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EZTip: Deleting Applicants from EZLynx

When deleting an applicant, the following applies:

  • To delete an applicant, click the Delete button at the bottom of the applicant’s Details page
  • All quotes associated with the Applicant are also deleted
  • Applicant can be UN-deleted for 60 days; quotes can only be recovered for 30 days
  • Applicants with policies cannot be deleted until the policies are moved or deleted:
  • To find an applicant that’s been deleted, go to Personal tab, then Search Applicant, and check the Show Deleted box before searching. If you want to see ALL deleted applicants since you began with EZLynx, enter the time period in the Date Created From and Thru boxes, and check the Show Deleted box.
  • Call our support team to have this capability removed from any of your EZLynx user accounts.

1)      Moving or deleting policies before deleting applicants:

2015-08-12 11_22_29-Smith, James - Overview
2)      Searching for deleted applicants:

2015-08-12 11_11_16-EZLynx - Applicant Search
3)       Search Results with Show Deleted box checked:

2015-08-12 11_14_01-EZLynx - Deleted Applicant Search


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