EZLynx

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...

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 ...

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...

Account Access By default, EZLynx gives every new user access to ALL applicants within their own office.   Agency Admin's Task:   1.  Determine...

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...

Agency Carrier Defaults What are Carrier Defaults? Every carrier asks their own required underwriting questions during the quoting process. User...

This article covers how to setup policy, commission statement, and claims downloads into the Management System. There are two scenarios that this article co...

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...

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...

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...