Setting Up Your Client List By AMS
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      1. GloveBox University
      2. Managing Your AMS Client Lists
      3. Setting Up Your Client List By AMS

      Managing Your Client List: EZLynx

      GloveBox relies on the data within your AMS to pull over into GloveBoxHQ, ClientHub, and the Mobile Apps. Here are instructions for you to set up your reports and ensure your AMS is set up properly for a GloveBox data import.

      Below are the instructions to create your Client List report, which is what GloveBox uses to pull in data from the EZLynx AMS. 

      Step 1:  Access EZLynx Reports

      Log in to EZLynx. Access the 'Reports' icon within the sidebar.

      • Navigate to 'All Reports,' then locate the 'Book of Business' Section. 
      • Within the 'Book of Business' reports section, select the 'Policy Master' report. 

      In order to view the Book of Business reports, your agency must be using the EZLynx Management System. If you are using another EZLynx product, such as EZLynx comparative Rater, this section may not generate for you. 

      Step 2: Set the Report Criteria

      Once the report has generated, the criteria will need to be modified.

      • Under 'Manage Columns,' select 'All.'
      • Under 'Policy Status,' select 'Both.'
      • Ensure that 'All' is selected for the following options:
        • Branch Name - If needed, you're welcome to filter out specific branches. 
        • Assigned Agent - If needed, you're welcome to filter out specific agents. 
        • Line of Business
        • Master Company
        • Writing Company
        • Rating State
        • Account Type

      You do not need to modify the date range for this report. 

      Step 3: Save the Report

      Select the 'View Report' button, which generates the report.

      • To 'Save,' select the Floppy Disk icon at the top of the page.
      • Be sure to save the report as [Policy Master = {Agency ID} - {Agency Name} GloveBox Policy Master Report

      Step 4: Schedule the Report

      Once the report is created, you'll need to schedule it to send to GloveBox on a regular cadence. GloveBox requires this report to be sent at least once per week, though you're welcome to send it as often as every day.

      • Navigate to the 'Reports' icon and locate 'Saved Reports.'
      • Find the 'GloveBox Policy Master' Report > select the 3 dots in the top right of your screen. 
        • Select 'Schedule.'
          • Update the Scheduled Report Name to [Policy Master = {Agency ID} - {Agency Name} GloveBox Policy Master Report.
          • Set the recipient email as clientlist@gloveboxapp.com.
          • Ensure the report format is marked as 'CSV.'
          • Set the report frequency to 'Daily.'
          • Within the 'Run On' menu, select today's date and set the time to any point later in the day.
          • Once you've confirmed the above details, select 'Schedule.' Once the time you've set passes, the report will generate and send to the GloveBox team. 

      Reference below for a video walkthrough of building and scheduling this report.

      Step 5: Repeat Process for Additional Reports

      Once you've finished building and scheduling the 'Policy Master' report, repeat the same process listed above for the 'Book of Business - Detail' and 'Active Customers with email' reports. These reports act as a backup option in the event the 'Policy Master' report fails. 

      By following these steps, you can ensure that your GloveBox reports are generated and sent correctly. If you have any questions or encounter any issues, please reach out to your Customer Success point of contact for assistance.