request Features
With this release we are happy to add the ability to Edit Downloads and apply Change Requests to Download Package Policies! These features have been avail...
Mon, 10 Feb, 2025 at 5:28 PM