Automate applicant, quote, and policy data sync with an agency's EZLynx instance using the EZLynx API and its platform events

domain: ezlynx.com · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗

Steps

  1. Request EZLynx API access and credentials through the EZLynx support team to enable the integration
  2. Reference the published EZLynx API documentation for endpoints to create/update applicants, contacts, prospects, and opportunities
  3. Use the policy header endpoints to create policy records and retrieve quote results and documents
  4. Subscribe to platform events (e.g., ApplicantCreated, CarrierQuoteCompleted, PolicyCreated, PolicyUpdated) to drive downstream automation instead of polling
  5. Configure the event payload format (XML or JSON) and an endpoint to receive event callbacks
  6. Validate field mappings with the EZLynx support team, since agency-specific configuration can affect available fields

Known gotchas

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