Welcome to EZLynx Management System! Both basic and admin users should watch this EZLynx Management System 101. We cover setup tasks for new users, an overview of the applicant account and Agency Workspace, working with policies and documents, locating groups of policies and more. Register for an EZLynx Management System 101 – The Basics for […]
The EZLynx Management System 102 webinar covers several agency setup tasks for EZLynx Management System agencies, including creating a master company list, working unmatched downloads, managing download reports recipients, managing agency task/activities and more… Jump to specific topics… Master Company List Setup – Part 1 Master Company List Setup – Part 2 Downloads Setup […]
A comprehensive manual for using the EZLynx Management System. We’ll explain how to effectively manage customers, prospects and policies with EZLynx Management System. This is intended for agencies that have completed EZLynx Rating Engine 101 training. Click here to open the “EZLynx Management System User Manual”
Downloads that can’t be matched and all new Dwelling Fire policies are saved in your EZLynx account as Unmatched. An admin should work Unmatched policy downloads daily so customer data is up-to-date.
With EZLynx Quote Proposals, you can easily generate a Quote Proposal from existing applications and policies. Click here for the EZLynx Quote Proposal Guide
With EZLynx Management System, an agency can track claim information within applicant accounts. Click here to open the “Manual Claims Tracking”.
With EZLynx Applications, we’ve streamlined the process of quoting Commercial lines. Complete the application once in EZLynx, then easily create the necessary ACORD quoting packages for submission to multiple carriers. Click here to open the “Application Guide”.
EZLynx users work with applicants constantly, so we’ll show you how to locate them quickly.
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. Click here to read the Agency Form Templates – Using Merge Docs. Click here […]
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. This guide shows you how to use Microsoft Word Merge or Google Merge documents. […]
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!
In our increasingly techie world, agents need to understand browsers and how they affect website performance. The proper browser settings are very important to a great EZLynx experience. Learn about how IE updates can change your settings also.
Agencies that are new to EZLynx Management System must initiate the downloads process with all of their downloading carriers. Learn how to initiate the downloads process, how the downloads process works, what to do about carriers that don’t participate in a downloads process, and more…. Click here to open “A Guide to Initiating and Working […]
Our Policy Transactions page has two main purposes: a place for quickly locating and working unmatched policy transactions, and a place to filter specific groups of policy transactions. Additional page features include the ability to export policy transaction data to Excel, delete unnecessary unmatched transactions, and more… Click here to open the “EZLynx Policy Transaction […]
Occasionally, a policy may be “missing” from your EZLynx account. Its likely that the original download was unsuccessful for some reason. Below is a link to instructions for requesting a policy transaction resend from IVANS. If the carrier does not have an IVANS Resend button, request the resend directly from the carrier instead. Click here to access the “IVANS Resend Policy Transaction Guide”.
EZLynx has several great features for effectively managing policies. We’ll show you several quick policy tips in this short video.
One of the reasons agencies use a management system is to maintain a complete record of their customers’ policies. Learn when and how to add a Commercial or Personal policy manually in EZLynx.
Learn how to resolve duplicate applicants in your EZLynx account, because it’s best to address this issue quickly.
An agency admin must consider their users’ access to applicant accounts; quotes, policies, documents, quotes, tasks, activities and more. Should certain users only access their own assigned applicant accounts? Or, should all users access each other’s applicant accounts? How does applicant access work between different office locations? Click here to open User Access to Applicant […]
Need help installing the Chrome EZLogin button on your computer? Its’ quicker and easier than installing the IE version, but if you need help, simply open this guide. Remember, the Chrome EZLogin button must be installed on each computer that you use to work in EZLynx. Once installed, the EZLogin button appears on successful EZLynx […]
The Internet Explorer (IE) EZLogin button is a convenient way to access quotes on the carrier sites. Once installed, the EZLogin button logs you into the carrier site and takes you to the quote. This is NOT a bridging button – no bridging is required for EZLynx quoting. The quotes are available on the carrier […]
Applicant Lead Source is valuable information that can be used as a tool to sell more business. Lead Source is an optional field in EZLynx, however if you add this information to each of your applicants, you can run a Lead Source report.
Policy Downloads is a great time-saving feature. Carriers send policy transactions electronically to EZLynx which we match to your customers and use to update their policies. Sometimes the system is unable to locate a match, so transactions are saved to your account as Unmatched.
It’s a best practice for an admin to work Unmatched downloads every day so that your management system data is always up-to-date and complete.
The EZLynx admin in your office is responsible for setting the Master Company List and associated writing companies. This is part of the EZLynx Management System setup process.
This video is intended for admins at an agency that is new to EZLynx Management System. Agencies new to EZLynx Management System must create their Master Company List before their users can add manual policies.
Learn in one minute how to locate a policy in EZLynx.
EZLynx Agency Workspace is available to our EZLynx Management System users. The Agency Workspace was designed for agency-wide collaboration, to keep everyone within an agency on track with common goals and to ensure important tasks don’t fall through the cracks. This tutorial provides an overview of how notes, tasks, reminders and notifications work together in […]
With EZLynx Management System’s Policy Sync, you can quickly update an EZLynx auto or home application from the downloaded policy data. This is very helpful at policy renewal time.
Our certificate feature is very flexible in order to accommodate agencies that only send a few certificates or those that manage hundreds. This guide outlines the capabilities of our certificates feature, then you can apply them in any way that suits your agency’s needs. Click here to open the “Working with Certificates Guide”.
Our versatile certificates process meets the needs of any agency. Whether an agent needs to print one or two certificates on the fly, or email hundreds of certificates as one document, these tasks are accomplished 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.
With Agency Form Templates, you can upload a custom merge document, then have unique applicant, policy, agent, and agency data pre-fill each time the form template is used. Examples of an agency form template include a fax cover sheet, customer invoice, and custom insurance application – all of these can include your agency’s logo. The […]
With the click of a button, the EZLynx real-time policy inquiry feature gives users quick access to the current policy, claims and billing information on a carrier site. Click here to open “EZLynx Real-Time Policy Inquiry”.
Agency Pulse by EZLynx is a monthly analytics report that agency owners can use to monitor and improve their agency’s health. This first-of-its-kind automated report uses your EZLynx Rating Engine and Management System data to deliver performance metrics that cannot be obtained from any other ONE system.
EZLynx Commissions is a Management System feature used to track and pay commissions. This manual provides detailed instructions for paying commissions accurately. Click here to open the ” EZLynx Commissions User Manual”.
This is tutorial 1 of 3 in the commissions setup video series.
If your agency will use EZLynx to pay commissions, the first step is to setup the Service Team. You will add everyone who may, at any point, be paid a commission by your agency.
This tutorial is intended for admins at an agency that is new to EZLynx Commissions.
Creating and ordering commission rules is an important part of the Commissions setup process.
This is tutorial 3 of 3 in the commissions setup video series.
This video is intended for admins at an agency that is new to EZLynx Commissions. Your agency should complete this mandatory agency setup task immediately after creating and ordering the agency’s commission rules. However, if you’re in the process of a data conversion, consult with your data conversion specialist about when to complete this agency setup tas
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 […]
This video is intended for admins at an agency that uses EZLynx to pay commissions. To pay commissions for any given month, you’ll use this workflow to reconcile, update, approve and finalize each of your carrier’s commission statements. Register for an Using EZLynx to Pay Commissions webinar here.
This video is intended for admins at an agency that uses EZLynx to pay commissions. Once all of your agency’s carrier commission statements are reconciled and finalized for a given month, producers are paid by running the Commissions by Producer report, then using it to cut the producer’s checks. Register for an Using EZLynx to […]
There may be times when the commission rules have been applied to a policy correctly, but you want to change the commission payments for some reason. Policy commissions can be edited at any time, and we’ll show you how in this quick 2-minute video.
Learn how to add payees, enter commission income, pay producer commissions, export from EZLynx, give a user access to Accounting, and configure system settings. For assistance with EZLynx Accounting, contact [email protected] Jump to specific topics… How to Add Payees Working with Direct Bill Commission Statements Creating Producer Payables Exporting from EZLynx Configuring User Access Updating […]
EZLynx Client Center is a customer self-servicing tool. It allows an agency’s customers to log into a self-service area from your agency’s website 24/7/365, so it’s like having an employee who works after hours, weekends and holidays!
Let us quickly show you just a few of the Commercial Lines features our EZLynx Management System offers. More Commercial features are coming soon…