EZLynx Partners with Aspire General Insurance Company Bringing two new Programs to California Independent Agents

Lewisville, Texas – EZLynx, an industry-leading insurance software vendor with the fastest growing agency management system in the independent insurance industry, announces a new partnership with Aspire General Insurance Company (www.aspiregeneral.com) adding two new programs, Savings and Advantage, to the growing list of over 70 carriers available to California agents for real-time quoting of Auto, Home and Dwelling Fire.

“Aspire has seen first-hand the value that EZLynx brings to our industry and to the state of California, so we are very excited about how this partnership will benefit both brokers and consumers in our great state.” said Tyler Nicholson, Director of Marketing at Aspire General.

“This is an exciting time at EZLynx for our agents and carrier partners as we focus on adding key, state specific, carriers to our rating platform across the country,” said Kevin Coplin, Director of Carrier Relations at EZLynx. “Our partnership with Aspire General further demonstrates our commitment to Independent Agents and Carriers to continually improve our ONE PLATFORM™ by adding new and innovative carriers and features. I’m eager to see how quickly the benefits of adding Aspire General will be realized by our mutual agents.”

About Aspire General Insurance Company

Aspire General Insurance company is a California based, private passenger auto liability and physical damage carrier with combined management experience of over 50 years, servicing the needs of its customers. Under the group of companies, Aspire manages all facets of the insurance process from the point of sale issuance with Independent Broker’s, customer service, billing, and claims.

About EZLynx

EZLynx® develops industry-leading cloud-based software for the insurance industry. Our software has helped independent agents operate their businesses more effectively for over ten years. EZLynx is proud to be the innovators of several products that, previously, the insurance industry had never seen, including: Real-time rating, Agency Pulse™, Policy Sync, eSignature, Retention Center, and more.


Coming Soon: EZLynx Automation Center

We will soon be opening up limited beta testing of EZLynx Automation Center, so we wanted to give you an opportunity to request to participate below. We also wanted to give you a sneak peek at what we have planned for this first version.  If you recall from our 2017 Roadmap, we stressed the importance we are placing on agency automation this year. We believe our users can experience significant gains in all levels of profitability, productivity, and serviceability by using system data to intelligently automate actions. We have exciting plans to make this happen with new EZLynx tools this year and beyond!

Automate Actions based on Policy Download Events

The initial release of Automation Center will focus on letting you configure automation rules for pre-defined policy events in your system.

For example, if you have a policy cancellation, you might want the system to automatically create a task for you or another agent to take a look. Likewise, when you sell a policy to a new customer, you might want to automatically schedule a ‘Welcome to the Agency’ email campaign for the new client.

Let’s Take a Look

You will be able to manage your automation rules from a central dashboard, allowing you to enable, pause, or remove rules, as well as add new rules from our template library, which will contain rules for new policies, policy changes, cancellations, and more.

Automation Center - Insert New Template

Each rule can be configured with various actions, such as sending an email campaign or assigning a task to someone in your agency.

Automation Center - Configure Actions

While we want to keep the options simple for the first version, we ultimately have a larger vision for Workflow and Automation across all aspects of EZLynx!

If you’d like to sign up to participate in our limited beta testing, please let us know below. We will reach out to you in the next few weeks as we prepare to start enabling users with the new feature.


Now Available: Send Postal Mail Directly from EZLynx

With EZLynx Postal Mail, you can select any PDF or ACORD form from your applicant’s document library in EZLynx and have those documents printed and mailed to the applicant in only a few simple clicks.

EZLynx Postal Mail - Step 1

Simply select (or upload) your documents, verify the mailing and return address, choose your printing options (#10 Envelope, Flat Envelope, Black and White or Color Printing), choose your postage type (First Class or Certified Mail), and we’ll take care of the rest!

EZLynx Postal Mail - Step 2

Like our Bulk Campaigns feature, you only pay for what you use. Rates are determined by the number of pages, printing options, and the postage type.

While this first version will be limited to sending single mailings to individual applicants, we are excited to start getting your feedback as we explore opportunities for bulk mailings and other mailing types like folded cards, post cards, and more.

Benefits of using EZLynx Postal Mail

  • Focus on your customer relationships – don’t waste time stuffing envelopes.
  • Save money and get closer to becoming a paperless office – no more printers, paper, envelopes, and stamps.
  • Save a trip to the post office for those certified letters! You’ll be able to send official certified letters with EZLynx Postal Mail and receive digital confirmation of signature and delivery from within EZLynx.
  • Better record keeping for E&O – all of your mailings are logged and saved forever. Even regular first class letters can be tracked to their final post office destination prior to delivery.

If you are interested in adding this feature to your account, let us know by filling out the form below or reaching out directly to your sales rep.


Coming Soon: EZLynx Reporting Provides New Features for Package Customers

We are excited to announce several new features coming soon to EZLynx Reporting. Certain package levels will be eligible to upgrade and receive these new reporting features. To find out if your current subscription is eligible, please contact your sales representative today about access to the following new features:

  • Customizable Dashboards
  • Drill Through Capabilities in all Summary Reports
  • New Master Report Features including Crosstabs (i.e. Pivot Tables) and custom Formulas
  • Report Scheduling

Customizable Dashboards

Our customizable Dashboard, first revealed at our AgentLynx User Conference, is coming soon! To access your Dashboard, hover over the reporting icon in the left-hand navigation and click the “My Dashboard” link at the top of the sidebar.
EZLynx Reports Dashboards

The Dashboard has a library of 200+ “panels” that we have already created for you! You can add these panels to your dashboard at the click of a button, then rearrange these, add tabs, if you can dream it, you can do it! You can even create your own panels using our Master Reports.

Dashaboard Icon

To create your own, custom, dashboard panels, simply navigate to any Master report, create your custom chart or summary table and click the Dashboard icon to add the panel to your Dashboard. This will make it available in your panel library and will also add it to the top left corner of your Dashboard. You can download our Dashboard Guide here.

Drill Through Capabilities in all Summary Reports

Have you ever taken a look at one of the Summary Reports and wanted to see more details? With our new Drill Through Reporting, available with our Advanced and Enterprise packages, all you need to do is click in any of the Summary Report charts or tables and more details will pop-up!

For those customers that are enabled for this feature, if I click on one of the bars in the Book of Business Summary report:

EZLynx Reporting - Drill Through Example 1

I can now see details on all of the policies that make up that bar:

EZLynx Reporting - Drill Through Example 2

How do I know if I have access to Drill Through?

It is hard to tell at first if you have access to Drill Through reporting, so we have added a disclaimer at the top of each Summary Report to let you know if the feature is currently available with a quick link to our Drill Through training document.

EZLynx Reports - Drill Through Example 3

If you see the blue bar (above) on any of your summary reports, then you can click on any chart or table to see more details. If you do not see the bar above, contact your sales representative to learn more!

New Master Report Features

We have also added a few new and exciting features to our already power-packed Master Reports. The first is a new “Formulas” tab that will allow users to create their own, formula-generated column in the report.

Master Report Features

This feature allows your data guru’s to add almost any SQL command into the formula box. The “Formula Help” link in the top right corner of this tab outlines all of the tools available.

Even more exciting, is the addition of “Crosstabs,” more commonly known as Pivot Tables. These tables allow you to have dynamic data in both the rows and the columns of the report. As you can see in the example below, you can see the number of Quotes by Line of Business and by the Year. Another commonly requested report that could be created this way is to see the number of Quotes by Agent and by Carrier.

Master Report Features

The options are limitless! And as we mentioned before, once this table is set up, you can simply click the Dashboard icon to make this Crosstab table available to add to your custom Dashboard! You can download our Master Reports guide here.

Report Scheduling

Our last, but definitely not least, feature is report Emailing & Scheduling. This long awaited feature will be available soon for select package holders. These users now have the ability to email a report, set a future time to email a report or set up an automatic, reoccurring emailed reports. Simply click the clock icon to see the pop-up below.

Schedule Report

You may also manage your existing scheduled reports by logging in to EZLynx, hovering over the reporting icon in the left navigation and selecting “Scheduled Report Management” from the sidebar. You can download our Report Emailing and Scheduling Guide here.


Summer Marketing Tips for Independent Insurance Agents

It’s officially Summer, and EZLynx has some handy marketing tips for independent insurance agents to help heat up your sales.

If you don’t have time to create an in-depth marketing campaign, we’ve got you covered. Taking small strides and focusing on your community and customers can go a long way. You can learn what works best with your agency the more you try, and that will, in turn, help you develop a more well-rounded strategy for the future.

Need some tips for Summer marketing? Here are some strategies to try this year.

Treat your customers.

Customers love being appreciated! Host an ice cream social or fun-flavored event in your office. Invite customers to come in for an ice cream and to review their policies or to update personal information. Beat the heat while also having fun.

Social media giveaway.

Partner with a movie theater or local eatery to award a winning customer “a night out” for participating in a social media giveaway. Everyone loves a social media giveaway and getting things for free. Make this Summer extra memorable for your clientele.

Sponsor local events.

Whether it’s an apartment complex’s pool party, a concert, or a school or University related function, put your name and company branding out there. Create a unique flyer and other marketing materials to help promote the event you’re sponsoring to ensure it’s a hit.

Have fun with holidays.

Summer brings in plenty of holidays, so have fun with them. You can do anything from hosting a hot-dog eating contest to sponsoring a fireworks show. Get creative with the holidays. One of the easiest places to start is mentioning the changing weather. This is a sure-fire way to connect with your customers, readers, and followers.

Give back to the community.

Work with your local Habitat for Humanity chapter or other give back organizations. This will not only help get your name out there, but your team will also be helping those in the community who need it most. That is a win/win. Everyone benefits from helping those in the community.

If you’ve tried something different or have a success story to share, please let us know in the comments. In the meantime, if you’re looking for industry-leading insurance agency software, look no further than EZLynx – your one-stop-shop for all things for independent insurance agents.


Claims Download Support comes to EZLynx

Claim tracking is an important part of any agency’s process. The insured’s experience with his or her agent when filing a claim is a significant factor in the relationship. The insured looks to the agent to guide them through the process, answer questions, and help manage expectations. Getting the most up-to-date information from the carrier is an additional burden on the agency’s staff. Claims download alleviates this burden by sending the information directly to EZLynx Management System.

After receiving numerous requests to support downloaded claims at AgentLynx 2017, we are excited to announce that we are implementing full support for claims downloads in our Advanced and Enterprise packages in the coming months!

With this enhancement, you can automatically track and manage claim information, quickly answer questions from the customer’s account, and maintain an overview of your incurred losses.  This feature will automatically update EZLynx Management System with the latest information to give the agent a full picture of the claim status. Claims support is just the latest feature to help your agency increase productivity, serviceability and profitability in EZLynx.

Claims Matching

All claims, manual and downloaded, are listed in the claims transaction page. The look and feel match the policy transactions page with different filters and adjustable columns. The information flows from the carriers to the correct customer and policy for quick access. EZLynx will attempt to match the downloaded claim based on the claim number and policy number, but if we are unable to find the policy, the claim transactions will appear in the unmatched section for you to review.

Claims Downloads Example 1

Summary View

Once the claim is associated to a policy, a summary will display on the customer’s overview page for quick access. The summary displays the most recent information on the claim, adjuster, and payments. This enables anyone with access to the customer to answer questions about the adjuster and payments. Your agency can confidently answer customer questions directly from EZLynx to save time and provide exceptional customer service.

Claims Downloads Example 2

Claim Transaction Details

We provide a detailed view of all the transactions on the policy claim tab. This enables you to see each transaction the carrier sends. We automatically track and calculate the amount paid, reserve, and the incurred loss for each claim as the carrier sends it.

Claims Download Example 3

Supported Carriers

Claims Download will be an additional feature available to all Advanced and Enterprise package customers. Initially, we have claims download support for 48 carriers who send claims to EZLynx:

  • Acuity
  • AnsurAmerica
  • Auto-Owners Insurance
  • Berkley Mid-Atlantic
  • Brethren Mutual
  • Central Mutual
  • Chubb Group
  • Cincinnati Insurance
  • Columbia Ins.
  • Continental Western/Berkley
  • Donegal Mutual
  • EMC
  • Farmers Mutual of NE
  • Frankenmuth Mutual
  • Fremont Ins.
  • Grange Mutual
  • Grinnell Mutual
  • Hanover Ins.
  • Harleysville Mutual
  • Hastings Mutual
  • Jewelers Mutual
  • Liberty Mutual Insurance
  • Loudoun Mutual
  • MetLife Auto & Home
  • Michigan Millers
  • MiddleOak
  • MMG Insurance
  • Nationwide Insurance
  • North Star
  • Northern Neck Ins.
  • Patriot Mutual
  • Pekin Insurance
  • Pioneer State Mutual
  • Quincy Mutual
  • Republic Underwriters
  • Safeco
  • Safety Insurance
  • SECURA Insurance
  • Selective Ins.
  • Service Lloyds
  • Society Insurance
  • Travelers  – Commercial Lines
  • Travelers  – Personal Lines
  • Union Standard/Berkley
  • United Fire & Casualty
  • Utica Mutual
  • West Bend Mutual
  • Westfield Group

Next Steps

If you’d like to participate in the beta for this new feature, you can sign up here. If you simply want to learn more about Claims Downloads or EZLynx Management System, please contact us using the form below.


New Administrator Privileges Available in EZLynx Reporting

At last year’s AgentLynx Conference, one of the most highly requested reporting features was for Administrators to have the ability to save reports for specific users or departments. We are excited to announce that the wait is over! Beginning July 2017, admin’s will have a new workflow to save and share reports, enabling them to save reports for only specific users. See below for details.

Report Basics: Save a Report

Once a report is customized by applying any combination of report criteria filters, it can be saved for future use.

  • Click the floppy disk icon on the top right of the page
  • Enter a report name & description
  • Once saved, the report is displayed in Saved Reports on the right of Standard Reports
  • Follow the steps below to share the report with one or more users

Report Admins: Share a Report

Once a report has been saved, if you have the appropriate permissions, you may share this report with one or more users.

  • On the report menu, locate the report that you would like to share in the “Saved Reports” column
  • Click the sharing icon
  • In the pop-up (pictured below), click the add user icon next to all of the users that you would like to have access to that specific saved report
  • As the report is shared with additional users, they will appear listed in the “Shared With” section that the bottom of the report
  • Click the “X” in the top right corner when you are done

EZLynx Reports - Admin Features

Report Admins: Modify Reports

Once a saved report has been created, the report owner may modify the users, name, and description at any time using the tools available from the report menu. They may also delete the report at any time; however, this will delete the report for all users and deleted reports cannot be recovered.

To learn more about any of our Reporting features, or to find out how you can take your reporting in EZLynx to the next level, feel free to contact us by filling out the form below. You can also find more information on Saving and Sharing Reports in our training guide.


Deb Casey

Deb Casey
Deb Casey, 1950 – 2017

We are saddened to announce that Deb Casey passed away this weekend. Her passing is a great loss to the EZLynx Team and to our customers whom she so doggedly advocated for each and every day. We know there are many agents who have worked with Deb over the past 12 years at EZLynx and experienced her tireless dedication first hand.

Aside from her many contributions to EZLynx and our customers, Deb was an avid dog enthusiast, breeder, and trainer. She began training her first dog when she was a very young child, putting her first obedience title on a dog in 1969. Schutzhund and competition obedience captured Deb’s attention for a number of years as she actively titled her dogs often with high scores including a number of High In Trials. She has also worked as a veterinary technician and trained/trialed Rottweilers in obedience for a top breeding kennel in Colorado. Deb was also on the Board of Directors of the Australian Cattle Dog Club of America and is past editor of their well-received Quarterly Magazine. For the past decade, Deb was the owner and editor of the online publication ACDSpotlight, which focused on the Australian Cattle Dog breed.

As an Australian Cattle Dog breeder, Deb bred very few litters – only 10. Of those litters however, she bred 20 Champions of record and some of those hold obedience, herding, and agility titles as well as some working in SAR, therapy and tracking. Deb believed in keeping only a very few dogs at a time and insisted that ALL be house dogs. She often stressed the importance of training and socializing puppies so they become pleasant lifetime companions.

Deb was dedicated, passionate, opinionated, and kind. EZLynx will not be the same place without her. She will be greatly missed.

A memorial celebration is scheduled for Friday, June 16 at 12:00 PM at EZLynx, located at 350 Highland Drive, Suite 150, Lewisville, Texas 75067. Memorial donations may be made to the National Animal Interest Alliance or to your local no-kill animal shelter.


Is Your Agency Management System Secure?

If you’re an independent insurance agent, your consumer data may be at risk. Data security has changed, and agencies utilizing in-house management systems have become increasingly exposed to exploitation, information loss, and damages. Physical, on-location information storage and hosting methods are placing agents at risk, and your stored information, while seemingly protected, is less secure than you may think.

The State of Data Security

Data security has become a critical problem for many companies. Between 2005 and 2015, over 800 million records have been stolen as a result of a data breach according to the Identify Theft Resource Center. Current reports reveal that 2016 again shattered all previous records for individual data breach incidents—exposing vital corporate and user information on an epic scale. All indications point to 2017 being another record-breaking year as well.

Modern independent insurance agents are particularly at risk. Think about all the consumer information that you have in your system. Insurance agents store names, addresses, birth dates, social security numbers, email addresses, credit card numbers, and more.

While large insurance carriers and agencies have the budgets to maintain comprehensive protection, smaller independent agents are at the greatest risk because they often lack the resources to adequately secure the data that they maintain. A single data breach can damage a well-established insurance agency, harming your valued customers and your reputation in the process. Unfortunately, most insurance agents lack the technical expertise needed to fully prepare for every possible contingency, not to mention the financial resources required to adequately respond to a breach.

Protecting the Home Front

Power outages, fire, vandalism, flooding, and mishandled information all compromise data. User exploitation and malicious activity knows no bounds, leaving a small business’s data at risk. Consider this: Your servers are stolen. You’ve located malware. An employee has corrupted vital data. How will you respond? More importantly, how will you answer irreversible damages?

Companies guarding data must hop through numerous hoops to ensure competent protection. The work involved includes internet monitoring, access allowances, firewalls, encryption, anti-malware services, hacking prevention seminars, staff training, data security enforcement, premises security monitoring, risk assessment, and more. Do you do these things? Cloud-based providers like EZLynx do, and we are planning to roll out even more stringent security measures this year.

Modern Security and Cloud Storage

Cloud-based agency management systems minimize many of your operational risks by offloading your critical infrastructure, removing physical storage needs, and enhancing security. Sensitive information is encrypted, and no mission-critical applications are installed on your local systems. You should protect your agency and customer data with your cyber insurance coverage and an agency management system that is working to proactively protect your data.

Web-based agency management systems like EZLynx handle your data requirements and security needs, offering immediate agency data access across multiple locations, ensuring everything you need to run your business is available on One Platform™.

Independent agents that are relying on a self-hosted agency management system are extremely vulnerable. The fact that your business would come to a grinding stop in the event of data loss notwithstanding, is your agency prepared for the legal and financial burdens of notifying your entire database in the event of a breach? The laws vary from state to state, but one thing remains constant: If you have unencrypted sensitive consumer information on your systems that has been compromised, you have a legal responsibility to notify each and every one those clients and prospects whose personal information is now out in the open. And make no mistake, they won’t be your clients for long after that!

EZLynx Management System, with our pain-free data migration service, has helped agents move their data from these old, costly systems. You can’t risk waiting.


Discover EZLynx for Amazon Alexa

EZLynx Releases Amazon Alexa SkillAlexa is Amazon’s Artificial Intelligence Personal Assistant, which can be expanded by teaching your “Alexa” a variety of new “Skills” from a library accessed from the Alexa app or website.

With Amazon’s latest update, you can now use Alexa directly from your mobile device through the Amazon shopping app, or you can continue to use Alexa through one of Amazon’s supported devices.

The EZLynx Skill provides agency owners with access to their Agency Pulse report with a simple voice command. You can also get the daily download status and the number of outstanding tasks, along with their status.

The EZLynx Alexa skill also provides a Business Health Report containing the following information:

  • Book of Business
  • Total Active Policies
  • Total Active Customers
  • Top Producer for Auto
  • Top Producer for Home

Using the power of voice, these reports can be requested for a particular month and year and can go as far back as your Agency Pulse reports go. You can also ask for these reports individually for a specific month and year if you don’t want to hear the entire summary.

The EZLynx Alexa skill also provides a Daily News report that includes the Overnight Download Status, along with its matched and unmatched status. The Daily News section provides the total tasks assigned to the user and includes how many tasks are overdue.

How Do I Get It?

Alex - All SkillsYou will need an alexa-capable device, which currently includes the Amazon Echo, Amazon Tap, and Amazon Dot. Alternatively, Amazon has now enabled Alexa through their Amazon shopping app so that you can use these powerful features without purchasing one of their devices.

I have the Amazon Echo, Tap, or Dot. Now what?

The first step will be to install Amazon’s Alexa App from the Android or Apple app store.

Next, go to the skills section and search for EZLynx.  From here, you can click on the skill to view the details and enable it. You will need to provide your EZLynx account credentials on the next screen in order to complete the setup process.

I want to access the EZLynx skill on my own device.

You will need both the Amazon app and the Alexa app. First, go to the Alexa app and search for EZLynx in the skills section. Follow the instructions here to enable the skill and provide your EZLynx account credentials.

Now that you have configured the EZLynx skill, you can open the Amazon app and click the microphone icon in the top right. This will allow you use use Alexa directly from your mobile device.  Simply use the sample prompts below to get started.

Amazon App Amazon App Mic

What Can I Say?

This is only the beginning of where we want to take this integration, so we’d love to get your feedback. Here are a few sample phrases to get you started. Simply speak these phrases to your Alexa-enabled device. You can ask for any month and year as long as you have the data in EZLynx.

  • “Alexa, ask EZLynx for Daily News.”
  • “Alexa, ask EZLynx for Business Health Report for October 2016.”
  • “Alexa, ask EZLynx for Total Premium for October 2016.”
  • “Alexa, ask EZLynx for Total Active Policies for October 2016.”
  • “Alexa, ask Ezlynx for Total Active Customers for October 2016.”
  • “Alexa, ask EZLynx for Top Producer Personal Auto for October 2016.
  • “Alexa, Ask EZLynx for Top Producer Home for September 2016.”

We are closely watching the developments with artificial intelligence, and we believe there is huge potential in taking advantage of these new innovations to the betterment of the insurance industry and, specifically, the independent agency channel!