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...
Fri, 3 Mar, 2023 at 1:17 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, 30 Mar, 2023 at 5:25 PM
Getting Started with EZLynx Client Center
Getting your agency's customer portal up-and-running is easier than you think! Learn where to review your default setup and branding, how to share d...
Wed, 9 Nov, 2022 at 4:24 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.  Determine...
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, EZLynx...
Fri, 18 Jun, 2021 at 2:19 PM
Rating Engine: Agency Carrier Defaults & Shared Carrier Logins
Agency Carrier Defaults What are Carrier Defaults? Every carrier asks their own required underwriting questions during the quoting process. User...
Thu, 22 Sep, 2022 at 7:49 PM
Management System: Setting Up Downloads
This article covers how to setup policy, commission statement, and claims downloads into the Management System. There are two scenarios that this article co...
Wed, 19 Apr, 2023 at 1:22 PM
Management System: Master Carrier List
When a carrier does not send policies via downloads, you can input the policy information manually into the Management System. If you are not sure if a carr...
Wed, 17 Aug, 2022 at 4:50 PM
Management System: Unmatched Downloads
Unmatched Downloads are downloads that come from Carriers that do not automatically match to an account in your organization. This can happen if the informa...
Thu, 4 May, 2023 at 6:13 PM
Management System - Settings Customization
Are you the Management System Admin, looking to customize your Management System to suit your agency's needs? This article will show you the different s...
Fri, 19 May, 2023 at 2:02 PM