Category: Products & Services

What’s New in EZLynx 21.1

Posted on by EZLynx

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.

Posted in Announcements, Products & Services | Tagged , , , , , , , , | Leave a comment

Save Time Processing Endorsements with Automatic Change Request Confirmation

Posted on by EZLynx

 

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.

 

Posted in NewsLynx, Products & Services | | Leave a comment

What’s New in EZLynx 21.0

Posted on by EZLynx

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.

 

Posted in Announcements, Products & Services | Tagged , , , , , , , , , , | Leave a comment

How to Put EZLynx Connect to Work for Your Agency

Posted on by EZLynx

There’s been a lot of excitement around EZLynx Connect recently! So, we thought this would be a great time to explain more about how to make these integrations a part of your agency’s workflows.

EZLynx Connect is a curated marketplace of third-party products and services, and each of them integrates seamlessly with the EZLynx ONE PLATFORM. These connections to tailored, industry-leading solutions are there to help your agency be more successful.

Integrations include turnkey cross-selling opportunities, online payment processing, tools to up your sales game, and innovative ways to connect more meaningfully with clients and prospects alike. Let’s talk about how to put them to work for you.

(You can find and activate these integrations in the EZLynx Connect Marketplace. To access the EZLynx Connect Marketplace, look for the plug-shaped icon on the left navigation bar of your EZLynx software.)

 

Cross-Selling with Every Home & Auto Quote

There are several cross-selling opportunities available directly within EZLynx Rating Engine. These third-party offerings appear during the normal course of quoting Home & Auto, in a space we refer to as the Rating Shelf.

Not only is there no charge for adding these integrations, they make you money!

 

 

When quoting Home & Auto, you’re already working to help customers protect what’s important to them. So, Life and Flood should be natural conversations to have. Life Insurance appears as a “teaser” quote to present to the customer, based on the data already entered in EZLynx. Get life insurance quotes from the industry’s top carriers in seconds and easily complete the entire application process online—while you have the client on the phone.

The Flood Insurance option provides Flood Zone information for the customer’s address automatically. This should serve as a solid conversation starter. You’ll have access to primary and excess markets from select insurance carriers across the country. Again, complete the entire application process online, while you have the client on the phone.

The option to cross-sell ADT Home Alarm Systems is even simpler. Just qualify and submit a lead, and the authorized third-party dealer takes care of the rest. When the sale closes, you receive a commission.

Payment Processing

Our partnership with Clearent provides a simple way for agents to collect electronic payments from their clients. Our best advice? Start promoting that online payment processing is now available, and your clients will start using it!

And it couldn’t be simpler to get the word out. When a payment is due, just send an email or text to the insured, complete with a link to make that payment in EZLynx Client Center.

During the sales or renewal process, providing an online payment link is also a super convenient way to drive the deal to a close.

Your clients will really appreciate the ability to make payments from anywhere—day or night. (Remote, contactless payments are where it’s at.)

If your agency prefers to pass along the credit card processing fees to the insured, Clearent makes that straightforward, as well.

Interactive Proposals

Create proposals that your customers will love! That’s where our integration with Neoteric Agent comes in.

Your proposals shouldn’t just sell the carrier—they should sell your agency. The modern business landscape is virtual and interactive. So, represent your agency with proposals that are highly engaging and visually stunning.

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

Of course, data from EZLynx Rating Engine feeds directly to Neoteric Agent’s proposal software.

Appointment Scheduling

Tired of playing phone tag? How about back-and-forth emails, just trying to set up a time to talk?

The Calendly integration is simple, but that’s what makes it so elegant. With Calendly, clients can schedule a time to meet with you directly from the EZLynx Client Center portal. The “Schedule Appointment” button is prominent on the home menu—just press it!

Calendly automatically links up with your current calendar, and displays your availability based on a combination of existing appointments and established rules.

As a modern agent, you want to drive traffic to your agency’s online customer portal (EZLynx Client Center), and Calendly helps you do that. While in the portal, customers also get exposed to cross-sell opportunities and online payment processing. As they become accustomed to using the tool, they learn the value-add of having your agency at their fingertips, 24/7.

Because your agency’s unique Client Center link can be added to email signatures, your customers will always know their agent is just a click away.

Zapier

Before wrapping up, it’s important to touch on Zapier. When we were putting together our strategy for the EZLynx Connect Marketplace, partnering with a platform like Zapier just made sense. Zapier allows agents to connect EZLynx Management System to 2,000+ apps and programs. So, it’s easy to see the value of this global tie-in to so many hassle-free integrations and automations.

Popular web apps can share data seamlessly with a few clicks, passing information between workflows with ease. This is a perfect solution to automate the communication between EZLynx and your other web-based systems. To get started with Zapier, visit here.

EZLynx Connect Makes Your Agency Better

If you’re not already putting EZLynx Connect to work for your agency, what are you waiting for? These solutions represent innovation, competitive advantage, productivity gains and a stronger bottom line.

To learn more about these (and many more) seamless integrations to the EZLynx ONE PLATFORM, visit the EZLynx Connect webpage.

We’ve also made the activation process simple. Just visit the EZLynx Connect Marketplace (again, look for the plug-shaped icon on the left side of your EZLynx software) and follow the instructions for that vendor.

And there’s plenty more where that came from! We have a full slate of integrations on the way in 2021. Keep checking the EZLynx Connect Marketplace for more solutions as they become available.

Posted in NewsLynx, Products & Services | Tagged , , , , , , , , | Leave a comment

The New Must: Online Customer Self-Service

Posted on by EZLynx

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

Posted in Advice, NewsLynx, Products & Services | Tagged | Leave a comment

What’s New in EZLynx 20.3

Posted on by EZLynx

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

Automation Center adds Dashboard and Texting

EZLynx 5 users will notice the brand new addition of a dashboard to Automation Center. This new feature provides an overview of the automation driving your agency. Gain valuable insights into your agency’s total number of automation executions, top executed workflows, the number of workflows enabled and the branches executing the most workflows. Usage data can be viewed for this month, last month and year till date.

Texting has also been added as an available action for select customer Triggers. The Send Text Message option reflects clients’ growing preference for texting when communicating with your agency on transactional matters. You can also opt for Text Messages as a backup method within workflows where the Send Email Action has been chosen, but no email address exists for the client.

Text Messages can even include attachments, such as images or videos. You can also provide a direct link to your agency’s Client Center portal within the text message.

Claims added to Client Center

The claims experience is ultimately how insureds judge their carrier, their agent… and really “insurance” altogether. That’s why customer self-servicing has become so important. It delivers a sense of immediacy that can be accomplished no other way.

With the addition of Claims to Client Center, your agency can now share relevant and timely claim updates via this convenient customer portal. Keep insureds engaged, up to date and less stressed during the claims process. Your clients can view claims, status, adjuster information, and even provide feedback.

To help keep your clients informed, we’ve also added a Claims trigger to Automation Center. This trigger automates a notification to insureds when there is an update to their claim. Once a claim is closed, insureds will even be prompted to take a quick survey about their experience.

Client Center can now be added to Insureds’ Mobile Devices

Give your clients the reassurance of knowing that your agency is never more than a button press away!

That’s right, your customers can now add your agency’s Client Center customer portal to the home screen of their mobile devices. When logging in, they will be prompted with the option to add this new “Insurance” icon to their home screen. Once installed, your customers will receive convenient, complete online self-service with a single click.

Just one more way EZLynx is helping your agency deliver a modern insurance experience.

Flood Insurance

EZLynx has partnered with Flood Risk Solutions, Inc., to provide flood insurance as a new cross-selling opportunity during the quoting process. This new integration is available to EZLynx 5 users through the EZLynx Connect Marketplace.

Once the integration has been added, it will automatically identify applicants residing in a flood zone when Auto and Home quotes are returned. From there, you are walked through the process to generate a quote.

New! 24/7 In-Product Help and Information

Now you can access product Help and Information without ever leaving EZLynx.

Look for the new “Question Mark” Icon in the top-right to search 500+ articles in the EZLynx Knowledge Base. Simply type your question, and EZLynx will display the resources available to answer it.

Use the “Book” Icon in the Main Menu (left side) to access training and webinar information.

 

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

Posted in Announcements, Products & Services | Tagged , , , , | Leave a comment

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

Posted on by EZLynx

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.

Posted in Press Releases, Products & Services | Tagged , | Leave a comment

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

Posted on by EZLynx

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.

Posted in Announcements, Press Releases, Products & Services | Tagged , , | Leave a comment

EZLynx Introduces Integration with Secure24 Alarms for ADT Home Alarm Systems

Posted on by EZLynx

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.

Posted in Insurance Industry, Press Releases, Products & Services | Tagged , , , | Leave a comment

EZLynx Client Center: Foster Happier and More Profitable Customers

Posted on by EZLynx

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

Posted in NewsLynx, Products & Services | Tagged , | Leave a comment