EZLynx + Better Agency: How To Import Book Of Business

EZLynx + Better Agency: How To Import Book Of Business Using EZLynx? This is the best way to get started and use Better Agency alongside EZLynx

This article will show you exactly what you need to do to upload your data successfully from your EZLynx AMS, and how the majority of our users are using EZLynx in conjunction with Better Agency.

Export Your Data Out Of EZLynx

Step 1: To start, login to EZLynx and navigate to your policy management reports:

Step 2: Navigate to Policy Transaction Master

Step 3: You will then have to change the Start Date to a year before today's date so we aren't pulling in a ton of Inactive polices. You will also want to change the Current Policy Status to Active for the same reason.

Then you will select the appropriate columns under Manage Columns.

*PRO TIP*

If you click and hold the diagonal lines on the bottom right of the window that opens when you click the arrow on Manage Columns, you can make that window bigger to avoid having to scroll down so far.

Step 4: Follow the screenshot above and "CHECK" only the following columns.

• Applicant ID

• Assigned Agent

• Line Of Business

• Master Company

• Policy Number

• Effective

• Account Type

• Address - City

• Address - Line 1

• Address - Line 2

• Address - Unit Number

• Address - Zip

• Business Name

• Email - Alternate

• Email - Business

• Email - Primary

• First Name

• Last Name

• Nickname

• Lead Source

• Phone - Business

• Phone - Cell

• Phone - Home

• Phone - Work

• Policy Term

• Policy Type

• Premium - Written

• Rating State

*Leave all the other selections unchecked.

Step 5: Make sure to filter ONLY the Active Policies by clicking the drop down on Current Policy Status and unchecking the boxes for Inactive and Unknown.

Step 6: Make sure you only select New Business, Renewal, and Re-Write under the Transaction Type drop down.

Step 7: Simply export that report as a .csv! (You will need a .csv to import to Better Agency)

Import Your Exported File Into Better Agency

From here, you can follow the instructions on how to import into Better Agency

Using EZLynx and Better Agency On an Ongoing Basis

Once you have your client data in Better Agency, that's generally the last import our users have to do! Generally speaking, BA becomes your sales tool. If you are using the Sales Center in EZLynx (that is an extra charge from EZLynx), you can create a prospect in Better Agency and have it flow in to EZLynx and vice versa!

We have also created an automatic data sync that will pull all of your policy changes, cancel requests, renewals, re-writes, and a number of other transactions into Better Agency every single day! You can get more information on how to access that by clicking here.

If you have questions on how this works, please join one of our group calls - you can register for one below.

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