Setting Up Your EZLynx Integration with GloveBox (Reports 5.0)

Estimated Setup Time: 10–15 minutes

Report Frequency: Daily at 6:00 AM

Email Destination: clientlist@gloveboxapp.com

Step 1: Remove Old Scheduled Reports (from previous EZLynx versions)

If you currently have a GloveBox Report and are needing to make an update, please delete the old report first. If you don't, move onto step 2.

1. In EZLynx, hover over the Reports tab in the left sidebar.
2. Scroll down and click the second “Scheduled Reports” section (found in the lower area).
3. For any scheduled reports labeled GloveBox, click Actions → Delete.
4. Repeat until all old GloveBox report schedules are removed.

Client Report Set Up: 'Policy Master' Report

• Select the "Reports" icon from the sidebar, then select 'All Reports'.
• Scroll down to the Book of Business section (purple).
• Select the 'Policy Master' Report.

Customize the Criteria:

• Update these sections:
  • Manage Columns = All
  • Policy Status = Active, Inactive
• Ensure "Select All" is chosen for these options:
  • Branch Name = All
    • You could filter out some branches here if needed
  • Assigned Agent = All
    • You could filter out some agents here if needed
  • Line of Business = All
  • Master Company = All
  • Writing Company = All
  • Rating State = All
  • Account Type = All -> looking for the division showing personal/commercial

Save the report:

• Hit the "View Report" button to generate the report.
• Select the Floppy Disk at the top to save the report
• Save As:
  • ⚠️Use this 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 page, just under your name. Labeled as "agency id".
    • Please put your full agency name in front of 'GloveBox Client List' so we know exactly who you are
    • Do not worry about the 'date range' dropdown, nothing is needed

Schedule Report: This is so the report comes over each week to keep your GloveBox policy holders up to date.

• Go 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 your GloveBox representative with any questions.