EZLynx

Solution Center

Setup Tasks for Admins

This folder holds all the articles that will help an Admin setup their EZLynx account and products.

EZLynx Basics - Manage Users, Carriers, Invoices, & Two-Step Verification
As an agency changes, the Agency Admin has the ability to manage users and carriers, download recent invoices, and set two-step verification security settin...
Thu, 18 Mar, 2021 at 12:04 PM
EZLynx Basics - Lead Source Field Configuration
Lead Source is an optional field in EZLynx, but if your agency makes it a standard practice to enter a Lead Source for every applicant, you'll be able...
Thu, 18 Mar, 2021 at 12:05 PM
Admin: Granting Users Correct Access
Account Access By default, EZLynx gives every new user access to ALL applicants within their own office.   Agency Admin's Task:   1.  Determin...
Wed, 25 Aug, 2021 at 1:26 PM
Admin: Pay Link Walk-through
To utilize our pay per use products such as Email Campaigns and eSignature, there needs to be a balance on your Agency's account. To set this up, EZLyn...
Fri, 18 Jun, 2021 at 2:19 PM
Data Conversion: Resolve Duplicate Applicants
It is important to resolve duplicate applicants before we enable your agency's downloads.  To do this, you will want to either merge or delete applican...
Thu, 17 Dec, 2020 at 11:38 PM
Data Conversion: What EZLynx Does & Does Not Convert
Our Data Conversion team guides the agency through the process of migrating data from their prior management system into EZLynx. The process can take about ...
Thu, 12 Nov, 2020 at 3:58 PM
Data Conversion: Timeline
Our Data Conversion team guides the agency through the process of migrating data from their prior management system into EZLynx. The process can take about ...
Thu, 12 Nov, 2020 at 4:40 PM
Data Conversion: Agency Must Sign-off this Information
Please read and acknowledge this information about the Data Conversion process:  Your Data Conversion is on hold until we receive your sign-off. Data ...
Thu, 12 Nov, 2020 at 4:38 PM
Data Conversion: Choose System of Record for Duplicate Clients' Details
If any of your agency's clients have an account in both your prior management system and EZLynx, which system's data has the most up-to-date cli...
Thu, 12 Nov, 2020 at 4:50 PM
Data Conversion: Provide Customer Names for Sample Conversion & Screenshots for Prior System
Please provide your EZLynx Data Conversion Specialist with a list of 5-10 personal/commercial customer names. We'll use the list to provide your agenc...
Thu, 12 Nov, 2020 at 4:45 PM