To save time, you can bridge policy data from InsurancePro to EZLynx Rating Engine.

To setup the bridge:

1. Download the EZUpload Client on the computer. Use one of the install links found here.
2. Have an admin user login to InsurancePro.
3. At left, go to Manage Agency and click Manage Agents.
4. At left, click the agent's name.
5. At left, click "Edit Agent Info".
6. At top right, click "Integration" tab.
7. Enter the agent's EZLynx User Name.
8. Click "Save".

To bridge a policy from InsurancePro to EZLynx Rating Engine:

1. Access the policy in InsurancePro.
2. From the Summary screen, go to bottom left and click "Bridge To" then EZLynx.
3. At the "Bridge Progress" window, wait for a message to say "Complete".
4. To view the policy in EZLynx' system, select "Click Here" under the "Link" column.
NOTE: No need to click the "Save" link; it is for diagnostics purposes only.