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.

EZLynx & Internet Explorer Settings (all products)

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!