Brief Description of EZLynx

EZLynx is a comprehensive insurance management software that streamlines workflows for insurance agencies. It offers features such as policy management, client management, rating, document management, and communication tracking. EZLynx enables agencies to improve efficiency, accuracy, and customer satisfaction through its robust, integrated solutions.

Possible Uses for Users of EZLynx for ID Checks

For users of EZLynx, integrating IdentityCheck provides enhanced security and efficiency in verifying the identity of clients and agents. Use cases include:

• Streamlining client onboarding by verifying identities quickly and securely.
• Ensuring compliance with KYC (Know Your Customer) regulations.
• Preventing fraud by confirming the authenticity of identification documents.
• Automating and centralizing the verification process within EZLynx.

Instructions for Setting Up IdentityCheck Integration with EZLynx

1. First, make sure you have active accounts on both IdentityCheck and Zapier.
2. Log in to your Zapier account and navigate to the “Make a Zap” page.
3. In the “Choose a Trigger App” section, type and select “EZLynx”.
4. Select a trigger event, such as “New Client”, to start the automation whenever a new client is added in EZLynx, then click “Continue”.
5. Connect your EZLynx account and test the trigger to ensure it’s working.
6. Next, in the “Choose an Action App” section, type and select “IdentityCheck”.
7. Select an action event, such as “Verify ID”, to perform ID verification using IdentityCheck, then click “Continue”.
8. Connect your IdentityCheck account and set up the specific parameters for the ID check.
9. Test the action to ensure IdentityCheck correctly verifies the ID based on the input from EZLynx.
10. Finally, name your Zap and turn it on. Your integration is now set up.

Instructions for Using IdentityCheck with EZLynx

1. Log in to your EZLynx account and navigate to your client management page.
2. Add a new client or select an existing client whose ID you need to verify.
3. Once a new client is added or selected, the configured Zap will trigger and send the necessary data to IdentityCheck.
4. IdentityCheck will automatically perform the ID verification process based on the supplied data.
5. You will receive a notification or update in EZLynx once the ID verification is completed.
6. Review the results directly within EZLynx to confirm the client’s identity. If an issue is detected, follow up as necessary.