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.
Jump to specific topics…
- Internet Explorer settings
- Login, basic info & navigation
- Accessing the EZLynx Management System User Manual
- Setting a signature to pre-fill ACORDs
- Changing the agency address that pre-fills ACORDs
- Setting your EZLynx email signature
- Setup required to use text reminder feature
- Locating an applicant
- Applicant account overview
- Applicant tasks
- Merge duplicate applicants
- Manage applicant email campaigns
- Linking applicant accounts
- Viewing a policy’s details
- Applicant Details tab: basic applicant information
- Applicant Quotes tab
- Changing the user assigned to an applicant
- Applicant v. agency contacts
- Applicant Documents tab
- EZLynx eSignature information
- Applicant Activity tab
- Agency Workspace overview (notes, tasks, reminder & notifications)
- Adding notes, tasks and reminders
- Working your tasks
- Notifications
- How policy downloads work
- When and how to add manual policies
- Commercial Policy Entry – also used to pre-fill ACORDs, including certificates
- Policy grid functionality
- Link to policy, claims or billing areas on carrier sites
- Move a policy from one applicant to another
- Merging two policies into one
- Policy Sync: update rating application from policy info for fast re-quoting
- Policy Compare: makes explaining why premium went up at renewal easy
- Creating ACORDs
- Adding/changing signature when creating ACORDs
- Uploading documents
- Creating certificates
- Merge multiple PDFs into one document for easy printing/emailing
- Document Actions: edit, email, copy, rename, associate with policy or delete
- Locating groups of policy transactions
- Locating recent policy downloads: grouped by cancellations, renewals, new business, etc…
- How to receive daily/weekly downloads reports, or monthly Agency Pulse
- Additional training materials and live webinars
The Ezlynx training videos are particularly good. Much of the system is intuitive to begin with, and the videos bring insight on how to use the system.