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.

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 releva...
Thu, 4 Apr, 2024 at 3:28 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 with ...
Wed, 22 Sep, 2021 at 2:35 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 all...
Wed, 18 Jan, 2023 at 12:46 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 enh...
Wed, 22 Sep, 2021 at 2:42 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 change...
Tue, 20 Dec, 2022 at 1:13 PM
Policies - Rewrite Policy Workflow
Sometimes an agency cancels a policy with one carrier in order to write it with another carrier. The carrier will send a New Business policy download- Howev...
Sun, 20 Dec, 2020 at 7:12 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 be ...
Wed, 28 Oct, 2020 at 12:45 AM
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 availab...
Wed, 25 Aug, 2021 at 2:53 PM
Management System - New LOBs for SOI & Quote Proposal
With this release, we are excited to announce that we added new LOBs to the Quote Proposal and Summary of Insurance to make it easier for you to generate th...
Tue, 17 Jan, 2023 at 1:26 PM
Documents - How to Create a Commercial Quote Proposal
You can easily generate a Quote Proposal from existing applications and policies! This article will show you how to create a Quote Proposal.  1. To...
Thu, 4 Apr, 2024 at 3:28 PM