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.


Save Time Processing Endorsements with Automatic Change Request Confirmation

 

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

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

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

 

 

How does it work?

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

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

 

 

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

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

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

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

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

 


EZLynx Announces Device Insurance Quoting via Partnership with Cell Brokerage

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

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

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

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

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


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

Premium Financing Now Integrated within EZLynx’s Commercial Submission Process

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

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

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

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

Available through EZLynx Submission Center, this integration will:

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

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

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

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

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


What’s New in EZLynx 21.0

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

New Rating Workflow for Automation Center

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

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

Use cases for this automated communication include:

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

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

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

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

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

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

EZLynx Connect Marketplace Has a New Look and Feel

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

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

Here’s how:

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

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

Exciting developments all around!

Client Center Adds New Cross-Selling Opportunities

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

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

New additions from the EZLynx Connect Marketplace include:

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

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

Email Personalization Tag for Your Agency Logo

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

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

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

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

Updates to EZLynx Zapier App

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

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

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

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

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

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

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

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

 

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

 


EZLynx Announces Partnership with SALT 

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

 

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

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

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

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

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

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