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Setting Up Your EZLynx Integration with GloveBox

How to schedule a recurring report in EZLynx to ensure GloveBox stays up to date with the latest policy and client information

Estimated Setup Time: 10–15 minutes

Report Frequency: Daily at 6:00 AM

Email Destination: clientlist@gloveboxapp.com

Requirements: Permission to create, save, and schedule reports in EZLynx

Step 1: Client Report Set Up - 'Policy Master' Report

  • Select the Reports icon from the sidebar, then select All Reports

    Screenshot 2026-02-13 at 12.09.37 PM

  • Scroll down to the Book of Business section (purple)

  • Select the Policy Master Report

Step 2: Configure the Report Filters

  • Update these sections:

    • Manage Columns = Select All

    • Policy Status = Active, Inactive

  • Ensure Select All is chosen for these columns:

    • Branch Name

    • Assigned Agent

    • Line of Business

    • Master Company

    • Writing Company

    • Rating State

    • Account Type (looking for the division showing personal/commercial)

Step 3: Save the report

  • Hit the View Report button to generate the report

  • Select the Floppy Disk Icon to save it 💾

  • Save the report As: 

    • [glovebox agency ID]-[AGENCY_NAME] GloveBox Client List

       

⚠️ Use this exact naming convention to name the report, since this is how it will be emailed to GloveBox:

[glovebox agency ID]-[AGENCY_NAME] GloveBox Client List

  • Your GloveBox Agency ID can be found on your GloveBox HQ home page, just under your Agency's name.
  • Please use your agency's full name when saving 
  • Disregard the date range dropdown, nothing is needed

Step 4: Schedule the Report so it comes over daily and keeps your policy holder info up to date in GloveBox

  • Return to the Reports Icon from the sidebar, select Saved Reports

  • Find the GloveBox Report you just created, and hit the 3 dots to the top right of the report.

  • Select Schedule

  • From the Schedule pop-up screen:

    • Copy the Saved Report name and paste this into the Scheduled Report Name

    • Recipient Email: clientlist@gloveboxapp.com

    • Report Format: CSV

    • Frequency: Daily

    • Run On: Please select today's date and an hour or so in the future so we can confirm the set up is working today

    • Hit Schedule

        You’re Done

        You’ve now successfully configured your agency’s EZLynx system to send both Policy and Client data to GloveBox daily. This ensures your policyholders always see the most accurate and up-to-date information.

        Need help? Contact support@gloveboxapp.com with any questions