Commission Rules Tips

When Commissions download from the Carrier, Commission Rules determine the type of Commission and how to pay the producers, managers, and CSRs.

You may be wondering what the difference is between a Commission Producer Code, a Policy Producer Code, and Assigned To.

 

Policy Producer Code:  This type of rule supports paying various producers for different policies on the same applicant account. An agency admin enters the Producer Code on the policy in the Producer Code Override field. You can see this Producer Code with any policy download that is matched to an applicant in EZLynx.

 

Assigned To: An agency may pay the agent that is “Assigned To” the applicant file if they are paid for more than one policy on the applicant account. This information can be easily reviewed on the left in the Applicant Pane. To update, go to the applicant’s Lead Info tab and click Edit.

 

 

How to Locate Policies in EZLynx

To locate any policy downloaded or manual in EZLynx, use the quick search box in the upper right side of most EZLynx screens.

Its search filters include  the policy number, so if the policy is in your account, this search will bring it right up!

Search by entering the policy number instead of the customer’s name.

If the policy is not found, the policy has not been received in your EZLynx account, and you should request a re-send from the carrier.

Click here to watch a video on how to Quickly Locate a Policy in EZLynx.

 

Where Did My Storage Go?

Missing storage?

Wondering, how you got to this point?

In EZLynx, any document or picture added to the Documents tab in EZLynx, count towards the document storage limits.  Forms generated by policy downloads, such as ID cards and Evidence of Insurance, do not count toward storage limits.

Always check your resolution on a scanned image. To save on storage, do not scan photo quality images (ex. 1200 dpi image sizes); 200 dpi is fine for plain text. For more inforamtion on reducing the size of your PDFs, click here: 8 Ways to Reduce PDF File Size.

If you have reached your maximum amount of storage, additional storage space is available by contacting [email protected].

What is the difference between “Matched” and “Unmatched” downloads in Policy Management?

In Policy Management, “Matched” downloads are those that have automatically matched against a single EZLynx customer through the 3 matching criteria:

  • LOB
  • Carrier
  • Applicant name

An “Unmatched” download really means that the download is either unmatched to a single EZLynx customer, or is matched to multiple EZLynx customers (Multiple-Matches). For example, if a customer is written directly on a carrier site, when downloaded to EZLynx, Policy Management would find that customer to be unmatched. In cases like this, the fix would be to create an applicant then match the download.

If the download has Multiple Matches, you can select the correct applicant for the downloaded policy and/or delete the duplicates.

Commercial accounts can be matched, as well; simply select the Match to Commercial Applicant option in the EZLynx Policy Transactions page.

It is important to be sure all of your downloads are matched so your customer policy data is complete and accurate.

For more information, please click here: Policy Transactions Page Guide.