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Personal URLs Overview
A Time Saving EZLynx Feature
The Personal URL feature allows agents to send an email link, which in turn allows a prospect to
complete a new EZLynx application, or a customer to update their existing application information.
The information is then saved directly in the agent’s EZLynx account for quick and easy quoting. This is
convenient for the customer, and frees the agent’s time to sell more business. A win-win!
Personal URLs are sent from an applicant’s EZContact icon and work in conjunction with the agency’s
EZLynx Consumer Quoting portal, or a default Consumer Quoting portal. The portals determine the
look of the pages a customer sees after clicking on the PURL link. An agency’s portal has their custom
logos and branding, while a default portal displays the agency name, agent name and contact
information with generic branding.
A Personal URL allows:
A prospect to complete a new application and return it to the agent.
An existing client to view their EZLynx application, and confirm or update its information.
Agencies with a Consumer Quoting portal can optionally enable live quoting. With live quoting,
the prospect/customer gets a quote immediately after submitting the application.
Getting started: How to send a Personal URL
To send a Personal URL to a new prospect so they can complete a new application, first go to the
Personal tab and click “Create New Applicant”. Enter at least the prospect’s name, state and email
address to create their EZLynx account. Or, locate an existing customer, and send them a PURL to
confirm or update their current application information.
From an applicant’s EZLynx account, hover over the EZContact icon and “Send Email Link (PURL)”, then
click the “Compose” button.
Copyright © 2013 EZLynx
877-932-2382 • [email protected] • 601 Silveron Blvd • Suite 170 • Flower Mound, TX 750281
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Personal URLs Overview
A Time Saving EZLynx Feature
Now the PURL wizard will prompt for information. The first section asks which Consumer Quoting
portal to use. If the agency has an EZLynx Consumer Quoting portal, it is automatically used. Or, if
the agency has more than one, select which portal to use from the dropdown box.
If the agency does not have a Consumer Quoting portal, a default portal is automatically used. The
next section is the email recipient’s information. The applicant’s name and email address are prefilled, and other email addresses can be added in the CC box. Now click the “Next” button.
Copyright © 2013 EZLynx
877-932-2382 • [email protected] • 601 Silveron Blvd • Suite 170 • Flower Mound, TX 750282
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Personal URLs Overview
A Time Saving EZLynx Feature
The next PURL wizard box is for the agent’s contact information. Any changes to the information in
these fields is saved and used on all following PURLs until another change is made. Customize the email
message, if desired. If the agency has a Consumer Quoting portal with live quoting enabled, use the
“Turn off live quoting” checkbox to provide, or not provide, a live quote once the prospect/customer
submits the application. Now click “Send Email”.
The prospect/customer receives an email with a link to the agency’s custom Consumer Quoting portal
or a default portal page (shown below) to verify their last name and zip code.
Copyright © 2013 EZLynx
877-932-2382 • [email protected] • 601 Silveron Blvd • Suite 170 • Flower Mound, TX 750283
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Personal URLs Overview
A Time Saving EZLynx Feature
Once the prospect/customer completes the application, the EZLynx user assigned to the applicant
receives a Dashboard Alert. Users should check for Alerts regularly throughout the day.
Also, an Activity is automatically logged on the applicant’s Comments tab each time a Personal URL is
sent, the link is clicked, and/or the application is submitted.
Still have questions? Feel free to contact our support team at [email protected] or 877-932-2382,
option 1.
Copyright © 2013 EZLynx
877-932-2382 • [email protected] • 601 Silveron Blvd • Suite 170 • Flower Mound, TX 750284
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