Policy Master – Book of Business Instructions

1. Hover over the Reports icon.  

2. Click All Reports.  

3. Scroll down to the Book of Business category and click on the card titled Policy Master.

4. A new tab will open in your browser.  In the top portion, make the changes below to the report criteria:

• All dropdowns should be set to ALL.  Make sure the Manage Columns dropdown is checked to Select All.

• Policy Status dropdown should be set on the default of Active.

• Date Select is set to No Data Filter. The report automatically shows policies active on the date it is run.

5. Click on the View Report button.

6. Once data has generated, you can download the report as an excel by clicking on the export dropdown icon. 

7. Save the report to your computer. Include your agency name, the reporting month and year, and Book of Business or BoB in the filename.

Suggested format: [Agency Name] [Month Year] BoB.

8. For efficiency, you can choose to save and schedule this same report to run monthly. Click on the save disk icon and complete the criteria below.  Click Save.

9. Hover on the reports icon and click on Saved Reports.  You should now see this report listed.

10. Click on the three dots icon and click Schedule.

NOTE: Access to the report Schedule feature depends on your EZLynx package level.

11. Set the report schedule to run Monthly, then click Schedule. Email the report each month to [email protected].