Installing Outlook Plugin for Ezlynx

Outlook: LINK HERE

EZLynx for Outlook is a powerful tool that makes time spent working emails more productive. EZLynx for Outlook automatically matches emails to your Personal and Commercial applicants in EZLynx; emails and attachments can then be saved to applicant accounts for a clear audit trail of communications. This helps keep agent and customer interactions organized, and creates a permanent record for errors and omissions purposes.

Click here for the EZLynx for Outlook Guide.

Watch the 4-minute video HERE

Watch the 4-minute video HERE

If you are interested in obtaining EZLynx for Outlook, contact your EZLynx Sales Rep today!

Click here for EZLynx for Outlook Startup Information.

This PC based product works with all email providers, including Gmail, when the Outlook desktop version is installed on the computer.

Click here for information on Importing Gmail to Outlook.

To get started, EZLynx provides a link used to install EZLynx for Outlook on each computer. Log into your email account and, when prompted, enter your EZLynx username and password. This is only necessary the first login after installation and anytime your EZLynx login is updated. Once logged in to your email account, notice a new EZLynx for Outlook pane on the right side of the screen. Click the arrow at the lower left to expand or collapse the pane.

Once the Outlook Add-in has been installed, you can follow some basic Tips for Using EZLynx for Outlook.

Emails are saved and stored in an applicant’s EZLynx account. Click here to find out how to Access Saved EZLynx for Outlook Emails.

Learn how to Customize EZLynx for Outlook Settings to flag emails for follow-up and automatically match emails.

EZLynx for Outlook Troubleshooting Tips:

• Is your EZLynx for Outlook Missing? Re-enable the Add-in.
• Receiving a .VSTO Error While Installing EZLynx for Outlook? Visual Studio is Required to be Installed.
• If Outlook Disappears When Minimized? Here’s the Fix.
• Disable the “Save Activity” Pop-Up for Sent Messages.

Word Merge Documents

How to: https://www.ezlynx.com/support/tag/agency-form-templates/

Ezlynx merge fields document