EZLynx

Solution Center

Setup Tasks for CSRs & Producers

This folder holds all the articles that will help CSRs & Producers setup their EZLynx account and products.

EZLynx Basics - User Settings
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...
Wed, 2 Nov, 2022 at 4:10 PM
Rating Engine - Set Carrier Logins
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 in...
Thu, 22 Sep, 2022 at 7:53 PM
Rating Engine - Set Carrier Questions
Most carriers have specific underwriting questions that must be answered within the rating application to provide a quote. Setting Carrier Questions allow y...
Thu, 22 Sep, 2022 at 7:54 PM
Rating Engine - Quote Templates
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...
Thu, 22 Sep, 2022 at 7:54 PM
Rating Engine - Broker Fee
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...
Thu, 20 Oct, 2022 at 2:02 PM
Carrier Logins for Member Agencies
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 ...
Thu, 22 Sep, 2022 at 7:28 PM
Rating & Management - EZLogin Button
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 pro...
Thu, 17 Dec, 2020 at 10:40 PM
Management System - ACORD Form Signature & Custom Address
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...
Fri, 18 Dec, 2020 at 4:13 PM
Outlook - How to Install the Outlook Add-In
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 devic...
Wed, 2 Nov, 2022 at 3:57 PM
Outlook - How to Install & Use the Outlook Plug-in
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, 10 Nov, 2022 at 4:19 PM