The Next Evolution of the Agency Pulse Report

Agency Pulse is the monthly report that EZLynx sends to all subscribed Management System customers, highlighting key data and trends for their agency and its growth.

We unveiled a brand-new format this month, and the customer reaction has been amazing!  The new graphical interface is the first thing customers will notice, but it’s more than just a new format.  In addition to the Agency Pulse report having a new look, it also has a lot of new data.

Agency Pulse - New Look

New features include:

  • Agency Health “snapshot”
  • Peer Benchmarking
  • Ability to drill down into the data
  • Branch Support

Agency Health

View the health of your Book of Business at a glance. The new Agency Health section highlights key metrics agents rely on to gauge the growth of their business. Previous months comparisons will show how these metrics are trending.

Agency Pulse - Agency Health

Peer Benchmarking

How is your agency performing compared with agencies of a similar size? Peer Benchmarking highlights metrics with a direct impact on the growth and profitability of your agency and compares the results with those of peer agencies.

Agency Pulse - Peer Benchmarks

Drill Down on the Data

We now provide much more insight into what the data means.  On top of the details highlighted in the monthly Agency Pulse report, agents can go another step further… and leverage the new EZLynx Reporting & Analytics platform to drill down on specifics.

Branch Support

For multi-tiered organizations, the Agency Pulse report now offers branch support.  For Market Access Providers, this means that member agencies can now see all this new data separated out specifically for them.  It also means that agencies with multiple locations can now see their data extracted out in the same way.

We know the monthly Agency Pulse report is vital to our agents. Our goal is to supply you with the critical information you need to make important decisions about the health and profitability of your business. We provide essential data, empowering you to quickly define opportunities to improve the effectiveness of your agency and better serve clients.


EZLynx Roadmap for 2020

Happy New Year, and Happy New Decade! We made huge strides in enhancing and expanding our platform last year, and we’re thrilled about the upcoming year.

We remain focused on solving industry problems through technology, and we have many exciting product changes on our 2020 Roadmap. I am confident that we are well-positioned to help agencies excel in scalability, serviceability, productivity, and profitability with our products.

We also shared a special ROADMAP EDITION of EZLynx LIVE on January 30, 2020.  The Live stream has ended, but you can still watch the recording. We provided a closer look at our 2020 Roadmap. Be sure to watch it here.

AgentLynx was a Success

Thank you to everyone who attended AgentLynx 2019. Our team enjoyed meeting you and learning the nuances of how you use EZLynx to drive your agency. We appreciate the details you shared with our product team throughout the conference. Even though we cannot solve every industry problem right away, much of the credit for our success is due to the feedback we receive and the passion you bring. We know that your time is valuable and appreciate your collaboration. You are valuable partners.

Commercial Innovation

Last year, I promised features that solved business problems faced by commercial agents, and our team delivered! Solutions that worked for the industry and clientele of thirty years ago cannot continue to scale for the future. Client expectations change, so we want to provide tools that help agencies scale without losing their superior personalized service – before and after the sale. We delivered a series of features to help agents sell, service, and grow commercial business:

  • Application Bundling (New Feature)
    • This single, efficient workflow helps agencies avoid redundant data across applications, policies, and remarketing.
  • Schedule Imports & Exports (New Features)
    • EZLynx simplified the import workflow for drivers, vehicles, locations, and buildings. We also added a comprehensive export workflow to expedite the renewal process.
  • Forms Workflows (New Feature)
    • EZLynx now automatically preselects and prefills the ACORD forms needed for an accurate quote based on the line of business and the state. Adding additional forms, like loss runs, carrier supplementals, or financials, is very straightforward too.
  • Certificates (New Feature)
    • EZLynx redefined the creation, management, and distribution of certificates, streamlining the workflow and changing the way agencies think about the certificate process.

EZLynx Submission Center

We also launched EZLynx Submission Center – a product created to streamline the commercial submission process – last fall. Submission Center enables agents to manage submissions to multiple carriers by organizing the activities for the entire process. Built-in reports, dashboards, and carrier appetite guidance ensure the process scales efficiently as the agency brings in more commercial business. You can learn more about EZLynx Submission Center here. We will continue to build on this foundation during the year.

Drive for EZLynx 5

EZLynx 5 represents the next generation of our platform, and it is rolling out in the first half of 2020! We have completely streamlined the Rating Engine to improve quote generation speed and accuracy. I’m particularly excited about the productivity gains we’ve seen from two specific features during our beta testing: carrier prefill and the new quote results page.

The carrier prefill option allows agents to save time by answering common carrier questions up-front. When the agent wants to generate a quote, these answers automatically populate the appropriate fields, drastically reducing the time it takes to get that initial quote!

The new quote results page displays the carrier’s quotes in a simplified stacked bar graph. This completely takes the guesswork – and math – out of providing your customers a premium. This feature is exceptionally powerful when you’re rounding accounts and quoting both auto and homeowners.

With EZLynx 5, our Management System customers will see enhancements to core features they use daily, including a new account and policy page, and an improved EZLynx 5 version of Automation Center. Our goal is to drive an agency forward through automation and make it easier to sell, service, and grow, whether you’re an agency of 10 or 10,000!

EZLynx 5 represents a complete foundational change to our platform — and we’re just getting started!

Service that Scales

For several years, the EZLynx growth roadmap focused on increasing agency profitability and productivity. While these will continue to be focus areas for us, this year we are also focused on improving serviceability and scalability for your agency.

EZLynx MAP, a product designed to provide complex organizations with the information they need to service their agencies and grow past common plateaus, is a perfect example of this new company focus. We are excited to announce general availability in April 2020!

Last year we introduced our Real-Time Messaging expansion with Travelers. This integration notifies agents – in real-time — of policy changes the insured makes on the Travelers self-service portal. This enhancement improves transparency between agents and carriers to better support the omni-channel awareness this generation of consumers expects. Service activities are costly to agencies without providing a significant return. However, the integration has the potential to dramatically reduce time spent servicing these policies. We see this as an opportunity to provide new solutions that help your staff increase their service capacity, without sacrificing quality, in the coming year.

Connect to the Future

EZLynx has historically built its success on providing agents everything they need to grow a successful, manageable business. We developed our ONE PLATFORM customer lifecycle solution to address major challenges in renewal management, sales, customer service, and more—all in one easy-to-use location. However, 2020 will bring a slight directional shift in our strategy. Starting this year, EZLynx will focus on an Agency-in-the-Cloud strategy. Our goal is to help agencies scale through innovative hardware and software solutions.

To that end, we unveiled EZLynx Connect At AgentLynx 2019. EZLynx Connect is a marketplace for agents and vendors to exchange data securely. We designed this tool to address the core challenges of scalability, accessibility, and continuity that agencies face every day. EZLynx Connect will be a focus area for us throughout the upcoming year and beyond as we continue to build out third-party integrations with trusted vendor partners. But there’s more. We listened to your feedback and discovered that maintaining scalable hardware is a challenge many agents encounter as they grow. That’s why we’ve introduced EZLynx Virtual Office, a service that allows agencies to focus on their core competencies in the insurance space without worrying about managing their own hardware, software, or security. We will be providing more information about Virtual Office throughout the year.

We are here for you. If our software can help your agency scale better, increase your productivity, improve your customer service, and be more profitable, we both win. Thank you again for the opportunity to serve you. We look forward to continuing our partnership with all of you in 2020 and beyond!

Don’t forget to rewatch the special edition of EZLynx LIVE that aired earlier today, as we took a closer look at the 2020 Roadmap…


The Importance of Having a Responsive Website

In this digital age, one of the most important things your business should have is a website. However, just having a website is not enough on its own. You also need to make sure that you have a responsive website. One of the biggest problems your business can run into is losing customers because your website is not easy to navigate and responsive. Here are just a few reasons why this is crucial.

It Will Make Your Website Mobile Friendly

Many people navigate the internet with their mobile device. You’re likely to have website visitors via the mobile website than the desktop version. People are constantly on the go and if they cannot easily view your website on their phones, they will likely move on to the next company that does have this feature. Having a mobile version of your website is no longer an option which makes this component of a responsive website so crucial.

People Will Spend More Time on Your Website

To go along with the previous point, not only will people stay long enough to learn about your company, but they will also likely stay on your website longer. Because they can easily navigate from page to page without having to struggle to change the size of the screen, they are more likely to do exactly that. This will eventually lead to more conversions to paying customers simply because they are able to figure out the information they are looking for and can learn more about your company in the process.

It Will Help Improve Your Rankings in Search Engines

Everyone who has spent a little time researching the goals of websites knows that ranking on search engines is everything. A lot of search engines are now looking to make sure that websites are mobile-friendly and responsive. Those that are will show up higher in search engine searches. This is a fantastic goal to work towards with any website but if you are not taking the time to ensure your website is responsive, your efforts will prove to be futile. It will not matter if you spend a lot of time trying to focus on specific keywords and strategies, your website could be held back by missing this crucial step. By making your website responsive, your efforts will not be wasted and you will increase where your websites show up in rankings, which means your website will have more success.

You Can Convert More Paying Customers

All of the points above lead to one major goal your website should be working towards – converting website visitors to paying customers. These key benefits of having a responsive website will actually help you to get more traffic on your website as well as more conversions. The math here is simple: the more people that can see and will spend time on your website, the more customers you have the opportunity to convert. You will not convert every single person who views your website but you have a much higher likelihood of increasing your number of conversions with a responsive website.

What Does it Mean to Have a Responsive Website?

Now that you understand the benefits of having a responsive website and why it is so important, you also need to know what you are looking to accomplish with this goal. A responsive website is one that does not show any issues with scrolling and viewing various pages on your website, whether it is the desktop version or a mobile version. It is one where your entire website can be viewed easily, not just half of the page because your website is not optimized.  To put it simply, it is easy to use no matter how people are viewing it. It will not appear to be awkward because of any issues that pop up when someone is viewing your website. It is a website that does not have any issues or hiccups for the end-user.

If you have found that your website is not responsive or you are not sure if it is, you need to troubleshoot what the issues are and then make a plan to figure out how to fix it. This is a crucial component of being successful in the online space.

Contact EZLynx today to find out how we can make your website responsive.


What’s New In EZLynx 4.19.13

EZLynx 4.19.13 is now available! Here are some highlights of the release:

New! Certificate Master Workflow

Certificates are perhaps the most time-consuming and costly activity imposed on agencies. Now EZLynx has redefined the creation, management, and distribution of certificates, streamlining the workflow and changing the way agencies think about getting them done.

Remarks made at the Master level carry through to all holders at once, and true asset association means that vehicles/locations automatically flow over with each holder. EZLynx has also simplified the task of sending certificates out to thousands of clients, with one-click distribution through the client’s preferred method — including online self-service within EZLynx Client Center.

This is a game-changer for commercial policies:

  • Dedicated Certificates work area
  • Completely revamped Certificate Master workflow
  • Master level remarks carry through to all holders at once
  • Easily add and manage certificate holders
  • True asset association
  • Attachments associated at the Holder level
  • Longer remarks automatically flow to the required ACORD 101
  • Certificate Distribution Reports provide a history of what you’ve generated

The new and improved Commercial Certificates is now available to all users of Level 2 and Level 3 EZLynx Management System. Look for the new “Certificates” tab on your Commercial Accounts.

Client Center: Certificate Self-Generation

Client Center is fully integrated with the new Certificate Master workflow. This means that Certificate Master Remarks you enter will be displayed on the Master Certificate you share to the Client Center.

Because Master Remarks now flow to the Client Center Certificate Master, this will save you (and the insured) needless back-and-forth communication to get the proper remarks added. Additionally, Supporting Documents now download with the Certificate Master in Client Center.

Documents can be attached to the Master Certificate, or to an individual Certificate Holder. When supporting documents are attached to a Master Certificate, they will stay associated with the Certificate. When the insured logs into the Client Center to “Download” or “Add Certificate Holder” to a shared Certificate, these documents will stay intact and download along with the Certificate.

Rating Engine Updates

EZLynx Rating Engine is receiving various updates with this release.

State-Related Updates:

  • Oregon ― Gender option X-Not Specified is renamed to Not Specified
  • Michigan ― Additional PIP deductible options ($1,000 and $2,500) for Auto Application

Updates to Various Field Options for Home and Dwelling Fire:

  • Frame Option is removed from the Exterior Walls field on Home Rating Application.
  • Added a new value of 10% to the Ordinance & Law endorsement option on Home Rating Application.
  • Under the Dwelling Fire Endorsements Tab, Replacement Cost Dwelling is renamed to Increased Replacement Cost Dwelling Percentage, with dropdown values of 125, 150, and 200.

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


EZLynx Kicks Off Third AgentLynx User Conference For Independent Insurance Agents

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, one of the leading providers of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, today kicked off its third AgentLynx User Conference in Fort Worth, Texas, welcoming independent insurance agents, insurance carriers, and vendors from across the United States. At the conference, EZLynx will showcase innovative new software solutions that enable customers to transform their agencies for greater growth, retention, customer service, and efficiency.

AgentLynx takes place in Downtown Fort Worth from October 21 – 23, 2019. The three-day conference features interactive presentations led by industry veterans, keynotes by EZLynx leadership, hands-on innovation labs, insightful agency panels, live product demos, and engaging networking opportunities. Independent insurance agents will walk away with practical skills, knowledge, and technology that can help them transform their businesses to compete in today’s ever-changing marketplace.

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EZLynx Releases Game-Changing Commercial Lines Product Enhancements

LEWISVILLE, Texas (October 21, 2019) – EZLynx, a leading provider of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, today showcased its latest product innovations developed specifically for agencies aiming to better sell, service and grow their commercial lines of business. The solutions were unveiled during the 2019 AgentLynx User Conference, held at the Omni Hotel in Fort Worth, Texas.

EZLynx has long been recognized as a software leader in the Personal Lines space. Now, the company is bringing this same level of game-changing innovation to Commercial Lines from Main Street to Middle Market. The new Commercial products and features include:

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EZLynx Showcases EZLynx 5, The Latest Advancement in Comparative Insurance Quoting

In 2003, EZLynx pioneered comparative rating. The industry leader in insurance software is now ushering in the next evolution in real-time quoting.

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, one of the leading providers of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, showcased EZLynx 5, the newest innovation in real-time insurance quoting. EZLynx 5 enables users to generate complete and accurate auto and home insurance quotes from multiple carriers quickly, intuitively, and efficiently. The new product was demonstrated live during the Keynote Address at the third EZLynx AgentLynx User Conference in Fort Worth, Texas.

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EZLynx Launches Revamped Reporting & Analysis Platform, Enabling Agencies to Better Leverage Their Data

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, a leading provider of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, today showcased the newly revamped EZLynx Reporting & Analytics platform at the third AgentLynx User Conference in Fort Worth, Texas. The new advancement is designed to enable independent insurance agencies to more effectively leverage their data for greater agency growth, service, and profitability.

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EZLynx Unveils EZLynx Map, The Agency Management System For Market Access Providers

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, one of the leading providers of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, showcased EZLynx MAP during the Keynote Address of the 2019 AgentLynx User Conference, held in Fort Worth, Texas. EZLynx MAP is the first network management system tailored specifically to Market Access Providers (MAPs).

As MAPs grow and expand the scope of their services, the task of management can become daunting. Every aspect of the business and its relationships—both with member agencies and carriers—must be able to scale. EZLynx MAP is a complete, cloud-based network management solution to help MAPs and their members reach their full growth and profit potential. It establishes the framework for unprecedented interconnectivity between the MAP and its member agencies.

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What’s New In EZLynx 4.19.10

Release Highlights

New Product: Submission Center

EZLynx Submission Center is a smarter way to manage the commercial submission process. This new collaborative hub provides all the tools you need to organize, track, and bind with ease.

Submission Center addresses key areas, so that your agency can ultimately improve its commercial submission outcomes:

  • Carrier Submission Tracking
  • Risk Data Lookups
  • Application Delivery
  • Appetite Discovery
  • Underwriter Management
  • Carrier Integrations
  • Product Guidance

Submission Center’s intuitive dashboard helps agents visualize the submission process, so that they can understand where the critical decision points are and how to navigate them.

Visit the EZLynx Submission Center webpage.

New EZLynx Reporting & Analytics Platform

We are excited to announce that the initial release of the new EZLynx Reporting & Analytics platform will roll out to all users over the next few weeks. We have included over 20 of our most used reports and will continue to add functionality through the rest of the year.

The new platform features enhanced visualizations and noticeable speed improvements. Pixel-perfect reports take the stress out of printing, sharing, and presenting KPIs. All-in-all, agencies can access accurate data faster and gain insights that were previously unattainable.

Features include:

    • Faster reports
    • Powerful export options (Excel, PDF, CSV and XML)
    • An intuitive, easy-to-use interface
    • “Pixel-Perfect” reporting
    • Simplified, graphical report menu

Users should expect to see their reports continue to default to the current platform. This is by design. Watch for the new button at the top-right of the “All Reports” page to access the new platform.

EZLynx Client Center – Change Request Integrations

EZLynx Client Center has now been enhanced to provide even more visibility into clients’ change requests.

Agencies were already being notified when an insured created a change request within Client Center. These automated notifications appeared as new tasks in the system. Now an insured’s request from Client Center is automatically documented within the EZLynx Change Request workflow, improving documentation, and eliminating redundant data entry. EZLynx automatically generates the client’s message for the agent to review and submit to the carrier.

This integrated workflow ensures that no client requested changes are overlooked by your agency!

Also, policy transaction histories have now been enhanced to include “Client Center” as a source for change requests. Look for this new field in the Policy Source column.

International Address Support

EZLynx now features international address support for mailing addresses. This new feature applies to both personal and commercial accounts.

International Address Support applies to mailing addresses only. EZLynx continues to support only U.S.-based locations and risks.

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