EZLynx

Solution Center

Setup Tasks for Admins

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

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
Consumer Quoting: Setup & Settings Customization
EZLynx Consumer Quoting gathers lead information from an agency’s website; consumers visiting the site can complete a rating application and submit it for a...
Fri, 18 Oct, 2024 at 2:29 PM
Consumer Quoting & Client Center - Upload Agency Logo
It's a marketing no-brainer to brand every page of your website with your agency information, colors, and logo. Since it's important to you success,...
Thu, 4 Apr, 2024 at 1:15 PM
Consumer Quoting & Client Center: Embed on Your Agency's Website
How to Embed Consumer Quoting Have an EZLynx Agency Website? Skip this because we'll embed CQ for you. Once EZLynx creates your agency's Co...
Tue, 16 Apr, 2024 at 12:17 PM
Client Center: General Settings Configuration
TABLE OF CONTENTS Contact Information in Help Center Display Manually Added Policies Change Requests & Certificate Requests Sharing Client Center w...
Sun, 20 Dec, 2020 at 4:57 PM
Client Center: Certificate Self-Generation Setup
The agency can enable certain Certificate Masters so that a customer can log into Client Center, add a certificate holder and generate a certificate on thei...
Wed, 26 Jun, 2024 at 11:35 AM
Client Center - Email Notification Preferences
As your customers access and use Client Center, emails will be sent to you and your colleagues to keep you informed of activities and requests. By default t...
Fri, 18 Dec, 2020 at 5:28 PM
Submission Center - Settings for Admins
Submission Center is designed to help track and organize submissions for commercial applicants to Carriers where automation does not exist or is limited. Th...
Mon, 23 Sep, 2024 at 4:54 PM
Email Campaigns - Settings for Admins
With our Email Campaigns product you can bulk email your customers or you can send a single email campaign to a select few customers. Using Email Campaigns ...
Thu, 4 Apr, 2024 at 1:37 PM
Text Messaging - EZLynx Virtual Agent (Eva) Settings
EZLynx has created the EZLynx Virtual Agent also known as Eva. Eva will help you spend less time on manual tasks and more time on customer relationship mana...
Mon, 23 Sep, 2024 at 5:07 PM