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

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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.


Get the Most Out of Your EZLynx Agency Website

Having an aesthetically pleasing website that also encompasses local SEO and fresh content is a must in the insurance industry.  Not just any old website will do, either. Your customers need to be able to recognize and find your business easily without navigating through a bunch of clutter. Our team at EZLynx takes it a step further with Agency Website packages and post-launch website management assistance.

Our packages range from having a good starter website with up to 5 pages, all the way to having up to 15 locally optimized pages with unique monthly blog content and so much more. You can choose which package is best for you and work with an EZLynx associate to complete basic information that will be incorporated in to your website.

There are numerous benefits included in our premium Gold Website package, and some of those may fly under the radar if you’re not 100% familiar with our offerings. Below we’ve highlighted some of our favorite features available through the Gold Website package.

Friendly associates

EZLynx is dedicated to making sure that your experience is seamless. We have friendly and knowledgeable associates who will be there to help you every step of the way. A website associate will get in contact with you after your sale is completed by a sales representative, and will be there to answer any questions you may have before and after your site has been launched.

Post-launch website assistance

After your website launches, a website analyst will reach out to you. Your website analyst is your post-launch website contact. They will be able to answer any questions you have regarding your website and will also be able to assist you with any changes you need to make. Five hours’ worth of updates per quarter are budgeted in to your package just in case you want to update your site, add a new page, or change your address.

Monthly blog content

Each new EZLynx Gold Website includes one unique blog article per month that is added directly to your Insurance Blog. If one blog per month isn’t up to your speed, we can provide you with your blog login information and instructions on how to post your own blog content.

AgentInsure exclusive listing

AgentInsure is an online quoting website owned by EZLynx. The website was created to bring you the convenience of the internet along with the security and free consultation of an insurance agent. We enlist all of our Gold Website agencies through AgentInsure to help generate additional leads.

Multilingual websites

With the EZLynx Gold Website package you have the option of having Google Translate installed on your website, allowing persons who speak any language to easily navigate your website. Additionally, we offer a Spanish Consumer Quoting rating engine that, while not included, can be purchased separately.

EZLynx Social & Local Reach

EZLynx Social Reach & EZLynx Local Reach are two completely different but absolutely important benefits in purchasing a Gold Website package. EZLynx Social Reach places your website in front of potential customers on Facebook, creating local brand awareness for your agency. EZLynx Local Reach is an online local listing program that helps generate additional relevant traffic to your website.

Optimized content for local search

Every paragraph on your website has been carefully looked over and optimized to have a better chance of being pulled in local search result queries. Additionally, each page on your website is equip with metadata information (that is not visible on your website itself, but on the backend) that helps guide the internet in to knowing more about your website, for a greater change of it being pulled in local search. Monthly blog articles are also written from a locally optimized perspective.

Mobile friendly

Have you ever visited a website from your mobile device that just didn’t look right? Maybe the images were too big or the text was too small. We’ve got that covered. Every EZLynx Agency Website is developed with a responsive feature unique to the device it is being used on, whether that is a phone, tablet, or computer.

Content management system

Some customers want to have the option to do it themselves, and our Content Management System allows them to do just that. Although not every component is editable from our Content Management System, if you have an address to change or a photo to add you can make those changes quickly and efficiently through this application without having to get an EZLynx associate involved.


How to Leverage the Advantages of being an Independent Agent

Many independent insurance agents feel the tremendous pressure from the behemoth directs, captives, and high volume shops that tend to dominate the airwaves and the search results. While there is certainly reason to be concerned about the impact these companies have on the smaller independent agents, there is also much to be optimistic about.

While directs, captives, and high volume shops have advantages in terms of the online experience they can offer and the marketing dollars at their disposal, they all suffer from the same glaring disadvantages as well. To put it broadly, they will never have these key competitive advantages that define the independent agent. EZLynx, for our part, strives to provide tools and services that only serve to maximize those advantages and minimize the disadvantages. Here are some tips to help your agency thrive

1. Continue to provide a personalized experience

National brands are forced to provide a compelling online experience to counteract the fact that they cannot provide the personalized, hands-on service that a local independent insurance agent can provide. Continue to make yourself known as a trusted agent in your community.

EZLynx is continuously enhancing our suite of consumer-facing solutions to help you even the online playing field with these national brands. We provide personalized website services, integrated consumer quoting, and a customer self-servicing portal.

2. Adopt local search for your website

The cornerstone of a successful local marketing strategy requires effective search engine optimization (SEO). Establish a solid local SEO strategy. It’s important to realize that an independent agent cannot compete nationwide against large insurance comparison websites or carrier websites for broad search phrases like “auto insurance”, but they’ll always have an advantage at the local level, e.g. “auto insurance agents near Dallas, TX”.

With the Gold-level of EZLynx Agency Websites, we’ll take care of some of the local SEO best practices for your agency. We’ll also hold ourselves accountable by providing you with quarterly website performance reports – even if it’s bad news!

3. Grow your network

Network with other local businesses, such as attorneys, accountants and other business professionals. Send them referrals, and hopefully they’ll do the same. Local businesses in your city likely host networking events. Attend as many as possible, and bring your memorable print collateral with you to hand out.

4. Increase yearly touches

Utilize communication solutions such as email marketing to help with your agency’s retention. The more yearly touches, the better chances you’ll keep a customer for life. We all know it’s cheaper to retain a customer than to acquire a new customer, but we rarely take the steps necessary to achieve a high retention rate.

Check in from time to time to see if they are happy with their current coverages, send happy birthday emails, weather alerts, or periodic emails with tips and community updates.  Just be sure you don’t go overboard – no one likes spam. EZLynx Email Campaigns, part of our Communication Center bundle, is a great way to handle sending all of these kinds of emails directly from EZLynx.  We have exciting plans for enhancing this tool throughout the year.

If you’re ready to take your retention efforts to the next level, ask your sales rep about EZLynx Retention Center. This retention workflow management tool and consulting service simplifies the tedious task of working through your renewals for the day, ensuring each customer is touched throughout the process. This is the time when you are at most risk of losing the customer, so you cannot afford to hold your breath and just hope they renew.

5. Embrace in new technology

Bring your agency up-to-date with a complete customer lifecycle solution like EZLynx, which includes a feature-rich agency management system, comparative rater, agency website, marketing & communication tools, service tools, and more. While we certainly think we provide the best set of solutions, regardless of which tools you use, you cannot afford to put your head in the sand when it comes to new technology and the advantages it brings.

6. Focus on streamlining your agency’s process

The sales process involves a lot of back and forth communication.  Prospects are often worked on by multiple users in your agency, so it’s all too easy for tasks to be duplicated and communication to be repeated. It’s important that you have a well-defined process for working new leads and processing them through the sales pipeline. Make sure you have the tools to help those in your agency collaborate and stay organized.

The Agency Workspace in EZLynx is a great way to keep track of due dates, review notifications, and create notes and tasks for any applicant without leaving the page you’re currently working on. This simple feature spans across all parts of EZLynx, giving you easy access no matter what you’re doing.

Later this year we’ll be announcing some exciting updates related to how you manage your sales workflow to help streamline your agency’s process even further!

Putting it all Together

It’s no mistake that by combining the full suite of EZLynx products and services, you have essentially minimized the perceived advantages that these national brands have over independent agents.

Learn more about how EZLynx can help your agency be more successful.


EZLynx Marketing Campaign Tips for Insurance Agents

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Email continues to play an integral role in online marketing for many different businesses, especially independent insurance agents. Through effective email practices, you can send a customized message directly to your target audience with the click of a button.

Taking things a step further with EZLynx Marketing Campaigns, we allow agents the option to select their audience and customize their message. You can search through a library of unique content and design templates to best suite your message and target base.

Know Your Audience

However you want to reach your clients, you should know your audience before you begin planning your campaign. Who do you want to reach? Whether it be customers enrolled in a certain policy, or narrowing down a community-specific message, knowing who you want to reach is crucial.

With EZLynx Marketing Campaigns, you can communicate with all of your clients in one place, and see your results as well. The recently enhanced interface allows a user-friendly and productive experience.

Personalize Your Message

A nice way to remind your customers that you appreciate them is to send them an email on their birthday. With EZLynx Marketing Campaigns you can import your clients and their birthdays, and send a mass but customized email each month for respective customers birthdays. You can also choose between a myriad of templates and messages, or create your own custom message.

Adding a personal touch reminds customers that you appreciate not only their business but them, as well. Who doesn’t like to be reminded that they are appreciated?

Build a Relationship

Your customers come to you for their insurance needs because they like and trust you. People can go literally anywhere for insurance coverage, which is why it is important to build relationships with your customers. Staying in contact with clients, more than just letting them know their policy is about to expire, is crucial for client retention and long-term relationships.

Insurance is a people business, and getting to know the people who keep you in business is a great way to ensure a long lasting business.