With EZLynx Postal Mail, select any ACORD form(s) or other PDFs from your applicant’s Documents tab in EZLynx and have those documents printed and mailed to the applicant with a few simple clicks.
Category: New User Guide
Click here for the EZLynx Management System Manual
The manual includes all the information covered in the 101 and 102 webinars described below, plus data conversions, initiating downloads and more. It is a great resource! Always access the manual from our website – it is regularly updated with our new enhancements and features.
We offer a comprehensive Management System webinar:
Register for an EZLynx Management System 101 – The Basics for Everyone webinar
Hosted every other Wednesday at 2:00 Central Time
This webinar is intended for everyone who will use the EZLynx Management System, including basic users and admins. We highly recommend completing the EZLynx Rating Engine 101 training (when applicable) before attending this webinar.
We will cover:
Setup tasks for new users
General navigation & frequently performed basic tasks
The Applicant Account
Using the Agency Workspace for agency-wide collaboration; notes, tasks & notifications
Working with policy downloads and manually added policies
Creating ACORD forms and working with documents
Locating groups of policies
Downloads box on Dashboard
Downloads reports & how to get them
Additional training opportunities & support
Q&A session
ADMIN USERS:
Watch the EZLynx Management System 102 Video
If you will use EZLynx Commissions, please register for a Commissions training.
If you will use EZLynx Accounting, an accounting specialist will contact you to schedule training. Accounting Questions? Contact [email protected]
Yes, we offer a live new user training webinar every other Tuesday at 1:00 Central Time.
No need to register – just join us when you can.
We offer a comprehensive Rating Engine webinar:
Register for an EZLynx Rating Engine 101 webinar
EZLynx Rating Engine 101 (for agents with binding authority for all of their carriers)
Rating Engine 101 (for agents without binding authority for at least one carrier)
This webinar is intended for everyone who will use the EZLynx Rating Engine, including basic users and admins.
We will cover:
Set Carrier Logins & Defaults
Create a new applicant
Time Saving Quote Templates
Completing an application
Submitting a quote
Finding applicants & quotes
And MUCH MORE