Setting up EZLynx® to quote with Openly requires generating a unique access key from your Openly Agent Portal and linking it to your EZLynx® account.
Availability and Requirements
Note: Do not use Internet Explorer for this process, as the Agent Portal does not support it. We strongly recommend using Google Chrome, Microsoft Edge, Mozilla Firefox, or Safari.
Supported States
EZLynx® Rater is not available for setup in all locations. It is currently supported in the following states:
| Status | States |
|---|---|
| Available | AL, AZ, CT, GA, IL, IN, KS, KY, ME, MA, MS, MO, NH, NM, OH, OK, OR, PA, SC, TN, UT, VA, WI. |
Step-by-Step Instructions
Follow the step-by-step guide below to complete the integration.
Part One: Generate Your Openly Access Key
Before configuring EZLynx®, you must generate a secure key within your Openly account.
- Log into the Openly Agent Portal.
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Click the Settings button, found by clicking on your profile picture in the upper right-hand corner of the portal.
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Select the Raters & IVANS tab.
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Locate the EZLynx® section and click the Generate Key button.
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An Access Key Created dialog box will appear.
Note: Do not close this box until you have copied the Access Key. If you accidentally close it before copying, click the Delete Key and generate a new one. Each individual agent must have their own unique key associated with their Openly credentials.
Part Two: Configure Openly in EZLynx® Rater
Once you have copied your Access Key, open a new browser window or tab to update your rater settings.
- Log into your EZLynx® account.
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Navigate to the EZLynx® Settings page by hovering over the Gear Icon on the left side of the toolbar.
- From the drop-down menu, click Carrier Quoting Setup.
- Locate Openly Inc. under the Carrier Name heading and click Set Login.
- Note: If your screen looks slightly different, your agency might be utilizing a newer version of the EZLynx® interface.
- In the Set Carrier Login pop-up window, configure the following fields:
- Username/Email: Enter the exact email address you use to log into your Openly Portal.
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Access Key: Paste the key code you copied in part one.
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Click Save and Test. You will see paw prints move across the screen while your integration credentials are verified.
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Once verification is successful, EZLynx® will display a green check mark under your Login Status.
Additional support
Because this integration involves third-party software, the Openly Customer Experience Team has limited visibility. If the steps above do not resolve your issue, please contact your Agency Admin or EZLynx® Support.
For more information, visit our EZLynx® FAQ page.