Email Campaigns Setup Tasks

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and outlines the setup tasks every user must complete before using this product.

Click here for more information about EZLynx Email Campaigns.

EZLynx Management System 101 – The Basics for Everyone

Welcome to EZLynx Management System! Both basic and admin users should watch this EZLynx Management System 101. We cover setup tasks for new users, an overview of the applicant account and Agency Workspace, working with policies and documents, locating groups of policies and more.

Register for an EZLynx Management System 101 – The Basics for Everyone webinar here.

If you are an agency admin, you should also watch  EZLynx Management System 102 – Advanced Features for Admins  here.

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Webinar: EZLynx Management System 102 – Advanced Features for Admins

The EZLynx Management System 102 webinar covers several agency setup tasks for EZLynx Management System agencies, including creating a master company list, working unmatched downloads, managing download reports recipients, managing agency task/activities and more…

 

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EZLynx Rating Engine 101 (for agents with binding authority for all of their carriers)

This video is intended for new EZLynx Rating users agents with binding authority for all of their carriers.

Learn how to setup a new EZLynx user account, including setting carrier logins and carrier defaults, run a first auto quote, and locate applicants and quotes. You will also learn general navigation within EZLynx and other helpful tips.

Register for an EZLynx Rating Engine 101 webinar here.

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Rating Engine 101 (for agents without binding authority for at least one carrier)

This video is intended for new EZLynx Rating users for agents without binding authority for at least one carrier.

Learn how to setup a new EZLynx user account, including setting Independent carrier logins and all carrier defaults, run a first auto quote, use the messaging feature, and locate applicants and quotes. You will also learn general EZLynx navigation and other helpful tips.

Register for an EZLynx Rating Engine 101 webinar here.

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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.

EZLynx for Outlook 101

Make the time you spend working emails more productive with EZLynx for Outlook 2.0. This PC based product works with all email providers when Outlook is installed on the computer. It automatically matches emails to your EZLynx applicants, so you can decide whether to save the emails and attachments to the applicant account. Set tasks at the same time so that important to-do’s won’t fall through the crack.

To get setup with EZLynx for Outlook, contact your support rep or [email protected]

Click here for more information about EZLynx for Outlook.