Paying Commissions: Manually Enter a Statement

This video is intended for admins at an agency that uses EZLynx to pay commissions.

The first step for paying commissions each month is to reconcile each of your carriers’ commission statements. To do this, the statements must be available in EZLynx. Learn how to manually enter a commission statement.

Register for an Using EZLynx to Pay Commissions webinar here.

Paying Commissions: Import a CSV File Commission Statement

This video is intended for admins at an agency that uses EZLynx to pay commissions.

The first step for paying commissions each month is to reconcile each of your carriers’ commission statements. To do this, the statements must be available in EZLynx. Learn how to import a CSV file commission statement.

Register for an Using EZLynx to Pay Commissions webinar here.

Automatically Add Your Signature to ACORD Forms

Did you know a signature can automatically pre-fill the ACORD forms you create in EZLynx?  There are two ways to set a signature to pre-fill.

  1. Hover over the Settings icon, select EZLynx Preferences and scroll down to the Signature area.
    • At Enter New Signature, type the name in the box.
    • Or, at Choose New Signature Image, click Choose File and upload from your computer.  For help creating a signature image, click HERE.
  2. Click Save.

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Also, a signature can be added or changed while creating an ACORD form.  

To use this option:

1.  While creating the ACORD in the EZLynx Editor, click the Pen icon.

2.  Choose an existing signature from the drop-down list or type a name in the New Signature box.

3.  Click Generate Signature.

4.  The signature is added to the ACORD form and will be available in the drop-down in the future.  All shared signatures are located here.

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