Find Solutions with the Redesigned EZLynx Solution Center

EZLynx Support CenterIn the digital world, having the ability to find information is often more critical than actually knowing information. We created the Solution Center to serve as a digital library to provide agents with answers, allow agents to help other agents, and create a space for conversation between the agents and EZLynx.

The fastest way to find information 24/7/365 is by searching from the Solution Center homepage.

The Solution Center search bar searches through the Knowledge Base as well as the EZLynx Community Forums from the “home” page. Simply type in a keyword and select the best option from the drop down. Options are broken down into Knowledge Base articles and forum posts.

The Knowledge Base is a conveniently parceled out instruction manual. When you have a question about a product, you will find answers in the form of videos, step by step instructions and more, all provided by EZLynx.

Search the Solution CenterThe Knowledge Base articles are broken down by product and specific features of a product. This allows agents to find the right solutions, faster.

In the EZLynx Forums, agents can discuss products, find solutions to general insurance business operations, and provide feedback all within EZLynx. The EZLynx Community Forums are broken into four different forum sections: New Product Information, Wish List, Tips and Tricks, and Agency Operations Station.

Within the New Product Information forum, agents will find release schedule information and details about upcoming product releases under the Release Schedule and New Updates topics. We recommend that agents follow these two topics for updates.

Our Wish List provides agents with a place to ask for additional features or products and to find information about the status of the development of the product. By liking or commenting on a post, agents show EZLynx the needs that are the most pressing. As features or products move into development, their status is updated until it is implemented.

Solution Center Wish List

The Tips and Tricks forum and Agency Operations Station forum provide agents with a place to help each other. EZLynx is built for agencies to have the flexibility to fit EZLynx to their business needs. As daily users of EZLynx, agents often have unique ways of running reports or using workflows. The Tips and Tricks forum is a place to ask other agents for best practices, share tips with other agents, and review agent conversations about EZLynx products. For general business requests not related to EZLynx, agents can look no further than the Agency Operations Station.

When an agent needs help in our digital library, our support staff are highly resourceful EZLynx experts. Open a ticket to ask a specific question and communicate directly with an EZLynx support staff member.

The EZLynx Solution Center allows agents to have all the support they need, when they need it, in one convenient location. Whether finding instructions and information 24/7/365 with the Knowledge Base, helping another agent in the EZLynx Forums, or communicating with support staff—the newly redesigned Solution Center is here to provide agents with support on three levels. Visit the Solution Center to join the conversation and find solutions today.


Clearing a Path Toward Productivity with Commercial Schedule Imports & Exports

 

Accomplishing more, in a reduced amount of time, is crucial for commercial agents. It is not a simple task to quantify how changes to an agency’s workflow will improve overall productivity. To effectively make these changes requires a delicate understanding of a commercial agent’s needs. That’s why EZLynx is making extensive updates to the EZLynx import/export process, which will clear the way for agencies to accomplish more, faster.

Speed and accuracy are key in clearing a path to an agency’s ability to manage commercial accounts. Without one or the other, an agency is left with errors or stands unable to meet client needs in a timely manner. Importing information will aid agents in gathering and entering data into EZLynx quickly, with fewer entry mistakes. The next update will allow agents to import schedules for commercial line applications and policies, including vehicles, drivers, locations/buildings, named insureds, additional interests, and equipment.

Import Vehicles

This workflow allows agents to ‘Add New’ or ‘Replace All’ when remarketing or during any other major update. This feature will save agents time when working on applications or servicing a policy.

Append on Import

The ability for commercial clients to self-service their accounts is critical to an agency’s ability to exceed customer expectations. With the new update, agents will have the ability to export one or more schedules from applications and policies and automatically share those exports with an insured or a prospect. Then, the insured or the prospect will have the ability to make updates through EZLynx Client Center. This will help agents sell more by allowing the prospect to see the seamless and secure communication between Client Center and the agent. Existing clients will have additional options for communicating with their agents.

Share in Client Center

As laid out in the 2019 Roadmap, increasing innovation and productivity for commercial agencies is a major focus for EZLynx. Import capabilities are only the first step toward streamlining the workflow for commercial agents. Over the proceeding months, new product updates will continue to pave the way for commercial agencies to improve their overall productivity. Just another way EZLynx helps agents ACCOMPLISH MORE, FASTER.

To learn more about EZLynx or to find out how your agency can use EZLynx Management System with your Commercial Lines business, contact us below.


Improved Productivity with Agency Workspace

You may have noticed that we often talk about productivity. Have you ever stopped and asked yourself what productivity truly means for your agency? EZLynx knows how increased productivity can improve your bottom line, and we provide agents with the tools they need to be efficient.

Productivity is the completion of a high volume of tasks, while efficiency refers to how well you use your resources to complete this high volume of tasks in a reasonable amount of time. The two concepts work as two sides of the same coin— to be truly productive, businesses need to maintain a high level of efficiency. Businesses have long recognized two foundational ways to increase productivity: streamline the process and leverage technology. In recent years, researchers identified collaboration as one of the driving forces behind productivity.

Simply working toward common goals with greater transparency helps motivate people to overcome challenges. Today, agencies are recognizing this function and working to improve productivity by changing their company culture, optimizing the work process, and adding technology as an aid.

Culture

Building a new culture in the workplace begins by improving the collaborative abilities of each employee. When the proper culture is implemented in an organization, productivity naturally increases as everyone works efficiently to accomplish goals with teams and individuals alike receiving rewards as they are accomplished. Creating this culture does not happen overnight, but through a long-term commitment to a company mission.

Though teamwork is key, a team cannot work together without having a designated space and process through which to accomplish each goal, such as Agency Workspace.

Process

Setting up the proper workflows is the catalyst to increasing your agency’s productivity. Without a defined process, collaboration efforts suffer, but identifying the proper method to accomplish each task as a team can be tricky. Employees need to know what work is completed, what needs to be completed, and who is assigned to each task. This is simple with Agency Workspace. For insurance agents, having a defined process can be crucial to avoiding potential E&O exposure.

We have seen tremendous success for agencies that standardize titles on discussion groupings, label actions, add policy associations, and check accomplished items off of a pre-defined list to ensure that nothing is missed. In addition to these needs, the process needs to be simple enough for group collaboration, while also being thorough enough to protect against mistakes.

Technology

While researchers and business experts often provide recommendations related to improving your workflow and adding additional technology in your office, how these solutions will maximize productivity is often a missing link in this equation. Technology should work as a vessel to improve your agency’s productivity. For an insurance agent, this means having a space designed for agents that helps protect agencies against E&O exposure while also allowing the agents to have access to immediate answers when an insured calls.

Recognizing the interwoven role technology, process, and collaboration play in increasing productivity, EZLynx built the Agency Workspace with the unique needs of an agency in mind. Features like the ability to take a note or work a task are available from anywhere in the system, helping agents handle frequent interruptions without losing their place. Notes and tasks are grouped into logical discussions so anyone in the agency can quickly get up to speed on a specific topic for an insured. Creating agency specific labels help track and quickly identify common activities across the organization. For agencies following standardized procedures, creating checklists is a great way to ensure everyone is following the same steps every time.

EZLynx recognizes that technology is not a magic bullet to improve the productivity of your company. Agency Workspace, which is part of EZLynx Management System, provides agents with the tools and framework necessary to create a process that works to allow agencies to maximize efficiency. Utilizing Agency Workspace can substantially improve the collaborative capabilities of your agency, helping you ACCOMPLISH MORE, Faster.


Is Your Commissions Process Wasting Money?

EZLynx believes that agencies spend too much time and money trying to manage commissions. Defining commission rules and producer payouts is an important part of any well running shop; however, it is a cost center for the business. Between setting up complex rules, reviewing and importing statements each month, correcting data, and verifying payouts, agencies are spending a tremendous amount of employee time and money on non-revenue generating activities. We decided to reduce the complexity and remove the guess work from the commission process.

The Future of Commissions

Keeping with our product roadmap to focus on four key pillars of improving productivity, serviceability, scalability, and profitability in agencies, EZLynx Commissions simplifies a complex process so that any agency can accurately track and pay commissions. We are currently under way on the complete overhaul of this workflow to help agencies increase productivity and reduce their efforts on this tedious process.

Commissions are the lifeline of an insurance agency. Each step of recording, reconciling, reporting, and managing commissions directly ties to someone’s paycheck. We are implementing our enhancements to this process in steps as we push toward our goal of a smarter, simpler commissions system. At each stage, members of our beta program will provide month-over-month feedback to ensure the tool meets the unique needs of independent agents.

Statement Import

Every new month creates a costly and time-consuming challenge for your agency. Each carrier sends their statements in slightly different formats. Remembering the variations and updating these large data sets prior to bringing them into the system is a costly learning curve each month. This adds to the frustration and costs the agency valuable time and resources. We simplified the number of steps needed when importing in order to improve your workflow and increase your agency’s efficiency.

Minor differences from the carrier can be time consuming to fix every week, so our new statement import feature remembers this information for your agency – so you don’t have to. As imports arrive and you make changes to the information, EZLynx will remember your import mapping and data corrections. For example, if the carrier sends the full state name instead of state abbreviation, after you correct it one time, EZLynx will remember it for every subsequent upload.

Rule Creation

Most people don’t think about commissions until there is a problem. When producers don’t get paid out at the correct rate or the agency over pays, it is obvious that there is a problem. Commission rules power the payout system and align to the agencies payout structure. Any issue in setting up the rules or ordering is apparent once the statements come in.

EZLynx Commissions empowers agencies with a streamlined creation workflow and an intuitive rule engine to simplify payouts. The step-by-step workflow guides you through the creation of each rule, adding criteria, and defining payouts in a simple, easy to understand format. Based on feedback, we have included several additional options such as department and policy effective dates.

Join our Beta Team

Commission management is a vital component of every agency. With our latest updates, EZLynx wants to bring efficiencies to save agencies time and increase productivity in their back-office processes with a streamlined commission system that is simple and accurate.

The new rule creation workflow is currently in beta, and we are looking for agencies to provide month-over-month feedback on the new features. Agencies get a side-by-side comparison of the new rules and their existing rules to review and ensure complete accuracy before the full release of this feature. If you are interested in participating, you can apply to join the Beta Team by clicking HERE.


EZLynx Roadmap for 2019

2018 was a year of growth for EZLynx and especially for our agencies! Agencies using EZLynx have on average enjoyed substantial year-over-year increases in customers, policies, and premiums. While agents saw growth in all areas, this trend was especially pronounced for commercial lines. We take pride as a partner in your success and want to continue to provide the tools you need to thrive and grow each year.

We all work towards Nag’s vision of a single platform customer lifecycle solution built on the pillars of productivity, serviceability, profitability and scalability for your agency. We believe that scalability is achieved by aligning the right people, processes, and technology to overcome plateaus that inhibit growth. We want to thank our customers who also believe in and support our vision as we strive to improve our industry.

We faced challenges with our own scalability this year, which is why we made the difficult decision to hold off on some important new features while we focused on the system architecture and stability of the platform. For many years, EZLynx was known in the industry for its reliability, so we look forward to earning back your trust in that area. To continue our growth, we’ve put the people, processes, and technology in place to continue delivering innovative solutions to support your business while we grow ours. The way we see it, working as a trusted technology partner with your best interest in mind is the only way we both win.

Looking Back at 2018

EZLynx introduced exciting products and a series of targeted features that significantly impact the amount of time agencies spend on non-revenue generating activities. Features such as bulk document enhancements, updates to EZLynx for Outlook, improved download matching, additional LOB support, eSignature custom fields, MSB residential pre-fill with reconstruction cost valuation, and a completely new commission import workflow are all updates that were aimed at reducing man-hours spent on these necessary activities. The team is testing several other productivity features including an updated forms workflow, which saves time generating the application documents and will be available for general release early 2019!

We officially introduced Automation Center this summer to set the foundation for the future of our platform. Automation Center helps agencies scale by handling many of the repetitive tasks that consume resources and keep you from focusing on high-value activities. This type of automation also encourages everyone to adhere to standard workflows and promotes best practices. It is the foundation for helping you increase productivity and serviceability without adding staff. We will continue to enhance the automation features in 2019 with support for multi-step and conditional workflows.

One of the most exciting products designed to help agencies scale while increasing profitability is our Agency Insights™ for Sales Center. This feature automatically generates potential prospects from your quote data and book of business, giving you the information needed to recapture, win, and cross-sell opportunities before the X-Date. This is the type of feature that pushes the boundaries on what a management system should do for an agency.

Looking Forward in 2019

We want to provide commercial lines sales and service the same innovation and productivity gains that EZLynx brought to personal lines. We’ve set an ambitious roadmap for 2019 with a few surprises along the way! The roadmap focuses on the business problems that commercial agents have faced for years in the areas of submission management, certificate distribution, and ongoing servicing.

At AgentLynx 2018, we showed off a sneak peek of EZLynx 5, the next generation of the EZLynx platform, and we are excited to announce that it will be available later this year! EZLynx 5 is designed to move us toward our vision of a smart Rating Engine and Agency Management System that helps drive an agency through automation and improved consistency, functionality, and usability.

Recently we’ve noticed an increase in the consolidation of independent agencies under MAPs, or Market Access Providers. In late 2018, we started building EZLynx for MAPs, a product designed to help these organizations overcome common plateaus, scale quickly, and increase the efficiency of their operations. Our initial roadmap addresses member management, carrier management, and commissions processing.

As a company, we push ourselves to never settle and look for opportunities to affect positive change in the insurance industry. Even as the leader in personal lines rating, we believe there is room for improvement. This year we are thrilled to show some love for the EZLynx Rating Engine with the goal of improving speed and accuracy to help you accomplish more, faster!

AgentLynx 2019

A special thank you to everyone who joined us for AgentLynx last year in San Diego. We truly enjoyed getting to meet everyone and sharing our passion for new technology. With every AgentLynx we hope to inspire attendees to leverage EZLynx to drive productivity, serviceability, scalability, and profitability in their own agencies.

Our user conference is a unique opportunity for you to learn how to maximize your potential with EZLynx and to influence the direction of the product for the future. Several of the product enhancements of 2018 were a direct result of feedback from the conference! We are already working toward new surprises for AgentLynx 2019. We look forward to seeing you all in Fort Worth, Texas on October 20-23rd.

We are excited for the new year and the opportunities it brings to continue our journey as your technology partner!


How to Implement Proactive Customer Service

How to Implement Proactive Customer Service

We have all seen a “Get rich quick” scheme, or the magazine article with “The secret to improving your business.” Most of these articles do not provide new information or even a solution that is easy to implement. The idea that if it seems too good to be true, it probably is, still resonates.

It’s not a secret that retaining business is less expensive than gaining new clients. In fact, experts estimate that it is four to six times more expensive to gain new business than it is to retain existing customers, and an estimated 65% of new business comes from existing clients. Still, if retaining business were simple, every agent would have a successful agency. As the process of retaining existing customers for a larger book of business becomes more cumbersome, it is understandable that, on average, agencies only hold a retention rate of 78 percent.

Agencies with EZLynx Retention Center, however, take a proactive approach to customer retention with “too good to be true” results — with an average retention rate of 86 percent.

With the EZLynx Retention Center, the client retention process is put on autopilot. Agents are provided with recommendations for accounts that are up for renewal to help agents prioritize their customer service activities.

Retention Center - Overview

An Expiration List is generated to provide agents with a list of upcoming renewals. Policy management is streamlined by customer risk, allowing agents to focus their attention where it is needed most.

Retention Center - Expiration List

For commercial clients, the Expiration List automatically displays the upcoming commercial renewals, with each agency having the ability to customize the specific expiration timeline for personal and commercial lines separately. Patented automation allows agents to prioritize and analyze renewal offers on commercial policies.

Even an agency with a perfect retention rate can stand to improve its retention process. EZLynx Retention Center brings policy renewals into focus, prioritizing retention and standardizing efforts around repeatable best practices.

Listen to one of our existing agents and find out how EZLynx Retention Center can improve your workflow.


EZLynx for MAPs is Coming Soon

MAPs, or Market Access Providers, are enjoying phenomenal, sustained growth. With this success, their focus is understandably shifting toward scalability and the business decisions they must face in this evolving market.

“Their futures will both depend on how well they can increase the effectiveness of their member agents and how quickly they can ramp the efficiency of their operations,” says Vijaya Rengarajan who is managing the project at EZLynx. “To facilitate this, they need a solution purpose-built for their needs — EZLynx for MAPs.”

Coming soon, EZLynx for MAPs is an agency management system tailored specifically to MAPs. EZLynx for MAPs establishes the framework for unprecedented interconnectivity between the MAP and its member agencies.

Harnessing the power of EZLynx ONE PLATFORM, EZLynx for MAPs addresses the three pillars of MAP success: carrier management, member management, and commissions processing.

Specific needs for this fast-growing, disruptive segment include:

  • Regular, actionable communication between MAPs and their members
  • Seamless integration with the member agency’s management system
  • The aggregation of carrier data, including policy downloads and commission allocation
  • The ability to manage reporting, productivity and success for both the individual agencies and the MAP overall.

Carrier Management includes capabilities to manage carrier contacts, agreements, and logins all in one place.

EZLynx for MAPs - Carrier Management

Member Management is a key feature to drive your members to success as it helps in managing their licenses, Errors & Omissions (E&O) insurance requirements, agreements, and more. Integration with automated events & workflows will help in compliance with licensing and E&O requirements without human intervention.

EZLynx for MAPs - Member Management

Commissions management boosts productivity by eliminating the manual work of creating reports/spreadsheets with member commissions. MAPs will be able to set their rules by which they can take their cut and distribute the member’s commission split. From EZLynx for MAPs, you will be able to send a unified statement to a member agent as a downloaded statement in EZLynx.

EZLynx for MAPs - Commissions Management

If a MAP has members outside of EZLynx, we still have ways to ensure communication between the MAP and those members. The answer is “Member Portal”. A Member Portal is the application where non-EZLynx members can log in and access their policies, documents, Errors & Omissions documents, and commission statements.

The organizations who succeed will be the ones who can most quickly scale to meet the changing needs of both the MAP and the members.  Success will also hinge on the speed and quality of underwriting, as well as the timely and robust flow of actionable data with members. We believe EZLynx for MAPs will be the solution to help drive that success.

 


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.


ONE PLATFORM for your Agency Needs

A lot has changed with EZLynx Management System over the past several years. As your business grows, so do your business needs. Our platform is specifically designed to grow with you to help meet those unique challenges you face. The ability to track premiums, improve your customer service capabilities, and reduce E&O exposure becomes increasingly critical to your success. With these needs in mind, it is surprising that 20 percent of insurance agencies admit to not using a management system, according to the IIABA 2016 Agency Universe Study.

With EZLynx Management System, you will find everything you need to run your business on ONE PLATFORM. Unlike other management systems, EZLynx allows you to keep all of your data in one place, so managing new applications, quoting, creating proposals, and filling in ACORD forms and certificates can be completed without entering new information into a series of other applications, which will increase your overall productivity and accuracy.

Manage Sales

The benefit of keeping all of your information on ONE PLATFORM is immediately evident in the sales process. Whether using the manual application entry or EZLynx Rating Engine, agents can collect risk information on personal and commercial prospects. Once entered, all of the information flows seamlessly into ACORD forms and Agency Forms to send to the carriers. All quotes, manual and real-time, are stored with the prospect’s information to allow you to easily see the best fit and generate a proposal. Throughout the process, agents can securely manage documents and generate forms, such as ID cards or binders, all within EZLynx.

Policy Issue and Servicing

When a prospect becomes an insured, EZLynx Management System will simplify your management responsibilities and your agency’s communications. EZLynx Management System allows you to manage your download and manual policies. If a carrier requires manual entry, the information that you already entered into the application will flow into the policy, saving you time. EZLynx even tracks the status of your policies to provide a quick indication of whether a policy is in force or not. Commission tools will simplify your tracking and payment management, providing you with the information you need to understand your business.

Endorsement processing and certificate generation are time consuming processes for agencies. If a client requests a policy change, EZLynx streamlines the change request process, allowing agents to request, monitor, and verify policy changes with the carrier. To further your customer service capabilities and improve your efficiency, EZLynx expedites your commercial certificate generation process by allowing you to generate certificates within minutes and securely send them to your clients.

Our system will increase the speed and accuracy of your agency’s claims tracking process with downloaded and manual claim support by allowing you to automatically download and keep your agents up to date on the claims process.

Customer Self-Service

For agents with EZLynx Client Center, you can allow your clients to view a summary of their policy and their ID cards. Information presented in Client Center is pulled from EZLynx Management System automatically, so you know your client has the most up to date information. Commercial clients even have the ability to self-generate certificates.

Agency Productivity

EZLynx Management system has several tools focused on increasing agency productivity and collaboration. Agency Workspace within EZLynx Management System will allow you to manage your reminders, notes, and tasks that you depend on to run your agency. Access to the workspace is available throughout EZLynx, so that you can add notes, tasks, and reminders and view notifications without having to navigate away from a page. Add attachments and labels to keep your data organized and multi-task and collaborate with your coworkers, so that you can maximize your team’s potential. Use EZLynx Automation Center to program the automatic creation of tasks based on activities happening in your agency and actions completed by insureds, such as the completion of an eSignature document.

Intelligent Business Analytics

EZLynx Agency Pulse puts the power of ONE PLATFORM to work by combining metrics from your EZLynx Rating Engine and EZLynx Management System. With Agency Pulse in EZLynx Management System, agency owners will receive a snapshot of your agency’s health and be able to evaluate key performance indicators with an automated email report, giving you the ability to pinpoint areas that need improvement. EZLynx provides a robust list of reports and dashboards to help you gain an understanding of your book of business, carrier distribution, productivity, and more. EZLynx Management System will help you grow your book of business by helping you understand your data and where to take action to see improvement.

Growth Opportunities

Do not allow tedious tasks to hold you back from growing your business and leave you in a place of E&O exposure. Use a management system that will grow with you. While EZLynx uses the power of ONE PLATFORM, EZLynx Management System does not force your agency into a one-size-fits-all structure. Additional EZLynx products such as EZLynx Retention Center and EZLynx Sales Center can be enabled seamlessly, allowing you to expand your capabilities within the management system as your business needs grow. Use EZLynx Management System for your agency whether you are a large multi-location agency or a small local office. Our management system gives you the tools you need when you need them.

You can learn more about EZLynx Management System here, or you can fill out the form below with your questions and comments.


You Asked, We Listened: AgentLynx Progress Report

A little over three short months ago, many of our agents gathered together at AgentLynx 2018 in San Diego, where we announced new products, held group sessions, and allowed you to speak directly with the EZLynx Team about our products. We listened to your requests for new features, and we heard how EZLynx could further accommodate the needs of your agency.  With our release in mid-July and in the coming months, we are thrilled to be able to provide you with the first round of solutions to many of the requests and challenges you shared with us at AgentLynx.

EZLynx for Outlook

In response to your requests at AgentLynx, we committed to bringing you a more efficient, sleeker EZLynx Outlook plugin with updates to performance, workflow and features.  These enhancements will make Outlook feel like an extension of EZLynx.

We heard your concerns with the functionality of the plugin when you utilize Outlook on multiple devices. With this new enhancement to your Outlook plug in, seamlessly switch between home and work devices without worrying about receiving multiple automatic save dialogue boxes when you open Outlook.

In addition to simply documenting your emails in EZLynx, these Outlook plugin enhancements will allow you to select a specific task to associate with the email, attachments, and/or note; reopen or close a task from within the plugin; and add a reminder. For users with the Enhanced Workspace, you will now have the ability to mark a task as important and set its due date and time directly from the plugin.

Although you already had the ability to import attachments to EZLynx, the enhancement takes document management abilities to the next level, giving you the ability to preview documents, save documents to specific folders, and disable automatic saving of embedded images so you do not end up with unwanted email signature images in EZLynx.

We updated the Agency Workspace within Outlook as well, giving you the ability to add labels and mark emails with a sticky note, and we are improving your workflow by giving you the option to search and save to a different applicant within the workflow, even if matched to an applicant automatically. These enhancements will be automatically applied to your existing Outlook plug-in.

MSB Residential Pre-Fill and Reconstruction Cost Valuations

Soon EZLynx will feature integration with CoreLogic® to bring you residential prefill and reconstruction cost valuation powered by Marshall & Swift. Residential prefill will drastically improve your home quote process by allowing you to use MSB lookup within EZLynx to automatically pull information about a home prospect. You can further improve your process with the MSB reconstruction cost valuation tool to predict the cost of replacing the entire home. Both services will be available at a competitive, cost-efficient rate per transaction.

CoreLogic, the CoreLogic logo, and Marshall & Swift are trademarks of CoreLogic, Inc. and/or its subsidiaries.

Non-Owners & Broad Form

In the coming months we will be rolling out support for non-owners and broad form auto policy types, which has been a highly requested feature for many of our users.

Read Only User Access for Reports

Read Only User access for reports gives you more control over your data by allowing you to send reports to other users in your agency without having to give them access to all your reporting. This will keep your data secure within your organization. Contact customer support to activate this feature.

Bulk Actions in the Document Library

Additional efforts to increase your productivity and help you manage your data, we have made improvements to our document capabilities to now allow you to move or delete more than one document at once and share multiple documents to the Client Center simultaneously.

Agency Activities

The first of several Activity and Agency Workspace enhancements, we have enhanced your ability to associate notes with policies in order to increase your productivity and make it easier to stay organized. You can now associate a policy number with a note at any time, rather than only having this capability when you first created the note. If you need to move a policy to another individual, all the notes associated with that policy will now be carried over to the new assigned user.

Multiple Addresses

To help you stay more organized, we will soon allow for additional addresses, including military addresses, to be stored and associated with one customer’s account. Users with EZLynx Accounting will have the ability to directly include billing address information on invoices. The enhancement will also allow you to select the proper address from the addresses associated with a policy when sending postal mail through Communication Center. This feature is coming soon.

Looking to the Future

These enhancements and features are just the start. We have committed to bringing you even more of the changes and features that you have requested. We take your suggestions seriously, and we are always looking for ways to make improvements that will benefit your agency.

The opportunity to provide face-to-face feedback to the EZLynx Team is part of the main value of attending our user conference. AgentLynx helps our teams hear the unified voices of multiple agents and allows us to understand and address the top business challenges that many of our users face. It also provides you with the opportunity to network and collaborate on the best strategies for using EZLynx with other agents and EZLynx team members. We hope to see you at the next AgentLynx Conference in Fort Worth, Texas in 2019!