Configuring EZLynx Usernames
To configure/edit EZLynx usernames, an admin will need to complete the following steps:
1. Go to https://insuranceform.app/integrations
2. Under EZLynx, tap Configure.
3. Select Configure Usernames.
4. Enter EZLynx username(s), then tap Save & Request EZLynx Activation.
Once a username has been entered, it can take up to 24 hours for EZLynx to activate it. The activated user will receive email confirmation from EZLynx once they've completed the activation.
EZLynx Assumptions
The EZLynx rater requires a baseline set of datapoints that, in some cases, our form won’t collect. EZLynx Assumptions allows your agency to designate assumptions for those required attributes that'll be included in every application SALT sends to EZLynx. [i.e. You might assume a phone number is “Mobile” or that a driver's license is valid.]
Auto Syncing Data to EZLynx
From the Integrations page,
Under EZLynx, tap Configure.
Select "Advanced Options."
Use the dropdown option to choose either Enabled or Disabled.
When enabled, SALT will automatically sync all submissions completed by your prospects to EZLynx. [Note: The requirements listed above must be present for auto-sync to successfully take place.]
Consumer Generated Submissions -
"Auto Sync" enabled: SALT will automatically send the data received by prospects over to EZLynx. This means agents cannot edit any information provided by the prospect within SALT. Any update will need to happen within EZLynx.
"Auto Sync" disabled: Agents must click a button to send the data to EZLynx manually. This allows agents to edit this information or even capture data on an additional line of business before sending to EZLynx.
Agency Generated Submissions -
Submissions generated by the agent will always be a manual sync process because SALT has no way of knowing when a submission is ready to be synced like with consumer-generated submissions.
When the submission is ready to be sent to the rater, look for the EZLynx option in the submission sidebar and click the button to "Send to EZLynx."
FAQs
Why isn't this submission auto-syncing to EZLynx?
Why isn't this submission auto-syncing to EZLynx?
Data being successfully sent to EZLynx depends on a few things:
All required attributes must be present.
The submission must be assigned to a user with a valid EZlynx username configured within EZLynx settings.
The submission must be a "Consumer Generated" submission as "Agency Generated" submissions cannot be auto-synced.
Once the above requirements are met, data will be synced according to your preference set within the EZLynx > Advanced Options > Auto Sync dropdown.
Why do I have duplicate entries? Can I merge them?
Why do I have duplicate entries? Can I merge them?
While we understand the frustration with duplicates being created, this is actually performing as it should be. EZLynx informed us that they do not have any means for checking existing records, so duplicate entries are to be expected.
For more context - If we don’t create a duplicate, all data in the record is lost and replaced by the data we send. This means critical info like DL numbers or SSN’s can be lost because SALT didn’t have it when we send data.