Connect💬

Connect💬

Easy Links Connect: Simplifying Integrations [🎥]

• EZLynx Connect is our umbrella program for all vendor integration. 🎉 It provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. We've opened the EZLynx framework and invited carriers and vendors to work side-by-side with our technologists to innovate and integrate solutions to better the agency workflow.

• You will see Ezlynx Connect in the rating shelf on a personal umbrella policy or on the applicant shelf.👀

Tarmika 

• DO NOT CHANGE PW use this to turn on Ezlynx integration not to login to website🔐
  User ID Carlo@streetsmart.insurance
  Password: BusterM2024

• Ezlynx Connect

• Ezlynx Support

• Ezlynx Support

Gmail Ezlynx Integration

• Enable Gmail For Ezlynx Organizational Level (admin login for Google workspace neede)

• Ezlynx has released a Gmail plug-in so you can save your emails directly from Gmail. This includes sent and received emails. This plug-in is already turned on for everyone. How to use it! 💡

• We can also add the Labels to the emails that we are saving using the EZLynx Gmail plugin and the automation should fire off.⚙️

• Save to policy number, folder, and discussion ----> File Standards .

• Do not work from your email save them to Ezlynx!🙅‍♀️  

Things to know

Understanding File Size Limitations 💾

• Also! You can save docs to specific folders, here is how Ops — Inbox (7) - carlo@streetsmart.insurance - StreetSmart Insurance Mail - 20 August 2023

  • Pro Tip 💪🏻 Make sure to attach all the attachments in the email if applicable. In case the file is too large and exceeds the 2 MB limit, you may download the attachment and manually upload them in EZLynx.

  • Pro Tip 💪🏻 When setting up the task, please be sure to double-check the date and time. The default is the next day, 11AM. Make sure to change it according to the urgency of the task or the current date. Here's a video for this tip! Change Task Date when Plugging in to EZ from your Emails

• At the moment you cannot assign a task to a department, so department leads will need to tell us who the point person is to assign tasks to and each department.

• Going forward do not email or CC the Hello inbox rather save the emails and assign a task to the appropriate person in Ezlynx.📥

• If you reply to an email save it from the sent email because it saves the whole thread and adds your notes.

• Make sure we are adding to applicable discussion titles such as Customer Inquiries, Cancellation, Renewal, New Opportunities, or Claims. Do not  make new discussion titles. 📌

• Do you not email or forward emails to the certificates inbox. ❌ Please assign a task from EzLynx to Ysobel Gabrielle. Do not forward to accounting either

Archive your emails  🧹

• Please bulk archive your old emails and move to Archive. Also, please archive your emails that you can take care of or move to EZLynx.

• Here is how:

  • Use Incognito in Chrome🕵️‍♀️

  • Bulk archive email video🎥