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