EZLynx Agency Admin 101

Agency Admin is used to manage your agency’s rating account users, carriers, states, and invoices. Make your own changes immediately 24/7, 365 days a year.

NOTE: Agency Admin can be setup on any rating user account at the Main office. Not available when contracted for rating via a Market Access Provider (MGA / brokerage).

Commissions Setup: Apply Commission Rules to Applicants or Policies

This video is intended for admins at an agency that is new to EZLynx Commissions. Your agency should complete this mandatory agency setup task immediately after creating and ordering the agency’s commission rules. However, if you’re in the process of a data conversion, consult with your data conversion specialist about when to complete this agency setup task.

Register for an Using EZLynx to Pay Commissions webinar here.

Paying Commissions: Manually Enter a Statement

This video is intended for admins at an agency that uses EZLynx to pay commissions.

The first step for paying commissions each month is to reconcile each of your carriers’ commission statements. To do this, the statements must be available in EZLynx. Learn how to manually enter a commission statement.

Register for an Using EZLynx to Pay Commissions webinar here.

Paying Commissions: Import a CSV File Commission Statement

This video is intended for admins at an agency that uses EZLynx to pay commissions.

The first step for paying commissions each month is to reconcile each of your carriers’ commission statements. To do this, the statements must be available in EZLynx. Learn how to import a CSV file commission statement.

Register for an Using EZLynx to Pay Commissions webinar here.

Paying Commissions: Run a Commissions by Producer Report & Pay Commissions

This video is intended for admins at an agency that uses EZLynx to pay commissions.

Once all of your agency’s carrier commission statements are reconciled and finalized for a given month, producers are paid by running the Commissions by Producer report, then using it to cut the producer’s checks.

Register for an Using EZLynx to Pay Commissions webinar here.