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