Put Carrier eDocs to Work for Your Agency

Because carrier eDocs typically download to the agency prior to reaching insureds, they serve two important purposes:

  1. Keeping your agency informed
  2. Providing the opportunity to be proactive with clients

If you’re not already familiar with Carrier eDocuments (eDocs), they refer to the electronic transfer of documents from a carrier to the insurance agency’s management system. They can include Declaration Pages, Policy Documents, Notices of Final Cancellation, Non-Payment Pending Cancellations, Non-Renewal Notices, Payments Overdue and Reinstatement Notices.

EZLynx handles carrier eDocs by automatically attaching them to client and policy records, providing a real-time notification, and making it easier for you to locate and share them with insureds.

Regardless of how your management system intakes carrier eDocs, be sure your agency is making the most of them.

For updated Declaration Pages, the course of action is typically straightforward. You want to be the one to share that information with the client. Assuming no issues, your goal is to reinforce your relationship as their single point of contact.

For events that jeopardize the policy (and your book of business), a more action-oriented response is required. Because the matter is time critical, you’ll want to reach out to the client immediately. If the notice is payment-related, the client may have been expecting it… but maybe not. Either way, you’ll want to close the loop on how they plan to address the situation.

For Non-Renewal Notices, your client is going to need somewhere else to place that risk.

Above all, send the clear message that you are there to help. Your agency will be in the best position to keep the client’s business.

Does the client already have a plan…Great, how can you assist?
Does the client need a plan…
Get involved and help them understand their options.

How Modern Agencies are Handling Carrier eDocs

Agency Automation and Customer Portals are two ways modern agencies are upping their game even further.

Agency Automation

Carrier eDocs is an area where agency automation really shines! Software can be leveraged to:

  • Automatically route eDocs to the correct agent/CSR
  • Automatically notify the insured

Automation offloads tasks that software can perform faster and more dependably. Insureds receive time-critical information immediately, including the incoming carrier document and suggested next steps.

Automation tools can also trigger internal workflows for your agency (think “best practices”).

Customer Portals

Customer portals provide 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.

Carrier notifications are a perfect fit.

Customer portals are available 24/7, and they provide an added layer of security that everyone will appreciate.

More and more clients are preferring this type of online communication, so there’s never been a better time to launch these capabilities within your agency.

In Summary

If your agency management system can receive carrier eDocs, make sure you’re set up and actively downloading them. Then, double-check that you have the workflows in place to take full advantage.

Carrier eDocs represent opportunities to serve and retain the client. And when a modern, immediate touch is required, software automation and online customer self-service can be counted on for a frictionless customer experience.


Frequently Asked Questions About the Applied Systems Acquisition of EZLynx

Q: What are the details of today’s announcement?

A: Applied Systems has entered into a definitive agreement to acquire EZLynx. This transaction will bring together Applied Systems, a leading global provider of insurance software, with EZLynx, a pioneer in real-time comparative rating and one of the fastest growing agency management systems. This complementary acquisition will expand Applied’s portfolio of agency management system and rating technologies to support automation for agencies of all sizes while also increasing connectivity across the distribution channel to create greater value for all stakeholders.

Q: Why did Applied acquire EZLynx? How will this benefit the insurance industry?

A:  Start-up and smaller, fast-growing independent insurance agencies are on the rise, with the high regeneration factor of new agencies creating a growing segment of the marketplace that can benefit from investment in technology and automation. This segment has historically been a small portion of Applied’s overall business for which our digital solutions typically exceed their current needs. Additionally, agencies and insurers are investing in technologies that lower cycle time and reduce costs on low-margin transactions, increasing the appetite for greater connectivity to automate these processes.

Applied’s acquisition of EZLynx will expand agency choice of management systems that provide the capabilities to support their unique business model needs. Additionally, Applied will integrate EZLynx’s industry-leading real-time comparative personal lines rating technology with Applied’s portfolio of products, including Applied Epic, creating a “better together” user experience between the applications while giving agencies even greater access to personal lines products. Over time, the combined companies will evaluate opportunities to integrate Applied’s extended digital agency solutions with EZLynx’s agency management system to create greater automation and connectivity for the smaller, fast-growing, personal lines-focused agency segment that values all-in-one technology solutions.

Additionally, EZLynx’s people have a strong track record of customer loyalty, product and cultural innovation and an ability to leverage global engineering capabilities, all of which will support Applied’s innovation mission.

Q: How will this benefit EZLynx and Applied Systems customers?

A:  EZLynx’s customers and partners will experience no impact to their primary services, support, and sales contacts. We believe the combination of Applied and EZLynx will provide significant benefits and greater choice to both companies’ customers, partners, and other stakeholders in the industry. Applied is committed to investing behind the combined teams to drive continued product innovation and deliver the highest level of value to our customers and partners. Our customers will greatly benefit from expanded choice of management system technology and tighter integration of EZLynx’s personal lines real-time comparative rating technology and Applied’s digital agency solution.

Applied will continue to support and grow EZLynx’s relationship with Market Access Providers/Aggregators and integration with non-Applied broker management solutions in the marketplace.

 

You can read the full press release here.


Applied Systems to Acquire EZLynx

Strategic acquisition to expand portfolio of agency management and rating technologies, driving greater automation and connectivity for agencies of all sizes

University Park, Ill. Jan. 14, 2021 – Applied Systems (“Applied”) today announced that it has entered into a definitive agreement to acquire EZLynx, a pioneer in real-time comparative rating and one of the fastest growing agency management systems in the U.S. This complementary acquisition will expand Applied’s portfolio of agency management and rating technologies to drive automation for agencies large to small while also increasing connectivity across the distribution channel to create greater value for all stakeholders.

“Start-up and fast-growing independent insurance agencies are on the rise, creating a growing segment of the marketplace looking for automation and technology choice,” said Taylor Rhodes, CEO at Applied Systems. “Applied’s investment in EZLynx further demonstrates our commitment to providing technology choice for agencies of all sizes and increasing automation and connectivity between agencies and insurers to create a more valuable digital distribution channel.”

Applied’s acquisition of EZLynx will expand agency choice of management systems that support their unique business model needs and deliver new innovation to enhance EZLynx’s notable portfolio of products. Additionally, Applied will integrate EZLynx’s industry-leading real-time comparative personal lines rating technology with Applied’s portfolio of products, including Applied Epic, creating a “better together” user experience between the applications while giving agencies even greater access to personal lines products. This tight integration will allow agencies to maintain a single view of customers and prospects while eliminating time spent managing multiple data points across disparate systems, creating greater productivity, simpler workflows, and added value.

“EZLynx has always been devoted to solving the insurance agent’s most pressing problems and providing user-friendly software that can be used by anyone, anywhere, anytime,” said Nag Rao, CEO and co-founder of EZLynx. “This acquisition will provide our customers and employees access to new innovation and resources, allowing us to grow EZLynx’s capabilities more effectively for the benefit of all stakeholders of the insurance lifecycle.”

Hellman & Friedman, a preeminent global private equity firm with a distinctive focus on investing in high-quality growth businesses with a long-term approach, has been Applied’s majority shareholder since 2014, alongside minority shareholders Stone Point Capital, JMI Equity, and CapitalG.

Nomura Securities has provided committed financing to support the acquisition.

For more information on this acquisition, please click here.

 

# # #

 

About Applied Systems

Applied Systems is a leading global provider of cloud-based software that powers the business of insurance. Recognized as a pioneer in insurance automation and the innovation leader, Applied is one of the world’s largest provider of agency and brokerage management systems, serving customers throughout the United States, Canada, the Republic of Ireland, and the United Kingdom. By automating the insurance lifecycle, Applied’s people and products enable millions of people around the world to safeguard and protect what matters most.

About EZLynx

EZLynx pioneered personal lines real-time comparative rating, enabling agents to generate quotes from multiple insurance carriers with a single data entry point. Today, over 20,000 agencies rely on EZLynx to provide more than eight million home, auto, and package rating transactions every month.  EZLynx has also expanded beyond personal lines comparative rating by creating innovative software solutions that transform every facet of agency life, including agency management, client self-servicing, sales pipeline management, marketing and communications, accounting, eSignature, and more, all available on a unified, one platform solution.


3 Key Areas Where Digital Habits Are Here to Stay

Last year brought about many changes to the way people connect. With face-to-face interactions suddenly off the table, we all looked for ways to go about our lives more remotely. The Internet was everywhere, but it wasn’t commonplace for folks to rely on it for… well, just about everything.

As shoppers sought online alternatives, those companies with strong digital footprints found themselves at a distinct advantage. What had previously been viewed as innovation, was suddenly table stakes.

As a result, new habits were formed, and we all enter 2021 with a completely revamped set of expectations. That’s across all industries, including insurance.

Are you prepared to meet customer expectations in the new year? Here are three areas worthy of strong consideration.

Your Website is Your Agency

If you haven’t already, you must stop thinking of your website as your agency’s online image and start thinking of it as your agency. (Because it is.)

If your website doesn’t provide a true online shopping experience 24/7, prospects are likely to move along to the next Google result down the list that does.

Visitors are there because they need to buy insurance, so that’s exactly what your website needs to deliver:

  • Explain your insurance offerings
  • Demonstrate what sets your agency apart
  • Guide them through their options
  • Provide the means to “Get a quote instantly”

We live in a world that no longer differentiates a business from its website. Make sure your agency—and not just some information about it—truly exists online.

Online Customer Self-Service

Successful companies are upping the customer experience. And among shoppers’ ever-growing list of expectations, not having to wait is near the top.

Online customer self-service satisfies the customer immediately, any time of the day or night. Even during normal business hours, customers have been found to prefer the online option. It just feels more convenient. (Because it is.)

With a customer portal, insureds can access policies, submit change requests, view their ID Cards, and generate certificates from anywhere—even on the side of the road.

If your agency doesn’t already have a customer portal, what are you waiting for?

If you do have a customer portal, make sure you’re promoting its use to all your clients. Even better, have a plan to expand its functionality in 2021.

Social Selling

When 2020 began, people were already living their lives in front of their computers, phones, and tablets. Now, more people are living even more of their lives in front of them.

Social media is a huge component of this trend, but how does your agency capitalize?

Social Selling refers to leveraging social platforms to find, interact, learn about, and build relationships with your pool of prospects. There’s both an art and a practice to Social Selling, so it’s fortunate that there are countless resources available online to help. Depending on your appetite, there are also firms that specialize in delivering these types of results.

It’s about networking and increasing your visibility with your target audience online. By putting yourself out there and becoming a part of the conversation, you establish yourself as an option when the time comes to buy.

Be willing to add value to people’s lives in ways that don’t involve a commission. That engagement today will plant the seed for sales tomorrow.

Final Thoughts

While we’re all eager to put 2020 in our rear-view mirror, many of our shifted buying habits are here to stay.

With so many customer touchpoints now digital, it’s more important than ever that we leverage them to the fullest.

  • Automated touchpoints can still feel personal.
  • Digital touchpoints should amplify your agency’s value, not diminish it.
  • Find opportunities to inform your clients about new offerings.
  • When you look to round out your clients, lead with concrete benefits and how they might be missing out.
  • No matter how noisy the world gets, if you deliver value, it will be consumed.

Customers crave digital convenience, easy access, and speed. In 2021, choose to make these ideals—and the platforms that deliver them—a core ingredient of your value proposition.


What’s New in EZLynx 20.4

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

Vonage Integration

Experience seamless integration between your agency management software and your phone system.

In September, we announced our partnership with Vonage to integrate unified communications and programmable voice capabilities into EZLynx Management System. This integration is now generally available to all new and existing Vonage customers.

With Vonage, EZLynx customers have the ability to collaborate more efficiently, stay connected and create richer customer experiences through live interactive voice and video sessions—from anywhere, on a single platform.

This integration provides :

  • Customer Profiles — A window automatically opens to an Account Overview when an incoming phone number matches an applicant in EZLynx.
  • Click to Dial — Make calls easily from EZLynx. Areas include the Account Overview page, the Carrier Directory, Sales Center, Communication Center, and many more. Phone numbers appear as hyperlinks.
  • Call Logging — When an incoming or outgoing call is completed, EZLynx will automatically create a note on the Activities page. You can add additional notes to the discussion, documenting the contents of the call.
  • Sent and Received — The Sent and Received page in Communication Center is expanded to include voice calls. Incoming and outgoing voice calls will display, along with current text messages.

Vonage is the latest addition to the EZLynx Connect platform.

Visit our Vonage partner page to get started.

Commercial Edit Downloads

EZLynx already had smarter Commercial Downloads, because our process goes out of its way to not override existing manually entered data. Now, we’ve added the option to edit your agency’s Commercial Downloads, as well.

With Commercial Edit Downloads, your agency can 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 new feature allows agencies to take complete control of their policy data and make information complete.

Please note: Users cannot change the information downloaded by the carrier, but are instead able to add to it (unpopulated fields) through the entry screens.

For subsequent downloaded transactions, EZLynx will:

  • Automatically sync this user-added information
  • Maintain each version of the edited policy as a history
  • Provide the option to restore a version at any point in time

This feature is available for the following lines of business: Commercial Auto, Commercial Property, General Liability, Business Owners Policy, Commercial Umbrella, Homeowners, Dwelling Fire, Personal Auto, Inland Marine, Workers Comp and Crime. When Edit is selected under Actions for a supported line of business, just like a manual policy, a new option to “Save & Continue Edit” appears.

This feature is now available for all EZLynx Management System (Level 3) customers.

Cross-Selling Personal Lines in Client Center

EZLynx Client Center has been evolving to become not just a robust self-servicing tool for insureds, but also a platform for exciting cross-sell opportunities.

The latest… Client Center now offers complementary personal lines products to insureds—automatically!

Insureds will be presented with the option to “Save By Bundling Your Policies Together” on their Policies page. When selected, users will be taken to a form to answer questions pertaining to the additional line of business. EZLynx will prefill the form with as much of the applicant’s existing data as possible. Once submitted, a task notification will be created for the agent in EZLynx, as will an application under the Applications section for the insured.

Insureds with an active Auto policy will see cross-sell options for Home, Renters, and Condo. Those with an active Home policy will see an Auto cross-sell option.

If the applicant has any difficultly completing the application, there is an option to click “Need Help?”.  Similarly, a task notification will appear for the assigned agent, along with an incomplete application in the insured’s Applications list.

Streamlined User Account Settings

Account Settings are new and improved!

For starters, users can access Account Settings under their username (user initials/circle in the top-right corner of the screen).

Once there, users will find their settings available under five categories: AccountPreferences, ACORD Forms, Email Signature and Security.

The “Security” tab is where users can set up their Two Step Verification for login.

By placing the most common Account Settings all in one place, we’ve made it fast and easy for users to manage their account profiles and preferences.

Consolidated Rating Questions

How would a 25% reduction in the number of questions required to get a quote sound? For most agents, that’s exactly what we’ve done.

We’ve added several new fields to our ratings screen, along with updating a few existing fields with new options. The result is that they no longer appear as additional carrier questions for each individual carrier. When you spend less time filling out information… you receive quotes faster.

Some examples include:

  • Foundation Type
  • Roof Design
  • Wind and Hurricane Deductibles for additional states
  • Vehicle Purchase Date
  • Number of Occupants

We’ve also improved the MSB Residential Pre-Fill and Reconstruction Cost tool. With this release, we’ve added/updated rating fields (and refined the way they map) to improve the accuracy of quotes.

Automation Center adds Expiring Policies Trigger

Agencies can now automate the workflow for expiring policies in Retention Center.

EZLynx Retention Center users have a new trigger available for Policy Added to the Expiration List. As the name suggests, this workflow will be triggered whenever a policy is added to the Expiration List in Retention Center.

Automation Center and Retention Center now work together to help agents manage the client retention process on auto-pilot mode.

Automation Center adds Client Center Link

Automation Center can help your agency increase adoption of EZLynx Client Center. We’ve added triggers for Applicant Created, New Customer and Additional Policy. You can now establish workflows so that when one of these events occurs, clients will be emailed automatically with a link to pertinent information within your agency’s customer portal.

An Applicant Created trigger will lead insureds to the Client Center homepage. New Customer and Additional Policy triggers will lead insureds to the appropriate Policy Summary page.

Improved Application and Policy Entry Workflows

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

  • Dwelling Fire
  • Inland Marine
  • Recreational Vehicle (RV)
  • Motorcycle

Entry screens have been updated to provide a more logical flow for how you enter data and navigate between different tabs in the screens. Users will find the improved user experience faster and more intuitive. Here are just a few examples:

For Dwelling Fire, you can now see all Locations in a single view.

The Inland Marine section has been reorganized to make it simpler to find the relevant underwriting section. Simply click on the expander and view the questions/information for that section.

We’ve reordered the Motorcycle & RV tabs to be the same as those in the Rating screens. This brings uniformity to the way data is entered both for the Rating and the Policy Entry Screens.

These updates will help agents enter data more quickly and accurately.

 

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


Top 10 Tips for Personal Lines Retention

It’s no secret that successful agencies make retention a priority. They know that keeping a customer is much more profitable than going out to find a new one.

Here are 10 helpful tips to keep your agency focused and winning at renewal time.

  1. Have a Retention process. 
    This one may seem obvious, but it really does start here.

    Repeatable success won’t happen without a plan. Document a process and embrace it the same way you would any critical procedure within your agency.

  2. Work your Retention process daily.
    Retention should be a daily habit. Each member of the team should have an assigned role and a list of goals to achieve each day.
  3. Be proactive, not reactive.
    Know what’s happening with your client’s policy before the carrier sends the renewal notice. Then, communicate (quickly).

    Once clients receive their new rates from the carrier, they’re already shopping (without you). That means you need to touch 100% of your clients before the carrier.

    To stay ahead of the game, make sure renewals are downloading to your agency management system.

  4. Know when a client is at risk.
    Renewing clients should be managed in two categories—those at risk and those that aren’t.  (This may seem easier said than done, but technology can really help out in this area.)

    You’re going to touch both groups, but prioritize the communication.

    For at-risk clients, you’ll want to evaluate their policy first. If you recognize their renewal is out of line with the market, communicate that. Let them know better options are available and reassure them that you’re already working on it.

    For clients in a better spot, you’ll want to communicate that you’ve proactively reviewed their renewal. All is in order and in line with the current market, but you’re available for any additional consultation.

  5. Be ready to explain why the client’s premium increased.
    An on-screen comparison of the current and renewing policies is the quickest way to accomplish this. If there is an obvious reason for the rate increase (new car, coverage changes, etc.), viewing them side-by-side will quickly discover it.
  6. Be ready to provide multiple quotes.
    Customers want to feel like they have explored their options. By providing multiple quotes, you’re easing their minds and making them feel better about doing business with you.
  7. Know when to remarket, and when to educate.
    As retention becomes a daily priority, your agency will gain a feel for when it is appropriate to remarket your insureds.

    What does the client value? How big was the impact of the state rate change? What’s happening in the carrier market, or with the product offering?

    Educate your clients on current market conditions so you remain their trusted advisor.

  8. Stay in touch… not just at renewal time.
    Having a regular communication cadence will keep you top of mind all year round. Find reasons to reach out and add value to your clients’ lives.

    Account reviews are great opportunities to re-evaluate clients’ needs and reinforce your value.

  9. Cross-selling keeps customers.
    Rounding out accounts is a sure-fire way to strengthen them for the long term. Is the client bundled for home and auto? Does your agency offer Life and Health?
  10. Be unique in your community.
    You know why customers trust you to insure their risks, so make sure that value comes through at renewal time.

    Do you give back to the community through charitable work or volunteerism? Do you serve a particular demographic? What types of online services do you provide? Do clients have access to their policies online 24/7?

    This is the time to promote your brand and show customers that you care.

Final Thoughts

Always remember, agency retention doesn’t happen by accident. It’s something you must work toward constantly to be successful. With the right plan and practices, retention can become the cornerstone of your business and its long-term growth.

If some of these best practices seem daunting, it may be because your agency isn’t using all the technology available today. EZLynx can help with that. From Rating Engine to Management System, Communication Center, and the patented Retention Center, EZLynx has the tools you need to intelligently streamline the entire customer renewal process.


The New Must: Online Customer Self-Service

EZLynx Client CenterThere was a time when “going digital” was a long-term goal for many independent insurance agencies. But as this pandemic continues, one thing becomes very clear: Digital is no longer optional.

But is your agency providing online customer self-service, or is this an area that is being overlooked?

Almost overnight, online customer self-service has become a must. And this trend is not temporary—customer expectations have been changed forever. Providing your clients with access to self-service options anytime, anywhere is an expectation your agency will need to continue to meet. If you don’t, your competition will.

Insurance shoppers have changed. They desire websites and apps they can interact with at their own convenience. Why? Because other industries have taught them to expect it. (No, it’s not just Millennials.)

The goal is to meet your customers where they are. And those customers are online, actively seeking ways to insert themselves into every possible aspect of their transactions – including customer service. Unless they feel the need to communicate with an agent directly, they would prefer not to.  It’s all about immediacy.

Insureds should be able to Download ID cards, view policy information, upload documents, check in on active claims, make payments, and submit changes to their policies. For commercial lines, policy holders expect to generate certificates, request changes to schedules, and provide the required (extensive) data for their applications when and how it’s most convenient for them.

You’ve worked so hard to attract and win modern insurance consumers, be sure to invest in the infrastructure required to retain them.

Here are some key takeaways for success:

  • Get started now. Customer expectations are only growing.
  • Commit to making online customer self-service a strength of your agency.
  • Don’t wait for the process to be perfect – it never will be. You have to start somewhere, and your clients will recognize you’re making moves in the right direction.
  • Technology is driving these demands, so choose solution(s) that can scale with you.
  • If you don’t deliver on the desired customer experience, someone else will.

As 2020 unfolded, EZLynx shifted its development priorities even more toward expanding agencies’ online self-servicing capabilities. EZLynx Client Center makes it possible for agencies of all sizes to deliver the customer portal experience their clients expect. Whether your book of business is mostly personal lines, commercial or somewhere in between, we have a solution that is simple to establish and easy to maintain.

Here are some links to more information:

EZLynx Client Center webpage

Agency Experience video


EZLynx Partners with Neoteric Agent to Revolutionize the Proposal Process

EZLynx 5 enabled agents can win more business by engaging clients with exciting proposals.

LEWISVILLE, TX (September 29, 2020) EZLynx’s partnership with Neoteric Agent allows agents to send state-of-the-art, interactive proposals to prospective clients from inside EZLynx 5 software, using data from the Rating Engine.

Neoteric Agent allows agents to create proposals that their customers will love while also saving them time and converting more sales. These highly engaging and visually stunning proposals are cloud-based, allowing them to be viewed on any device.

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

“Neoteric Agent really helps us close the loop on a superior experience for customers buying insurance”, said Derek Armentrout, product manager at EZLynx. “From quoting, to the proposal, to the decision to buy, Neoteric Agent and EZLynx make things easy for the agent.”

“In the past, Neoteric Agent users had to manually input data to create proposals,” said Grant Botma, founder of Neoteric Agent. “Now that data can be placed into a proposal automatically from the best personal lines rater in the industry – EZLynx!”

EZLynx 5 enabled users can access a free 30-day trial for Neoteric Agent through the Connect portal and learn more by visiting https://www.ezlynx.com.

Neoteric Agent 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 Announces Flood Insurance Quoting via Partnership with Flood Risk Solutions Inc

Agents can now easily quote flood insurance directly from EZLynx software.

LEWISVILLE, Texas (September 28, 2020) – EZLynx has partnered with Flood Risk Solutions Inc. to provide flood insurance quotes to independent insurance agencies inside the United States’ #1 Comparative Rater. Agents can now easily quote flood insurance to their clients instantly without double-entry or leaving EZLynx software.

Flood Risk Solutions places primary and excess flood insurance programs on behalf of select insurance partners across the U.S., providing more flood options than any other technology platform. The addition of this service to EZLynx’s portfolio of Connect Partners gives independent agents more opportunities to cross-sell to their clients directly from the Comparative Rater, allowing them to earn more commissions.

The information provided by Flood Risk Solutions automatically displays as a quick link inside EZLynx’s Rating Engine while agents are quoting policies to their clients. Having this information at their fingertips allows agents a seamless transition into offering flood insurance along with home, auto and life policies while the new client is still on the phone.

“EZLynx is the premier technology platform, across the United States for homeowners and auto,” said Managing Director of Flood Risk Solutions, Inc, Brendan Moeller. “Our partnership will add complimentary flood capacity to their platform, which made complete sense from an agency efficiency standpoint. We offer the broadest flood product suite in the marketplace, and we look forward to supporting the EZLynx ecosystem across the country”

“We’re excited to add Flood Insurance to the Connect platform,” said EZLynx Product Manager Derek Armentrout. “Increasing agency sales by quoting flood for every property risk is now easier than ever, with no more jumping between systems and entering the same data over and over.”

Flood Risk Solutions 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. 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.

 


EZLynx Partners with Vonage to Power Enhanced Customer Experiences for Insurance Provider

Vonage Unified Communications and Programmable Voice Capabilities to Augment the EZLynx Agency Management System

[LEWISVILLE, TEXAS, September 25, 2020] EZLynx, a leading software solution for independent insurance agencies, is proud to announce that it has partnered with Vonage (Nasdaq: VG) to seamlessly integrate unified communications and programmable voice capabilities into its EZLynx Management System. Designed to empower independent insurance agencies with the ability to streamline their business operations, the addition of the Vonage Business Communications (VBC) unified communications solution and the Vonage Voice API to the EZLynx Management System will enhance the way agents connect with each other and with clients for an overall better experience.

With Vonage, EZLynx customers will have the ability to collaborate more efficiently, stay connected and create richer customer experiences through live interactive voice and video sessions— from anywhere, on a single platform.

The EZLynx Management System’s integration with VBC, with embedded programmable voice via APIs, enables enhanced features such as:

● Customer Profiles – With incoming calls, customer information is automatically pulled up so conversations are productive from the very start.

● Call routing – The ability to designate specific phone numbers for each client’s specific insurance need – life, commercial, auto, etc. – automatically routes call through an automated workflow to the correct areas of the operation.

● Call logging (coming soon!) – Incoming and outgoing calls will be logged as system activities on the client’s record in EZLynx, creating a communication audit trail.

● Call recording (coming soon!) – Calls can be recorded and saved to the client’s record in EZLynx.

“With Vonage, we are helping agents centralize all their customer interactions in the EZLynx platform,” said EZLynx Product Manager Derek Armentrout. “Information lookup, emails, texting, and now voice – it’s all in one place. This type of cloud-based, centralized communication is a growing need for insurance agencies of all sizes.”

“Now more than ever, insurance providers need to provide a personalized experience for their customers, with the ability to connect with them where they feel most comfortable,” said Curt Allen, SVP and Channel Chief for Vonage. “We’re pleased to partner with EZLynx to leverage the power of Vonage solutions with their innovative platform, driving a fully integrated agent experience and helping them to better serve their customers across any channel.”

To begin taking advantage of this new Vonage integration, visit this link.