Agency Form Templates – Using Merge Docs (Mgmt System)

Agency Form Templates is an EZLynx Management System feature. With Agency Form Templates, you can upload a custom merge document, then access it from any applicant and have it pre-fill with the applicant, policy, agency and agent data stored in EZLynx.

Click here to read the Agency Form Templates – Using Merge Docs.

Click here for a list of the EZLynx fields that can pre-fill Agency Form Templates.

Click here to Agency Form Templates – using editable PDFs.

Note: Articles older than March 2020 may no longer be relevant

Leave a Reply

Your email address will not be published.