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.


EZLynx Integration Brings Real-Time Messaging to Travelers Agents

EZLynx is excited to announce its new Real-Time Messaging expansion with Travelers. This integration with EZLynx Management System notifies agents with real-time updates whenever a customer initiates an Auto policy change request in the Travelers self-service portal.
When these automated notifications arrive, EZLynx Workspace generates a notification to the agency, associates the new information with the policy, and facilitates a reminder to reach out to the customer.

Prior to this integration, 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.

“In the increasingly competitive world of personal lines insurance, agents are expected to provide unique value propositions both to clients and the carriers that insure them,” said EZLynx Product Manager Vijay Rengarajan. “Insurance shoppers demand a deeper, more tailored experience, and agencies are turning to technology to drive these more meaningful human interactions.”

This latest integration between Travelers and EZLynx empowers agents and strengthens their role as trusted advisor to clients with Travelers policies.
“Agents are supportive of self-service technology, but they also want the ability to stay involved with and connected to their customers to offer guidance when a policy change is made,” said Ron Berg, Executive Director – Agents Council for Technology / Independent Insurance Agents & Brokers of America. “The real-time notifications now available to agents through EZLynx and Travelers are examples of tools that will help to build a more efficient partnership between carriers and agents to better support their mutual customers.”

Key Benefits of Real-Time Messaging
• Better and faster integration/communication between agents and Travelers
• Promote transparency between the carrier, agents and insureds
• Proactive agency-level policy servicing
• Empower agents to be trusted advisors via real time updates


Provide Five-Star Customer Service with EZLynx Client Center

As technology becomes increasingly important for conducting business, it is no surprise that the insurance industry has become more digital. Still, according to a recent Forbes article, only 15 percent of insureds report being satisfied with their insurer’s digital experience, leaving agents with the opportunity to easily set themselves apart from the competition by providing a more positive technology experience.

Self-Service Anywhere

Recognizing these business trends, EZLynx provides for your needs as an agent as well as your client’s requests. By working as an online portal for customers to make secure requests and view other important documents, EZLynx Client Center works as a 24/7/365 digital customer service representative, putting your agency in the position to exceed customer expectations.

Five-Star Customer Service

EZLynx Client Center gives your clients the control and the digital communications capabilities they want from their insurance agent. With Client Center, your insureds can access their policy, submit change requests, and view their ID cards from anywhere, even the side of the road. As an agent, share confidential documents for your customers to print without security concerns.

Client Center will also save you and your commercial clients valuable time. Using templates set up by administrators in your agency, insureds are able to add interest holders and self-generate Certificates of Insurance without changing any other policy information. Through the power of ONE PLATFORM, you will receive a notification of the new certificate holder by email and in EZLynx Management System, and your insureds will receive the documentation they need, when they need it.

Additionally, your insureds can request policy changes, update contact information and view policies through Client Center. You will receive a notification of all change requests in EZLynx, allowing you to service your accounts, faster.

All of the actions in Client Center will be logged automatically in EZLynx Management System. This seamless digital platform will reduce your E&O exposure and allow your agents to quickly understand a request or question when a client directly contacts the office, allowing your agency to provide an improved omnichannel customer service experience.

Coming in October

A new enhancement to EZLynx Client Center will allow your agency to provide a preview of your digital capabilities during the sales process by allowing you to share secure documents and communications with prospects.

Enhance your Customer Experience

Client Center does not replace all of your interactions with your clients, rather, it makes your interactions more efficient. As an agent, you will be able to focus your attention on being hands on with your customers when needed or giving customers the ability to self-service their accounts when possible. With EZLynx Client Center, make a lasting first impression, improve customer service, and exceed expectations.


EZLynx Unveils Automation Center for Independent Insurance Agencies

Unveiled at the AgentLynx 2018 User Conference in San Diego, EZLynx Automation Center offloads an agency’s important — but frequent and repeatable — tasks to the EZLynx Workflow Engine, freeing up an agent’s time for higher value activities like finding and focusing on new sales opportunities.

Automating important agency tasks not only frees up an agent’s time, but it also establishes best practices and a means to ensure that these practices are followed each and every time.

“Automation Center is like adding a fleet of employees to your agency,” said EZLynx Product Manager Derek Armentrout. “This solution doesn’t just make an agency more efficient, it also makes an agency more effective. Independent insurance agencies understand the value of their interactions with clients, and they are clamoring to do more of it, and better. Automation Center lets agents take a set-it-and-forget-it approach for many of the personal touches that mean so much to their clients.”

For the initial roll-out of the product, Automation Center will focus on advancing and strengthening communications with customers. It will also define agency workflows through automated tasks, addressing a list of the more frequent and common agency management efforts. Future plans for the product include a greatly expanded list of possible automation actions, interfaces to other systems, and virtual agents that can monitor customer communication channels to respond automatically or initiate custom workflows.


EZLynx Announces Insurance Industry’s First Agency Management System for Market Access Providers

Announced at the AgentLynx 2018 User Conference in San Diego, EZLynx revealed the insurance industry’s first agency management system for Market Access Providers and Agent Networks called Compass.  Compass addresses the workflows and communication needs of Market Access Providers and Agent Networks in ways not previously available.

Harnessing the power of the EZLynx ONE PLATFORM, Compass addresses the three pillars of Market Access Provider success: Carrier Management, Member Management, and Commissions Processing. The system does this by enabling Market Access Providers in two distinctly valuable ways.

First, Compass provides the framework for unprecedented interconnectivity between the Market Access Provider and its member agencies. Second, Compass delivers unprecedented reporting and analytics, providing the means for data-driven decisions and discovering key opportunities to increase their revenue and profitability.

Specific needs for this fast-growing, disruptive segment of the independent insurance market include regular, operational and practicable communication to members; seamless integration with the member agency’s management system; the aggregation of carrier data, including policy downloads and commission allocation; and the ability to manage reporting, productivity and success for both the individual agencies and the Market Access Provider as a whole.

“Our Market Access Provider customers have come to us with a very specific set of challenges,” said EZLynx Product Manager Jonathan Kolbo. “They have tremendous potential for growth, but the tools and the software that they use just won’t keep up—particularly in the areas of reporting and analytics. Compass provides the complete solution. It is the first agency network management system, and it is purpose-built for agency networks to increase the effectiveness of their agents and the efficiency of their operations. Compass provides a complete view of all activity across the entire network.”


EZLynx Marketing Campaign Tips for Insurance Agents

ezlynx_email_marketing

Email continues to play an integral role in online marketing for many different businesses, especially independent insurance agents. Through effective email practices, you can send a customized message directly to your target audience with the click of a button.

Taking things a step further with EZLynx Marketing Campaigns, we allow agents the option to select their audience and customize their message. You can search through a library of unique content and design templates to best suite your message and target base.

Know Your Audience

However you want to reach your clients, you should know your audience before you begin planning your campaign. Who do you want to reach? Whether it be customers enrolled in a certain policy, or narrowing down a community-specific message, knowing who you want to reach is crucial.

With EZLynx Marketing Campaigns, you can communicate with all of your clients in one place, and see your results as well. The recently enhanced interface allows a user-friendly and productive experience.

Personalize Your Message

A nice way to remind your customers that you appreciate them is to send them an email on their birthday. With EZLynx Marketing Campaigns you can import your clients and their birthdays, and send a mass but customized email each month for respective customers birthdays. You can also choose between a myriad of templates and messages, or create your own custom message.

Adding a personal touch reminds customers that you appreciate not only their business but them, as well. Who doesn’t like to be reminded that they are appreciated?

Build a Relationship

Your customers come to you for their insurance needs because they like and trust you. People can go literally anywhere for insurance coverage, which is why it is important to build relationships with your customers. Staying in contact with clients, more than just letting them know their policy is about to expire, is crucial for client retention and long-term relationships.

Insurance is a people business, and getting to know the people who keep you in business is a great way to ensure a long lasting business.


New to EZLynx Marketplace: EZLynx eSignature by AssureSign

EZLynx is excited to announce the release of EZLynx eSignature by AssureSign to EZLynx Marketplace. With help from AssureSign, one of the leading providers of electronic signature software, EZLynx has developed a safe and secure way to send electronic documents for signature directly from the EZLynx Rating System.

This Marketplace application was designed to provide a user-friendly interface, which is demonstrated with an “easy to use” four step eSignature Envelope Wizard.
Once an eSignature Envelope is created and sent to the consumer, they receive an email with a link to the document.

The consumer can easily read the document and sign, right from their computer or mobile device.
After the consumer signs the document, the agent can view the signed document in EZLynx.

  • Save time and money by sending and receiving documents in minutes
  • Compatible with mobile devices
  • Downloadable documents
  • Supports PDF documents

If you’re ready to get started with EZLynx eSignature, let us know

eSignature Screenshot
eSignature Screenshot


Get to Know the Heart of EZLynx: The EZLynx Rating Engine

When we started EZLynx a decade ago, one tool was at the core of it all:

  • The EZLynx Rating Engine made EZLynx the first company to come out with a comparative rater that delivered instant, accurate rates for dozens of different insurance carriers, all from the same set of information.

Our vision was to develop a cutting-edge, comprehensive online program that acts as a liaison between an insurance agency and the carriers it works with.

Rather than your having to input the information separately to get a quote from each carrier, the EZLynx Rating Engine does all the work for you. Once the customer information is in, it fetches real-time accurate rate quotes from all the carriers you selected.

Since then, other companies have tried to duplicate our success, but we still believe that the EZLynx Rating Engine is the best comparative rater available.

If you don’t know much about the EZLynx Rating Engine yet, take a look at a few of the features that have helped it maintain its position as an industry leader:

  • Gather instant quotes from more than 150 carriers
  • Export reports to Excel to better analyze your search trends
  • Return quotes on up to three additional combinations of coverage amounts or deductibles without any extra work

In the years since we introduced our comparative rater, we have worked to make it even easier to use. Now, not only can you fetch the rates, you can also integrate the EZLynx Rating Engine into your website so individuals can get rate quotes from their computers and mobile devices.

Because people are becoming increasingly inclined to search for information online before they contact an insurance agent, this helps you capture customers without having to do any work. Once they see the rates through your consumer quoting portal, they will be ready to call you to set up the policy they have already chosen. How much easier could it get?

We haven’t stopped developing the EZLynx Rating Engine, either. In the last decade, we have introduced a suite of agency workflow solutions that save you time and provide your customers with the best possible service.

Our comparative rater is still at the heart of our service, but we also added:

  • a client center for your current customers;
  • tools for streamlined marketing campaigns to follow up with customers and individuals who received quotes; and
  • a powerful management system to keep track of your workflow

In the coming years, we will continue to improve our comparative rater to help you do your job well. We plan to maintain the EZLynx Rating Engine as the simplest way to gather accurate insurance rates.


Software as a Service: Affordable Solutions for Total Independent Insurance Management

Cloud computing allows an independent insurance agent to obtain the same computer services that a large insurance company enjoys by obtaining them through a service agreement with a Software as a Service (SaaS) vendor.

For more than a decade, EZLynx has been helping insurance agencies run more efficiently. Now we offer four levels of agency management and digital marketing suites to suppliment the EZLynx Rating Engine. EXLynx Agency Suites, ranging from basic to a full enterprise system, includes a number of features to help streamline your workflow, generate new business, and retain exising customers.

Whether you choose EZLynx’s Basic Package, Standard Package, Advanced Package, or our Enterprise Package you will get access to innovative solutions that rival the proprietary systems of the largest insurance companies. Since the software resides on our secure server, you avoid the major investment in hardware and software.

Changes are easily and reliably added by EZLynx without interruption of your daily operations and involvement of expensive IT services.

EZLynx Rating Engine

At the center of our product, EZLynx is powered by the EZLynx Rating Engine. This core componenet is required for all of our Agency Suites.

EZLynx Management System

Each package includes our robust management system. Agents can obtain any data they need from wherever they can access the Internet. The entire client lifecycle is managed and stored in the cloud.

EZLynx Consumer Quoting

The EZLynx Internet quote system allows your customers to easily fill forms out a single time and generate a quote they can review online. If the quote is incomplete, the system will automatically email the client and request they complete the information needed. Advanced features include automatic vehicle pre-fill and other things to make the process as consumer friendly as possible.

EZLynx Marketing Campaigns

Integrating your EZLynx data with email drip campaigns allows independent insurance agents to stay in contact with clients on a regular basis rather just at renewal time. It is easy to design digital marketing campaigns that are informative and relevant – communications is one of the most important parts of successful ongoing marketing. This feature is also standard for all packages.

EZLynx Client Center

Here your clients can easily get their ID Cards, policy documents, and request changes 24/7. Enhanced customer service helps to retain clients and saves your agency time and money.

EZLynx Agency Websites

EZLynx offers powerful agency websites that come fully integrated with our Consumer Quoting and Client Center products. Generate new business with a website built using SEO best practices, offer live comparative quoting, and then service those consumers after they become customers.

When you choose EZLynx as your SaaS provider, no matter what suite you select, you get an easy to implement full-service suite of services so that your agency runs smoothly. With no software needed to download, there is no reason not to try our free 10-day trial. Click here to sign up or call us at 877-932-2382, option 2.