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.
Category: Video Tutorials
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.
Have you been using EZLynx for Outlook and suddenly it is no longer showing on the right side of your email screen? Occasionally, the add-in becomes disabled for various reasons. Here is a 30 second re-enable fix for this issue.
Chrome is the preferred browser for accessing and working within EZLynx. However, we understand many agents still like to use Internet Explorer. There are a couple of settings that will greatly improve your EZLynx experience when using IE.
This 2-minute video will explain those settings, and they will make a BIG difference!
In our increasingly techie world, agents need to understand browsers and how they affect website performance. The proper browser settings are very important to a great EZLynx experience. Learn about how IE updates can change your settings also.
Did you install the EZLogin button for the Rating Engine, but there is still a green install button on your Dashboard Home Page? Or, does your quote have an “Initialize the EZLynx Login button” message instead of the actual Login button? Here is a quick fix for these issues.
EZLynx has several great features for effectively managing policies. We’ll show you several quick policy tips in this short video.
Tips for finding training materials fast.
One of the reasons agencies use a management system is to maintain a complete record of their customers’ policies. Learn when and how to add a Commercial or Personal policy manually in EZLynx.
Learn how to resolve duplicate applicants in your EZLynx account, because it’s best to address this issue quickly.