Agency Form Templates – Using Merge Docs (Mgmt System)
Agency Form Templates is an EZLynx Management System feature. With Agency Form Templates, you can upload a custom merge document, then access it from any applicant and have it pre-fill with the applicant, policy, agency and agent data stored in EZLynx.
Click here to read the Agency Form Templates – Using Merge Docs.
Click here for a list of the EZLynx fields that can pre-fill Agency Form Templates.