EZLynx

Solution Center

Basic Navigation

This folder contains all the articles that will teach basic navigation of EZLynx like logging in, super search, home page, etc.

EZLynx Login Page & Two-Factor Authentication
All EZLynx products integrate into one login. The capabilities you have when logged into your EZLynx account are based on which products your account is set...
Fri, 17 May, 2024 at 12:20 PM
EZLynx Navigation
Sun, 29 Sep, 2024 at 3:12 PM
Glossary of Icons and their Meanings
EZLynx simplifies the user experience by using icons instead of words. Knowing what the icons indicate can help you master the system faster. In this articl...
Sun, 29 Sep, 2024 at 3:12 PM
Create & Assign a Customer Account
Customer Accounts are the place you spend most of your time in EZLynx. They hold all your customer's information, quotes, documents, tasks and more. The...
Fri, 17 May, 2024 at 2:05 PM
Link Accounts for Easy Access
Linking 2 accounts together is a great way to stay efficient when you are navigating EZLynx. A common example of when you might want to link accounts is if ...
Tue, 1 Oct, 2024 at 9:29 AM
Switch a Personal Applicant to a Commercial Applicant
Sometimes a user creates an applicant account in EZLynx as a Personal Applicant when it should be listed as a Commercial Applicant. Please note: Only agenci...
Thu, 14 Mar, 2024 at 12:53 PM
Merging, Deleting, & Restoring Customer Accounts
Customer Accounts are the place you spend most of your time in EZLynx. They hold all your customer's information, quotes, documents, tasks and more. EZL...
Mon, 20 May, 2024 at 7:39 PM
Importing a Personal Lines Customer from another Management System
In this article we will go over how to import a personal lines customer account from a different management system into EZLynx via PDF or XML files. This fe...
Mon, 20 May, 2024 at 11:50 AM
Customer Life Event Scenarios
As the trusted confidant of your customers, having accurate events on the account will equip you to handle delicate conversations thoughtfully. Sometimes a ...
Thu, 13 Jun, 2024 at 7:06 PM
EZLynx Mobile Interface Updates
As promised, we are excited to announce that we have improved EZLynx Mobile! Now, when you are running an errand or sitting at a ballgame and see one of you...
Thu, 14 Mar, 2024 at 12:54 PM