EZLynx Introduces Integration with MindHome

LEWISVILLE, TX – EZLynx, a leading software solution for independent insurance agencies and an Applied company, announced today its partnership with MindHome to help insurance agents educate their insureds about the benefits of home automation and earn commissions in the process. This new integration acts as a lead generator for clients interested in learning about robotic smart homes through MindHome.

“Mindhome will allow EZLynx users to educate their customers on how to build custom packages to outfit their home with the latest smart home gear, including specialty home safety devices designed for insurance savings,” said Jason Yaker, chief marketing officer, Mindhome. “The Mindhome partnership with EZLynx marks the first digital smart home builder experience of its kind available to so many independent agents and their customers.”

MindHome contacts the prospect to provide more information and manage the complete sales process. When a lead results in a sale, the agent earns a commission. There is no cost to the agent for this new feature, only opportunities to earn more.

Robotic smart homes by MindHome bring homes to life and automate everyday processes like vacuuming, lawn care and can add personal touches like playing the customer’s favorite song when they return home every day. Not only does digitizing homes make life easier, it drastically reduces the cost of insuring a home and often pays for itself.

“Our integration with MindHome is another way for EZLynx agencies to serve their customers and make more revenue right from within their website or Client Center,” said Kevin Coplin, director of Carrier Relations, EZLynx. “They add to our robust portfolio of money-generating integrations that benefit our customers.”

To learn more about how to earn more commissions through the integration with MindHome, please visit: https://www.ezlynx.com/connect.html.


What’s New in EZLynx 21.1

The EZLynx July 2021 release is now available! Here are some of the highlights:

Automatic Change Request Confirmation

Automatic Change Request Confirmation automatically compares downloaded policy changes against the change requests, as entered, to confirm their accuracy. If everything matches, it automatically confirms the change request for you and closes it out.

If the system detects discrepancies between the policy change processed by the carrier and the original request, the feature automatically generates a task in EZLynx, alerting you that the policy needs a closer review.

Either way, your staff spends less time reviewing and completing endorsement requests!

Automatic Change Request Confirmation is priceless for commercial policies, where even the tiniest mistake can be costly. It also holds particular value for fast-growing agencies looking to scale their operation accordingly.

Payment Requests Added to Clearent Payment Processing

Our partnership with Clearent makes secure online payment processing available in EZLynx Client Center. With this release, we’ve added the ability for agents to generate Payment Requests.

This new feature provides a simple way for agents to request electronic payments from their clients. You have the option to text or email the payment request, along with a link to make the payment.

As electronic payments continue to rise in popularity, solutions like this one become an essential component of your agency’s offerings. Online payment by credit card or eCheck eliminates the need for clients to visit your office or provide their credit card information over the phone. Electronic payment is also a safer, more efficient alternative to paper checks.

Need to sign up for Clearent online payment processing? Customers can click here to get started from the EZLynx Connect Marketplace.

Automation Center Workflow Templates

If you’ve ever found yourself thinking, I know EZLynx Automation Center would be a game-changer for my agency, but I just don’t know where to begin, then this latest enhancement is for you!

We’ve created eight recommended workflow templates to help your agency realize the benefits of Automation Center immediately.

These templates were built with the most common agency use cases in mind. They come loaded with predefined filters, checklists, and appropriate actions—so you can easily enable your first workflows with just a few clicks.

These eight recommended workflow templates are:

  • Welcome Your New Customers
  • Organize Personal Account Information
  • Organize Commercial Account Information
  • Send Customer Birthday Wishes
  • Share Declaration Pages Online
  • Proactively Review Notice of Cancellation
  • Review Lost Policies
  • Additional Policy

Vonage Integration Adds Call Recording

We’ve added Call Recording to the Vonage integration with EZLynx Management System. Once recorded, calls are automatically archived to the proper customer account and can be accessed from three locations in EZLynx:

  • Applicant → Activity Tab
  • Applicant → Documents Tab
  • Communication Center → Calls and Messages

You can set up rules to automatically record calls, or record calls on demand. Some of the benefits of this exciting new feature include reducing E&O exposure, documenting compliance, maintaining audit readiness, and staff training.

Contact your Vonage sales representative to add Call Recording to your subscription. If you are not yet a Vonage customer, click here to get started.

EZLynx Rating – Vehicle Premium Breakdown

When quoting Auto, you now have the option to view a Coverage and Premium Breakdown for each vehicle. This new feature can be used to drive more informed discussions with clients about their coverage limit options and how each contributes to the overall premium. Find this additional information by clicking VIEW DETAILS in your carrier quote results.

 

Also with this release, EZLynx now displays the applied coverage limits during the quoting process for the individual carrier. Previously, users had to go to the carrier (or check Quote proposal for the individual carrier, if returned) to identify this information.

Retention Center – Change Reasons for Six Additional LOBs

A key feature of EZLynx Retention Center is the way it summarizes premium-bearing changes between the insured’s current policy and the carrier’s renewal offer. These Change Reasons save hours of time previously spent by agency staff manually comparing dec pages.

We’ve now added these Change Reasons for six new LOBs:

  • Commercial Auto
  • Dwelling Fire
  • Personal Inland Marine
  • Boat
  • Motorcycle
  • Recreational Vehicle

 

For more information on any of these exciting new features, please visit the EZLynx Solution Center.


Save Time Processing Endorsements with Automatic Change Request Confirmation

 

The EZLynx philosophy is simple: Find places where agencies are spending too much time accomplishing a task, and then develop a way for software to give that time back.

Automatic Change Request Confirmation is the latest feature to deliver on this promise. EZLynx believes that agencies spend too much time processing endorsement requests. Yes, endorsement requests are important, but the larger your agency grows, the more time-consuming and costly this activity becomes. Between gathering information from your customers about the request, documenting and sending them to the carrier, receiving the policy change download and communicating back to customers, agencies are spending a tremendous amount of time and money.

On the front end, EZLynx Client Center already provides insureds with an easy, online way to submit policy change requests any time of day or night. Now, Automatic Change Request Confirmation focuses on reducing the time and effort spent on the final steps in the process.

 

 

How does it work?

Automatic Change Request Confirmation automatically compares downloaded policy changes against the change requests, as entered, to confirm their accuracy. If everything matches, it automatically confirms the change request for you and closes it out.

If the system detects discrepancies between the policy change processed by the carrier and the changes originally requested, the feature automatically generates a task in EZLynx, alerting you that the policy needs a closer review.

 

 

Either way, your staff spends less time reviewing and completing endorsement requests!

Automatic Change Request Confirmation is priceless when it comes to change management with commercial policies, where even the tiniest mistake can be costly.

A feature like this one also holds particular value for agencies experiencing growth and looking to scale their operation accordingly. When software automates repetitive, resource-consuming tasks, the entire staff is freed up to accomplish more. One agency who participated in the beta phase for this feature was able to cut down its endorsement processing time by 45%! With such a substantial portion of their change requests now being confirmed automatically, agents were able to refocus their time on revenue-generating activities.

Because Automatic Change Request Confirmation further streamlines the overall endorsement process, clients also reap the benefit of a smoother, more timely experience with your agency.

The four key pillars of improving agency Productivity, Serviceability, Scalability, and Profitability are at the core of EZLynx. These pillars shape the way we innovate and drive us to improve the businesses and lives of our customers. When we simplify the complex change request process—one area of focus at a time—we help agencies like yours accomplish more, faster.

 


EZLynx Announces Device Insurance Quoting via Partnership with Cell Brokerage

LEWISVILLE, TX – EZLynx, a leading software solution for independent insurance agencies,  is excited to announce its partnership with Cell Brokerage to offer GRIP device insurance. The partnership will deliver EZLynx customers access to device insurance directly inside the Rating Engine. 

“Cell Brokerage is excited about the strategic partnership with EZLynx,” said Steve Thompson, President of Cell Brokerage. “This integration allows us to bring device insurance to the forefront of agencies with just a few clicks. Agencies can now offer GRIP device Insurance to their customers and insure up to 10 devices under one policy.”  

GRIP device insurance is the gold standard of mobile device coverage, providing device insurance for the modern world with many options from which customers can choose. GRIP offers plans that can fit any customer’s unique needs and budgets, making it an excellent addition to round out agent’s accounts. 

GRIP by Cell Brokerage is the latest addition to the EZLynx Connect platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. The EZLynx open framework allows carriers and vendors to work side-by-side with EZLynx technologists to innovate and integrate solutions to better the agency workflow. To learn more about the integration with GRIP by Cell Brokerage visit: https://www.ezlynx.com/vendors/grip.html

“In today’s digital world, device insurance is a natural product addition for any agent.  The amount of people relying on their devices has increased dramatically over the last year and this is a perfect way for agents to help their customers protect them, right from within EZLynx,” said Kevin Coplin, EZLynx director of carrier relations. “We continue to add more ways for agents to insure and service their customers through EZLynx Connect.” 


EZLynx Partners with FIRST Insurance Funding to Provide Premium Financing Solution within the Agency Management System

Premium Financing Now Integrated within EZLynx’s Commercial Submission Process

EZLynx, a leading software solution for independent insurance agencies and an Applied company, is proud to announce that it has partnered with FIRST Insurance Funding to provide a streamlined premium financing solution within EZLynx Management System.

“We’re excited to partner with EZLynx to offer agencies a seamless, secure and simple premium finance solution,” said FIRST Insurance Funding Regional President Justin Berry. “The combination of efficient technology utilization for agents and cash flow options for insureds is key in our ever-changing environment.”

FIRST Insurance Funding is the largest premium finance company in North America, with more than 35 years of experience. In that time, they have earned a reputation for superior service, innovation and flexibility.

Covering the costs of large up-front insurance premiums can be a challenge—one that impacts both agent and insureds. This announcement represents a key competitive advantage for EZLynx customers in the growing commercial insurance marketspace. Because this solution is available directly within the agency management system, agents can provide immediate premium financing options to their customers. Premium financing creates flexibility and improves cash flow for insureds, which can often be the determining factor to winning the business.

Available through EZLynx Submission Center, this integration will:

  • Retrieve a financing quote in real time
  • Write the financing option into the agent’s proposal
  • Create a Premium Finance Agreement (PFA), ready for signature

FIRST Insurance Funding is the latest addition to the EZLynx Connect platform. EZLynx Connect provides agencies with access to a powerful marketplace of industry-leading integrations and cross-selling opportunities.

“Agents love that premium financing is now integrated within their management system,” said EZLynx Product Manager Michael Rabinowitz. “They experience premium financing options for

their clients as a natural part the submission process, without ever having to exit or switch between software.”

For more information about this integration please visit: https://www.ezlynx.com/vendors/first-insurance-funding.html


What’s New in EZLynx 21.0

The EZLynx April 2021 release is now available! Here are some of the highlights:

New Rating Workflow for Automation Center

We’ve added a new Successful Quote Submission workflow to EZLynx Automation Center.

This brand-new trigger automates sending emails to the applicants when a comparative rating quote is completed. The email includes carrier and premium options from the quote results, as well as details for your choice of Full Pay, Monthly or EFT payments (using Email Personalization Tags). You can also customize the overall message of the email template, to best suit the situation.

Use cases for this automated communication include:

  • Proactively reaching out to clients at renewal time
  • Instant follow-up when running quotes over the phone

Agencies can refine the Trigger by applying Filters like Channel, Resubmission, Package, or Premium. This gives agents the flexibility to automate these quote results emails only for specific scenarios.

Side-By-Side View of Drivers and Vehicles in Rating Engine

For users who prefer the classic vertical view for drivers and vehicles in EZLynx Auto Rating, you now have that option in your user settings.

Access your user Account Settings under your user initials (in a circle) in the top-right corner of the screen. Under Preferences, find the Rating – Drivers/Vehicles section and select the Side by Side option.

Tablet users will likely prefer to continue using the Stacked (horizontal) view.

EZLynx Connect Marketplace Has a New Look and Feel

With the continued growth of EZLynx Connect, it was time to revisit the way agents discover and enable these integrations.

With this redesign, we have updated the Marketplace home page, improved navigation, and made the integration detail pages easier to read.

Here’s how:

  1. We’ve made Integration Cards more front-and-center in the marketplace. The newest and most widely used integrations are now immediately visible. You can always expand any of the categories to see the complete list.
  2. Added search functionality makes it easier to discover new integrations. You can search for integrations by name or description. We have also added Tags. Tags are short, searchable descriptions relating to an integration’s functionality or status. Find Tag buttons located to the right of the search bar.
  3. On the Integration Detail Pages, we’ve improved the layout to highlight the benefit of each integration for your agency.

We’ve also added the most commonly used menu items to the EZLynx Connect Marketplace icon on the Main left-hand menu bar. So, navigating the marketplace is more straightforward from the start.

Exciting developments all around!

Client Center Adds New Cross-Selling Opportunities

We continue to expand the value of EZLynx Client Center. With this release, we’ve added even more cross-selling opportunities.

There’s a new “Products and services chosen for you!” button on the home screen. From there, these cross-sell products are displayed to your customers on the Policies page.

New additions from the EZLynx Connect Marketplace include:

  • ADT Home Alarm Systems (Secure24 Alarms)
  • Flood Insurance (Flood Risk Solutions)

To enable either of these or the Life Insurance (BackNine) integration that was already available, search for them using the new Self Service Tag in the EZLynx Connect Marketplace. From there, activate the vendor, and these cross-selling opportunities will begin appearing for your customers in the Client Center portal.

Email Personalization Tag for Your Agency Logo

We’ve added a new section in the Email Campaigns settings page, called Agency Logo. With this implementation, agents can now include their branding in the Email Templates and Email Designs via super-efficient Tags.

Found under Email Campaigns >> Settings >> General Preferences, this section gives the Main Org Admin the ability to:

  • Add your Agency Logo
  • Share your Agency Logo with other users and branches

Branch Admins will have the ability to change the Agency Logo shared by the Main Org, but this capability will not be available at the user level.

Updates to EZLynx Zapier App

Zapier connects your agency management system to thousands of apps and programs, making integrations and automations hassle-free with platform partners. With this release, we have some exciting updates to announce.

First, we’ve added support for Documents—both inbound and outbound.

Inbound, the Create Document action can be used to load supported document types from external systems into EZLynx. The following document types are supported:

  • Microsoft Word (.doc, .docx)
  • Microsoft Excel (.xls, .xlsx)
  • Text (.txt)
  • Standard image files (.png, .jpg, .jpeg)
  • PDF (.pdf)

Outbound, we’ve added triggers for when a document is created or edited in EZLynx. (For security, the document itself is not included in the outbound data.)

Next, we’ve added some additional fields. To the Create Personal Applicant Action, we’ve added Lead Source, Co-Applicant and Opportunity. To the Create Commercial Applicant Action, we’ve added Lead Source and Opportunity.

We’ve also added some highly-requested fields to outbound triggers:

  • Assigned Agent Full Name has been added to the New and Modified Personal Applicant and New and Modified Commercial Applicant triggers.
  • Producer has been added to the New and Modified Opportunity triggers.

 

For more information on any of these exciting new features, please visit the EZLynx Solution Center.

 


EZLynx Announces Partnership with SALT 

EZLynx Announces Partnership with SALT 
New integration provides an easier way to quote insurance  

 

LEWISVILLE, TX – EZLynx is pleased to announce its partnership with SALT. This exciting addition to EZLynx Connect will help agents speed up the quoting process and make more money with less effort. 

“We’re excited to partner with SALT on this offering for our agents,” said Derek Armentrout, product manager for EZLynx Connect. “Giving the customers the option to kick off the quote process online is key to customer engagement and lead capture, and SALT makes this easy.” 

SALT’s online digital application solution features custom, easy-to-use data capture forms for customers. The solution also provides coverage recommendations and data exports, including submission statistics to allow agents to focus on what they do best, closing the deal.  

“SALT’s integration with EZLynx’s industry-leading rater is a huge leap forward for insurance agents and their quoting process. We’re so excited to see agents take advantage of this opportunity,” said Jonathan Simmons, co-founder and CEO of SALT.  

The addition of SALT to EZLynx Connect means agencies can now give online insurance shoppers the option to initiate the quoting process themselves, directly from the agency’s website. Implementing SALT’s digital application allows agencies to get rid of the paperwork, the tedious back and forth with potential customers, and “leads” that were never going to pan out in the first place. 

SALT is for insurance agents who like saving their best impression for the most important conversation – closing the deal. Simply put, SALT is for closers. For more information about this integration please visit: https://www.ezlynx.com/vendors/salt.html 


How to Put EZLynx Connect to Work for Your Agency

There’s been a lot of excitement around EZLynx Connect recently! So, we thought this would be a great time to explain more about how to make these integrations a part of your agency’s workflows.

EZLynx Connect is a curated marketplace of third-party products and services, and each of them integrates seamlessly with the EZLynx ONE PLATFORM. These connections to tailored, industry-leading solutions are there to help your agency be more successful.

Integrations include turnkey cross-selling opportunities, online payment processing, tools to up your sales game, and innovative ways to connect more meaningfully with clients and prospects alike. Let’s talk about how to put them to work for you.

(You can find and activate these integrations in the EZLynx Connect Marketplace. To access the EZLynx Connect Marketplace, look for the plug-shaped icon on the left navigation bar of your EZLynx software.)

 

Cross-Selling with Every Home & Auto Quote

There are several cross-selling opportunities available directly within EZLynx Rating Engine. These third-party offerings appear during the normal course of quoting Home & Auto, in a space we refer to as the Rating Shelf.

Not only is there no charge for adding these integrations, they make you money!

 

 

When quoting Home & Auto, you’re already working to help customers protect what’s important to them. So, Life and Flood should be natural conversations to have. Life Insurance appears as a “teaser” quote to present to the customer, based on the data already entered in EZLynx. Get life insurance quotes from the industry’s top carriers in seconds and easily complete the entire application process online—while you have the client on the phone.

The Flood Insurance option provides Flood Zone information for the customer’s address automatically. This should serve as a solid conversation starter. You’ll have access to primary and excess markets from select insurance carriers across the country. Again, complete the entire application process online, while you have the client on the phone.

The option to cross-sell ADT Home Alarm Systems is even simpler. Just qualify and submit a lead, and the authorized third-party dealer takes care of the rest. When the sale closes, you receive a commission.

Payment Processing

Our partnership with Clearent provides a simple way for agents to collect electronic payments from their clients. Our best advice? Start promoting that online payment processing is now available, and your clients will start using it!

And it couldn’t be simpler to get the word out. When a payment is due, just send an email or text to the insured, complete with a link to make that payment in EZLynx Client Center.

During the sales or renewal process, providing an online payment link is also a super convenient way to drive the deal to a close.

Your clients will really appreciate the ability to make payments from anywhere—day or night. (Remote, contactless payments are where it’s at.)

If your agency prefers to pass along the credit card processing fees to the insured, Clearent makes that straightforward, as well.

Interactive Proposals

Create proposals that your customers will love! That’s where our integration with Neoteric Agent comes in.

Your proposals shouldn’t just sell the carrier—they should sell your agency. The modern business landscape is virtual and interactive. So, represent your agency with proposals that are highly engaging and visually stunning.

Proposals sent through Neoteric Agent allow customers to watch personalized videos, review multiple options for easy comparison, ask questions, and even notify you that they are ready to move forward.

Of course, data from EZLynx Rating Engine feeds directly to Neoteric Agent’s proposal software.

Appointment Scheduling

Tired of playing phone tag? How about back-and-forth emails, just trying to set up a time to talk?

The Calendly integration is simple, but that’s what makes it so elegant. With Calendly, clients can schedule a time to meet with you directly from the EZLynx Client Center portal. The “Schedule Appointment” button is prominent on the home menu—just press it!

Calendly automatically links up with your current calendar, and displays your availability based on a combination of existing appointments and established rules.

As a modern agent, you want to drive traffic to your agency’s online customer portal (EZLynx Client Center), and Calendly helps you do that. While in the portal, customers also get exposed to cross-sell opportunities and online payment processing. As they become accustomed to using the tool, they learn the value-add of having your agency at their fingertips, 24/7.

Because your agency’s unique Client Center link can be added to email signatures, your customers will always know their agent is just a click away.

Zapier

Before wrapping up, it’s important to touch on Zapier. When we were putting together our strategy for the EZLynx Connect Marketplace, partnering with a platform like Zapier just made sense. Zapier allows agents to connect EZLynx Management System to 2,000+ apps and programs. So, it’s easy to see the value of this global tie-in to so many hassle-free integrations and automations.

Popular web apps can share data seamlessly with a few clicks, passing information between workflows with ease. This is a perfect solution to automate the communication between EZLynx and your other web-based systems. To get started with Zapier, visit here.

EZLynx Connect Makes Your Agency Better

If you’re not already putting EZLynx Connect to work for your agency, what are you waiting for? These solutions represent innovation, competitive advantage, productivity gains and a stronger bottom line.

To learn more about these (and many more) seamless integrations to the EZLynx ONE PLATFORM, visit the EZLynx Connect webpage.

We’ve also made the activation process simple. Just visit the EZLynx Connect Marketplace (again, look for the plug-shaped icon on the left side of your EZLynx software) and follow the instructions for that vendor.

And there’s plenty more where that came from! We have a full slate of integrations on the way in 2021. Keep checking the EZLynx Connect Marketplace for more solutions as they become available.


How Agents Should Observe National Car Insurance Day

National Car Insurance Day is the perfect time to check in on your customers and ensure they are getting the best premiums along with the coverages they need. As you know, many people will purchase insurance and let the policies autorenew without shopping 

Touchpoints with your customers are a great time to build a relationship. When you know your customers and their needs you can help to better serve them. Everyone wants an insurance agent that they know is looking out for them! 

While you have your customer’s attention, this is also a great excuse to see if your insureds may be looking for other lines of insurance. If you already have them talking on the phone, your chances of making a crosssell are higher! 

Here are a few quick ideas on how to engage with your customers and take advantage of this great holiday reminder! 

Email Campaign – Send your clients a notice and a quick note about their policies and remind them you are here to help them if they would like to explore their options and coverages. 

Social Media Post  Create a simple post that will help remind your connections on social about their car insurance, something most people purchase and forget.  

Blog – Time to let your writer side shine! There are a lot of scary statistics out there about accidents and this is a great time to educate your customers on the importance of car insurance and how important the right coverages are. 

You like to do the best you can for your customers and we at EZLynx like to be sure you have all the tools to do it effectively. From our #1 comparative rater, to our innovative agency management system, we give agents everything they need to accomplish more, faster. 

Keep an eye out for more helpful posts like this one and as always, an EZLynx employee is always happy to assist you with any questions. We hope to hear from you soon and have a wonderful National Car Insurance Day!