Setup Tasks for CSRs & Producers
This folder holds all the articles that will help CSRs & Producers setup their EZLynx account and products.
One of the best places to start if you are new to EZLynx is the Username Icon which stores the User Settings options which allows you to customize preferenc...
Fri, 18 Oct, 2024 at 2:33 PM
To receive quotes in EZLynx, carrier logins must be set. Carrier Logins allow the EZLynx system to display the quotes from the carrier's website int...
Tue, 11 Feb, 2025 at 11:57 AM
Most carriers have specific underwriting questions that must be answered within the rating application to provide a quote. Setting Carrier Questions allows ...
Fri, 17 May, 2024 at 1:22 PM
Quote Templates are a great time-saving feature that is available to all Rating Users. Add common answers to rating application questions to a template so i...
Mon, 20 May, 2024 at 11:55 AM
In this article, we cover everything you need to know about the Broker Fee fi from a Retail Agency standpoint. If you are a Market Access Provider or a Memb...
Mon, 20 May, 2024 at 11:34 AM
To receive quotes in EZLynx, carrier logins must be set in EZLynx. Depending on the how you are granted access to your carriers, will determine if you must ...
Mon, 23 Sep, 2024 at 5:47 PM
The EZLogin button will allow you to automatically log into a Carrier's site. For the Rating Engine, it will land on the quote to start the binding proc...
Mon, 20 May, 2024 at 11:58 AM
For ACORD Forms created in EZLynx you can pre-fill a signature when creating the ACORD forms and if allowed you can pre-fill a colleague's signature so ...
Sun, 29 Sep, 2024 at 3:35 PM
EZLynx has created an email add-in for the Office 365 platform. One install gives you the EZLynx Office 365 Email Add-In capability across all devices. It i...
Mon, 10 Mar, 2025 at 2:54 PM
EZLynx for Outlook is a powerful tool that makes time spent working emails more productive. EZLynx for Outlook automatically matches emails to your Personal...
Thu, 4 Apr, 2024 at 12:22 PM