AgencyZoom + EZLynx

Applicant IdRequired

Document NameRequired

Document-(blob file/doc file)Required

Folder Path

Prefix

First NameRequired

Middle Initial

Last NameRequired

Suffix

Gender

Date of Birth

Marital Status

Social Security Number

Address Line 1Required

Address Line 2

CityRequired

StateRequired

ZipRequired

Home Phone

Mobile Phone

Work Phone

Extension

Fax

Personal Email

Work Email

Assigned Username

X Date

Notes

Source

LOB source

Prior Carrier

Prior Premium

Finalized Premium

Finalized Carrier

Line of Business

First Name

Last Name

Phone Type

Phone Number

Email

Relationship

Gender

Date of Birth

Applicant IdRequired

Prefix

First Name

Middle Name

Last Name

Suffix

Gender

Date of Birth

Marital Status

Social Security Number

Address Line 1

Address Line 2

City

State

Zip Code

Home Phone

Work Phone

Extension

Fax

Email

Alternate Email

Assigned UserName

Lead Source

Lead Status

Lead Priority

Applicant Id

Applicant First Name

Applicant Last Name

Co-Applicant First Name

Co-Applicant Last Name

Street Address

City

State

Zip Code

Applicant's Email Address

Co-Applicant's Email Address

Cell Phone Number

Home Phone Number

Lead Status

Lead Source

Applicant Type

TitleRequired

Lead contact emailRequired

Activity noteRequired

NameRequired

Customer NameRequired

Customer Email AddressRequired

Policy Number

SummeryRequired

CategoryRequired

PriorityRequired

PipelineRequired

StageRequired

Customer Service Representative

CSR Assignment Group

Due after daysRequired

Tag

DescriptionRequired

Field to Search ByRequired

Create Agencyzoom lead if it doesn't exist yet?Required

Applicant IdRequired

Business Name

Date Business Started

Address Type

Address Line 1

Address Line 2

City

State

Zip Code

BusinessPhone

Extension

Business Fax

Email

Assigned To

Lead Source

Lead Status

Lead Priority

Applicant IdRequired

Discussion TitleRequired

Note DescriptionRequired

Labels

Policy Number

Task Assignee

Task due Date

Reminder Date

Reminder Time

Notification Text

Notification Email

Prefix

First NameRequired

Middle Name

Last NameRequired

Suffix

Gender

Date of Birth

Marital Status

Social Security Number

Address Line 1Required

Address Line 2

CityRequired

StateRequired

ZipRequired

Home Phone

Mobile Phone

Work Phone

Extension

Fax

Personal Email

Work Email

Assigned Username

X Date

Notes

Source

Applicant ID 

Business Name

Account Name

Address Line 1

City

State

Zip Code

Business Phone

Business Email

Primary Contact First Name

Primary Contact Last Name

Primary Contact Work Phone

Primary Contact Cell Phone

Primary Contact Email

Lead Status

Lead Source

Account Type

Business NameRequired

Contact Name

LeadRequired

TitleRequired

Assigned ToRequired

Contact (lead or customer) emailRequired

TypeRequired

Comments

Task Date (and time)Required