EZTip of the Week: Managing Email Subscriptions (Daily Download Report & others)

Did you know that an admin can manage who is setup to receive emails regarding policy downloads? We offer various reports that can be automatically emailed to anyone in your agency.

These reports include:

  • Daily Downloads (a list of policy downloads received in the last 24 hours)
  • Weekly Business (a list of policy downloads received in the last 7 days)
  • Monthly Agency Pulse (analytics report that provides important data about the “health” of the agency)
  • Daily Renewal for all customers

To setup someone to receive these reports:

  • An agency Admin can hover over the Settings (gear) icon, and select Email Subscription Management
  • Click “Edit” to the right of the user to have access
  • Select the reports and Save

Carriers That Use TEAM-UP Software for the Downloads Process

For our EZLynx Management System users – this information is related to setting up the downloads process.

Check this list to see if any of your carriers use TEAM-UP software for the downloads process.  If so, contact any one of your TEAM-UP carriers to have the software installed on your computer.  You will then be able to use the program with all of your TEAM-UP carriers.

Be sure to also reach out to [email protected] to request our download software also be installed on your computer. This enables EZLynx to retrieve the policy downloads the carrier sends to your computer and upload them to your agency’s Management System.


What’s new in EZLynx 4.16.05

Next week we will roll out EZLynx 4.16.05, which includes BETA opportunities for the information rich Policy Transaction and Policy Summary pages, a new EZLynx Client Center login format, and EZLynx Rating Engine enhancements.


  • New Policy Transaction Interface (Beta phase)
  • New Policy Summary Format (Beta phase)
  • Improved Policy Matching Capabilities
  • Client Center Enhancements
    • Changes to the login process, including Text Message security verification options
    • Customers with multiple applicant accounts have global access to all accounts
    • Ability for agents to enable/disable Client Center access for primary applicant, co-applicant and/or contacts



New Policy Transaction Interface (Beta phase)

Interested in participating in the BETA phase? Click Here.

This re-design of our policy transaction page allows a more efficient way to filter, search, update, and match policies. The search filters are now dynamic;  available options update as search criteria is refined.

  • Expand & collapse policy transaction details
  • Customize policy transaction page columns – display and order
  • New workflows for matching Unmatched and Multiple Matched transactions
    • Quickly match to a suggested account as a new policy, or
    • Create a new applicant account and policy in one step, or
    • Merge the transaction with an existing policy
    • Option to bulk delete multiple transactions at once; convenient if a carrier downloads duplicate transactions
  • New ability to edit policy #s for pending policies

Policy Transacton

Policy Summary Page (Beta Phase)

Interested in participating in the BETA phase? Click Here.

The newly enhanced policy summary page provides quick access to detailed personal and commercial policy information.  We have also re-structured the order of data to streamline coverage information more effectively for each policy.

Commercial Property:  now includes a Location Details button for viewing detailed property information for each building.

Commerical Prpty


Commercial Auto:  includes Coverage Limits, Vehicles and Coverages sections.

Commerical Auto


General Liability: Locations are moved to the bottom of the page; coverage limits and deductibles are found at the top.


Client Center 2.0

Updated Login Process

This latest update to Client Center brings an enhancement to the login process for your clients.  Your clients will continue to initiate the login process by providing the email address that is associated with their account. However, if the email address is valid, the client will receive a 6-digit validation code by either email or SMS Text Message.  The client will enter the validation code right there on the login page to complete the process.

Multi-Account Access

For clients that are associated with multiple applicants, these users will no longer be excluded from Client Center access. This will be especially useful for Commercial accounts. Once the client has successfully validated their identity, these users will now see an account selection screen that will allow them to navigate between the accounts for which they have been given access.

Account Access Controls

Agents can now navigate to the Contacts page for a particular applicant and choose the Edit option for any Primary Applicant, Co-Applicant, or Contact that exists in the list.  Within the Edit window, there is a check box that can be toggled to disable or enable that particular contact from being able to login to Client Center.

By default, Primary Applicants and Co-Applicants are enabled for Client Center. Other contacts, however, have to be manually enabled by the agent.

Client Center Settings

Don’t forget, if you’re an administrator at your agency and you do not have the Client Center option in your Settings menu in EZLynx, be sure to reach out to your support rep so that they can turn this feature on for you. This new menu gives administrators the ability to control the notification and task creation defaults for Client Center for your agency.


EZLynx Rating Engine

We have made a few enhancement to our flagship product, EZLynx Rating Engine, including an updated application process to help track and receive the best quote results. 

  • We’ve introduced a message box to confirm the applicant’s birth date for more accurate reporting and rating.
  • When adding additional drivers, there are now two additional options; “Non Rated” and “Never Licensed”.
  • As an improvement to the Incidents tab, the number of violations that can be entered is increased to 10 per driver. Also, when answering “Vehicle Involved”, it is now optional to specify which vehicle.
  • The ability to receive quotes for 2017 models.

Viewing Inactive and Unknown Policies

Here are tips to “Show Inactive and Unknown” policies in EZLynx.

  1. Locate the applicant and click the “Policies” tab. From the Policies tab dropdown, click “Show Inactive.” The dropdown will now include both active and inactive policies; select the one to view.
  2. Or, go to the applicant’s Overview tab, and scroll down to the Policies grid. At the upper right, check the “Show Inactive and Unknown” box. Now active, inactive, and unknown policies are displayed in the Policies grid until the box is unchecked again.







Commission Rules Tips

When Commissions download from the Carrier, Commission Rules determine the type of Commission and how to pay the producers, managers, and CSRs.

You may be wondering what the difference is between a Commission Producer Code, a Policy Producer Code, and Assigned To.


Policy Producer Code:  This type of rule supports paying various producers for different policies on the same applicant account. An agency admin enters the Producer Code on the policy in the Producer Code Override field. You can see this Producer Code with any policy download that is matched to an applicant in EZLynx.


Assigned To: An agency may pay the agent that is “Assigned To” the applicant file if they are paid for more than one policy on the applicant account. This information can be easily reviewed on the left in the Applicant Pane. To update, go to the applicant’s Lead Info tab and click Edit.



How to Locate Policies in EZLynx

To locate any policy downloaded or manual in EZLynx, use the quick search box in the upper right side of most EZLynx screens.

Its search filters include  the policy number, so if the policy is in your account, this search will bring it right up!

Search by entering the policy number instead of the customer’s name.

If the policy is not found, the policy has not been received in your EZLynx account, and you should request a re-send from the carrier.

Click here to watch a video on how to Quickly Locate a Policy in EZLynx.


What is the difference between “Matched” and “Unmatched” downloads in Policy Management?

In Policy Management, “Matched” downloads are those that have automatically matched against a single EZLynx customer through the 3 matching criteria:

  • LOB
  • Carrier
  • Applicant name

An “Unmatched” download really means that the download is either unmatched to a single EZLynx customer, or is matched to multiple EZLynx customers (Multiple-Matches). For example, if a customer is written directly on a carrier site, when downloaded to EZLynx, Policy Management would find that customer to be unmatched. In cases like this, the fix would be to create an applicant then match the download.

If the download has Multiple Matches, you can select the correct applicant for the downloaded policy and/or delete the duplicates.

Commercial accounts can be matched, as well; simply select the Match to Commercial Applicant option in the EZLynx Policy Transactions page.

It is important to be sure all of your downloads are matched so your customer policy data is complete and accurate.

For more information, please click here: Policy Transactions Page Guide.