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 Openly 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. You can find assistance here if you have the older version of EZLynx®.
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.
-
Click the Settings button, found by clicking on your profile picture in the upper right-hand corner of the portal.
-
Select the Raters & IVANS tab.
-
Locate the EZLynx® section and click the Generate Key button.
- 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 EZLynx®
Once you have copied your Access Key, open a new browser window or tab to update your rater settings.
- Open a new web browser window or tab and log in to EZLynx®.
- Hover your mouse over the Gear (Settings) icon to display the settings menu.
-
Click Carrier Quoting Setup at the top of the settings menu.
-
On the Manage Carriers page, locate Openly and click on it.
- Enter the email address you use to log in to the Openly Agent portal.
-
Paste the Access Key you copied during phase one into the corresponding field.
- Click Save and Test.
You will know the setup was successful when a confirmation message pops up at the bottom of the page stating Carrier login successful. Once you see this message, you may safely close the access key window in the Openly portal.
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.