EZLynx Sales Center is a powerful tool to help agencies grow their business by streamlining the sales pipeline. Sales Center provides a way to forecast sales, track and manage sales tasks, easily access relevant sales information, target opportunities and close deals. This video shows admins how to customize Sales Center settings. Click here for the […]
This video is intended for any user at an agency with EZLynx Accounting that can create checks. With AutoPay, create checks for multiple payees from open payables in a single step; payables can include agency or direct bill payments, or producer payables. Introduction and Account Setup/Management For anyone who will be responsible for EZLynx […]
This video is intended for any user at an agency with EZLynx Accounting that can create receipts. This video shows you how to create receipts to record agency bill payments, once you receive cash, check, or credit/eft payment for an agency bill invoice. Introduction and Account Setup/Management For anyone who will be responsible for […]
This video is intended for any user at an agency with EZLynx Accounting that can create checks. In a previous video, we showed you how to add a direct bill payment from the applicant’s Invoices tab. There are two options for paying the carrier, the first is to use the Sweep Account box on the […]
This video is intended for any user at an agency with EZLynx Accounting that can enter receipts. Often times a customer makes a payment to the agency for a direct bill policy. The agency then forwards the payment to the carrier on behalf of the customer. This tutorial will show you how to record this […]
This video is intended for all users at an agency with access to EZLynx master reports. Many times, EZLynx detail reports provide all the data that a user needs, but occasionally a user may want to summarize the data for more in-depth analysis. This is where our master reports come in. With master reports you […]
This video is intended for all users at an agency with access to EZLynx master reports. Master Reports are often used to add groups and sub-groups to better organize the data. Master reports are intended for users with a higher level of familiarity with how to group data within Excel spreadsheets, or other similar programs. […]
This video is intended for all users at an agency that can access Detail Report. EZLynx offers powerful reports to help users analyze their agency’s production. Detail Reports provide a preset table of data that can be modified using various report criteria filters. The majority of our reports fall into this category; other report types […]
This video is intended for all users at an agency that can access any EZLynx Report. EZLynx offers powerful reports to help users analyze their agency’s production. This tutorial shows users the basic functions of EZLynx reports, and explains the best method for choosing which report to run, in order to retrieve the desired data. […]
With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and shows users the three ways to schedule a Birthday Campaign. Click here for more […]
With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and shows users how to use EZLynx data to create specific reports to save for […]
With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and shows users how to start a new campaign for multiple recipients using EZLynx Saved […]
With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and helps users learn how to effectively use multi-step email campaigns and personalize the […]
With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and outlines the setup tasks every user must complete before using this product. Click […]
Automation Center will help you increase the productivity of your agency by automating task creation and client communications based on certain policy events, such as new policy downloads, cancellations, and changes. Click here for more information about EZLynx Automation Center.
EZLynx Postal Mail allows agents to easily schedule mailings from an applicant’s account and let EZLynx take care of the busy work! No more time and money wasted on activities related to mailings. Use those resources for more important things, like generating new business. Click here for more information about EZLynx Postal Mail.
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 […]
This video is intended for new EZLynx Rating users. It explains how to setup a new EZLynx user account, including setting carrier logins and carrier defaults, how to run a first auto quote, and locating users and past quotes. You will also learn general navigation within EZLynx and all about the applicant account.
This video is intended for new EZLynx Rating users for agents without binding authority for at least one carrier. Learn how to setup a new EZLynx user account, including setting Independent carrier logins and all carrier defaults, run a first auto quote, use the messaging feature, and locate applicants and quotes. You will also learn […]
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 […]
Make the time you working emails more productive with EZLynx for Outlook 2.0. This PC based product works with all email providers when Outlook is installed on the computer. It automatically matches emails to your EZLynx applicants, so you can save the emails and attachments to the applicant account. Set tasks at the same time so that to-do’s don’t fall through the cracks.
Have you been using EZLynx for Outlook and suddenly it is no longer showing on the right side of your email screen? Occasionally, the add-in becomes disabled for various reasons. Here is a 30 second re-enable fix for this issue. Click here for more information about EZLynx for Outlook.
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.
Did you install the EZLogin button for the Rating Engine, but there is still a green install button on your Dashboard Home Page? Or, does your quote have an “Initialize the EZLynx Login button” message instead of the actual Login button? Here is a quick fix for these issues.
EZLynx has several great features for effectively managing policies. We’ll show you several quick policy tips in this short video.
Tips for finding training materials fast.
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.
Quote Templates are a great time-saving feature for rating. Create EZLynx Quote Templates so that when you start a new application, the fields can be pre-filled with your template answers.
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.
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 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.
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).
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.
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 […]
This time-saving feature allows Agency Admins to update their Consumer Quoting portal information 24/7/365.
See how this feature optimizes a consumer’s mobile device viewing experience when getting a live quote from your website.
EZLynx Client Center is time-saving customer self-servicing tool. Once logged in, your customers can view policy information, print their own policy related documents, submit policy change requests and more. Best of all, your customers can access the Client Center 24/7, every day of the year.
This video is intended for admins at an agency that’s new to EZLynx Text Messaging. Please complete the following agency setup tasks once you’ve received the agency’s text messaging number.
This video is intended for all new users to EZLynx Text Messaging.
With EZLynx Text Messaging, your agency has a number which is used specifically to send and receive text messages within EZLynx. All users will learn the basics of Using Text Messaging video.
This video is intended for users who are responsible for working unresolved text messages. When an incoming text message’s number doesn’t match an applicant or matches multiple applicants, the text is designated in your agency’s EZLynx account as Unresolved. In order to provide excellent customer service, it is important to work unresolved text messages regularly.
Let us quickly show you just a few of the Commercial Lines features our EZLynx Management System offers. More Commercial features are coming soon…
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.
Learn how to create agency bill single or premium finance invoices. Installment invoicing is covered in a separate video.