EZLynx Sales Center is Introduced at the AgentLynx User Conference

Sales Center Introduced at AgentLynx
Announced at the first annual EZLynx User Conference, EZLynx Sales Center will help agencies grow their business by streamlining the sales pipeline. This is a new product to our existing catalogue of agency solutions which is currently in limited beta release at this time. We are excited to give everyone that couldn’t attend AgentLynx this year a sneak peak at this much anticipated new product. If you think your agency would be a good fit to participate in our beta testing, be sure to fill out the form at the bottom of the page.

EZLynx Sales Center focuses on streamlining an agency’s lead management and sales pipeline for agencies who want to manage the full customer life-cycle, round accounts, and increase new business.

Sales Center will provide easy access to pipeline data and relevant information to assess the success of producers, marketing efforts and sales workflows. Quote information from EZLynx fills into Sales Center to provide the estimated value of each deal, and as it moves through the pipeline, the estimated value becomes more accurate, which allows a producer to forecast sales for month’s end.

EZLynx Sales Center - Opportunities

Sales Center makes it easy for supervisors to track producers progress to make sure they are on target to hit sales goals and maximize agency revenue. Sales dashboards allow owners or sales managers to quickly see close ratios for producers, deal aging, and make data driven decisions for the agency.

EZLynx Sales Center - Summary

Building on our ONE PLATFORM suite, Sales Center seamlessly leverages Rating Engine and Communication Center as you speed the applicant through the sales process.

We believe this product puts us yet another step beyond anything else that exists in our industry, and it continues our on-going mission to provide the complete customer life-cycle solution that agents need to remain productive, competitive, and to maximize their sales and retention potential!

EZLynx Unveils Amazon Alexa Integration at AgentLynx User Conference

EZLynx Releases Amazon Alexa SkillWe are excited to announce the availability of our Amazon Alexa Integration, which we unveiled earlier this month at the AgentLynx User Conference. Alexa is Amazon’s Artificial Intelligence Personal Assistant, which can be expanded by teaching your “Alexa” a verity of new “Skills”, which are available from a library accessed from the Alexa app or website.

This first version of the EZLynx Skill will provide 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. Once you have the device, you will configure it using your mobile device on the Alexa App.

Go to the skills sections 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.

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 to get started. 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!

The 2016 AgentLynx User Conference Comes to a Close

AgentLynxThank you to everyone that attended the 2016 AgentLynx User Conference! We were overwhelmed by the response we received from our users and carrier partners. We closed out the week feeling inspired and motivated for the future, and we hope the same is true for you.

There were some exciting announcements that we made at the conference, including our upcoming sales pipeline management tool EZLynx Sales Center, our Amazon Alexa integration, as well as various other details related to our plans for Communication Center, Client Center, and so much more. We’ve got 18 months until the next AgentLynx conference, so we’ve got a lot to do until then to make sure we deliver on everything we promised!

We Still Found Time for Fun

We wrapped up the conference with Disco Night, featuring a live band, great food, and a great time with our customers and colleagues. We will update the AgentLynx website with a full gallery and overview of the conference in the next few weeks, but here’s a quick look. Who knew agents could dance so well!

Leverage EZLynx Reporting for your Email Marketing Campaigns

EZLynx Email CampaignsGet ready for our upcoming update to EZLynx Email Campaigns in the next few weeks, which includes a completely renovated process for segmenting your existing data for bulk email blasts.

We have been very pleased with the extensive enhancements that have been made so far this year to EZLynx Reporting; so much so that we felt the power of our reporting engine far outstripped our separate email campaign list builder.

As a result, this upcoming update will replace the existing list builder with Saved Reports from EZLynx Reporting. Take advantage of the powerful capabilities of our reporting engine to segment your data using both simple or highly complex filters. Once you have saved the report, it will be available for you to use within EZLynx Email Campaigns, which is part of our Communication Center bundle.

When you start a new campaign, your first step will be to name the campaign and select your recipients. You will be able to manually add individual recipients, select from your available Saved Reports, or choose from one of your static lists that you may have created from within EZLynx Retention Center or from the old list builder tool.

EZLynx Email Campaigns - Saved Reports

Your old lists will still be available to use, but any new or future lists will have to be created from within EZLynx Reporting as a Saved Report.

By making it possible to use our reporting engine to segment your data for Email Campaigns, we have brought a new level of accuracy to your email marketing. We are also excited about the new possibilities it brings, as there are many more filter options available in EZLynx Reporting than we had in our previous list builder.

This Update is Only the Beginning

While this update allows you to use your Saved Reports for campaigns, those campaigns are still using a static version of the report at the time you scheduled the campaign.  While not a big deal for short-term campaigns that are sent immediately, if your campaign has steps that are scheduled throughout the year, your list could get seriously out of date by the time the campaign finishes.

This has always been a problem for any email campaign service that relies on saved or uploaded lists, but we are excited to announce that our Email Campaigns update later this year is going to take your static lists and make them dynamic, allowing you to run Drip Campaigns using your Saved Reports and have those campaigns automatically update in real time before each email is sent.

Imagine being able to have a campaign that sends an email to your prospects every 3 months and automatically removes those recipients that become customers as a result. Schedule a recurring, long-term cross-sell campaign to all your customers that have an active homeowners policy but no auto policy and rest easy knowing that our system will automatically add or remove recipients to the campaign based on whether or not they still meet that criteria. The possibilities are endless, and this is just one of several very exciting enhancements planned for EZLynx Communication Center this year!

Certificate Self-Generation in EZLynx Client Center

In the next few days we will be rolling out a new feature that lets commercial insureds issue their own Certificates of Insurance from agency selected templates at any time, from anywhere, 24/7.  The client will be able to add a holder to a specific certificate template, generate the certificate for that holder, and print or save it accordingly.

Keep in mind, insureds will not be able to make any changes to the Certificate Master. Should they require changes or additional wording, the tool allows them to send the holder information to their agent and request their agent issue the certificate instead. This feature is a great fit for any agency that has heavy commercial volume and deal with trusted clients that frequently require certificates.

How Does it Work?

Once enabled for your agency, your administrator will be able to indicate the certificate types and carriers that they want to allow their agents and CSRs to enable for this feature. These are the global agency-wide rules that control how other users in your agency can use the feature.

Client Center Agent Settings Certificate Tab

For those users in your agency that have been enabled to use the feature, they will see a new option for newly created certificate masters (previously created certificate masters will not work). By selecting this option, users can enable a specific certificate master for a specific applicant, granting that applicant the ability to add their own holders using that master. It’s as simple as that.

Client Center Certificate Master Agent Facing Actions Dropdown

After an agent has enable a certificate master for a client, whenever that client logs into EZLynx Client Center, they will see a new line item in their Documents area giving them the option to add a new certificate holder.

Client Center Add New Holder

When the client clicks this option, we will walk them through a few questions to either add the holder, or else identify that their request requires additional follow-up by the agent. In all scenarios, the system will always notify the agent both inside EZLynx and by email whenever a client adds a new certificate holder.

Client Center Add New Holder Step 1

What’s Next?

If you currently have EZLynx Client Center and would like to have this feature enabled for your agency, please let us know below. We will need to know which user should be enabled as your Client Center administrator, as well as which user(s) should be given access to enable individual applicants for access to add holders. As you start to get a feel for how this works, please do not hesitate to return to this post and share your feedback below.

EZLynx Reporting Gets Supercharged, New Tools for Deeper Analysis

EZLynx, an industry-leading Agency Management System and Comparative Rating vendor for the independent insurance industry, announces new reporting tools to increase the usability of information provided within their ONE PLATFORM™ suite. These enhancements include optimizations and new features that will benefit agencies who want to take full advantage of their system to make intelligent, data-driven business decisions.

“Our primary goal in this update is to make the reports in EZLynx more intuitive. Agents should be able to get actionable information quickly and easily. These updates put EZLynx yet another step beyond our competition.” says John McKay, Director of Sales at EZLynx. “Think of it as management system reporting on steroids, now with the ability to schedule custom reports out to users or teams. This not only brings significant enhancements to the Reporting area in EZLynx, but the underlying technology will also allow us to bring the full force of our reporting capabilities directly into other areas of the product, including Retention Center® and Accounting.”

While the latest enhancements have placed an increased focus on usability, there are also several new important features. “We are very excited about the report scheduling tool,” McKay continues. “With this feature, agents can have reports scheduled to automatically run on a recurring basis. This should save a lot of time for people who run a specific report on a regular basis. In addition, being able to slice and dice the data is a request EZLynx has now fulfilled by way of a Master Report. This will give agents full control of almost every field inside of EZLynx and allow users to apply filters, sorting, charts, paging, and groupings to create custom reports which users can save and run as needed for future use.”

Let’s Take a Closer Look at EZLynx Reporting

The Applicant Summary Report shows agents demographic information on their current policy holders. This report includes valuable information like Active Policies and Average Premium per Customer as well as summary statistics on gender, education level, and marital status.

EZLynx Reporting - Applicant Summary Report

Coming Soon to EZLynx Reporting

The ability to Email a report to your colleagues without leaving the reports page is coming soon and will help with large files that take a long time to export. With this feature you can have the report emailed to you and your coworkers so that you can continue working while the export process runs.

EZLynx Reporting - Email a Report

Scheduled Reports is a new feature that will enable a report to run on a daily, weekly, or monthly basis. You will no longer have to log in to the reports page to run the same report each month; simply have it scheduled to be delivered to your inbox!

EZLynx Reporting - Schedule a Report

These changes are only the beginning. As a company, we are committed to continually improving our product based on the needs of our customers, and that commitment extends to Reporting where we have a grand vision that spans far past 2016. From new reports that show unsold business, to visualizations showing policy trends over time, Reporting has an exciting future at EZLynx!

Are You Ready for AgentLynx?

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Have you ever wanted to connect with the people who are leading the industry in insurance technology? Later this fall you will have the opportunity to do just that! You will be able to meet and hear from the people behind the products at EZLynx during the Agent Lynx user conference. This is not a sales meeting! AgentLynx is a chance for EZLynx to help our users be more successful, showcase our current and future products, and to connect with our users on a deeper level.

Conference attendees will have the option of attending up to 18 different sessions that will take place over the span of three days in Dallas, Texas. In addition to the various sessions, there will be a special Keynote speaker, networking opportunities, entertainment, and innovative swag to help you navigate the entire weekend.

AgentLynx is the first annual user conference hosted by EZLynx and will take place in Dallas, Texas. The conference is three days only: Monday, October 10 – Wednesday, October 12. This conference will host a myriad of different sessions in various subjects from Policy Management to SEO and Digital Marketing Tips to Renewal Management.

Attendees will benefit from an increased knowledge on the digital side of their agency, they’ll be able to walk away with insights on how to better manage renewals, and will be able to identify opportunity within their agency workflow. EZLynx welcomes both agents and carriers to this user conference.

AgentLynx will take place from Monday, October 10 – Wednesday, October 12 at the Omni Mandalay Hotel located at 221 E. Las Colinas Blvd., in Irving, Texas. This location is only 10 miles away from Downtown Dallas. You can register as an agent or carrier online now at http://agentlynx.ezlynx.com/.

Powerful Commercial Enhancements are Coming to EZLynx Soon

We are excited to begin live testing of some powerful commercial features in EZLynx. If you’re interested in participating in the BETA, you can let us know below.

Commercial Package Policy Support

Manual entry only

Maintain more accurate policy information and improve reporting capabilities by truly grouping lines of business within a one single package policy.Newest new Add new Policy

Let’s take a look at the details

When adding a manual personal or commercial package policy in EZLynx, the user can now add the individual policies included in the package.

After selecting either personal or commercial package as the main Line of Business, add any number of individual LOBs and their premiums as you’d like.

The Add & Edit Policy feature prompts the user through a series of tabs for adding detailed policy information; to reduce data entry keying, some tabs gather information that can be shared across multiple policies.

Add new Policy window

Tabs to collect information shared between all policies in the package; for less data entry

Newest Newer Comm Policy PKg

Commercial Applications

The ability to add commercial applications in EZLynx is a huge, time-saving tool for agencies that write commercial business. Complete the application once in EZLynx, then easily create necessary ACORD form for submission to multiple carriers.

Take an application and quickly transform it into a policy or take a policy and create an application from the data.

Comm App

Commercial Proposals

From a Commercial applicant’s Documents tab, click the Add button and select Quote Proposal. Ability to select one manual policy from each LOB, then click Add Quote Proposal. The feature will be expanded to include downloaded policies in the near future.

Supported LOBs:

  • Commercial Auto
  • General Liability
  • Commercial Property
  • More coming soon

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Comm Prop LOB

EZLynx is committed to enhancing our commercial support this year. We’d love to get your feedback!

How EZLynx Agency Management System Can Boost Your Customer Service


Customer service is top priority in the independent insurance industry. Giving your clients and potential customers the attention they need and deserve is how you separate yourself from the competitors. A happy customer is more likely to refer your business to their friends, so why hinder organic business opportunities?

How are you streamlining all of your client information, policies, documents, quotes, and so on in one location? The more clients you bring on, the more data you have to store. Stop storing things in different places! With EZLynx Agency Management System you can cut your data entry time in half while accessing all of your client information, policies, and documents in one easy location.

Within EZLynx Agency Management System you can boost your customer service efforts by working within one space. Whereas you may have previously had to look at multiple calendars before, or rifle through multiple pages of policies each time a customer calls, now you have all of this information – and more – available at your fingertips.

What can you do within EZLynx Agency Management System?

  • Accounting – track payments, split commission tracking, commission downloads, and more.
  • Accessibility – we organize your documents in a user-friendly, searchable manner.
  • Easy Renewals – with our Policy Sync feature, you can get side-by-side comparisons of application and policy information.
  • Online Document Signing – you read it right, its 2016 and you can sign online. Quickly & safely sign documents and send to clients for signature.

More than what is listed above, we are constantly adding new features to our Agency Management System. We want to help your agency work smarter, not harder.

Not happy with your current Agency Management System? Don’t sweat, give EZLynx a call. All of the data that is currently in whatever Agency Management System you’re already using can be transferred to our system. We can help you streamline your entire agency, making your life multiple pages and hours of data entry less complicated.


Hey Agent, Kill the Music!

As you have probably read by now, we have had yet another private equity transaction in our industry to acquire control of a major agency system vendor. This particular vendor has changed hands three times since Y2K alone, and I don’t foresee this trend stopping anytime soon. I am sure we all can surmise reasonably well as to which vendor is next in line to change hands.

There is a game of musical chairs being played in our industry right now, and it’s happening at the agent’s expense! Agents should be concerned that one result of these ownership changes may be price increases with little or no investment in the vendor’s product. These private equity companies may well be counting on the control these vendors exert over the agent’s data and are making a bet that they can hold or increase their revenue without much pushback. Don’t let yourself be held hostage to your own data!

How do we stop this madness, you ask?

It is hard to point fingers at the private equity companies, since they have the fiduciary responsibility of increasing their ROI. The real blame falls on the independent agent. The agent is in full control of this game of musical chairs, but they just don’t know it. If agents will simply kill the music and walk away, these other vendors will quickly find that their chairs have been taken away.

As the vendor with the fastest growth in market share, EZLynx has demonstrated that changing agency management systems can be a painless process. Don’t let other vendors leave you feeling intimidated at the thought of changing your system. With a dedicated team of migration specialists, many agents have successfully switched to our product in less than 8 weeks! EZLynx is truly dedicated to improving our industry, and we work hard every day to make sure your agency costs remain sustainable. We believe that the cost structure of the independent agency model can be improved for the benefit of our industry. So, I challenge you to put an end to this game of musical chairs that these vendors are playing at your expense. Kill the music and end this game!

Find out how EZLynx can help your agency change systems, save money, and increase your productivity.