EZLynx Partners with Netstar, Inc. Telecom Navigators to Provide Complimentary Internet Service Provider and Telecom Services

Now agents can easily get the telecom and technology solutions they’ve been dreaming of

Through EZLynx’s partnership with Netstar Inc. independent insurance agents can easily access a free consultative service designed to procure the best voice, internet, cloud and security services for their businesses.

Netstar, Inc. is a leading telecom and cloud solutions expert with more than 20 years of experience helping organizations find the best IT strategies to allow their businesses to effectively communicate with their clients. As a trusted advisor, Netstar gives thousands of customers peace of mind by cutting through the confusion of the communications industry and ensuring that they receive the best value for a complete and unified communications solution.

Insurance agents’ number one goal for their communications services is to provide stellar service to their customers. With Netstar’s help, agents will find the perfect phone system, one that will function the same at home as it does in the office and is capable of effectively handling their call capacity and load leveling.

“Just as insurance agents find coverages that best protect their customers’ interests, Netstar discovers the perfect package of communications services that enable businesses to run smoothly and efficiently,” said Tony Cheng, Principal Partner at Netstar.

“EZLynx’s goal is to provide services to meet Agency IT Operations while enabling them to focus on increasing market share and running their book of business better,” said Srinivas Vaddi, EZLynx product manager.

Netstar, Inc. 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 framework has been opened and carrier and vendors have been invited to work side-by-side with EZLynx’s technologists to innovate and integrate solutions to better the agency workflow.


EZLynx Partners with Clearent to Offer Secure Online Payment Processing for Independent Insurance Agencies and Their Clients

New integration answers the call for remote, contactless payment method.

EZLynx is proud to announce that it has partnered with Clearent to offer secure online payment processing for independent insurance agencies. Insureds can remit payments via credit card or eCheck easily and securely within EZLynx Client Center.

This new integration provides a simple way for agents to collect electronic payments from their clients. With current restrictions on travel and face-to-face meetings, providing a remote, contactless form of payment is particularly important. This added functionality to EZLynx Client Center eliminates the need for clients to visit the agent’s office or provide their credit card information over the phone. Electronic payment is also a safer, more efficient alternative to paper checks.

“Especially now, insureds need online options for the payment process, both paying from home and deferring payments,” said EZLynx Product Manager Derek Armentrout. “Our partnership with Clearent makes it simple for agents to provide these alternatives.”

The industry trend toward customer self-service has never been more pressing, and the addition of payment processing to the EZLynx ONE PLATFORM answers this call.

“It is imperative that insurance customers have the ability to make payments with flexibility. That’s why we are excited to announce our partnership with EZLynx,” said Clearent Vice President of Partner Solutions Doug Bernier. “Through a single integration, EZLynx’s customers will be able to safely and securely take payments online right within the EZLynx platform.”

Clearent 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. We’ve opened the EZLynx framework and invited carriers and vendors to work side-by-side with our technologists to innovate and integrate solutions to better the agency workflow. More information about this exciting new integration can be found here.


What’s New in EZLynx 20.2

The EZLynx June 2020 release will go live on 6/26. Below you can find some of the highlights. Be sure to join us on Thursday, June 25 at 12:00 PM Central Time for our next episode of EZLynx Live, where we will be showcasing these exciting enhancements!

Payment Processing Through Client Center

Your clients can now make electronic payments by credit card or eCheck via EZLynx Client Center. You will also be able to track payment history and view tasks generated through payments.

EZLynx has partnered with Clearent for this highly demanded feature.

Steps to enable payment processing through EZLynx:

  1. Set up your merchant account with Clearent. Start the process at https://www.ezlynx.com/vendors/ezlynx-vendors-clearent.html
  2. Inside EZLynx, navigate to the EZLynx Connect Marketplace. Click on the “Payment Connector” card to find and activate the Clearent integration.

Calendly Integration with Client Center

With EZLynx Client Center, online customer self-service is available to your clients 24/7. But some situations require more traditional, direct communication between agent and insureds. That’s where Calendly comes in.

Calendly is a 3rd-party application that can be added from the EZLynx Connect Marketplace. Calendly helps schedule meetings without the dreaded back and forth of emails and phone tag.

Once your agency has activated the Calendly integration for Client Center, your customers will begin seeing the link to schedule an appointment.

New Automation Center Workflow for Carrier eDocs

We’ve added a new workflow to EZLynx Automation Center, which triggers when carrier eDocs are received. This powerful automation notifies insureds, provides access to the incoming carrier documents, and creates Notes/Tasks for the agency.

By eliminating the need to share documents with clients manually, time is saved for both agents and insureds. Clients are notified immediately by email, along with a secure link to view the documents in EZLynx Client Center.

Carrier eDocs include Declaration Pages, Policy Documents, Notices of Final Cancellation, Non-Payment Pending Cancellations, Non-Renewal Notices, Payments Overdue and Reinstatement Notices. Filters can be set to tailor your agency’s actions to the types of carrier eDocs being received.

This feature is available only for agencies who have upgraded to EZLynx 5.

Rating Engine Updates

The Rating Engine is receiving updates for three states, in-line with the upcoming state regulations.

Michigan (Auto Coverages, Effective July 2):

  • The new state minimum for auto liability coverage is being updated to 50/100/10.
  • Per new state regulations, 20/40, 25/25, 25/50, 50/50 and 55 CSL will no longer be supported for the Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs.
  • “PIP Limit” and “Excess Attendant Care” fields have been added to State Specific coverages. (Excess Attendant Care will be enabled if PIP limit has values other than Unlimited or No Coverage.)

Arizona (Auto Coverages, Effective July 1):

  • The new state minimum for auto liability coverage is being updated to 25/50/15.
  • Per new state regulations, 15/30 and 25/25 will no longer be supported for the Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs.
  • 10,000 will no longer be supported for general coverage Property Damage for Auto quotes.

Virginia (Addition to Gender Field):

  • Not Specified has been added as a third option under Gender.

These Rating Engine updates will also apply to Consumer Quoting, Web Services, and Client Center. (For Client Center, only Gender changes are available).

EZLynx 5 Applicant/Co-Applicant Switch (Beta)

The ability to swap the Applicant and Co-Applicant with a single click is almost here!

Reentering data in order to quote the same household under a different applicant can be needlessly time consuming. Soon, you will have a way to quickly switch the primary applicant information with the co-applicant directly on the quote results page and get a new quote. This new feature is entering a small closed beta, before being available exclusively in EZLynx 5.

Watch for an announcement of the general availability of this function in an upcoming issue of NewsLynx.

 

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


EZLynx Introduces Integration with Secure24 Alarms for ADT Home Alarm Systems

EZLynx is proud to announce its partnership with Secure24 Alarms for ADT Home Alarm Systems. Now agents can easily cross-sell home security to interested shoppers from within the EZLynx Rating Engine and earn commissions.

This new integration acts as a lead generator for clients interested in learning about ADT Home Alarm Systems. Secure24 Alarms 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.

The entire process is kicked off with a single button press. During the normal quoting process, agents will find ADT Home Alarm Systems conveniently located within the “ADD VALUE TO YOUR QUOTE” section of EZLynx Rating Engine.

“Shopping for insurance or purchasing a new home is a likely time for homeowners to reconsider their security options,” said EZLynx Director of Strategic Partnerships Kevin Coplin. “Insurance agencies are looking for ways to introduce additional revenue streams with their existing client base. ADT Home Alarm Systems is a great way to do this, and our partnership with Secure24 Alarms makes the process about as simple and seamless as it can be.”

“Secure24 Alarms is truly excited to be partnered with EZLynx,” said Secure24 Alarms Chief Marketing Officer AJ Vogler. “Our strategic partnership creates additional value for policy holders, agents, EZLynx and Secure24. Allowing agents to seamlessly refer clients to exclusive security packages from the leading home security company in the world while creating an additional revenue stream for agents is a win-win in our book. The push-button referral process will make this very simple.”

Secure24 Alarms 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. We’ve opened the EZLynx framework and invited carriers and vendors to work side-by-side with our technologists to innovate and integrate solutions to better the agency workflow.


What’s New in EZLynx 20.1

The EZLynx May 2020 release will go live on 5/29. Here are some highlights:

Client Center Enhancements

EZLynx Client Center has been updated in several ways, with a focus on making customer self-service easier and more convenient.

There are two new ways to promote Client Center to your clients.

  • Initiate a Client Center Email Campaign with a single click. The campaign will automatically apply a Client Center template to the email, containing a link for customers to access your Client Center portal. Agents will be able to set scheduling parameters for the email campaign.
  • Provide a link to Client Center as a personalization Tag within an email. This option inserts your agency’s Client Center portal URL into any email campaign template. We recommend adding it to your email signature on all campaign templates. This will help your customers conveniently access Client Center.

When you remind insureds that online customer self-service is available 24/7, everyone wins!

We’ve also enhanced the client experience with a new interface and simplified workflows. Insureds and prospects will immediately notice the improvement. From the landing page, Quick Menu options will direct them to the most used features. And the associated pages have been enhanced for more straightforward usability.

  • The Policies page has a streamlined look and feel. Insureds can easily identify the policy they are looking for and understand their policy coverages and limits.
  • The Documents page displays more pertinent information for the client, making file sharing even easier.
  • It’s never been easier for customers to submit Policy Change Requests for their personal and commercial lines policies. The change request options are clearly highlighted, saving them a phone call to your agency.
  • The Certificates generation workflow is now even smarter. These new changes encourage your insureds to generate certificates themselves, instead of always requesting them from your agency.

Life Insurance Quotes Now Available Through Client Center

Your clients can now obtain Life Insurance quotes through EZLynx Client Center. This latest development is an extension of our partnership with BackNine Insurance, made possible through the new EZLynx Connect program.

Many of you are already enjoying access to Life Insurance rates through the Quote Results page in EZLynx 5. Now, we’ve added the option for your clients to proactively request a quote through the Client Center portal.

Clients will be asked a series of questions from BackNine. The system will return a list of monthly term life premiums, based on the insured’s health. BackNine will also communicate the lead to your agency, so you can follow up with the prospect.

To take advantage of this new cross-selling feature, enable BackNine integration from Connect Market Place. You will be asked to enter your National Producer Number (NPN) to verify your credentials with BackNine Insurance. Once an Assigned Agent has enabled BackNine Insurance, their customers will begin seeing this new quote feature as they log in to Client Center.

Secure24 – ADT Home Alarm Integration

EZLynx is proud to announce this new integration with Secure24 Alarms. Agents now have the opportunity to cross-sell home alarm systems to interested shoppers. This integration acts as a lead generator to Secure24 Alarms, who will then contact the insured regarding their interest in home alarm systems.

There is no cost to the agent for this integration. If a lead you provide results in a sale, you will be paid a commission.

This feature is the latest addition to the EZLynx Connect program. It is currently available only within EZLynx 5.

EZLynx Virtual Agent (Eva)

Welcome “Eva” to your agency staff!

EZLynx Virtual Agent leverages machine learning and natural language processing to make your agency smarter, faster and more capable for customer response.

Eva works in conjunction with EZLynx Text Messaging to answer simple customer requests and create follow-up tasks for your agency. Eva monitors your incoming text messages for the types of customer requests she’s been designed to perform. When she’s capable of providing assistance, she responds to the customer.

Today, Eva can provide insureds with their Auto ID Card, as well as help with Coverage, Vehicle, or Driver Information. If your agency has EZLynx Client Center, she will direct them to the portal for faster customer service.

We are continuously working to improve the quality of Eva’s responses. To better help her learn what agents need, we are offering Eva free to anyone with EZLynx Texting through the end of the year. Put Eva to work for your agency and its clients today!

Admins can enable Eva from the Communication Center menu.

Zapier Integration Now Available

We are pleased to announce that the EZLynx Sales Center Zapier Integration is now Generally Available. This integration makes it possible to automate applicants in EZLynx from 2,000+ apps.

We’ve also made a few enhancements from the previous Beta version. These enhancements include additional Outbound Trigger Fields, additional Inbound Action Fields, and a new Birthday Field Definition for Outbound Triggers.

There is also a new enablement process. You will no longer need an App Secret to start setting up a Zap. Instead, all you need is your EZLynx username and password to connect.

This integration requires either Sales Center or a license to the Sales Center API. Contact your EZLynx Sales Representative for more information.

NOTE: Because of significant updates to the Zapier app, it is not possible to automatically migrate existing Zaps to the new version. If you currently have running Zaps, you will need to recreate them with the new version within the next three months.

 

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


EZLynx Client Center: Foster Happier and More Profitable Customers

We are making some big improvements to EZLynx Client Center. Client Center has long been a staple of the EZLynx ONE PLATFORM. The portal provides the online customer experience insurance shoppers have grown to expect from their agent. Insureds can access policies, submit change requests, view their ID Cards and generate certificates from anywhere—even on the side of the road.

With the release this month we will make some key enhancements to the product, with a focus on making customer self-service easier and more convenient. We also made the product even more profitable for your agency. We have enhanced the product in three key areas:

  1. Life Insurance Quoting
  2. Promoting Client Center to Customers
  3. Updated Client Experience

Life Insurance Quoting

As agencies look for ways to expand sales opportunities with their existing customer base, Life Insurance should be an obvious choice. EZLynx Client Center now makes the process straightforward and at the customer’s convenience.

Many of you are already enjoying access to Life Insurance rates through the Quote Results page in EZLynx 5. Now, we’ve added the option for your clients to proactively request a quote through the Client Center portal. This feature works in both EZLynx 4 and EZLynx 5.

This latest development is an extension of our partnership with BackNine Insurance, made possible through the new EZLynx Connect program.

This process works from any internet-enabled device. Clients will be asked a series of questions from BackNine. The system will return a list of monthly term life premiums, based on the insured’s health. BackNine will communicate the lead to your agency, so you can follow up with the prospect.

To take advantage of this new cross-selling feature, enable BackNine integration from Connect Market Place. You will be asked to enter your National Producer Number (NPN) to verify your credentials with BackNine Insurance. Once an Assigned Agent has enabled BackNine Insurance, their customers will begin seeing this new quote feature as they log in to Client Center.

Promoting Client Center to Customers

When you remind insureds that online customer self-service is available 24/7, everyone wins! That’s why we have added two new ways for you to promote Client Center and its use.

  • Client Center Email Campaign.
    From EZLynx account overview section, agencies can quickly initiate a Client Center email campaign with a single click. The campaign will automatically apply a Client Center template to the email, containing a link for customers to access your Client Center portal.These emails can engage insureds and prospects at any stage of customer life cycle.

If your agency has been upgraded to EZLynx 5, you will also see the new Client Center Email Campaign icon.

  • Provide a link to Client Center as a personalization Tag within an email.
    You can also provide a link to Client Center with a personalization Tag. This option inserts your agency’s Client Center portal URL into any email campaign template.

Updated Client Experience

We’ve also enhanced the client experience with a new interface and simplified workflows. Insureds and prospects will immediately notice the improvement. From the landing page, Quick Menu options will direct them to the most used features. And the associated pages have been enhanced for more straightforward usability.

The Policies page has a streamlined look and feel.

The Documents page displays more pertinent information for the client, making file sharing even easier.

It’s never been easier for customers to submit Policy Change Requests for their personal and commercial line policies. The change request options are clearly highlighted, saving them a phone call to your agency.

The Certificates generation workflow is now even smarter. Because certificates are perhaps the most time-consuming and costly activity imposed on agencies, these new changes encourage your insureds to generate certificates themselves, instead of always requesting them from your agency.

Additional Resources

These are just the latest updates to what was already a powerful tool. We understand how important online customer service is in today’s climate, and we want your agency to exceed your clients’ expectations.

EZLynx Client Center gives your customers access to important self-servicing functions 24/7:

  • Client-Generated Proof of Insurance ID Cards
  • Policy Change Requests, with activity notifications sent directly to agents
  • Secure two-way document sharing with insureds and prospects
  • Clients can view policy details and coverages

To learn more about EZLynx Client Center, please visit these resources:

Client Center 101
Client Center User Manual
Client Center Best Practices
Client Center – Digital 24/7 Self-Servicing During COVID-19


Why EZLynx 5?

We strive to look beyond the status quo to see the bigger picture and create new, innovative solutions. This principle is so important that it is one of our core values at EZLynx – THINK. In the office, we see it each day on the wall, and even working from home, this value drives our passion, creativity, and desire to bring value to our customers every day.  It has been a force for change at the company since the original EZLynx Rating Engine pioneered the concept of real-time rating, and EZLynx 5 is another step forward in our evolution.

As more information runs within our platform, the underlying technology that supports it must scale too. This technology needs to be updated to keep up with the rapid pace at which EZLynx continues to become more powerful and useful to our agents. Our priority is your success. This is the primary driver for EZLynx 5, and with it comes more ways we can help your agency improve productivity, profitability, serviceability, and scalability – the four pillars of our product philosophy.

Our world is changing, and we’ve watched two major trends emerge: an increased use of mobile (tablets and phones) and a driving need for automation. EZLynx 5 was built with these things in mind, and it can provide additional value to your agency through powerful automation features, enhanced mobile support, and new third-party integrations.

Prospects expect agents to produce an accurate quote at any time or place. In order to get a quote on a mobile device, we needed to streamline the application process by intelligently answering the carrier specific questions needed to get a rate while also simplifying the interface. Leveraging the massive volume of data flowing through our platform (half of the quotes in the country), EZLynx 5 is able to intelligently prefill many of these questions based on your agency’s location.

We know that agents who choose EZLynx are forward-thinking, resourceful, and ready to embrace the advantages these evolutions in automation and artificial intelligence can bring.  Particularly in challenging times, customer retention becomes paramount, and EZLynx 5 builds on top of our existing retention and communication tools with new automation features.

We dreamed of a way for agencies to easily add value to every quote and every policy that flows through our platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform, and this new architecture has been built into EZLynx 5 from the ground up. We’ve opened the EZLynx framework and invited carriers and vendors to work side-by-side with our technologists to innovate and integrate solutions to improve your workflow. EZLynx Connect will allow us to seamlessly exchange data with third party vendors and allow for complete automation.

We realize changing something that you use and depend on every day can be frustrating, but “we cannot become what we want by remaining what we are.”  This is the same with technology and software. For it to evolve, to become more powerful, and more innovative the technology must change. At times, we’ve had missteps, but we know that, as with innovations before, we will get it right in the end. There is a vital need to adopt new technological advantages, yet the insurance industry is often slow to embrace these changes. Our goal is to change the industry for the better. We want to build products that aid in your success, and while there is not a perfect path to that vision, we believe that EZLynx 5 is the first step.


EZLynx Announces Full Functionality For Its New Analytics and Reporting Platform

EZLynx is pleased to announce the transition to the new EZLynx Reporting & Analytics platform is complete; full functionality will be available to all customers as it is rolled out in the coming weeks.

This is a great step forward in an ongoing effort to bring agencies state-of-the-art reporting and reporting technologies. Users can obtain crucial agency insights easier and faster than ever before. The EZLynx Reporting and Analytics platform enables independent insurance agencies to effectively leverage their data for greater agency growth, service, and profitability.

Features include:

  • Powerful export options make sharing specific reports with other users throughout an organization possible
  • Pixel-perfect reports
  • The ability to schedule the automatic delivery of users’ most-used reports directly to their inbox
  • Interactive charts for in-depth evaluation of important KPIs
  • Revamped Agency Pulse report for agency owners, featuring valuable trend analysis and peer benchmark data

“The Reporting & Analytics team hears our customers’ voices and we are excited to continue to bring new reporting features that will help agencies meet their goals.” said EZLynx Product Manager, Aaron Rainey.

To ensure a smooth transition, EZLynx users will still have access to the legacy platform for a limited time.


What’s New in EZLynx 20.0

The EZLynx April 2020 release is now available! Here are some highlights of the release:

New! Carrier eDocuments

EZLynx Carrier Messaging is expanding to include eDocuments (eDocs). This new feature promotes better and faster communication between agents, carriers and insureds. It will also streamline your carrier connections and provide your agency access to the most accurate policy documents throughout the insurance life cycle.

  • Supports eDocs and Messages coming through IVANS
  • Automatic Carrier eDocument association to customer accounts and policies
  • Secure transfer of documents such as declaration pages, ID Cards, payment overdue notices, and more through Client Center
  • Full tracking of all policy documents sent directly from the carrier

If your agency is not already set up to receive eDocs and Messages, please reach out to carriers to enable this capability.

Improved Application and Policy Entry Workflows

EZLynx has made enhancements to policy and application screens for many commercial lines of business in the management system. The screens provide a more logical flow to enter data and navigate between different tabs in the screens.

The following LOBs have been updated with a new look and feel:

  • Employment Practices Liability
  • Workers Compensation
  • Commercial Umbrella & Excess Liability
  • Commercial Property
  • Errors & Omissions
  • Directors & Officers
  • Equipment Breakdown
  • Cyber Liability
  • General Liability
  • Commercial Auto
  • Crime
  • Commercial Inland Marine

Transition to New Reporting & Analytics Platform

We are excited to report that the transition to the new Reporting & Analytics platform has been completed! Look for this latest update to roll out to your agency in the coming weeks.

For those of you who have been enjoying the new platform since its initial release, full functionality is now available.

With this latest release:

  • Save the filters on any new report for easy access later
  • Share specific reports with other users in your organization
  • Schedule the automatic delivery of your most used reports directly to your Inbox

Other highlights of the new EZLynx Reporting & Analytics include:

  • Interactive charts
  • Significant speed enhancements
  • Additional export options, including Excel, PDF, CSV, and XML
  • Pixel-perfect reporting capabilities
  • Revamped Agency Pulse report, featuring trend analysis and peer benchmark data

When your agency switches over, you will immediately notice your Reports defaulting to the new version.

NOTE: Users will still have access to both the new and the legacy platforms for a limited time. For instructions on porting any saved or scheduled reports over to the new platform, click here.

 

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


Did you know about the Paycheck Protection Program?

This is a time of uncertainty for all US businesses, including EZLynxWe wanted to reach out to our customers to let you know there may be federal funds available to help you.

$350 billion dollars in loans have been allocated to small businesses like your agency to help you pay your employees and cover other expenses.  

The loan program is called the Paycheck Protection Program. The program will be administered through the Small Business Administration and your bank may be participatingMany of these loans could be forgiven if you meet the program qualifications.

If your business is struggling, we encourage you to take a look at the details of this program. You may qualify for over 2 times your previous year’s monthly average salary to cover payroll expenses, up to $100K per employee per yearIn addition to payroll expenses, some funds may be available to also help with rent, health premiums, and other benefits. 

You can review the conditions and qualifications of the Paycheck Protection Program on the sba.gov website. Be sure to reach out to your local bank to see if they are participating.

EZLynx will continue to look for any new information that might help our agents. We will all get through this together.