How to set up EZLynx Integration

The EZLynx integration must be enabled on the EZLynx side. To request this, please email ezl-support@appliedsystems.com and request that they enable your account for you. We normally do this for you but if you beat us to it, this is how to enable the integration.

Step 1: Check the Has EZLynx Integration checkbox

You can find that here ↗️

Step 2: Click Save and Map Users

This will take you to this page ↗️ which is where you will input the EZLynx username with the corresponding RiskAdvisor user.

Step 3: Click Save

As you add additional users, you will need to repeat this mapping step for those new users.

If you have any questions, please chat in or email us at support@riskadvisor.insure.

QuickSend for EZLynx

QuickSend makes it faster to send client info to EZLynx without requiring a full Risk Profile. Once enabled, you can send minimal client details directly into EZLynx in just a few clicks.

This is ideal for quoting quickly without completing every Risk Profile field up front.

How To Enable QuickSend

1. Go to Settings → Integrations.

2. Find the EZLynx Integration.

3. Check the box for Enable QuickSend.

4. Click Save & Map Users (you only need to save here).

How To Use QuickSend

1. Start a New Risk Profile.

2. Enter the required fields for EZLynx:

   • First Name

   • Last Name

   • Email or Phone Number

   • Line of Business: Auto or Home

3. Click QuickSend.

4. Select Send to EZLynx.

5. You’ll see a confirmation that the data was sent successfully.

What Happens Next

• The client remains as a draft Risk Profile in RiskAdvisor.

• A linked EZLynx client/applicant profile is created.

• From the Client Profile, click View in EZLynx to jump directly into the applicant and quote.

QuickSend for EZLynx FAQs

Sync an existing contact from EZLynx

You can now select a matching EZLynx contact from within the applicant form. This ensures that Risk Profiles always stay linked to the correct person in EZLynx.

Overview

If a prospect or customer already exists in EZLynx, RiskAdvisor now gives you a way to match and sync that person directly—preventing duplicates and fixing sync errors caused by deleted or merged applicants.

How To Do It 🚀

Use this when the contact already exists in EZLynx and you want to link their RiskAdvisor profile.

1. Start a New Risk Profile or go to an existing Risk Profile

2. Click "Sync from Integrations"

• You’ll see the Sync from Integrations section if EZLynx is enabled.

3. Select Matching Contact

• Click Select Matching Contact under EZLynx.

• RiskAdvisor searches EZLynx using:

  • Email

  • Phone number

  • Name

4. Review the Matching Results

You'll see:

• Full name

• Email address

• Phone number

• Last updated date

5. Choose the Correct Applicant

• Select the correct EZLynx applicant.

• This creates a one-to-one match between the RiskAdvisor client and the EZLynx record.

Existing Contact Sync FAQs

RiskAdvisor → EZlynx Data Fields