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 Basics - Login Page & Two-Factor Authentication
EZLynx is proud to announce that we have updated and streamlined our process to make it easy to enroll your account with Two-Factor Authentication! It'...
Thu, 20 Oct, 2022 at 4:34 PM
101 - EZLynx Navigation
Accessing Your Products A black navigation bar with icons is available on the left side of all EZLynx screens. This bar is used to navigate to differen...
Sun, 20 Dec, 2020 at 4:21 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...
Mon, 12 Dec, 2022 at 5:37 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. EZ...
Thu, 25 Mar, 2021 at 10:35 AM
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 ...
Fri, 18 Dec, 2020 at 12:43 AM
101 - 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...
Sun, 20 Dec, 2020 at 4:39 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. EZ...
Tue, 16 Mar, 2021 at 3:31 PM
EZLynx Basics - 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, 27 Sep, 2021 at 5:39 PM
EZLynx Basics - 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, 22 Sep, 2022 at 5:36 PM