Coming Soon: EZLynx Automation Center

We will soon be opening up limited beta testing of EZLynx Automation Center, so we wanted to give you an opportunity to request to participate below. We also wanted to give you a sneak peek at what we have planned for this first version.  If you recall from our 2017 Roadmap, we stressed the importance we are placing on agency automation this year. We believe our users can experience significant gains in all levels of profitability, productivity, and serviceability by using system data to intelligently automate actions. We have exciting plans to make this happen with new EZLynx tools this year and beyond!

Automate Actions based on Policy Download Events

The initial release of Automation Center will focus on letting you configure automation rules for pre-defined policy events in your system.

For example, if you have a policy cancellation, you might want the system to automatically create a task for you or another agent to take a look. Likewise, when you sell a policy to a new customer, you might want to automatically schedule a ‘Welcome to the Agency’ email campaign for the new client.

Let’s Take a Look

You will be able to manage your automation rules from a central dashboard, allowing you to enable, pause, or remove rules, as well as add new rules from our template library, which will contain rules for new policies, policy changes, cancellations, and more.

Automation Center - Insert New Template

Each rule can be configured with various actions, such as sending an email campaign or assigning a task to someone in your agency.

Automation Center - Configure Actions

While we want to keep the options simple for the first version, we ultimately have a larger vision for Workflow and Automation across all aspects of EZLynx!

If you’d like to sign up to participate in our limited beta testing, please let us know below. We will reach out to you in the next few weeks as we prepare to start enabling users with the new feature.


Now Available: Send Postal Mail Directly from EZLynx

With EZLynx Postal Mail, you can select any PDF or ACORD form from your applicant’s document library in EZLynx and have those documents printed and mailed to the applicant in only a few simple clicks.

EZLynx Postal Mail - Step 1

Simply select (or upload) your documents, verify the mailing and return address, choose your printing options (#10 Envelope, Flat Envelope, Black and White or Color Printing), choose your postage type (First Class or Certified Mail), and we’ll take care of the rest!

EZLynx Postal Mail - Step 2

Like our Bulk Campaigns feature, you only pay for what you use. Rates are determined by the number of pages, printing options, and the postage type.

While this first version will be limited to sending single mailings to individual applicants, we are excited to start getting your feedback as we explore opportunities for bulk mailings and other mailing types like folded cards, post cards, and more.

Benefits of using EZLynx Postal Mail

  • Focus on your customer relationships – don’t waste time stuffing envelopes.
  • Save money and get closer to becoming a paperless office – no more printers, paper, envelopes, and stamps.
  • Save a trip to the post office for those certified letters! You’ll be able to send official certified letters with EZLynx Postal Mail and receive digital confirmation of signature and delivery from within EZLynx.
  • Better record keeping for E&O – all of your mailings are logged and saved forever. Even regular first class letters can be tracked to their final post office destination prior to delivery.

If you are interested in adding this feature to your account, let us know by filling out the form below or reaching out directly to your sales rep.


Deb Casey

Deb Casey
Deb Casey, 1950 – 2017

We are saddened to announce that Deb Casey passed away this weekend. Her passing is a great loss to the EZLynx Team and to our customers whom she so doggedly advocated for each and every day. We know there are many agents who have worked with Deb over the past 12 years at EZLynx and experienced her tireless dedication first hand.

Aside from her many contributions to EZLynx and our customers, Deb was an avid dog enthusiast, breeder, and trainer. She began training her first dog when she was a very young child, putting her first obedience title on a dog in 1969. Schutzhund and competition obedience captured Deb’s attention for a number of years as she actively titled her dogs often with high scores including a number of High In Trials. She has also worked as a veterinary technician and trained/trialed Rottweilers in obedience for a top breeding kennel in Colorado. Deb was also on the Board of Directors of the Australian Cattle Dog Club of America and is past editor of their well-received Quarterly Magazine. For the past decade, Deb was the owner and editor of the online publication ACDSpotlight, which focused on the Australian Cattle Dog breed.

As an Australian Cattle Dog breeder, Deb bred very few litters – only 10. Of those litters however, she bred 20 Champions of record and some of those hold obedience, herding, and agility titles as well as some working in SAR, therapy and tracking. Deb believed in keeping only a very few dogs at a time and insisted that ALL be house dogs. She often stressed the importance of training and socializing puppies so they become pleasant lifetime companions.

Deb was dedicated, passionate, opinionated, and kind. EZLynx will not be the same place without her. She will be greatly missed.

A memorial celebration is scheduled for Friday, June 16 at 12:00 PM at EZLynx, located at 350 Highland Drive, Suite 150, Lewisville, Texas 75067. Memorial donations may be made to the National Animal Interest Alliance or to your local no-kill animal shelter.


EZLynx Retention Center adds new Commercial Support

The power of EZLynx Retention Center is now available for your commercial accounts! You will be able to use the same powerful tool that helps agencies efficiently retain customers through patented automation and analytical tools on your commercial renewals, helping to maximize productivity and boost revenue. Retention Center prompts renewal managers to review and communicate with commercial accounts prior to renewal without having to manage cumbersome spreadsheets. Quickly compare changes in the existing policies and the renewal offer with the click of a button.

  • Focused Strategy – Become proactive in your agency’s retention process to review every commercial account at renewal.
  • Expand Insight – Instant view into price and comparison of current policy and renewal to identify any changes.
  • Improved Customer Service – Communicate with every customer prior to the renewal to reinforce your agency’s value.
  • Boost Revenue – Each additional point of commercial retention corresponds to a specific dollar amount for each agency of increased profit.

Expiration List

The Expiration List automatically displays the upcoming commercial renewals. Each agency can customize the specific expiration timeline for personal and commercial separately. This allows the agency to easily proactively communicate with every customer prior to renewal to get the additional information needed to process next years policy.

EZLynx Retention Center - Expiration List

Quickly task out account reviews, remarketing, and account rounding activities to the correct person in your agency.

EZLynx Retention Center - Account Management

Renewal List

Patented automation helps you prioritize and analyze renewal offers on commercial policies. Proactively communicate with every customer at every renewal!

EZLynx Retention Center - Renewal List

If you already use EZLynx Retention Center and would like to participate in the Beta, or if this is the first you have heard about Retention Center and would like to learn about how it can help your agency, let us know below.


EZLynx Sales Center is Introduced at the AgentLynx User Conference

Sales Center Introduced at AgentLynx
Announced at the first annual EZLynx User Conference, EZLynx Sales Center will help agencies grow their business by streamlining the sales pipeline. This is a new product to our existing catalogue of agency solutions which is currently in limited beta release at this time. We are excited to give everyone that couldn’t attend AgentLynx this year a sneak peak at this much anticipated new product. If you think your agency would be a good fit to participate in our beta testing, be sure to fill out the form at the bottom of the page.

EZLynx Sales Center focuses on streamlining an agency’s lead management and sales pipeline for agencies who want to manage the full customer life-cycle, round accounts, and increase new business.

Sales Center will provide easy access to pipeline data and relevant information to assess the success of producers, marketing efforts and sales workflows. Quote information from EZLynx fills into Sales Center to provide the estimated value of each deal, and as it moves through the pipeline, the estimated value becomes more accurate, which allows a producer to forecast sales for month’s end.

EZLynx Sales Center - Opportunities

Sales Center makes it easy for supervisors to track producers progress to make sure they are on target to hit sales goals and maximize agency revenue. Sales dashboards allow owners or sales managers to quickly see close ratios for producers, deal aging, and make data driven decisions for the agency.

EZLynx Sales Center - Summary

Building on our ONE PLATFORM suite, Sales Center seamlessly leverages Rating Engine and Communication Center as you speed the applicant through the sales process.

We believe this product puts us yet another step beyond anything else that exists in our industry, and it continues our on-going mission to provide the complete customer life-cycle solution that agents need to remain productive, competitive, and to maximize their sales and retention potential!


Leverage EZLynx Reporting for your Email Marketing Campaigns

EZLynx Email CampaignsGet ready for our upcoming update to EZLynx Email Campaigns in the next few weeks, which includes a completely renovated process for segmenting your existing data for bulk email blasts.

We have been very pleased with the extensive enhancements that have been made so far this year to EZLynx Reporting; so much so that we felt the power of our reporting engine far outstripped our separate email campaign list builder.

As a result, this upcoming update will replace the existing list builder with Saved Reports from EZLynx Reporting. Take advantage of the powerful capabilities of our reporting engine to segment your data using both simple or highly complex filters. Once you have saved the report, it will be available for you to use within EZLynx Email Campaigns, which is part of our Communication Center bundle.

When you start a new campaign, your first step will be to name the campaign and select your recipients. You will be able to manually add individual recipients, select from your available Saved Reports, or choose from one of your static lists that you may have created from within EZLynx Retention Center or from the old list builder tool.

EZLynx Email Campaigns - Saved Reports

Your old lists will still be available to use, but any new or future lists will have to be created from within EZLynx Reporting as a Saved Report.

By making it possible to use our reporting engine to segment your data for Email Campaigns, we have brought a new level of accuracy to your email marketing. We are also excited about the new possibilities it brings, as there are many more filter options available in EZLynx Reporting than we had in our previous list builder.

This Update is Only the Beginning

While this update allows you to use your Saved Reports for campaigns, those campaigns are still using a static version of the report at the time you scheduled the campaign.  While not a big deal for short-term campaigns that are sent immediately, if your campaign has steps that are scheduled throughout the year, your list could get seriously out of date by the time the campaign finishes.

This has always been a problem for any email campaign service that relies on saved or uploaded lists, but we are excited to announce that our Email Campaigns update later this year is going to take your static lists and make them dynamic, allowing you to run Drip Campaigns using your Saved Reports and have those campaigns automatically update in real time before each email is sent.

Imagine being able to have a campaign that sends an email to your prospects every 3 months and automatically removes those recipients that become customers as a result. Schedule a recurring, long-term cross-sell campaign to all your customers that have an active homeowners policy but no auto policy and rest easy knowing that our system will automatically add or remove recipients to the campaign based on whether or not they still meet that criteria. The possibilities are endless, and this is just one of several very exciting enhancements planned for EZLynx Communication Center this year!


Are You Ready for AgentLynx?

 

Have you ever wanted to connect with the people who are leading the industry in insurance technology? Later this fall you will have the opportunity to do just that! You will be able to meet and hear from the people behind the products at EZLynx during the Agent Lynx user conference. This is not a sales meeting! AgentLynx is a chance for EZLynx to help our users be more successful, showcase our current and future products, and to connect with our users on a deeper level.

Conference attendees will have the option of attending up to 18 different sessions that will take place over the span of three days in Dallas, Texas. In addition to the various sessions, there will be a special Keynote speaker, networking opportunities, entertainment, and innovative swag to help you navigate the entire weekend.

AgentLynx is the first annual user conference hosted by EZLynx and will take place in Dallas, Texas. The conference is three days only: Monday, October 10 – Wednesday, October 12. This conference will host a myriad of different sessions in various subjects from Policy Management to SEO and Digital Marketing Tips to Renewal Management.

Attendees will benefit from an increased knowledge on the digital side of their agency, they’ll be able to walk away with insights on how to better manage renewals, and will be able to identify opportunity within their agency workflow. EZLynx welcomes both agents and carriers to this user conference.

AgentLynx will take place from Monday, October 10 – Wednesday, October 12 at the Omni Mandalay Hotel located at 221 E. Las Colinas Blvd., in Irving, Texas. This location is only 10 miles away from Downtown Dallas. You can register as an agent or carrier online now at http://agentlynx.ezlynx.com/.


Import Commission Statements

We have taken steps to turn around a tedious and time consuming part of your workload into an easy and efficient process. You can now import that Life & Health statement containing thousands of policies in just a few seconds!

Overview

  • Import entire commission statements as a CSV file
  • Take advantage of the EZLynx CSV template provided
  • Create custom field mappings per carrier to reuse monthly by matching each column to a field in EZLynx
  • Preview valid & invalid data prior to finalizing import

Benefits

  • Import statements directly from the carrier
  • Reduce manual entry and potential errors
  • Quickly match imported line items to the correct policy
  • Improve accuracy & spend even less time finalizing your commissions

How it Works

1. Select the Import button on the commission statement overview page

2. Input basic information about your commission statement like carrier, statement #, and total commission amount then hit Continue.

3. Next you will upload a .CSV file using our approved template, or use your own custom template per carrier.

5. After uploading you will need to verify the field mapping

6. Selecting the Continue button will then show you all line items that are valid and/or invalid. In the case below, 4 line items are valid and 2 are invalid.

7. Review the invalid commissions by toggling the grey buttons. Notice that hovering over the red text will explain why the commission is considered invalid

8. If all commission line items are valid you will have the option to Import as shown below. It will create the full commission statement, and only needs a simple match to your existing policies in EZLynx to finalize the statement!


New Email Campaign Enhancements Coming Soon

New Communication Center TabAfter the holidays, as you start to prepare your marketing efforts for the new year, those of you that have our EZLynx Marketing Campaigns product will see a few changes. To begin with, you will soon find a new icon in EZLynx. This updated menu will be your hub for everything related to your email campaign settings, templates, and campaign status.

Enhanced Design & Content Library

One of the concerns we frequently heard from agents is that they don’t have the time or expertise to design professional email campaigns, as well as come up with engaging content that their customers and prospects would want to read.

We have started to solve this challenge by building a design and content library that can be inserted into any email campaign. Choose from a library of categorized designs and simply click to insert the layout into your new campaign or template. With over 200 articles, it’s easy to build a newsletter, sales email, weather alert, or safety tip from scratch. The editor has also been enhanced to include common customization options such as font type, font size, background color, image upload, and more.

Design LibraryBest of all, you can insert these pre-written content samples completely independent from your design selection. The content is inserted wherever you place your cursor, making it easy to mix and match design and content.

Once you have inserted sample content into your template, you can easily edit the content to meet your specific needs. For example, you may want to add a link to your website, or you may want to include some additional content that is specific to your local community.

Shared Template Library

Another concern that many of our users have today is that we have two completely separate campaign tools – one for sending out bulk email blasts, and another one for sending out campaigns to individual applicants.

New Campaign WorkflowWhile the ability to put an individual recipient on an email campaign has not changed, starting in late December all campaigns will being using one common template library. Not only will this clear up some confusion about the two functions, but it will also open up new features, such as the ability to send a multi-step (“Drip”) campaign to a single applicant or a bulk list of recipients.

The new campaign workflow makes it possible to build these single or multi-step campaigns on the fly, and you can quickly toggle between each step in the series.

Greater Visibility

With a unified email campaign platform, you will be able to see exactly what communications are being sent out by your agency. See which emails are coming up, what has recently gone out, and get an estimate on how effective each campaign was by tracking open rates.

Campaign Overview

What’s Next

Communication is essential to running a successful business.  This first update will lay the foundation for where we want to take our email campaign tool next year.  From list building to powerful automation, we know that the more effectively you can communicate with your clients, the more productive you will be.

We will send out a notification to our current Marketing Campaign customers once we begin the migration process to this new tool to ensure that all of your existing templates are moved over.

Need help getting your templates set up or planning your email marketing strategy for 2016? We may be able to help with that too…


EZLynx Management System Announces Powerful Productivity Enhancement called Agency Workspace

EZLynx, long known for its speed to market with innovative independent insurance agency solutions, announces a powerful productivity enhancement called EZLynx Agency Workspace.

For EZLynx Management System customers, EZLynx brings seamless multitasking and collaboration tools with the new Agency Workspace. Agency Workspace is an agent’s hub for keeping track of tasks, creating new notes, and viewing recent notifications, such as reminders and incoming text messages – all from one easy-to-access location.

From any page in EZLynx, quickly create a note for any applicant without having to navigate to a new page. Just click the Note icon in the top-right area, search for the applicant, and add in the details.

In addition to easy note creation, EZLynx adds powerful organizational features to your notes and tasks. Add labels to keep related notes and tasks grouped together. When viewing your activity log, you can click on a label to see only the notes and tasks that were assigned to that group, such as everything related to your upcoming renewals.

“When you log a note, it often leads to an action item,” said John McKay, Sales Director at EZLynx. “That’s why we made it possible to add a task from within a note. For example, when a customer calls to ask about making a change to their policy, it is important for E&O purposes that you log that request in EZLynx. However, you also need to assign the task of making the requested policy change to either yourself or someone else in your agency. Agency Workspace makes that possible.”

“Agency Workspace also makes it possible to add several reminder options for your tasks, all of which can be assigned separate dates and times,” McKay continues. “If you have EZLynx Text Messaging, you can also have EZLynx text you a reminder. All of this, and more, is possible in EZLynx.”

About EZLynx

EZLynx develops industry-leading cloud-based software for the insurance industry. Their software has helped independent agents operate their businesses more effectively for over ten years.

EZLynx is proud to be the innovator of several products available on its ONE PLATFORM™ solution, including real-time Rating Engine, Retention Center™, Agency Pulse™, Policy Sync, eSignature, and Agency Management System.