What’s New in EZLynx 4.17.09

With the 4.17.09 release, some of our most highly requested reporting features will be here soon!


  • Commercial Policy Entry – Small Farm & Ranch
  • Report Enhancements & Bugs
    • Direct Links to Policies & Commissions
    • Exclude Pending Renewals from the Policy Expiration Detail report
    • Several New Reports are Coming Soon!
      • Task Summary
      • Commission Grouping
      • Change Request Summary
  • BETA – Click here for the BETA Request Form
    • Sales Center Web Services
    • Policy View Enhancements
    • New Filter for Match Status on Commission Statement
    • Improved Download Matching
  • EZLynx Accounting – QuickBooks Online Direct Integration

Commercial Policy Entry – Small Farm & Ranch

EZLynx is proud to announce the addition of Small Farm & Ranch to our Commercial Policy Entry product. This now allows agents to easily:

  • Enter full application details for coverages, scheduled items, and more
  • Reduce duplicate entry by converting your application to a policy when sold
  • Create pre-filled ACORD Forms and Certificates

NEW! Reports link directly to Policy & Commission pages

In all reports, the Policy Number &/or Commission Statement Number columns are now links that take you directly to the Policy Details or Commission Statement Details Pages.

Exclude Pending Renewals from the Policy Expiration Detail report – Coming Soon

The ability to Exclude Pending Renewals from the Policy Expiration Detail report is on its way! The Policy Expiration Detail report has a new checkbox to “Hide Pending Renewals” this will be checked by default. We have also added the following new columns: Renewal Effective Date, Renewal Premium, Renewal Premium Change Amount, & Renewal Premium Change Percent.


Several New Reports are Coming Soon!

  • Task Summary
    • We have removed some of the task specific information from the Activity Summary report and split it out into its own report in order to provide more details.
    • The new Task Summary report can be used to see a summary of all tasks over time, those frequently rescheduled, the overall percent past due, and much more!
  • Commission Grouping
    • Use this report to view all commissions aggregated by several popular grouping categories – including Producer or Carrier – and filtered by Date Range, Carrier, Branch, Assigned Agent, Producer, Transaction Type, and more!
  • Change Request Summary
    • View a summary of all of your current change requests including the number currently open and average number of days to complete, all by Agent, LOB, Master Company, and more!

Sales Center Web Services

We are excited to announce web services for Sales Center. This allows agencies to integrate your systems with Sales Center like never before. Imagine pushing leads from a third party vendor directly into prospecting or creating opportunities for Sales Center. If you are interested in learning more about the full functionality, please contact Crista Davis at [email protected].

Policy View Enhancements

At EZLynx, customer feedback drives the improvements we work to provide in our monthly releases, and this month’s release responds to agent requests with respect to policies.

Enhanced Policy Summary View

With this release, we are excited to announce a feature that lets you view the policy summary for all transactions associated to a policy. You can also select any date to view the policy snapshot at that point of time.

  • In the policy summary page, you will see a dropdown with the list of transactions for that policy
  • Select any transaction and view the policy summary for that particular transactions
  • You can also select pending transactions in the dropdown and view the policy summary for that pending transaction


Show Deleted Transactions

With this release, we are introducing the ability to view deleted transactions and access the policy forms for the deleted transactions.

  • In the policy history tab, users with permission will be able to see ‘Show Deleted Transactions’ option
  • Upon selecting the option, you will be able to see all the deleted transactions for the policy.
  • Access the policy forms for the deleted transactions

Edit Columns in Policy History

In the Policy History tab, you will notice the “Edit Columns” feature. All the existing policy transaction columns will be present in the Visible section.

  • You will be able to move any of the Visible fields to Hidden section
  • You will be able to rearrange the order of the fields in the Visible section as per your preference
  • You can also reset the default order by clicking on “Defaults”

New Filter for Match Status on Commission Statement

Difficulty with separating the matched and unmatched line items in your commission statements is now a thing of the past. A new filter dropdown now allows you to filter the commission line items by either: All, Matched or Unmatched.

  • On the commission statement, select the funnel icon between the magnifying glass and the ‘’
  • The default filter is always set to ‘’ If you would like to change the results, simply select which filter you would like to apply
  • Selecting a specific filter will update the data on the list and return only those Match Status results

Improved Download Matching (BETA)

This project allows EZLynx to expand our download model by mapping sub lines of business. In addition, we take care to preserve and maintain your selected line of business choice throughout the policy history.

For example, if a user manually enters a Renters policy in EZLynx, but the carrier downloads it as a Homeowners (HOME) policy, then:

  • The automatic matching process recognizes the Homeowners policy, and automatically matches to your manually entered Renters policy.

A new column for “Sub-LOB” has been added to the following pages:

  • Policy Overview
  • Policy History
  • Policy Transactions (Matched and Unmatched)
  • Claims Overview
  • Claims History
  • Reports

EZLynx Accounting

We have continued to make improvements to the direct integration with QuickBooks Online. Click here for the QuickBooks Online Interface Guide. Please contact [email protected] if you would like assistance with this feature.

This round of EZLynx QuickBooks Online enhancements features the following improvements:

New UI for users to monitor the status of the GL interface and reprocess errors

  • To access this UI, navigate to the ‘EXPORT TO GL’ tab in the GENERAL LEDGER section of accounting
  • Here you will see a new table that allows you to monitor errors in your GL exports and view all export transactions

  • Notice that if there are errors in exporting, you now have the option to view what the error was and REPROCESS if you choose to.

For all versions of QuickBooks, you can now export by Department and Branch

To set this feature for your agency:

  • Navigate to the CONFIGURATION area of accounting.
  • Then the SYSTEM SETTINGS tab.
  • Once there, you will notice a new option called EXPORT BY CLASSIFICATION.

  • You have 5 options to choose from when determining your export classification:
    • None: transactions will not be assigned a Class in QuickBooks
    • Branch: the QuickBooks Class will be the branch name. This replaces the “Export by Branch”
    • Department: the QuickBooks Class will be the department name for transactions that include the department, such as postings to Income accounts. The department can be defined based on line of business in the Manage LOB area of Settings.
    • Branch-Department: the QuickBooks Class will be the branch name followed by the department name, separated by a hyphen.
    • Department-Branch: the QuickBooks Class will be the department name followed by the branch name, separated by a hyphen.

For QuickBooks Online, we have also added a new EXPORT TYPE called DAILY.

This allows you to automatically schedule daily exports to QBO from EZLynx. When the DAILY export type has been select, you do not need to manually export your transactions each day.

  • If Daily is selected, a scheduled process automatically posts all queued transactions for the org at 10:00 pm CT.

  • Automatically reprocess transactions that fail due to intermittent issues on the QuickBooks servers.
  • If a transaction fails because the QuickBooks servers are unavailable, EZLynx will automatically attempt to post the transaction again, up to five times. If it still fails, you can always reprocess it manually as described above.

Branch Accounting

 We’ve made a few changes to help with transactions that span multiple branches. These enhancements allow for better usage of the branch accounting application and provide greater versatility for you, the user.  The enhancements are as follows:

  • You can now select the branch when adding a Direct Bill Payment.

  • If a direct bill payment was entered for a receipt in a different branch, you can now unapply the receipt detail even if you aren’t a user in that branch. Note: you must still have Accounting permission to the branch.
  • If you create a check in your parent organization, you can now select line item details from any branches.

 Revised the account types for receivable and payable accounts.

In order to eliminate issues with QuickBooks falsely reporting that there were open invoices or creating extra postings to an Unapplied Cash Bill Payment Expense account, we have revised the account types of GL Accounts created in new QuickBooks installations.

  • Any EZLynx receivable accounts will be created as Other Current Assets accounts in QuickBooks.
  • Any EZLynx payable accounts will be created as Other Current Liabilities accounts.

You will still be able to report on these accounts as desired. If you have already enabled the QBO direct interface and are experiencing these issues, please contact [email protected] for assistance.

Back-end performance improvements

We have implemented some back-end performance improvements to speed up the transmission of data to QuickBooks. This will provide you with greater efficiency when interacting with QBO and EZLynx.

Bugs fixes in the QuickBooks direct interface

  • Bank transactions will now be sent to QBO as individual transactions to facilitate bank reconciliation.
  • Resolved issues with transactions failing if the payee name or branch name included a colon.
  • Checks with a negative total will now be sent as journal entries rather than giving an error.
  • If you change your export from On Demand to Real Time, it will immediately send all queued transactions.
  • We also resolved issue with creating transactions for Finance Company payees.

Posting Change

Finally, we have made improvements for receipt reversals and posting dates. Receipt reversal will be posted with original’s transaction date, unless it is in a closed accounting period. If that date is in a closed accounting period, then the transaction date will be today.

At EZLynx, we are constantly striving to improve our product and give you a better experience. We hope these enhancements provide you with an improved workflow in the EZLynx Accounting application.

Product Support Items & System Bug Fixes

  • Email Subscription Management
    • Fixed an issue where email address is not correctly updating if changed in Agency Admin portal
    • Fixed an issue where the UI displays a user has been enabled for a report even if they have are not enabled
  • Improved VIN-Lookup feature to search through vehicles registered in other countries of origin
  • Updated the welcome email to send as [email protected] rather than the primary admin for an agency
  • Agency Admin
    • Corrected issue where you could not disable a branch organization
    • Fixed an issue when changing page size on manage users tab
  • Questions? Contact [email protected]

What’s New in EZLynx 4.17.08

Scroll down to learn more or donate.

The 4.17.08 release is packed with many valuable enhancements and streamlined workflows. At EZLynx, customer feedback drives the improvements we work to provide in our monthly releases, and this month’s release responds to many agent requests.


  • Automation Center (Beta)
  • Workspace Enhancements (Beta)
  • eSignature Manager
  • eSignature & LexisNexis Product Admin

Automation Center (Beta)

With this release we are excited to announce a new highly requested feature for EZLynx. With EZLynx Automation Center you can now enable automated rules for your agency and sub-agencies. When triggered, these rules fire off actions like creating notes or tasks, sending emails to applicants, and closing sales center opportunities.  This is just the first of many new features coming to EZLynx that will change the way you interact with the system.


  • Access the New Automation Center
  • Enable Templates
  • Assign Actions for Automation Rules & Exclusions
  • View Scheduled Events in Automaton Center

To access, hover over EZLynx Settings, and click Automation Center to land on the Overview page. Here you can perform a variety of functions.

  • View Automated Rules enabled by your agency
  • Insert one of our prebuilt automation Templates
  • View Scheduled Events

Click here to access more detailed information about Automation Center.

To setup your agency with beta features, complete the Beta Request Form.

Agency Workspace Enhancements (Beta)

With the new Agency Workspace enhancements, Tasks can be marked as important (can be toggled on or off) and you can now set a time for a task to be completed by. We have also added some new mobile functionality for task due date and time as well as task importance.


  • Mark a task important
  • Set a time for a task to be completed by
  • New Mobile Capabilities for Task Importance and Due Date/Time

To access, open the agency workspace to perform a variety of functions for your tasks.

  • Mark a task as Important using the new Important icon  when you create a task.
  • The task list in the Agency Workspace now indicates the number of overall tasks within the category, as well as the number of Important tasks within the category.
  • Set a Time the task is due, in addition to the Due Date.
  • All of these are also Mobile


Click here to access more detailed information about Sales Center.

To setup your agency with beta features, complete the Beta Request Form.

eSignature Manager

With this release, we have completely revamped how you manage eSignature envelopes within EZLynx.


  • New eSignature Management page
    • Advanced Filter panel & Search capabilities
    • Create eSignature Envelope from new management page
    • Quick Action links

To access, hover over EZLynx Dashboard icon, and locate eSignature box. Click any status link to navigate to eSignature Manager screen.

  • New Search/Filters
    • Search by recipient or envelope name
    • Filter by Envelope Status or Branch Agency

  • New Actions
    • Click recipient name to open applicant Overview in a new tab
    • Quickly access the password details, and resend to a recipient
    • View the envelope history
    • Resend an envelope
    • View signed documents & completion report

  • Additional Enhancements
    • Send on behalf of another user in your agency.
    • Quickly pre-fill email addresses for all applicants and contacts within the applicant account.
    • Sort by Date Created, Last Modified, or Document Name when selecting documents to add to envelope.

eSignature & LexisNexis Product Admin

Agency admins now have a simpler way to manage product specific permissions including, eSignature & LexisNexis.


  • Manage access to eSignature & LexisNexis at the Branch/User level
  • Quick search and filters
  • Simple manage users workflow

To access, hover over EZLynx Settings icon, and click Product Settings link. Note: If you don’t see this option, contact EZLynx Support to confirm your permission levels.

  • Select a product from dropdown
  • Search by user or filter by all users within a branch, if applicable
  • Select Manage Users to enable/disable users/branches with a few clicks.
    • Note: If the top agency is checked, all users/branches below are selected automatically. In addition, new users/branches will automatically have access to the product.



Click here to learn more about our commitment to helping those affected by Hurricane Harvey.


Questions? Contact [email protected].

What’s New in EZLynx 4.17.07

The 4.17.07 release is a mega-release, packed with many valuable enhancements and streamlined workflows. At EZLynx, customer feedback drives the improvements we work to provide in our monthly releases, and this month’s release responds to many agent requests.

• Claims Downloads (Beta)
• Two-Step Verification for User Login (Beta)
• VIN Lookup for Commercial Lines and Pre-1981 Vehicles (Beta)
• Create New Applicant Enhancements (Beta)
• Policy Change Requests (Beta)
• New EZLynx Reports
• New LOBs for Commercial Policy Entry & Applications
• Branch Support for Certificate Masters & Holders and Agency Form Templates
• EZLynx Accounting Streamlined Workflows Continue reading “What’s New in EZLynx 4.17.07”

Whats New in EZLynx 4.17.06


  • Postal Mail (BETA)
  • New Commercial Manual Policy Entry LOB’s
    • Directors & Officers
    • Errors & Omissions
  • Coming Soon – Report Enhancements
    • Saving & Sharing Changes
    • Advanced & Enterprise Package Holders
      • Drill Through
      • Customizable Dashboards
    • Enterprise Package Holders
      • Crosstabs & Formulas
      • Scheduling

Interested in BETA testing? Click HERE.

Send Postal Mail Directly from EZLynx (BETA) 

We want to create a service in EZLynx that can be used by any application for the purposes of printing and mailing material on behalf of the user. This service would use a third party provider’s API to facilitate this. From a billing standpoint, this would be a pay-per-use service in most cases. Similar to other transactional features we offer, we would require flexibility in how we allocate usage, on a per-org and per-feature basis. Click HERE to learn more!

Click Here to request Beta access.

Commercial Manual Policy Entry

This great feature allows users to enter much more commercial policy information that is then pre-filled into all ACORD forms created for the policy in EZLynx.

NEW LOB’s Supported:

  • Directors & Officers
  • Errors & Omissions

Coming Soon – Report Enhancements

Export Enhancements

Our export to Excel feature has undergone an overhaul. For those of you exporting large amounts of data, you should now see exponentially faster download speeds when exporting to Excel.

Saving & Sharing

Many of our reports provide the ability to save your filter settings. With the Report Saving and Sharing feature you only need to set up a report once to easily provide access to that report for yourself &/or others at a later date. Click here to learn more about the new workflow for Saving & Sharing Reports.

Drill Through Reporting (Advanced & Enterprise Package Holders)

Drill Through Reporting offers tools that allow you to click on various sections of a summary report chart or table to drill through and view the details that make up that visualization. Click here for our Drill Through Reporting Guide.

Dashboard Customization (Advanced & Enterprise Package Holders)

The customizable reporting Dashboard allows users to organize charts and tables from any reporting category all in one place. Each user’s Dashboard is made up of “panels”, which can be added, removed, rearranged, or renamed. Dashboards can also be configured to have one or many tabs with varying column layouts. Click here to learn more!

Crosstabs & Formulas (Enterprise Package Holders)

Crosstabs (aka Pivot Tables) and Formulas available in Master Reports – As soon as you open a Master Report you will see these two new options enabled Click here to get more details!

Scheduling (Enterprise Package Holders)

Report Emailing and Scheduling offers tools that allow you to distribute reports from within EZLynx. These tools include the option to email a current report now, set a future time to email a report or set up an automatic, reoccurring email for reports. View our guidebook here.


Additional Enhancements

  • Improved issue when adding Inland Marine to manual commercial package policy
  • Word Documents now printing in Internet Explorer
  • Fixed issue where share to client center notification was not sent if document was within a folder

What’s New in EZLynx 4.17.05


  • NEW Application/Manual Policy Entry – Professional Liability
  • Client Center – Branch Support
  • Workspace Mobile


NEW Application/Manual Policy Entry – Professional Liability

A new Line of Business hs been added to Commercial Lines Application and Policy Submissions.  Line of Business (drop down): Select Professional Liability

Client Center – Branch Support

EZLynx is excited to announce some changes for Client Center. This round of enhancements now allows for Client Center to support Organizations with branches in EZLynx. The primary change you will notice is the new ability to have your agency Client Center shared down your organizational hierarchy with your sub-agencies.

If you are at the main office, and you have permission, then you can choose to share your Client Center with your sub-agencies. To do this, simply navigate to the Settings area on the side panel and select Client Center.

Also, if you are at the main office and sharing your Client Center with a sub-agency who has their own CQ (consumer quoting portal), then the branding information for that specific sub-agency will be displayed to the applicant.

However, if you are at the main agency and sharing your Client Center with a sub-agency who does, not have a CQ (consumer quoting portal) configured, then the branding information of the Main agency will be displayed to the applicant.

EZLynx Workspace – Mobile

We recently released branch support for the workspace, and now we are transferring that same great functionality to your mobile device. For agencies with branch support enabled, you will notice you are now able to select who in your organization will receive reminders for tasks. Agencies without branches will now be able to select who in your organization will receive reminders for tasks and see greater sorting for labels in EZLynx.


Assigning Tasks To Branch Users in Mobile (for branch users only)

Once branch support has been enabled you will now see a new grouping function in the Task Assignee drop down in mobile. This will now be showing you the users who have access to the selected applicant. This will help with assigning tasks to agents in different branches in your organization.

Controlling Reminders (for branches and single retail organizations)

Retail Agencies and Branches will now be able to control who sent the reminders for tasks. You can select all three options or one.
The options are:
• Myself – The system default is ‘Myself,’ meaning that the person creating the task will be the one receiving the reminder
• Followers
• Assignee

Agencies will also have the ability to edit the reminders when reviewing the applicant’s task in mobile. Simply locate the applicant with the task to edit and click the ‘Edit Task’ option. This will open the current task and allow you to edit and create notes for the task, as well as edit the reminder you had previously entered.


Miscellaneous Bugs & Improvements

  •  Internal Billing System Updates
  • Miscellaneous Bugs & Improvements
  • Policy Transactions – Org Level View
  • Certificate Self-Generation Fixed
  • Issue with driver pre-fill not allowing you to sync updated info back to applicant details
  • invoice PDF Fixed
  • Risk Info Section – Added Support for over 50 new forms to pre-fill based on risk info

What’s New in EZLynx 4.17.04

With the upcoming release, we focused primarily on the Rating Engine including a major update to managing customer phone #’s!

Rating Engine Updates

We listened to your feedback, and have removed the requirement to have a “Home” phone # attached to a customer for rating purposes. You can now add phones as needed to a customer, and rates will still succeed as long as one phone # exists!







  • “Water Back-up” endorsements have new options of $15,000 and $20,000.
  • “Prior Carrier” field for Home has been updated with the following new options:
    • AAA NCNU
    • Allied Trust
    • American Traditions
    • Anchor Insurance
    • Bankers
    • Bear River Mutual
    • Capitol Preferred
    • Celina
    • Centauri
    • Florida Family
    • Florida Peninsula
    • Goodville Mutual
    • GulfStream
    • Heritage P/C
    • LightHouse
    • Modern USA
    • Southern Fidelity
    • Southern Fidelity P/C
    • St. John’s
    • Titan
    • Towerhill
    • UPCIC
    • Vermont Mutual
    • Wellington Select
    • Wellington Standard
  • Louisiana:
    • State Minimum coverage for “BI” and “Property Damage” has been changed to 15/30 and $25,000.
      • Options 10/20 will be removed from Bodily Injury, Uninsured Motorist and Underinsured Motorist fields.
      • Options $10,000 and $15,000 will be removed from PD field.
    • A new coverage field “Uninsured Motorist Property Damage” has been added with the following options:
      • No Coverage
      • $25,000
  • Indiana: State Minimum coverage for “Property Damage” has been changed to $25,000 effective July 1, 2017. Options $10,000 and $15,000 will be removed from PD field for applications created with effective date as July 1, 2017 & beyond.
  • Idaho: A new coverage field “Uninsured Motorist Property Damage” has been added with the following options:
    • No Coverage
    • $25,000
    • $50,000
  • Vermont: A new coverage field “Uninsured Motorist Property Damage” has been added with the following options:
    • No Coverage
    • $10,000
  • Added support for 2018 vehicles.
  • Florida
    • A new coverage field “Hurricane Deductible” has been added with the following options:
      • 500
      • 1000
      • 2500
      • 2%
      • 3%
      • 4%
      • 5%
      • 10%
      • Exclude Wind
      • Excluded
    • New field “Foundation Type” has been added with the following options:

      • Basement
      • Closed
      • Concrete Slab
      • Concrete Stilts/Pilings
      • Crawlspace
      • Crawlspace / Foundations and Piers > 6′ elevations
      • Crawlspace  /  Enclosed Piers up to 6′ elevations
      • Deep Pilings
      • Elevated Post/Pier & Beam
      • Open
      • Open – Enclosed with Lattice
      • Open Foundations / Open Piers > 6′ elevations
      • Open Foundations / Open Piers up to 6′ elevations
      • Pier & Grade Beam
      • Pilings – Other
      • Pilings – Wood
      • Pilings/Stilts of Reinforced Masonry Construction
      • Shallow Basement
      • Slab
      • Stilts / Pilings 8′-10′ elevations
      • Stilts / Pilings other
      • Stilts with Sweep Away Walls
      • Wood Stilts/Pilings
    • New Field “Roof Shape” has been added with the following options:

      • Flat
      • Gable
      • Gambrel
      • Hip
      • Mansard
      • Shed
      • Butterfly
      • Other
    • New Field “Wind Speed” has been added with the following options:

      • Not Applicable
      • 100
      • 110
      • Equal Greater 120

What’s New in EZLynx 4.17.03

With the upcoming release, we focused on improving communications and workflow between the main office and their branch offices.


  • Improved Carrier Quoting Setup
  • Agency Workspace – Reminders & Followers
  • eSignature Completion Reports
  • Reports Enhancements

Improved Carrier Quoting Setup

  • We have combined Carrier logins, Carrier Defaults, and Quote Templates in a new section called Carrier Quoting Setup. The new section breaks out each step to take before starting the quoting process. This will help improve new users with setup and workflow. In addition, we have removed the Test button to eliminate login errors and kept “Set Logins” and “Clear Logins”.
  • Agents can now setup logins from the Submit details page with the new Set Logins button. The Set Logins Button will allow you to set and validate the credentials without being redirected to the Carrier logins page.

  • Agents can now set up logins for the failed carriers on the Quote Details page

Agency Workspace – Reminders & Followers.

When adding reminders, you now have three new options. You can create reminders for:

  • Assignee – the assignee on the task
  • Followers – followers added to the Note and/or Task
  • Myself – the individual creating the Note and /or Task


We have given agency admin the ability to choose who should receive alerts in EZLynx upon incoming Text Messages. With this change, you will be able to define whether it should be everyone, only the assigned agent for the matching applicant, or perhaps specific users, such as only the CSRs, etc. This feature is not limited to branches but also be used by single location agencies as well. A parent-level agency can allow their branches to use their text messaging number.

Report Enhancement

eSignature Completion Report

  •  A new selection has been to eSignature action function called “Reports”

Policy Transaction

  • Policy Transactions page, the tooltip for the column headers has been updated to give more clarity for each column.
  • “Applied Date” field which is present in “History” tab for policies can now be seen in Policy Transactions page for all policy transactions

Commission Report

  • Commission Detail – View a list of Commission Details that can also be filtered by Statement Date, Carrier, Branch, Agent, Producer, and Transaction Type as well as whether the statement has been approved &/or paid

 Manual Policy Entry

The Application and Policy Entry Screens have been updated for Commercial Auto, Inland Marine, Business Owners lines of business.

  • Commercial Auto lines of business, additional fields have been included for the state of Florida.
  • Business Owners lines of business, Garage Keepers Liability section’s User Interface has been updated to help users while they create an application, manual policies.
  • Inland Marine policies, users can now indicate the class of business each additional interest pertains to and the summary screen will display the additional interest details in respective class of business section for Inland Marine

Misc Improvements

  • Improved search for commercial applicants with “&” in name
  • Fixed issue where resending envelope didn’t always send
  • Fix issue where the password email was not sent for envelope
  • Fixed issue where the envelope history displayed as blank
  • Added support for Garage & Dealers Proposals
  • Improved display of special characters when saving emails using the Outlook Plugin
  • Emailing document over 25 MB displays an error saying file: The maximum attachment size is 25MB
  • EZLynx will be removing support for Internet Explorer 10 in the near future

What’s New in EZLynx 4.17.02

In 2017, we continue to add value for our customers by aggressively enhancing our products and features.  Our second release of the year is coming to you on February 28th.


  • Policy Transaction Summary Report
  • Linked Applicant Summary Report

Reporting Enhancements

  • NEW Linked Applicant Summary Report – This report reflects linked applicants total premium, number of policies, etc at the primary applicant level.
  • NEW Policy Transaction Summary Report – View a summary of policy transactions for a selected date range by master company, line of business, and several other key metrics.
  • Summary Reports now show information grouped by Rating State, Producer Code, and Service Team (where applicable)
  • Summary Reports can now be filtered by Date Range (where applicable), Branch, and Agent

Misc. Improvements

  • Ability to expand/collapse rows in the Carrier Logins & Carrier Defaults pages.
  • Valid Logins Check on the Submit to Carriers page –  This change will ensure that, if a prior quote had failed due to invalid logins, the carrier would be disabled for the agent until a valid logins was setup. The agent does not have to visit the carrier logins page to setup the carrier credentials, but instead can do so from the Submit to Carriers page itself.
  • Carrier Login status check on Carrier Logins Page – This page will now check for login errors on the Quote Results page, and then display the invalid logins message for the corresponding carrier.
  • Moving/Merging policies updates applicable claim information
  • Manual Policy Entry
    • Added “Aggregate” field label under “Limit of Liability” section for Commercial Umbrella
    • “Limit of Liability” and “Retained Limit” will appear on top of “Employee Benefits Liability”
    • New field “Deductible Type” is added between “Deductible(s)” and “Blkt#” under “Subjects of Insurance” in “Premises Information” modal for Commercial Property
  • Policy Transaction Page – Manually Matching Policy w/Different Carriers will display additional Warning Message before the agent is able to match
  • Improved download matching for various carriers
  • Agency Admin can now view all invoices:

What’s New in EZLynx 4.17.01

In 2017, we continue to add value for our customers by aggressively enhancing our products and features.  Our first release of the year is coming to you on January 26th.


  • Consumer Quoting Enhanced Lead Captures
  • Client Center Gets a New Modern Look
  • EZLynx Accounting GL Interface for QuickBooks Online (BETA)
  • EZLynx Accounting Billing Company Changes (BETA)
  • Customer Age Report
  • Proposals


Consumer Quoting Enhanced Lead Captures

EZLynx Consumer Quoting is already a great tool that allows consumers to self-enter the majority of their risk information, but requiring everyone to complete the full form is counter-productive sometimes. People are busy and often don’t want to spend time completing a long form. EZLynx Lead Portal is a new feature available for new and existing Consumer Quoting portals.

It collects basic lead info (name, phone, email), immediately creates a personal or commercial applicant account in EZLynx, but makes home and auto quoting an optional part of the consumer’s process.

  • Quickly capture leads on your website.
  • Capture leads for any line of business.
  • Custom questions, regarding line of business for example, are coming soon.
  • Advanced integration options for using a single portal in multiple places.

Client Center Gets a New Modern Look 

Over the next few weeks, the Client Center is rolling out a new, clean and modernized look. This update is the first in a series planned for Client Center in 2017, to make it as beautiful as it is useful to your customers and your agency!

  • More modern, neutral appearance.
  • Fully responsive for an optimal experience on all devices.
  • Improved iframe support.
  • Click here to learn more

Customer Age Report

You’ll love the new Customer Age Report because it retrieves applicants and co-applicants of designated ages.  This is very useful for email marketing campaigns – target the people who are most interested in a specific message.  For example, are 20-year-olds interested in life insurance?  Probably not.  You’ll sell many more life policies to people 50 and over. Notable filters include:

  • Applicant Type – active, inactive, prospect.
  • Relation – applicant or co-applicant.
  • Birth Month – choose last, current or next.
  • Age – select all or any combination of ages between 14 thru 100.
  • Manage Columns – select columns to display on the report.


EZLynx Accounting: Billing Company Policy Changes (BETA)

Interested in BETA testing?  Submit a BETA request here

To streamline EZLynx Accounting, we’ve made changes to policy setup that will better track the intricacies of policy management. With these changes, you can monitor three entities involved in policy underwriting: billing, master and writing companies. To accommodate this new feature, our previous Settings icon option called Manage Billing Companies is changed to Manage Markets/Carriers. Now you can manage wholesale brokers, MAPs, carriers, and other markets. Click here to learn more.

EZLynx Accounting:  GL Interface for QuickBooks Online (BETA)

Interested in BETA testing?  Submit a BETA request here

The 4.17.01 release also rolls out a round of enhancements that make your day-to-day interactions with EZLynx and QuickBooks Online easier to manage.  Our new Online Webservices allows you to perform Real Time or OnDemand batch exports from EZLynx Accounting to your QuickBooks Online service.  This new enhanced functionality helps streamline your General Ledger entry communications between EZLynx Accounting and QuickBooks Online. Click here to learn more.

Quote Proposals

EZLynx Quote Proposals now support two additional lines of business: BOP and Inland Marine.  From an applicant’s Overview tab, quickly generate a quote proposal from existing policies and applications for supported lines of business, or start with a blank proposal template.  We will continue to add more lines of business this year.


Misc Improvements

  • New EZLynx login page.
  • Policy Transaction Reports can now filter by current policy status.
  • Manage Columns for Detail Reports is moved to the filter pane on the left.
  • Updated Agency Form Templates and ACORDs to insert Assigned To user instead of the user creating the form.
  • Auto and home rating applications:  Policy Info tab includes more carrier choices for Prior Carrier field.



  • Fixed issue of policy # association changing on documents.
  • Work Comp policy entry – added EIN field.
  • Reports:
    • Fixed policy type issue.
    • Agency Commission rate is now updating correctly.
  • Fixed issue related to adding a special character when matching policy transactions.
  • Updated handling of Encompass package changes/cancellations.
  • Email Campaigns:  saved Details Reports no longer include recipients that don’t have email addresses.

What’s New with EZLynx 4.16.12


  • NEW Support Portal
  • Activity Summary Report
  • EZLynx Accounting Branch Support
  • EZLynx Rating Engine Enhancements


NEW Support Portal  

We are excited to roll out our new Support Portal!  Providing our customers with an excellent EZLynx experience is our number one goal. When visiting our support page, you can now search an extensive knowledge base for immediate help with product questions and support.  Enter the keywords of your inquiry and locate a solution instantly.  No need to spend time on the phone.







If you need additional help, simply create a support ticket right from the same page, and an EZLynx Team member will start addressing your inquiry.  We’ll contact you once we have an update or resolution.  It’s as EZ as that.

Activity Summary Reports  

You can now filter by date range to show any activity or open tasks during a specific time period.


  • Ability to view completed tasks by user.
  • View percentage of tasks completed on time or completed late by user.
  • View all open tasks sorted by due date; either overdue, due today or upcoming.

EZLynx Accounting Branch Support  

(Rolling out by end of year)


  • New Permissions and Settings
  • Branch support for Receivables
  • Branch support for Payables
  • Branch support for General Ledger postings
  • Branch support for Reporting


New Permissions and Settings

With the addition of branch support to EZLynx accounting, you are able to determine which users can have access to the various accounting functions at their respected branch or even at other branches.  This allows for branch-to-branch interactions.  The assignment of permissions can be easily handled through the newly designed Users tab in the configuration section in accounting.

We have also redesigned the System Settings tab by adding an ‘Agency’ tab (for the main branch to set system settings for all of their branches) and a ‘Branch’ tab for the individual branches of the organization to set their specific settings.  On the ‘Agency’ tab, users at the Main Branch can set the overall settings for the organization.

On the ‘Branch’ tab, the user is able to set the setting specific to the individual branches, like their logo, company information (addresses), settings for invoice emails and invoice memos.


Branch Support for Receivables

 You are now able to select branches for adding receipts, creating deposits, and receivable write-offs.  For those in the organization with access to all branches, they will be able to select from all the branches of the organization.  However, those in the organization who are limited to one branch, they will only see that branch in the dropdown. The same applies for the creation of receipts.

We have also redesigned the Receipt and Deposit overview screen to allow you to filter the pages by branch to better organize your organization’s transactions and postings.


Branch Support for Payables

Branches have been integrated into our payable features in EZLynx and you are now able to select branches for AutoPay and adding of Checks.  On the AutoPay screen, you are now able to filter the payable items by branches.

When adding a check, you now have the ability to select which branch the check is being generated from and the branch bank account.  If you have permission to view all branches, then you will be able to select any of the branches for the organization.  If your permission is limited to one branch, then you will only be able to select your specific branch.

We have also added a branch column on the Check screen to make it easier for you to sort the organization’s checks by branch. If you have access to all branches in your organization, then you will be able to view all the checks created in the organizations.  If you are limited to one branch, then only checks for that particular branch will appear.


Branch Support for General Ledger Postings

With this round of enhancements, you are also able to view branches on the GL posting screen in order to better organize the organization’s branch postings.  This also includes the addition of branch information on the GL exports in order for you to be able to integrate your branch configuration with QuickBooks. You are also able to create a journal entry for single branch or you can create a journal entry for two branches to create clearing postings for inter-branch payments.


Branch Support for Reporting

No business would be complete without accurate reports.  Accurate reports enable you to better manage and predict your organizations position in the market.  With the addition of Branch Support for EZLynx Accounting, we have overhauled our reports in accounting to include a branch filter.  You are able to group posting in the reports by branches and even exclude some branches from reports in order to limit the data outputs.  These enhancements will let you track productivity across your organization and gain a better insight as to how each of your locations is performing.  The below reports now support Branch data.

  1. Aged Receivables Report
  2. Cash Receipts Report
  3. Check Register Report
  4. Deposit Summary Report
  5. Direct Bill Cash Report
  6. GL Postings Detail Report
  7. Invoice Summary Report
  8. Line Item Detail Report
  9. Payables Worklist Report
  10. Premium Trust Report
  11. Production by Producer Report
  12. Production by Writing Company Report
  13. Trial Balance Report
  14. Unapplied Cash Report
  15. Undeposited Funds Report
  16. User List Report


EZLynx Rating Engine Enhancements  

What’s new:

  • Home Rating of HO6 – Personal Property coverage is now mandatory.
  • Kansas Rating (effective 1/1/17) – Property Damage Limits are updated to:
    • 25/50 for Bodily Injury
    • $25,000 for Property Damage


Improvements & Bug Fixes

  • Now when adding a manual Workers Comp policy, more than 14 locations can be added.
  • Improved search performance for Agency Workspace Discussions.
  • Fixed a vehicle import issue when working on a manual Commercial Auto policy.
  • Motorcycle and Auto lines of business are now differentiated.
  • Excess Liability line of business is now displayed correctly.
  • Word Editor sizing issues are fixed in Internet Explorer browsers.
  • Applicant Type filter added to Birthday Report.
  • Fixed issue related to EZLynx Email Campaigns using saved reports.