Solution Center

Setup Tasks for Admins

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

Manage Users & Carriers for Non-Member Agencies
As an agency changes, the Agency Admin has the ability to manage users and carriers for the agency as a whole. These features are part of our Rating Engine ...
Mon, 20 May, 2024 at 10:09 PM
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 ...
Mon, 20 May, 2024 at 6:12 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...
Thu, 4 Apr, 2024 at 12:31 PM
Agency Shared Carrier Logins & Defaults
Two of the most important setup steps for quoting is setting Carrier Logins and inputting answers for Carrier Questions. As an Agency Admin, there are some...
Mon, 20 May, 2024 at 7:27 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...
Fri, 19 Apr, 2024 at 6:15 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 Apr, 2024 at 12:43 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...
Thu, 4 Apr, 2024 at 12:49 PM