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  • EZLynx Retention Center - Insurance Software

    791 views 7 months ago
    EZLynx Retention Center, a powerful tool to help an agency efficiently retain customers through patented automation and analytical tools. Show less
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    • EZLynx Rating Engine: Underwriting Requests - Duration: 7 minutes, 3 seconds.

      • 16 hours ago
      • 5 views
      This tutorial is only intended for member agents of MAPs that use the Messaging feature. Members can quote the shared markets, but the MAP admin and underwriters will handle the binding process. So...
    • EZLynx Rating Engine: Admins Set Agency Carrier Defaults - Duration: 3 minutes, 8 seconds.

      • 2 weeks ago
      • 27 views
      Our tutorial shows admins how to manage EZLynx Rating Engine carrier defaults for all users in their agency. This feature is NOT available for anyone accessing EZLynx as a member of a MAP or Market...
    • EZLynx Rating Engine: Fix Carrier Login Errors - Duration: 2 minutes, 21 seconds.

      • 2 weeks ago
      • 16 views
      Our tutorial shows agents how to update their usernames and passwords stored in EZLynx for carriers they are independently appointed with. For those carriers the agent does not have a username and ...
    • EZLynx Rating Engine: Admins Set Shared Carrier Credentials - Duration: 2 minutes, 32 seconds.

      • 2 weeks ago
      • 9 views
      Our tutorial shows admins how to manage carrier usernames and passwords for multiple users in their agency. This feature is only available for agencies directly contracted with EZLynx for the Rater...
    • EZLynx Rating Engine: Can’t Find a Quote on the Carrier Site? - Duration: 3 minutes, 2 seconds.

      • 2 weeks ago
      • 8 views
      Most of the time, when a quote can't be found on the carrier site, it's due to the wrong agent or producer code entered on the application. Our tutorial shows agents how to update the agency code i...
    • EZLynx Rating Engine: Set Carrier Defaults for Faster Quoting - Duration: 3 minutes, 8 seconds.

      • 4 weeks ago
      • 32 views
      This video is intended for all users at an agency with the EZLynx Rating Engine. Our tutorial shows agents how to set default answers, including agency or producer codes, for all their carriers tha...
    • EZLynx Rating Engine: Set Carrier Logins for Quoting - Duration: 3 minutes, 8 seconds.

      • 4 weeks ago
      • 38 views
      This video is intended for all users at an agency with the EZLynx Real Time Rating Engine. Our tutorial shows agents how to set their usernames and passwords for their independent carriers. This me...
    • EZLynx Client Center: Manage Master Certificates for Sharing - Duration: 2 minutes, 46 seconds.

      • 2 months ago
      • 103 views
      This video shows admins how to enable or disable certificates for sharing through EZLynx Client Center. This feature is helpful for agencies with commercial customers that may want to add their own...
    • EZLynx Consumer Quoting & Client Center: Upload a Logo - Duration: 111 seconds.

      • 2 months ago
      • 116 views
      This video shows admins how they can customize the settings for the agency logo displayed in the Client Center and Consumer Quoting portal for their customers.
    • EZLynx - Duration: 2 minutes, 41 seconds.

      • 3 months ago
      • 156 views
      Replacing your Nationwide-provided software can seem like a daunting task, but that’s where EZLynx comes in. EZLynx is the only agency management solution that is truly ONE PLATFORM for the complet...
    • EZLynx Client Center: Display Options - Duration: 106 seconds.

      • 3 months ago
      • 82 views
      This video is intended for admins at an agency with EZLynx Client Center. This tutorial shows admins how to customize the settings for information displayed in the client center portal for the agen...
    • EZLynx Client Center: Share Documents to Client Center - Duration: 2 minutes, 5 seconds.

      • 3 months ago
      • 60 views
      This video is intended for any user at an agency with EZLynx Client Center. This tutorial shows Management System users how to share a document to Client Center. For help with sharing a Certificate...
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