EZTip: Work Smarter, Not Harder

Working in multiple tabs will enable you to accomplish more work with less hassle. While I will demonstrate this fantastic feature in regards to Commission Statements, you can use it anywhere within EZLynx.

Frequently, agents want to verify a policy number that is listed on a downloaded statement is correct.

 

Huh

Rather than closing the statement page you’re working on, simply right-click on the applicant’s policy number, and Open in New Tab.

Tab Menu1

This allows you to reference the applicant’s policy in a separate tab, and quickly go back to the statement.

Enjoy this newly discovered tool as you navigate within EZLynx!

 


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