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.

Written By David Watson

Last updated 5 months ago

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.

FAQs

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