Applied Systems on the Most Awarded Companies List in the 2022 Best in Biz Awards®

Company honored with six awards for its innovative technology and excellence in the workplace

University Park, IL. – Dec. 7, 2022 – Applied Systems today announced that the company was recognized in the 12th Annual Best in Biz Awards, the only independent business awards program judged each year by prominent editors and reporters from top-tier publications in North America. Applied won awards in six categories which placed it on the prestigious ‘Most Awarded Companies’ list:

  • Applied Analytics won Gold in Best New Version of the Year
  • Indio won Silver in Most Innovative Product of the Year – SMB
  • Applied Systems won Bronze in Company of the Year – Large
  • Ask Kodiak won Bronze in Most Innovative Product of the Year – Enterprise
  • EZLynx won Bronze in Most Innovative Product of the Year – SMB
  • Applied Epic Benefits for Salesforce won Bronze in Enterprise Product of the Year – Sales Software

The 12th annual program saw fierce competition among more than 700 entries from public and private companies of all sizes and representing all industries and regions in the U.S. and Canada. This year’s judging panel included, among others, writers from AdWeek, Computerworld, Forbes, The Globe & Mail, Inc., The Oregonian and Portland Tribune. The judges determined the best of the best from among the hundreds of competitive entries and highlighted Applied Systems’ visionary leadership, organizational performance, and innovative strides in the development and use of new technologies in the insurance industry.

“It is an honor to not only receive these awards but also be recognized as one of the most awarded companies in the 12th Annual Best in Biz Awards,” said Taylor Rhodes, chief executive officer, Applied Systems. “These awards demonstrate Applied’s commitment to our people to be a great place to work and to our customers to be their indispensable partner by delivering innovative solutions that help them win and retain more business so they grow more profitably.”


Teagle Insurance Agency Transforms Renewal Process with EZLynx Technology

Agency implements EZLynx technology to automate renewal processes, improving efficiency and customer loyalty

LEWISVILLE, TX– November 10, 2022 – EZLynx, an Applied company, today announced that Teagle Insurance Agency will leverage EZLynx Management System, specifically Retention Center, to automate, proactively communicate, and better manage the agency’s renewal process on a single interface, improving customer loyalty and team productivity.

“Our agency celebrated 30 years of serving clients this year and we do not want to get complacent, so we recognize we need to evolve from our manual renewal process that has potential for human error and could disrupt service for our customers,” said Sydney Early, vice president, Teagle Insurance Agency. “Incorporating EZLynx and Retention Center will streamline our agency’s retention process through a single interface to keep one view of our customers while minimizing the individual, one-off paper process so staff can focus time on where it matters most – sales and service. Overall, I believe our employees will be happier, our clients are going to be happier and EZLynx is truly going to change every piece of our business.”

EZLynx is for comparative rating, agency management and automation, commercial submissions, retention tools, consumer quoting, email marketing, text messaging, online client self-servicing, and so much more. The system maximizes agencies’ potential by increasing their ability to retain current customers while acquiring new business. By providing a central location, EZLynx enables agents to generate and store quotes, policies and documents, as well as easily remarket with up-to-date information that is synced from agents’ daily policy downloads. Through advanced automation and the ability to seamlessly connect to insurers and insureds, agents using EZLynx improve productivity, simplify management, optimize serviceability and increase profitability.

“Maximizing retention is one of the most effective ways for an agency to increase its overall productivity and customers using our patented product, Retention Center, average 8 points higher policy in force retention than their counterparts. The ability to harness technology to automate, conduct and manage a proactive renewal process is crucial for success,” said Brenna Johnson, vice president of product management, EZLynx. “EZLynx will allow Teagle Insurance Agency to automate their business with an all-in-one agency management system, prioritizing retention and creating efficiency for all stakeholders so they can reinforce their value as a trusted advisor and future-proof their business for tomorrow.”


EZLynx Announces New Innovation Across Product Portfolio

EZLynx unveils new Performance Goals module and other innovations across the platform at Applied Net 2022

LEWISVILLE, TX. – September 29, 2022 – EZLynx®, an Applied company, today announced increased investment and innovation across its EZLynx product portfolio at Applied Net 2022. The latest advancements in the EZLynx portfolio will enable agencies to accelerate growth, stay competitive, prioritize retention, and streamline agency workflows to create simpler and more connected interactions with customers.

Notably, the latest release includes a new Performance Goals module for EZLynx Management System, which will enable agencies to better manage and grow their businesses by setting growth targets, measuring progress in visible ways, and tracking targets to completion. Performance Goals will provide the flexibility to set goals as absolute increases, percentage increases, or target numbers to be reached within three key areas of business: Policies in Force, Annualized Premium, and Written Premium. It will allow agencies to tailor their goals by the carrier, policy type, line of business, and state, better positioning agencies to monitor their progress and build their book of business.

Additional advancements to the EZLynx portfolio include:

  • Customer Feedback, Referrals, & Google Reviews: In EZLynx Client Center, agents can collect customer feedback directly within the customer portal, add customer referrals to the agency’s sales pipeline as leads, and provide easy access for clients to leave Google reviews on the agency’s Google Review page.
  • Automation of Invoices: Within EZLynx Automation Center, a new Invoice Created trigger automates the delivery of invoices and tasks to follow up.
  • Rating Broker Fees: In EZLynx Rating Engine, broker fees can be set up by carrier, state and line of business, and agents can enter a flat dollar amount or a percentage up to two decimal places, to display as a separate line item during the quoting process.
  • Submissions Center Automation: Two new triggers have been added called Commercial Submission Added and Commercial Submission Updates. These triggers automate regular agency activities, like schedule checklists, generating documents, and more, at these specific milestones along the commercial submission process.

 

“EZLynx is committed to investing in intelligent innovations that deliver enhanced value in the core of our platform through automation and connectivity,” said Brenna Johnson, vice president of product management, EZLynx. “EZLynx is excited to also foray into data analytics with more visibility and tracking into business performance goals than ever, helping agencies plan for scalable growth one milestone at a time.”

 


Metzger Platinum Insurance Selects EZLynx to Standardize Business Operations

Growing insurance agency leverages EZLynx technology to unify agency operations and provide insight into customer information across all locations

UNIVERSITY PARK, Ill. – September 21, 2022 – EZLynx, an Applied company, today announced that Metzger Platinum Insurance has selected EZLynx to be the technology foundation of its personal and commercial lines business. EZLynx will enable Metzger Platinum Insurance to standardize its operational processes and data on a single platform, allowing staff to easily view and act upon business and client information across locations.

“As a growing agency, we recognize that using multiple, disparate systems within our different locations hinders our team from easily accessing client information and interrupts workflows,” said Lindsey Metzger, founder, Metzger Platinum Insurance. “EZLynx will simplify our processes across all agency roles within one standardized system, bridging our data together so we can see all our customer information and interactions in one place.”

EZLynx is for comparative rating, agency management and automation, commercial submissions, retention tools, consumer quoting, email marketing, text messaging, online client self-servicing, and so much more. The system maximizes agencies’ potential by increasing their ability to retain current customers while acquiring new business. By providing a central location, EZLynx enables agents to generate and store quotes, policies and documents, as well as easily remarket with up-to-date information that is synced from agents’ daily policy downloads. Through advanced automation and the ability to seamlessly connect to insurers and insureds, agents using EZLynx improve productivity, simplify management, optimize serviceability, and increase profitability.

“To be competitive, growing agencies need a single application that can manage its entire book of business and synchronize business operations,” said Brenna Johnson, vice president of product management, EZLynx. “EZLynx will allow the team at Metzger Platinum Insurance to eliminate the overhead of multiple applications and allow them to focus on the business of selling insurance with a single view into their book of business.”


What’s New in EZLynx 22.1

The EZLynx April 2022 release is now available! Here are some of the highlights:

Automation Center Adds Support for EZLynx Submission Center

The power of automation has arrived for EZLynx Submission Center! Users of Automation Center will find that a new Submission Center category has been added to the list of over 20 available workflows. There are two new triggers under this category, Commercial Submission Added and Commercial Submission Updates. Each provides the ability to automate regular agency activities at these specific milestones along the commercial submission process. Automated workflows make for faster, more efficient submissions and help your staff remain focused on the next steps to winning.

Policy Audit and Reinstatement Workflows Added to Automation Center

Triggers for Policy Audit and Policy Reinstatement have been added to EZLynx Automation Center. These new workflows, found under the Management System category, empower your agency to automate activities around these milestones in the life of your clients’ policies.

These workflows work for both downloaded and manual policies, and they can be set up to automatically take the following actions when triggered:

  • Create Note/Task
  • Send Email
  • Create Folders
  • Send Text Message
  • Generate Agency Documents
  • Generate Client Documents

Improvements to Application and Policy Data Entry

We’ve made enhancements to several policy and application screens.

  • Small Farm and Ranch screens have been updated for a more intuitive flow as you enter data and navigate between the different tabs.
  • Personal Lines Package Policy and Bundled Application screens have been improved to provide single policy entry of insured information, underwriting, and additional interests. (Essentially, we’ve taken the common framework that already existed for commercial lines of business and extended them to personal lines, as well.) This not only reduces the amount of time it takes to create a Personal Package, but it also reduces the duplicate data your agency needs to enter and manage.
  • For Bonds Miscellaneous, we’ve created an entry screen for a line of business that didn’t previously feature entry screen support. This enhancement makes it easier to work with this line of business in bundled policy applications, and it also facilitates more robust policy information when servicing the client. Whether adding a policy or creating an application, you will now be able to enter relevant insurable interests information, including sections for: Liability, Property, Item/Schedule, and General Remarks/Notes.

Rating Broker Fee

In EZLynx Rating Engine, we’ve added support for the management of broker fees. Broker fees can be set up by carrier, state and line of business, and you may enter a flat dollar amount or a percentage up to two decimal places. Once set up, these broker fees will display as a separate line item during the quoting process.

This new feature is key in several states, including agencies writing business in California.

To set up broker fees for your agency, admins can enable from the new Broker Fee tab under any Rating carrier’s Settings.
NOTE: This feature is currently available for Retail agencies, only.

Rating Engine Updates

We’ve made some state-specific updates to Rating Engine, including:

  • Massachusetts agents now have the ability to access the Massachusetts Registry of Motor Vehicles (RMV) database to look up driver incidents (violations, accidents, and comp losses) and import them into EZLynx at no additional cost!
  • In certain cases, new Virginia state laws will require double the new state minimums for Auto applicants with alcohol-related offenses. We’ve added $60,000/$120,000 options for Bodily Injury and Uninsured/Underinsured Motorist coverages, as well as $40,000 for Property Damage and Uninsured Property Damage on the Coverage screen.

Client Center Expands Commercial Schedule Change Requests

Last year, we introduced the ability for your commercial auto insureds to request changes to their driver schedules through EZLynx Client Center. This gave clients an easy, online way to submit these change requests at their own convenience. It was a real game-changer, because it meant no additional data entry on the agency’s part! With this release, we’re expanding commercial policy change request capabilities with the addition of several more schedules and LOBs:

  • Vehicle – Commercial Auto
  • Lien Holder – Commercial Auto, BOP, General Liability
  • Additional Insured – Commercial Auto, Garage and Dealers, General Liability, BOP, Commercial Umbrella
  • Mortgagee – BOP, Commercial Property

 

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


What’s New in EZLynx 21.3

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

Automation Center Enhancements for IVANS eDocs and Messages

In EZLynx Automation Center, the Carrier Notification Received trigger has been expanded to include tailored workflows for the full range of carrier message types. Each carrier message contains handling information that can automatically drive activities within your agency. Where policies are at risk, you can immediately intercede and work with the customer to resolve outstanding issues.

For the Carrier Notification Received workflow, Message Type has been added as a filtering parameter. These message types include:

  • Notice of Final Cancellation
  • Payment Overdue
  • Rescission Notice
  • Non-Payment Pending Cancellation
  • Electronic Memo
  • Non-Renewal Notice
  • Policy Change (Travelers only)

Automation Center Adds Policy Renewal Workflow

A new Policy Renewal workflow has been added to EZLynx Automation Center. When a policy is renewed, your agency can now automate actions like:

  • Email or text the client
  • Generate and share important documents
  • Create notes or tasks for your agency to follow up
  • Create folders within EZLynx Management System

As you would expect, you can filter this workflow based on various parameters within the context of the policy or applicant/insured.

This new trigger can be found under the Management System section in the Workflow Editor screen.

Additional Lines Added for Edit Downloads Feature

EZLynx means smarter downloads, because our process goes out of its way not to override existing manually entered data. You can also supplement information in policy downloads sent from the carrier. In a Commercial Auto policy, for example, users can fill in missing information for vehicles, drivers, coverages, additional interests, and more. This feature allows agencies to take complete control of their policy data.

Previously, the Edit Downloads feature was only available for commercial downloads. Now, we’ve extended this feature to personal lines, as well!

The following LOBs have  been added for Edit Downloads:

  • Personal Auto
  • Homeowners
  • Dwelling Fire
  • Personal Umbrella
  • Personal Inland Marine
  • Flood
  • Watercraft (small boat)

Rating Engine Updates

Several carrier-specific questions have now become part of the default EZLynx Rating Engine questions for the Home LOB. These moves improve accuracy and reduce the overall number of company-specific questions. Questions include:

  • Number of Full Baths (added into MSB Lookup)
  • Number of Half Baths (added into MSB Lookup)
  • Occupancy Type
  • Dwelling Usage field updated (Unoccupied and Vacant moved to new Occupancy Type field)
  • Sinkhole Collapse (moved to regular Endorsements section)

We also have some state-specific updates with this release, to reflect changes to state law.

  • Virginia — Bodily Injury, Uninsured Motorist, Underinsured Motorist Minimum Limits increased to 30/60
  • Nevada — Dog Breed question removed
  • New Jersey — Additional “Not Specified” Gender option added

Option to Cancel Pending Bulk Re-Assignment Jobs

Previously, if your agency needed to cancel a pending Bulk Re-Assignment Job, you needed to contact EZLynx Support. You now have the in-product option to cancel those queued requests yourself.

NOTE: You are only able to cancel jobs that have not yet started processing. In general, Bulk Re-Assignment jobs start processing by 5PM CT.

Additional LOBs for Commercial Package Policies

When creating a Commercial Package Policy, you now have two additional LOBs to choose from:

  • Excess Liability
  • Professional Liability

Retention Center – Change Reasons for 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.

In this release, we added Change Reasons for the following LOBs:

  • Business Owner’s Policy
  • Commercial Inland Marine
  • Crime
  • Commercial Umbrella
  • Excess Liability

In total, we added the Change Reasons feature for 20 new LOBs in 2021!

 

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


What’s New in EZLynx 21.2

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

And be sure to take a closer look at several features in this month’s episode of EZLynx LIVE.

 

Additional Access to Your EZLynx Connect Integrations

With this release, we’ve added the ability for you to access cross-selling EZLynx Connect integrations directly from the Applicant screen. Along the left side of the page, there is a new button called “View Integrations”. This button allows you to cross-sell things like Flood Insurance and ADT Home Alarm Systems anytime–not just when you have them on the line for a Home or Auto quote.

Previously, you needed to access these cross-selling opportunities from the Quote Results page.

Automation Center Adds Document Generation

With this latest enhancement to EZLynx Automation Center, your agency can now automate the generation of important client documents. Examples include proof of insurance, questionnaires, and best practice lists to share with clients.

These two new workflow triggers are called:

  • Generate Agency Documents
  • Generate Client Documents

For both workflows, users can search and select from a list of ACORD forms and a list of Agency Forms. Agency Documents are stored to the Applicant record. Client Documents are likewise stored to the Applicant record, but they are also automatically sent to the insured via EZLynx Client Center.

Example Use Case: When a new Commercial Trucking policy goes into effect, a “Best Practices” document, including driver hiring and onboarding tips, is automatically shared with the insured through your Client Center portal.

Automated document generation not only saves your agency time and money, but it also works to keep your clients more timely informed.

Chat Support Now Available Through the Help Widget

The Help Widget is the in-product tool that lets you access product Help and Information without ever leaving EZLynx. Just look for the “Question Mark” icon in the top-right of the application.

In addition to 500+ articles, the Help Widget now offers live chat with the EZLynx Support Team. This feature is designed to help you get answers to your questions without slowing down your daily workflow, and it can often mean resolving your situation without having to create a ticket.

Client Center Now Supports Commercial Driver Schedule Changes

EZLynx Client Center provides insureds with an easy, online way to submit policy change requests any time of day or night. With this release, we’ve added the ability to request driver schedule changes for commercial auto policies.

Specific actions include:

  • Add Drivers
  • Edit Drivers
  • Delete Drivers
  • Make a General Request

Your clients will appreciate this new, convenient way to manage their commercial driver details.

Authenticator App Support for MFA

We have added third-party authentication support to the list of Multi-Factor Authentication (MFA) options. Now you have even greater flexibility when deciding which MFA method works best for you and your agency.

You will need to ensure that you have installed an authenticator application on your mobile device. Our top recommended authenticators are:

  • Microsoft Authenticator
  • Google Authenticator
  • Authy
  • Okta

Retention Center – Change Reasons for Nine 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.

In the July release, we added Change Reasons for six new LOBs. Now, we’ve added nine more:

  • General Liability
  • Commercial Property
  • Workers Compensation
  • Business Owner’s Liability
  • Commercial Property
  • Business Owner’s Property
  • Flood
  • Mobile Home
  • Earthquake

EZLynx Agency Workspace

You can now interact with the Agency Workspace and the rest of the EZLynx application simultaneously. This means Agency Workspace will maintain its state while you work within other EZLynx pages. This enhancement is great for when you’re working in Agency Workspace, get interrupted, and want to be able to leave it open to come back and finish later.

We’ve also added a new Reload icon. You no longer need to close/reopen the Agency Workspace or do a full-page browser refresh to reload the Agency Workspace.

Improved Application and Policy Entry Workflows

Professional Liability policy entry screens have been updated to provide a more logical flow when entering data and navigating between the different tabs.

  • Within the Underwriting tab, we’ve made it simpler to find the relevant underwriting section. Just click on the expander to view the questions/information for that section.
  • The Policy Contacts – Policy Contacts section has been moved to the Additional Interest/Policy Contacts tab.

Underwriting Messaging Enhancements

EZLynx Underwriting Messaging allows member agencies to submit quotes to the Market Access Provider (MAP) for review, and the MAP Underwriter in turn binds the policy with the carrier. This release includes enhancements to streamline that MAP Underwriter review.

We’ve added multi-select filters for State, LOB and Carrier. These new multi-select filters make it easier for both member agencies and the MAP Underwriter to find specific requests for review and next actions.

Additionally, the default view has been updated to help users sort, prioritize and filter the order of requests by Type and/or Status. By default, this view will not display closed/completed/cancelled requests, so you can focus on the requests that matter most at the time.

Zapier Integration Enhancements

Zapier enables connections to thousands of apps and programs, so you can share EZLynx data with the other software you use. With this release, we’ve made the following updates to the EZLynx Zapier app, available in the Zapier marketplace:

  • Notes – Outbound Trigger When Note Is Created
  • Notes – Inbound Action to Create Note
  • Commercial Applicant Search – Inbound Action
  • Personal Applicant Search – Inbound Action
  • Applicant (Commercial) Update – Inbound Action
  • Applicant (Personal) Update – Inbound Action

 

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


EZLynx and Onust partnership to drive growth in agency revenue with new subscription-based vehicle service contracts and innovative driver solutions.

LEWISVILLE, TX – EZLynx has partnered with Onust, a technology-based platform which enables independent agents to offer a monthly vehicle service contract for mechanical breakdown to their insureds. This unique offering provides affordability, flexibility, and protection from the ever-increasing rise in cost of vehicle repairs.

This partnership provides agents the opportunity to offer coverage and increase revenue to their agencies directly within the EZLynx Connect rating engine. By offering this service within the software agents use every day, they can increase their bottom line, and give clients the holistic and comprehensive auto-insurance shopping experience they desire.

“EZLynx is excited for our partnership with Onust. Offering a monthly vehicle service contract is a natural add-on product for our agents to offer while quoting their customer’s auto coverage. Onust’s subscription model is unique in the marketplace, and our agent’s customers get so much more than just a vehicle service contract, due to all of the additional benefits they offer,” said Kevin Coplin, EZLynx director of strategic partnerships.

Vehicle service contracts can be costly, generally only available at point of purchase within auto dealership retailers, and difficult for insureds to understand. Onust has simplified the product offering with comprehensive coverage while enabling an affordable monthly subscription. This frictionless method to present, sell, and manage vehicle service contracts allows agents to maximize their profitability while customers only pay for the services they choose, with the freedom to cancel their subscription at any time.

A key differentiator of Onust is their subscriber nurturing model that focuses on ensuring agent and customers have the best experience – pre, during, and post-subscription sign-up. The nurturing model is centered around Onust’s Member Advocacy Center (MAC) – the concierge type service that assists both the agents and subscribers in handling inquiries from new and existing subscribers.  Once the agent initiates the referral from EZLynx Connect, a MAC team member would be able to take the hand-off and correspond with a prospective subscriber with minimal involvement from the agent.

“Consumers today are being inundated by direct marketers that do not have your insureds best interest in mind. These are transactional business models that are marketing to your clients on a daily basis. Onust believes that independent agents are best served with a relational, long-term product experience that puts clients first throughout their entire subscription” said CEO of Onust, Glen Tuscan.

To learn more about the unique and innovative services offered by Onust and about the EZLynx integration, please visit www.EZLynx.com/connect.html.


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.