You can use the following reports to extract data from EZ Lynx (no need to pay for a backup) and you can import the data yourself or let us do that (which we recommend).

Book Of Business_PolicyMaster



Policy Management_PolicyTransactionMaster


Here are a few things to keep in mind: 

1- The data in Reports will give you the bulk of your data (insureds, policies, etc). It will not give you Notes, attachments, and other data.

2- Database syncs provide a current snapshot of the policies (similar to Reports). You will not get historical activity data. But the backup does not provide that either.

3- Database syncs will provide Vehicle and Driver info.

So, it is up to you to decide if you need to pay for the backup. Ask EZ Lynx for details about what the backup includes.

If you decide to do the import yourself, please review the following support articles: