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:   

Register for an EZLynx Management System 101 – The Basics for Everyone 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



Watch the EZLynx Management System 102 Video

If you will use EZLynx Commissions, please register for a Commissions training.

If you will use EZLynx Accounting, an accounting specialist will contact you to schedule training. Accounting Questions?  Contact [email protected]




Note: Articles older than March 2020 may no longer be relevant

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