Directory

Directory

Understanding the Easylinks Directory 📁

• Here is how the Directory works

• Search by typing the name of the insurance company/finance company/wholesaler/ into the search box . 🔎

  • Some insurance carriers have a website/how to video giving you a quick overview of how to access billing or policy changes etc.🎥

• The directory is broken down into 8 categories:

  • Carriers🚗

    • Each carrier should contain:

      • Website 🌐

      • Phone Number 📞

      • Claims 🤕

      • Policy Changes🔄

      • Document Download👇

      • Marketing Representatives🤝

      • Website how to💡

      • Payments💳

      • Download or Manual

      • Underwriter Contact Info✉️

    • If at any time data is missing email the carrier with the New Carrier/Finance Company Process📧

  • Finance Company💲

    • Each finance company should contain

      • Website🌐

      • Phone Number📞

      • Policy Changes🔄

      • Document Download👇

      • Website how to💡

  • Wholesaler/MGA💼

  • Vendor🛠️

  • Referrals🤝

  • Emergency Service/Claims/Inspections🚨

  • Bank/Mortgagee Contacts for a list of banks phone numbers and MyCoverageInfo🏦

  • Service Center 🔧

Adding Master Company/New Carrier

• Go to Settings > Manage Carriers/Markets⚙️

• Click Add New Master Company➕

• Type the name of the Master Company in the search box. If the company you want is not found, you will be able to add a custom company.🔍

• Select all Writing Companies from the list generated by EZlynx and click Save. If no writing company appears, contact Carlo Ferrara for advice.💬