Why EZLynx 5?

We strive to look beyond the status quo to see the bigger picture and create new, innovative solutions. This principle is so important that it is one of our core values at EZLynx – THINK. In the office, we see it each day on the wall, and even working from home, this value drives our passion, creativity, and desire to bring value to our customers every day.  It has been a force for change at the company since the original EZLynx Rating Engine pioneered the concept of real-time rating, and EZLynx 5 is another step forward in our evolution.

As more information runs within our platform, the underlying technology that supports it must scale too. This technology needs to be updated to keep up with the rapid pace at which EZLynx continues to become more powerful and useful to our agents. Our priority is your success. This is the primary driver for EZLynx 5, and with it comes more ways we can help your agency improve productivity, profitability, serviceability, and scalability – the four pillars of our product philosophy.

Our world is changing, and we’ve watched two major trends emerge: an increased use of mobile (tablets and phones) and a driving need for automation. EZLynx 5 was built with these things in mind, and it can provide additional value to your agency through powerful automation features, enhanced mobile support, and new third-party integrations.

Prospects expect agents to produce an accurate quote at any time or place. In order to get a quote on a mobile device, we needed to streamline the application process by intelligently answering the carrier specific questions needed to get a rate while also simplifying the interface. Leveraging the massive volume of data flowing through our platform (half of the quotes in the country), EZLynx 5 is able to intelligently prefill many of these questions based on your agency’s location.

We know that agents who choose EZLynx are forward-thinking, resourceful, and ready to embrace the advantages these evolutions in automation and artificial intelligence can bring.  Particularly in challenging times, customer retention becomes paramount, and EZLynx 5 builds on top of our existing retention and communication tools with new automation features.

We dreamed of a way for agencies to easily add value to every quote and every policy that flows through our platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform, and this new architecture has been built into EZLynx 5 from the ground up. 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 improve your workflow. EZLynx Connect will allow us to seamlessly exchange data with third party vendors and allow for complete automation.

We realize changing something that you use and depend on every day can be frustrating, but “we cannot become what we want by remaining what we are.”  This is the same with technology and software. For it to evolve, to become more powerful, and more innovative the technology must change. At times, we’ve had missteps, but we know that, as with innovations before, we will get it right in the end. There is a vital need to adopt new technological advantages, yet the insurance industry is often slow to embrace these changes. Our goal is to change the industry for the better. We want to build products that aid in your success, and while there is not a perfect path to that vision, we believe that EZLynx 5 is the first step.


EZLynx Introduces First Network Management System for Market Access Providers

EZLynx is the first insurance software solution company to provide a complete, cloud-based network management system designed specifically to help Market Access Providers (MAPs) and their members reach their full growth and profit potential.

EZLynx MAP helps organizations thrive in today’s hyper-competitive insurance market by streamlining the daunting task of managing a quickly growing network.  Every aspect of network management is made easier, smarter, and less time-consuming.

In recent years, Market Access Providers have seen tremendous growth. As MAPs grow and expand the scope of their services, management becomes overwhelming and scalability becomes an issue. Visibility diminishes with each new agency, eventually hitting a plateau. EZLynx MAP addresses this problem by giving unprecedented visibility into the network by slicing and dicing the data at every level.

EZLynx MAP is an innovative solution that helps manage the five key elements needed for overall network scalability and productivity:

  • Member Management – Drive network members to success by managing their licenses, Errors & Omissions (E&O) insurance requirements, agreements, and more.
  • Carrier Management – Strengthen relationships using aggregate carrier data, including policy downloads and commission allocation in one, easy-to-use location.
  • Commission Management – Boost productivity by eliminating the manual work of creating reports/spreadsheets with member commissions.
  • Performance Management –Master Agencies can set, track and monitor performance goals across all levels of their organization, including specific markets and territories, and individual agencies.
  • Member Portal– Give member agencies the tools they need to self-manage and stay in compliance. Securely share documents, performance goals, book of business and agency health reports, and more.

EZLynx MAP provides key data allowing Market Access Providers to analyze production across their members’ books of business in real-time. Continual data flows give master agencies the power to monitor the success of its members and make informed, data-driven decisions and effectively set goals to support growth strategies.

“Business growth is about developing powerful strategies and then executing on them,” said EZLynx Product Manager, Vijay Rengarajan. “The soundest strategies are derived from meaningful, actionable data. As MAPs grow, the data demand becomes less about their own corporate-level information and more about the collective data of their swelling membership ranks.”


EZLynx Announces Full Functionality For Its New Analytics and Reporting Platform

EZLynx is pleased to announce the transition to the new EZLynx Reporting & Analytics platform is complete; full functionality will be available to all customers as it is rolled out in the coming weeks.

This is a great step forward in an ongoing effort to bring agencies state-of-the-art reporting and reporting technologies. Users can obtain crucial agency insights easier and faster than ever before. The EZLynx Reporting and Analytics platform enables independent insurance agencies to effectively leverage their data for greater agency growth, service, and profitability.

Features include:

  • Powerful export options make sharing specific reports with other users throughout an organization possible
  • Pixel-perfect reports
  • The ability to schedule the automatic delivery of users’ most-used reports directly to their inbox
  • Interactive charts for in-depth evaluation of important KPIs
  • Revamped Agency Pulse report for agency owners, featuring valuable trend analysis and peer benchmark data

“The Reporting & Analytics team hears our customers’ voices and we are excited to continue to bring new reporting features that will help agencies meet their goals.” said EZLynx Product Manager, Aaron Rainey.

To ensure a smooth transition, EZLynx users will still have access to the legacy platform for a limited time.


What’s New in EZLynx 20.0

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

New! Carrier eDocuments

EZLynx Carrier Messaging is expanding to include eDocuments (eDocs). This new feature promotes better and faster communication between agents, carriers and insureds. It will also streamline your carrier connections and provide your agency access to the most accurate policy documents throughout the insurance life cycle.

  • Supports eDocs and Messages coming through IVANS
  • Automatic Carrier eDocument association to customer accounts and policies
  • Secure transfer of documents such as declaration pages, ID Cards, payment overdue notices, and more through Client Center
  • Full tracking of all policy documents sent directly from the carrier

If your agency is not already set up to receive eDocs and Messages, please reach out to carriers to enable this capability.

Improved Application and Policy Entry Workflows

EZLynx has made enhancements to policy and application screens for many commercial lines of business in the management system. The screens provide a more logical flow to enter data and navigate between different tabs in the screens.

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

  • Employment Practices Liability
  • Workers Compensation
  • Commercial Umbrella & Excess Liability
  • Commercial Property
  • Errors & Omissions
  • Directors & Officers
  • Equipment Breakdown
  • Cyber Liability
  • General Liability
  • Commercial Auto
  • Crime
  • Commercial Inland Marine

Transition to New Reporting & Analytics Platform

We are excited to report that the transition to the new Reporting & Analytics platform has been completed! Look for this latest update to roll out to your agency in the coming weeks.

For those of you who have been enjoying the new platform since its initial release, full functionality is now available.

With this latest release:

  • Save the filters on any new report for easy access later
  • Share specific reports with other users in your organization
  • Schedule the automatic delivery of your most used reports directly to your Inbox

Other highlights of the new EZLynx Reporting & Analytics include:

  • Interactive charts
  • Significant speed enhancements
  • Additional export options, including Excel, PDF, CSV, and XML
  • Pixel-perfect reporting capabilities
  • Revamped Agency Pulse report, featuring trend analysis and peer benchmark data

When your agency switches over, you will immediately notice your Reports defaulting to the new version.

NOTE: Users will still have access to both the new and the legacy platforms for a limited time. For instructions on porting any saved or scheduled reports over to the new platform, click here.

 

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


EZLynx Expands Carrier Messaging to Include eDocs

EZLynx Carrier Messaging is expanding to include eDocuments (eDocs). This enhancement will go live in April to promote better and faster communication between agents, carriers and insureds. It will also streamline your carrier connections and provide your agency access to the most accurate policy documents throughout the insurance life cycle.

Carrier eDocs will automatically attach to your customers and Policies, making it easier for you to locate and share them with your insureds. Agencies will find this secure form of communication a welcome alternative to email, mail and faxes. No more manual routing, downloading, scanning, filing or shredding!

The eDocuments will include Declaration Pages, Policy Documents, Notices of Final Cancellation, Non-Payment Pending Cancellations, Non-Renewal Notices, Payments Overdue and Reinstatement Notices.

Carrier Messaging Example

 

Carrier Messaging Example

Faster, Secured Sharing via EZLynx Client Center

EZLynx Client Center facilitates fast, secure communication between agents and customers, and it serves as a perfect complement to this new Carrier eDocs capability. Share frequently requested documents such as Declaration Pages and ID Cards, or time sensitive documents like Non-Payment Cancellation Notices.

Carrier Messaging Example

Benefits of Automated eDocs in EZLynx

  • Improve Workflows: Documents and messages are automatically routed to the appropriate client/policy and CSR each day.
  • Save Time & Money: Automated eDocs eliminate the need to manually retrieve, open, scan, file, or shred.
  • Better Customer Service: Because your agency receives information before the client does, you can be proactive to everyone’s benefit.
  • Agency Efficiency: Once the system has been set up correctly, little manual intervention is required by your staff.

 EZLynx Carrier Messaging

EZLynx Carrier Messaging already includes critical notifications, such as Pending Cancellation Warnings, Billing Reinstatements, and Notices of Payments Received. When these messages arrive, EZLynx Workspace generates a notification to the agency, and the assigned user will be able to take action.

Carrier Messaging Example

Get Enabled for Carrier Messages and eDocs (IVANS)

If your agency is not already set up to receive eDocs and Messages, please reach out to carriers to enable this capability.  This new feature goes live in April, so you’ll want to be able to take advantage of it when it arrives.

Also This Month: Real-Time Messaging Now Includes Property Alerts

Earlier this month, EZLynx expanded the Real-Time Messaging integration with Travelers to include property alerts. These automated notifications arrive when a customer initiates mortgagee changes for property policies from the self-service portal. Travelers has been sending real time messages for Auto policies since April 2019. Assigned users for insureds can see these messages in the Notifications section.

Prior to Real-Time Messaging, independent agents would not be informed of policy changes initiated in the carrier’s self-service portal until after the change had been fully processed and the policy had downloaded into the agency management system. In the meantime, agents could find themselves in conversation with their clients, unaware of their most recent policy changes or what prompted them.

Carrier Messaging Example

EZLynx continuously promotes better transparency and communication between carriers, insureds and agents through messaging!


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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