NewsLynx

Save Time Processing Endorsements with Automatic Change Request Confirmation

Posted on by EZLynx

 

The EZLynx philosophy is simple: Find places where agencies are spending too much time accomplishing a task, and then develop a way for software to give that time back.

Automatic Change Request Confirmation is the latest feature to deliver on this promise. EZLynx believes that agencies spend too much time processing endorsement requests. Yes, endorsement requests are important, but the larger your agency grows, the more time-consuming and costly this activity becomes. Between gathering information from your customers about the request, documenting and sending them to the carrier, receiving the policy change download and communicating back to customers, agencies are spending a tremendous amount of time and money.

On the front end, EZLynx Client Center already provides insureds with an easy, online way to submit policy change requests any time of day or night. Now, Automatic Change Request Confirmation focuses on reducing the time and effort spent on the final steps in the process.

 

 

How does it work?

Automatic Change Request Confirmation automatically compares downloaded policy changes against the change requests, as entered, to confirm their accuracy. If everything matches, it automatically confirms the change request for you and closes it out.

If the system detects discrepancies between the policy change processed by the carrier and the changes originally requested, the feature automatically generates a task in EZLynx, alerting you that the policy needs a closer review.

 

 

Either way, your staff spends less time reviewing and completing endorsement requests!

Automatic Change Request Confirmation is priceless when it comes to change management with commercial policies, where even the tiniest mistake can be costly.

A feature like this one also holds particular value for agencies experiencing growth and looking to scale their operation accordingly. When software automates repetitive, resource-consuming tasks, the entire staff is freed up to accomplish more. One agency who participated in the beta phase for this feature was able to cut down its endorsement processing time by 45%! With such a substantial portion of their change requests now being confirmed automatically, agents were able to refocus their time on revenue-generating activities.

Because Automatic Change Request Confirmation further streamlines the overall endorsement process, clients also reap the benefit of a smoother, more timely experience with your agency.

The four key pillars of improving agency Productivity, Serviceability, Scalability, and Profitability are at the core of EZLynx. These pillars shape the way we innovate and drive us to improve the businesses and lives of our customers. When we simplify the complex change request process—one area of focus at a time—we help agencies like yours accomplish more, faster.

 

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How to Put EZLynx Connect to Work for Your Agency

Posted on by EZLynx

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

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

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

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

 

Cross-Selling with Every Home & Auto Quote

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

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

 

 

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

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

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

Payment Processing

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

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

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

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

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

Interactive Proposals

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

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

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

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

Appointment Scheduling

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

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

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

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

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

Zapier

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

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

EZLynx Connect Makes Your Agency Better

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

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

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

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

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EZLynx Roadmap for 2021

Posted on by Brenna Johnson

Happy New Year! I think we can safely say that 2020 was a year like no other!

The pandemic forced the insurance industry, and many others, to embrace changes in how they interacted within agencies, with carriers, and insureds. These changes validated the importance of several of our 2020 roadmap initiatives, which continued the charge in leading the industry forward through new technology, with a focus on customer self-service and automation to bring digital connectivity.  We saw EZLynx agencies quickly shift to embrace products like EZLynx Client Center, Eva (the EzLynx Virtual Agent who can respond to simple text message requests and create follow-up tasks), and the new EZLynx Connect Marketplace. Though last year proved challenging, joining forces with Applied will help us continue to deliver products that help agencies increase profitability and drive the industry forward.

Agency Partners

We recognize that our agency partners believe in us and trust us as their vendor of choice because we know that technology and innovation can change the industry for the better, and we spend day and night looking for ways to make agencies more productive, more profitable, and fortified for the future.

Our customer’s faith in that partnership, and their decision to choose us, means everything to us. I want to thank you for that trust. Our partnership with Applied expands our ability to use our passion, creativity, and innovative spirit to solve agency problems and bring transformation to the industry.

Looking Ahead

Both EZLynx and Applied have a deep conviction that technology innovation is the only way forward for the industry. Our vision to equip independent agents with the tools to help them sell, service, and grow through technology remains unwavering.

Connect

We believe that digital connectivity is paramount to helping the independent agency channel remain competitive. Our agent partners are forward-thinking and ready to embrace technology to improve all areas of their business. Our vision of the Connect Marketplace is an interconnected digital ecosystem that enables agents to choose from the best solutions available. It is like the glue that holds multiple systems and vendors together seamlessly. Our focus in 2021 is to aggressively increase the available vendors and their interconnectivity into all areas of the customer lifecycle.

Automate

Part of the EZLynx 5 vision is a fully automated and connected system to help drive agency productivity, freeing agents to focus on their customer relationships. We plan to continue the effort to expand this automation across our products and vendor partners to help agencies increase scale and remain competitive.

Service

Agency servicing remains an important focus area in 2021. We truly believe there is tremendous opportunity to help our agencies scale. We’ve invested greatly in the commercial space over the past several years. The full commercial policy lifecycle process in our industry is disjointed. The bulk of insuretech investments ignore the independent commercial agency. We believe this is an area with tremendous potential for automation, vendor partnerships, and advancements in the consumer experience. Our goal is to deliver insurance solutions for forward-thinking agents and the engaged consumer through increased digital connectivity and improved experience.

Change can be scary, but it is part of transformation. We are thankful for our customers’ unwavering belief in our vision to keep moving forward. The entire EZLynx Team is looking forward to joining forces with Applied Systems to continue bringing our vision to the industry on an even greater scale.

Don’t Forget…

Our upcoming January episode of EZLynx Live will include a pre-recorded Q&A with EZLynx CEO Nag Rao and Applied CEO Taylor Rhodes about this strategic acquisition, so be sure to tune in here on Thursday, January 28th at 12 PM Central Time.

And while you wait, you can also check out our December episode, which includes a walkthrough of many of the enhancements we rolled out over the past year.

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Our Strategy with EZLynx Connect

Posted on by Nag Rao

A Note from the CEO

I am sure by now many of you have heard of EZLynx Connect®. I thought this would be a good time to explain what EZLynx Connect is, and isn’t, as we shift our focus towards 2021.

EZLynx started as a single product solution back in 2005. Over the years, with the addition of several products, we have become the EZLynx One Platform®. This was by design and the result of a vision we laid out about five years ago. Agents can now come to EZLynx and get basically every feature and functionality necessary to run their business. Simply put, we are a one-stop shop for all your agency technology needs.

Outside EZLynx, the world is changing too. We listen carefully to our customers in an effort to fit our products to their needs. Sometimes, we get requests to build various niche solutions in EZLynx that, if developed up to our standards, could sometimes take focus away from development of our core products. Some of these solutions are already available from third-party vendors, however, and increasingly more of you are asking for integrations with these vendors in the platform. It quickly became obvious to us that we needed to create an eco-system in which vendors could seamlessly integrate their products and services with EZLynx to better meet your needs.

EZLynx Connect is the solution. We officially announced EZLynx Connect at our AgentLynx User Conference in 2019. It’s a new way to enable third-party vendors to build an integration on their own without much help from us. This streamlines the process, allowing faster development, and it empowers our customers to directly ask vendors they like to integrate with the EZLynx platform. EZLynx has a long history as an innovative company with leading-edge products; not surprisingly, we are the first to offer this kind of vision in our industry. This is not a radical or innovative idea, however, as it has been implemented in several popular platforms, such as Salesforce.

EZLynx Connect is both a technical architecture and a business platform. Using the EZLynx Connect APIs, third-party vendors can leverage our distribution potential to offer their products and services to more than 20,000 agents who use EZLynx every day. Everyone benefits. Integrations available today in EZLynx Connect include life insurance products, VoIP (internet telephony) services, credit card processing, and more. We have several other third-party integrations in development to be released in the next few quarters. Keep checking our monthly NewsLynx email to stay up to date.

Our goal is to make sure our customers have access to many of the best solutions available in the market to run their agencies. EZLynx Connect will help you sell more products, communicate with your customers more effectively, and service them more efficiently. It is our hope this will benefit both agency top and bottom-line numbers. As an agent, you will be able to review all the vendors available in our Connect Marketplace and select integrations you want to enable for your agency or users. EZLynx’s legal and security teams review Connect vendors who receive sensitive consumer information to give you additional peace of mind. Some vendors may require you to agree to separate legal contracts or terms of service and pay the stated license fees before the integration will be enabled, and additional terms may apply as provided in the legal terms portal on our website.

Our focus for 2021 is all about Connect. We will continue to add more and more vendors to the Connect Marketplace, and some of these integrations will allow you to sell additional insurance products, like pet insurance, auto warranty, and much more, while other integrations will help you automate your communication to the customers by email, phone, or text. I am confident this should excite you, the EZLynx user, because we are thrilled with the possibilities in the years ahead.

Please visit the EZLynx Connect page on our website to browse all vendors available today, or add a vendor integration to your agency through our Connect Marketplace page inside EZLynx. Please send any thoughts or feedback you might have to us. As I said at the start, we value you and will thoughtfully consider your feedback.

You can watch Nag Rao discuss EZLynx Connect in our November Episode of EZLynx Live here.

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The New Must: Online Customer Self-Service

Posted on by EZLynx

EZLynx Client CenterThere was a time when “going digital” was a long-term goal for many independent insurance agencies. But as this pandemic continues, one thing becomes very clear: Digital is no longer optional.

But is your agency providing online customer self-service, or is this an area that is being overlooked?

Almost overnight, online customer self-service has become a must. And this trend is not temporary—customer expectations have been changed forever. Providing your clients with access to self-service options anytime, anywhere is an expectation your agency will need to continue to meet. If you don’t, your competition will.

Insurance shoppers have changed. They desire websites and apps they can interact with at their own convenience. Why? Because other industries have taught them to expect it. (No, it’s not just Millennials.)

The goal is to meet your customers where they are. And those customers are online, actively seeking ways to insert themselves into every possible aspect of their transactions – including customer service. Unless they feel the need to communicate with an agent directly, they would prefer not to.  It’s all about immediacy.

Insureds should be able to Download ID cards, view policy information, upload documents, check in on active claims, make payments, and submit changes to their policies. For commercial lines, policy holders expect to generate certificates, request changes to schedules, and provide the required (extensive) data for their applications when and how it’s most convenient for them.

You’ve worked so hard to attract and win modern insurance consumers, be sure to invest in the infrastructure required to retain them.

Here are some key takeaways for success:

  • Get started now. Customer expectations are only growing.
  • Commit to making online customer self-service a strength of your agency.
  • Don’t wait for the process to be perfect – it never will be. You have to start somewhere, and your clients will recognize you’re making moves in the right direction.
  • Technology is driving these demands, so choose solution(s) that can scale with you.
  • If you don’t deliver on the desired customer experience, someone else will.

As 2020 unfolded, EZLynx shifted its development priorities even more toward expanding agencies’ online self-servicing capabilities. EZLynx Client Center makes it possible for agencies of all sizes to deliver the customer portal experience their clients expect. Whether your book of business is mostly personal lines, commercial or somewhere in between, we have a solution that is simple to establish and easy to maintain.

Here are some links to more information:

EZLynx Client Center webpage

Agency Experience video

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What’s New in EZLynx 20.2

Posted on by EZLynx

The EZLynx June 2020 release will go live on 6/26. Below you can find some of the highlights. Be sure to join us on Thursday, June 25 at 12:00 PM Central Time for our next episode of EZLynx Live, where we will be showcasing these exciting enhancements!

Payment Processing Through Client Center

Your clients can now make electronic payments by credit card or eCheck via EZLynx Client Center. You will also be able to track payment history and view tasks generated through payments.

EZLynx has partnered with Clearent for this highly demanded feature.

Steps to enable payment processing through EZLynx:

  1. Set up your merchant account with Clearent. Start the process at https://www.ezlynx.com/vendors/clearent.html
  2. Inside EZLynx, navigate to the EZLynx Connect Marketplace. Click on the “Payment Connector” card to find and activate the Clearent integration.

Calendly Integration with Client Center

With EZLynx Client Center, online customer self-service is available to your clients 24/7. But some situations require more traditional, direct communication between agent and insureds. That’s where Calendly comes in.

Calendly is a 3rd-party application that can be added from the EZLynx Connect Marketplace. Calendly helps schedule meetings without the dreaded back and forth of emails and phone tag.

Once your agency has activated the Calendly integration for Client Center, your customers will begin seeing the link to schedule an appointment.

New Automation Center Workflow for Carrier eDocs

We’ve added a new workflow to EZLynx Automation Center, which triggers when carrier eDocs are received. This powerful automation notifies insureds, provides access to the incoming carrier documents, and creates Notes/Tasks for the agency.

By eliminating the need to share documents with clients manually, time is saved for both agents and insureds. Clients are notified immediately by email, along with a secure link to view the documents in EZLynx Client Center.

Carrier eDocs include Declaration Pages, Policy Documents, Notices of Final Cancellation, Non-Payment Pending Cancellations, Non-Renewal Notices, Payments Overdue and Reinstatement Notices. Filters can be set to tailor your agency’s actions to the types of carrier eDocs being received.

This feature is available only for agencies who have upgraded to EZLynx 5.

Rating Engine Updates

The Rating Engine is receiving updates for three states, in-line with the upcoming state regulations.

Michigan (Auto Coverages, Effective July 2):

  • The new state minimum for auto liability coverage is being updated to 50/100/10.
  • Per new state regulations, 20/40, 25/25, 25/50, 50/50 and 55 CSL will no longer be supported for the Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs.
  • “PIP Limit” and “Excess Attendant Care” fields have been added to State Specific coverages. (Excess Attendant Care will be enabled if PIP limit has values other than Unlimited or No Coverage.)

Arizona (Auto Coverages, Effective July 1):

  • The new state minimum for auto liability coverage is being updated to 25/50/15.
  • Per new state regulations, 15/30 and 25/25 will no longer be supported for the Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs.
  • 10,000 will no longer be supported for general coverage Property Damage for Auto quotes.

Virginia (Addition to Gender Field):

  • Not Specified has been added as a third option under Gender.

These Rating Engine updates will also apply to Consumer Quoting, Web Services, and Client Center. (For Client Center, only Gender changes are available).

EZLynx 5 Applicant/Co-Applicant Switch (Beta)

The ability to swap the Applicant and Co-Applicant with a single click is almost here!

Reentering data in order to quote the same household under a different applicant can be needlessly time consuming. Soon, you will have a way to quickly switch the primary applicant information with the co-applicant directly on the quote results page and get a new quote. This new feature is entering a small closed beta, before being available exclusively in EZLynx 5.

Watch for an announcement of the general availability of this function in an upcoming issue of NewsLynx.

 

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

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What’s New in EZLynx 20.1

Posted on by EZLynx

The EZLynx May 2020 release will go live on 5/29. Here are some highlights:

Client Center Enhancements

EZLynx Client Center has been updated in several ways, with a focus on making customer self-service easier and more convenient.

There are two new ways to promote Client Center to your clients.

  • Initiate a Client Center Email Campaign with a single click. The campaign will automatically apply a Client Center template to the email, containing a link for customers to access your Client Center portal. Agents will be able to set scheduling parameters for the email campaign.
  • Provide a link to Client Center as a personalization Tag within an email. This option inserts your agency’s Client Center portal URL into any email campaign template. We recommend adding it to your email signature on all campaign templates. This will help your customers conveniently access Client Center.

When you remind insureds that online customer self-service is available 24/7, everyone wins!

We’ve also enhanced the client experience with a new interface and simplified workflows. Insureds and prospects will immediately notice the improvement. From the landing page, Quick Menu options will direct them to the most used features. And the associated pages have been enhanced for more straightforward usability.

  • The Policies page has a streamlined look and feel. Insureds can easily identify the policy they are looking for and understand their policy coverages and limits.
  • The Documents page displays more pertinent information for the client, making file sharing even easier.
  • It’s never been easier for customers to submit Policy Change Requests for their personal and commercial lines policies. The change request options are clearly highlighted, saving them a phone call to your agency.
  • The Certificates generation workflow is now even smarter. These new changes encourage your insureds to generate certificates themselves, instead of always requesting them from your agency.

Life Insurance Quotes Now Available Through Client Center

Your clients can now obtain Life Insurance quotes through EZLynx Client Center. This latest development is an extension of our partnership with BackNine Insurance, made possible through the new EZLynx Connect program.

Many of you are already enjoying access to Life Insurance rates through the Quote Results page in EZLynx 5. Now, we’ve added the option for your clients to proactively request a quote through the Client Center portal.

Clients will be asked a series of questions from BackNine. The system will return a list of monthly term life premiums, based on the insured’s health. BackNine will also communicate the lead to your agency, so you can follow up with the prospect.

To take advantage of this new cross-selling feature, enable BackNine integration from Connect Market Place. You will be asked to enter your National Producer Number (NPN) to verify your credentials with BackNine Insurance. Once an Assigned Agent has enabled BackNine Insurance, their customers will begin seeing this new quote feature as they log in to Client Center.

Secure24 – ADT Home Alarm Integration

EZLynx is proud to announce this new integration with Secure24 Alarms. Agents now have the opportunity to cross-sell home alarm systems to interested shoppers. This integration acts as a lead generator to Secure24 Alarms, who will then contact the insured regarding their interest in home alarm systems.

There is no cost to the agent for this integration. If a lead you provide results in a sale, you will be paid a commission.

This feature is the latest addition to the EZLynx Connect program. It is currently available only within EZLynx 5.

EZLynx Virtual Agent (Eva)

Welcome “Eva” to your agency staff!

EZLynx Virtual Agent leverages machine learning and natural language processing to make your agency smarter, faster and more capable for customer response.

Eva works in conjunction with EZLynx Text Messaging to answer simple customer requests and create follow-up tasks for your agency. Eva monitors your incoming text messages for the types of customer requests she’s been designed to perform. When she’s capable of providing assistance, she responds to the customer.

Today, Eva can provide insureds with their Auto ID Card, as well as help with Coverage, Vehicle, or Driver Information. If your agency has EZLynx Client Center, she will direct them to the portal for faster customer service.

We are continuously working to improve the quality of Eva’s responses. To better help her learn what agents need, we are offering Eva free to anyone with EZLynx Texting through the end of the year. Put Eva to work for your agency and its clients today!

Admins can enable Eva from the Communication Center menu.

Zapier Integration Now Available

We are pleased to announce that the EZLynx Sales Center Zapier Integration is now Generally Available. This integration makes it possible to automate applicants in EZLynx from 2,000+ apps.

We’ve also made a few enhancements from the previous Beta version. These enhancements include additional Outbound Trigger Fields, additional Inbound Action Fields, and a new Birthday Field Definition for Outbound Triggers.

There is also a new enablement process. You will no longer need an App Secret to start setting up a Zap. Instead, all you need is your EZLynx username and password to connect.

This integration requires either Sales Center or a license to the Sales Center API. Contact your EZLynx Sales Representative for more information.

NOTE: Because of significant updates to the Zapier app, it is not possible to automatically migrate existing Zaps to the new version. If you currently have running Zaps, you will need to recreate them with the new version within the next three months.

 

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

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EZLynx Client Center: Foster Happier and More Profitable Customers

Posted on by EZLynx

We are making some big improvements to EZLynx Client Center. Client Center has long been a staple of the EZLynx ONE PLATFORM. The portal provides the online customer experience insurance shoppers have grown to expect from their agent. Insureds can access policies, submit change requests, view their ID Cards and generate certificates from anywhere—even on the side of the road.

With the release this month we will make some key enhancements to the product, with a focus on making customer self-service easier and more convenient. We also made the product even more profitable for your agency. We have enhanced the product in three key areas:

  1. Life Insurance Quoting
  2. Promoting Client Center to Customers
  3. Updated Client Experience

Life Insurance Quoting

As agencies look for ways to expand sales opportunities with their existing customer base, Life Insurance should be an obvious choice. EZLynx Client Center now makes the process straightforward and at the customer’s convenience.

Many of you are already enjoying access to Life Insurance rates through the Quote Results page in EZLynx 5. Now, we’ve added the option for your clients to proactively request a quote through the Client Center portal. This feature works in both EZLynx 4 and EZLynx 5.

This latest development is an extension of our partnership with BackNine Insurance, made possible through the new EZLynx Connect program.

This process works from any internet-enabled device. Clients will be asked a series of questions from BackNine. The system will return a list of monthly term life premiums, based on the insured’s health. BackNine will communicate the lead to your agency, so you can follow up with the prospect.

To take advantage of this new cross-selling feature, enable BackNine integration from Connect Market Place. You will be asked to enter your National Producer Number (NPN) to verify your credentials with BackNine Insurance. Once an Assigned Agent has enabled BackNine Insurance, their customers will begin seeing this new quote feature as they log in to Client Center.

Promoting Client Center to Customers

When you remind insureds that online customer self-service is available 24/7, everyone wins! That’s why we have added two new ways for you to promote Client Center and its use.

  • Client Center Email Campaign.
    From EZLynx account overview section, agencies can quickly initiate a Client Center email campaign with a single click. The campaign will automatically apply a Client Center template to the email, containing a link for customers to access your Client Center portal.These emails can engage insureds and prospects at any stage of customer life cycle.

If your agency has been upgraded to EZLynx 5, you will also see the new Client Center Email Campaign icon.

  • Provide a link to Client Center as a personalization Tag within an email.
    You can also provide a link to Client Center with a personalization Tag. This option inserts your agency’s Client Center portal URL into any email campaign template.

Updated Client Experience

We’ve also enhanced the client experience with a new interface and simplified workflows. Insureds and prospects will immediately notice the improvement. From the landing page, Quick Menu options will direct them to the most used features. And the associated pages have been enhanced for more straightforward usability.

The Policies page has a streamlined look and feel.

The Documents page displays more pertinent information for the client, making file sharing even easier.

It’s never been easier for customers to submit Policy Change Requests for their personal and commercial line policies. The change request options are clearly highlighted, saving them a phone call to your agency.

The Certificates generation workflow is now even smarter. Because certificates are perhaps the most time-consuming and costly activity imposed on agencies, these new changes encourage your insureds to generate certificates themselves, instead of always requesting them from your agency.

Additional Resources

These are just the latest updates to what was already a powerful tool. We understand how important online customer service is in today’s climate, and we want your agency to exceed your clients’ expectations.

EZLynx Client Center gives your customers access to important self-servicing functions 24/7:

  • Client-Generated Proof of Insurance ID Cards
  • Policy Change Requests, with activity notifications sent directly to agents
  • Secure two-way document sharing with insureds and prospects
  • Clients can view policy details and coverages

To learn more about EZLynx Client Center, please visit these resources:

Client Center 101
Client Center User Manual
Client Center Best Practices
Client Center – Digital 24/7 Self-Servicing During COVID-19

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What’s New in EZLynx 20.0

Posted on by EZLynx

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.

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EZLynx Expands Carrier Messaging to Include eDocs

Posted on by EZLynx

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!

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