EZTip : How can I transfer a Quote Scenario to the carrier sites?

If you are using Quote Scenarios, you’ll notice a “May not be saved on carrier site” message on your quotes.

These are snapshots of what premiums would be if the quote was submitted with different coverage baskets. If you would like to transfer one of these snapshots to the carrier sites as a quote,  follow the steps below to update the coverage and resubmit the quote.

Click the red star for one of the coverage baskets.


This takes you back to the Coverage tab and automatically updates the coverages for you.

At that point, click the finish tab and re-submit the quote. The new quote will transfer to the carrier site.


EZLynx Rating Engine 101 (for agents with binding authority for all of their carriers)

This video is intended for new EZLynx Rating users agents with binding authority for all of their carriers.

Learn how to setup a new EZLynx user account, including setting carrier logins and carrier defaults, run a first auto quote, and locate applicants and quotes. You will also learn general navigation within EZLynx and other helpful tips.

Register for an EZLynx Rating Engine 101 webinar here.

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EZLynx & Internet Explorer Settings (all products)

Chrome is the preferred browser for accessing and working within EZLynx. However, we understand many agents still like to use Internet Explorer. There are a couple of settings that will greatly improve your EZLynx experience when using IE.

This 2-minute video will explain those settings, and they will make a BIG difference!

EZLynx Agency Admin 101

Agency Admin is used to manage your agency’s rating account users, carriers, states, and invoices. Make your own changes immediately 24/7, 365 days a year.

NOTE: Agency Admin can be setup on any rating user account at the Main office. Not available when contracted for rating via a Market Access Provider (MGA / brokerage).

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.

What’s New in EZLynx 4.16.02

In EZLynx 4.16.02, we’re rolling out exciting enhancements to EZLynx Management System, Rating Engine and Communication Center.


  • New Standard Policy Mgmt Report; interactive Book of Business Summary
  • Rating Engine – auto incident tab enhancements
  • Email Campaigns – email opt-out enhancements
  • Email Campaigns – marketing v. non-marketing unsubscribe options
  • Personal Policy Entry for personal auto, homeowners and dwelling fire (BETA)
    • Click HERE if interested in beta participation


Book of Business Summary
EZLynx Management System users have a new Standard Policy Management Report. The interactive Book of Business Summary allows creating a report by category, such as agent, branch, carrier, LOB, etc… Results are displayed in a unique combination of numerical data and colorful graphs.












To access the Book of Business Summary
• Hover over the Reports icon, and select Policy Management
• At Standard Reports, select Book of Business Summary















• Choose a category to group report by, and click “Update Report”






Auto Incidents Tab Enhancements

For Rating users, we’ve improved the Auto Incidents tab workflow for more efficiency. Click a button as highlighted in the example below to add an incident; either accident, violation or loss. Enter data quickly by tabbing through the fields, then click Save.













Email Campaigns Suppression List

It is important to track email addresses that have unsubscribed from receiving your agency’s marketing messages, so we’ve added a new feature to make it easy.  The new Email Campaigns suppression list allows you to manage email unsubscribes and stay in compliance with federal SPAM laws.   Consumers’ email addresses that have opted out of receiving your marketing emails are automatically recorded on the suppression list.

To access, hover over the Communication Center icon and select Suppression List from the Email Campaigns menu.  The Suppression List provides an central account-wide place to review, search, add and remove email addresses that should not receive marketing emails.  Email marketing campaign emails will include an ‘unsubscribe’ link at the bottom. When a recipient clicks the link and confirms their email address, the address is automatically added to the Suppression List.

There are 3 ways an email address may be added to the suppression list:

1) A person unsubscribes from an email campaign – recorded as “Suppressed by System”.     2) An email address seems invalid, for example it bounces too many times – recorded as “Suppressed by System”.     3) Email address manually added by EZLynx user.Click Add button, enter email address and click OK.

To remove an email from the list, simply click on the trash icon from Actions, and click OK.  In order to stay in compliance with federal SPAM laws, be sure to get the recipient’s permission before removing their address from the list.




Marketing v. Non-Marketing Email Campaigns

Our email campaigns can now also be used for non-marketing purposes.  This update gives you the ability to designate whether an email is marketing or non-marketing in nature.

It is very important that you understand the differences between the two types of communications.  You may not only risk angering customers by sending marketing spam without a way to unsubscribe, but also risk violating federal laws.  Read the CAN-SPAM Act here.

Marketing emails follow the standard rules regarding email opt-out.  However, emails sent for non-marketing purposes will bypass the Suppression List.  These non-marketing emails don’t provide the recipient with an unsubscribe mechanism.


Nickname Display

Nicknames are now visible inside the left sidebar of customers.




Personal Policy Entry (Beta)

We are currently offering a beta version of our Personal Policy Entry feature which is available for Auto, Homeowners and Dwelling Fire. Contact [email protected] if you are interested in beta participation.

To use the Personal Policy Entry feature:

  • Go to the applicant’s Overview tab.
  • Go to the right top side of the Policies grid and click Add Policy.
  • At Line of Business, select either Personal Auto, Homeowners or Dwelling Fire.
  • Input the policy information and click Add & Edit Policy at the bottom right.












Input the personal policy data in each of the tabs, then click Save & Close.   The saved personal policy generates the Policy Summary page, which provides access to a Forms button.


Bug Fixes

  • Import Commission Statement now works with all transaction types
  • Full Policy Details displays a specific transaction rather than the most recent version of policy
  • Unknown Text Message time-stamp now displays correctly
  • Policy Sync now works without risk/application info
  • Activity page displays emails correctly
  • When an email is sent, the recipient email address will now be logged as part of the system activity
  • Email Campaigns; unsubscribe feature now unsubscribes in all EZLynx email fields
  • Email Campaigns; delay of first-step of a multi-step campaign is now honored regardless of the Activate on date

What’s New in EZLynx 4.12

New Feature

Import Commission Statements via CSV File

We’ve transformed a tedious, time consuming part of your workload into an easy and efficient process. You can now import Life & Health statements with thousands of policy commissions in seconds!

4.12 release pic 1










  • Import commission statements as a CSV file
  • Use the provided EZLynx CSV template
  • Create custom field mappings by carrier and reuse them monthly by matching each column to an EZLynx field
  • Preview valid & invalid data prior to import



Policy Management

  • Now use Policy Compare with Dwelling Fire policies
  • New commissions permissions for policy producers and service team members
  • New Commission Rules match based on a specific Lead Source
  • Added ability to copy a commission rule to make creating multiple rules easier
  • Quickly select a specific policy transaction during the Audit Policy workflow
  • Improved policy validation helping reduce duplicate policy entry


  • 2016 Purchase Dates now valid for Home Applications
  • Date Licensed field is disabled
  • Ability to assign drivers to specific vehicles if DL Status is “Not Licensed” – to reduce errors
  • California Auto – 30/60 option added for Bodily Injury, Uninsured Motorist and Underinsured Motorist
  • West Virginia Auto – minimum limits updated from 20/40/10 to 25/50/25 for Bodily Injury, Uninsured Motorist and Underinsured Motorist; effective January 1, 2016
  • Agent Quote Detail Report – added a “Created” column to display when an applicant was created in EZLynx


Bug Fixes

  • Improved EZLynx for Outlook performance and security
  • South Carolina Auto Rating – updated Age Licensed default