Agency Form Templates is an EZLynx Management System feature. With Agency Form Templates, you can upload a custom merge document, then access it from any applicant and have it pre-fill with the applicant, policy, agency and agent data stored in EZLynx.
Tag: Documents / ACORDs
Managing certificates is an important but daunting task for many agencies. EZLynx Certificates is a versatile feature that accommodates the needs of any agency and makes the process much easier. Whether you need to create one or two certificates for a policy or hundreds, you can get it done quickly in EZLynx.
Working with certificates is an important task for insurance agents, especially those that sell Commercial lines. So, we’ve created a simple and versatile certificates process.
Before anyone in your agency begins creating certificates in EZLynx, there is a quick setup task – creating the certificate holders master list.
EZLynx eSignature is a fast and secure way for agents to obtain electronic signatures on multiple documents from one or more recipients – without leaving EZLynx.