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Getting Started with EZLynx Management System

Click here for the EZLynx Management System Manual

The manual includes all the information covered in the 101 and 102 webinars described below, plus data conversions, initiating downloads and more. It is a great resource! Always access the manual from our website – it is regularly updated with our new enhancements and features.

 

We offer a comprehensive Management System webinar:

Watch the video

Hosted every other Wednesday at 2:00 Central Time

This webinar is intended for everyone who will use the EZLynx Management System, including basic users and admins. We highly recommend completing the EZLynx Rating Engine 101 training (when applicable) before attending this webinar.

We will cover:

  • Setup tasks for new users
  • General navigation & frequently performed basic tasks
  • The Applicant Account
  • Using the Agency Workspace for agency-wide collaboration; notes, tasks & notifications
  • Working with policy downloads and manually added policies
  • Creating ACORD forms and working with documents
  • Locating groups of policies
  • Downloads box on Dashboard
  • Downloads reports & how to get them
  • Additional training opportunities & support
  • Q&A session

 

ADMIN USERS:

Watch the EZLynx Management System 102 Video

If you will use EZLynx Accounting, an accounting specialist will contact you to schedule training. Accounting Questions?  Contact AccountingSupport@EZLynx.com

 
 

Join the thousands of successful agencies who have chosen to make EZLynx their most productive employee.