EZTip: Setting Carrier Defaults makes quoting faster!

To avoid typing your Agent/Producer Codes into every new application, set your Carrier Defaults for each of your Carriers. Setting the Carrier Defaults will also keep you from retyping answers to the carrier’s underwriting questions on each application. To update the Carrier Defaults follow the steps below and enjoy a speedier quoting process.

  1. Click the Settings Icon, then Carrier Quoting Setup, and Carrier Defaults.
  2. Choose the LOB (Line of Business) and State from the drop-down boxes.  The page will then populate with the Carrier Defaults.
  3. Click the Modify Defaults button at the upper right. This opens the default fields allowing you to set your answers to the underwriting questions.
  4. When finished, click Save Changes.

Note:   The defaults need to be set for each LOB in each of your rating states. While this may take a little time up front, it will save a lot of time in the long run!

The answers you set will automatically populate into NEW applications. Any preexisting application will need to be changed manually.  When you want to answer an application question differently than your default answer, no problem! The answers are not set in stone. You can change them on individual applications any time you’d like.

If you have questions, please contact us at [email protected].

EZTip: Set Carrier Defaults for Every User on Your Account!

One EZLynx user can set Carrier Defaults for everyone in their office!  Just send an email to [email protected], and ask to be set up as an Org Prompt Default Manager.  Once we add this capability to your EZLynx user account, you will be able to set Agency Defaults by following the steps below.

  1. Go to the Admin Icon.
  2. Click the Set Carrier Defaults tab.
  3. Select your LOB (Line of Business) and State, and Refresh
  4. Click Modify Defaults and set the defaults for each carrier.
  5. Be sure to Save Changes.

When setting Agency Defaults, you will see a padlock check-box next to each question.  When a field is locked, other users CANNOT change the answer on their applications. The answer will be locked.  Only the Org Prompt Default Manager can unlock or make changes to locked questions from their Admin tab.

I Need Assistance Locating My Quote on the Carrier Site. Can You Help?

The most common reason for not being able to locate a quote on the carrier site, is that the quote is being run in EZLynx with an incorrect agent/producer code.

To correct this problem, go back into the application(s), click on the Carriers tab and check the agent code for the carrier in question.  Correct the code directly on this page.  You will need to fix the agent/producer code on both the Auto and Home applications if you are submitting them together in EZLynx.  Next go to the Finish tab, and click “Submit to Carriers”.  At the page that lists all your carriers just before the quote starts to run, be sure to UNcheck the box that says “Reuse Prior Prompt Answers”.  Once a premium is returned, you will then be able to locate the quote on the carrier site.

Also you will want to be sure to update the agent code in your Carrier Defaults.  Your agent code will automatically transfer from your Carrier Defaults to NEW applications/submissions.

When resubmitting a quote, you will need to fix the agent/producer code by following the steps above.

If you still need assistance, please contact [email protected].