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 depend—in equal measure—on how well they can increase the effectiveness of their member agents and how quickly they can ramp the efficiency of their operations.  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!


Certificate Self-Generation in EZLynx Client Center

Did you know that EZLynx Client Center makes it possible for commercial insureds to issue their own Certificates of Insurance from agency selected templates at any time, from anywhere, 24/7?  The client will be able to add a holder to a specific certificate template, generate the certificate for that holder, and print or save it accordingly.

Keep in mind, insureds will not be able to make any changes to the Certificate Master. Should they require changes or additional wording, the tool allows them to send the holder information to their agent and request their agent issue the certificate instead. This feature is a great fit for any agency that has heavy commercial volume and deal with trusted clients that frequently require certificates.

How Does it Work?

Once enabled for your agency, your administrator will be able to indicate the certificate types and carriers that they want to allow their agents and CSRs to enable for this feature. These are the global agency-wide rules that control how other users in your agency can use the feature.

Client Center Agent Settings Certificate Tab

For those users in your agency that have been enabled to use the feature, they will see a new option for newly created certificate masters. By selecting this option, users can enable a specific certificate master for a specific applicant, granting that applicant the ability to add their own holders using that master. It’s as simple as that.

Client Center Certificate Master Agent Facing Actions Dropdown

After an agent has enable a certificate master for a client, whenever that client logs into EZLynx Client Center, they will see a new line item in their Documents area giving them the option to add a new certificate holder.

Client Center Add New Holder

When the client clicks this option, we will walk them through a few questions to either add the holder, or else identify that their request requires additional follow-up by the agent. In all scenarios, the system will always notify the agent both inside EZLynx and by email whenever a client adds a new certificate holder.

What’s Next?

If you currently have EZLynx Client Center and would like to have this feature enabled for your agency, please let us know below. We will need to know which user should be enabled as your Client Center administrator, as well as which user(s) should be given access to enable individual applicants for access to add holders. As you start to get a feel for how this works, please do not hesitate to return to this post and share your feedback below.

If you’d like to see more, you can also check out our Client Center 101 video (9 minutes).


More Ways to Help Agencies with their Customer Servicing

Everyone has a story of a bad customer service experience that shaped his or her perception of a company; however, most of the day to day interactions are mundane. When a company comes along that truly provides an exceptional service, it stands out in the sea of mediocre experiences and often creates a life-long bond with the customer. EZLynx believes it can leverage technology to help its agencies gain efficiency in service to provide an extraordinary experience every time.  For several years, we’ve focused on developing solutions that increase an agency’s profitability, productivity, serviceability, and scalability.  We believe that several current and upcoming features will help agencies achieve significant gains in the time it takes to provide an exceptional service experience for the customer!

Agency Workspace

This is your one-stop shop in EZLynx for seamless multi-tasking and collaboration. Agency Workspace is the primary area for keeping track of tasks, notes, notifications, reminders, and text messages in one area.

This directly contributes to an agent’s ability to provide prompt, efficient customer service. Quickly access the context for customer related tasks and notes, track your latest tasks, and immediately see important notifications.

Other systems simply list activities in reverse chronological order, so agents spend hours pouring through all these activities to piece together the context of a note or activity (other systems call it a diary). EZLynx has several methods to pull in the context and organize this for the agencies, saving agent’s time and frustration.

Client Center

It’s a no-brainer that giving your customers a way to access policy details and documents on their own will save them (and you) from an extra phone call or email.  Client Center makes this possible, and it can be seamlessly integrated into your website.

Clients can submit change requests and other inquiries directly from Client Center as well. These requests, rather than getting buried in your email inbox, drop directly into EZLynx. Agents will be assigned a Task with all the relevant details that they can easily track from within their Agency Workspace.

Change Requests

Change requests and endorsements are time consuming for agencies. One of your agents must document the need from the customer, make a change on the carrier’s website, and keep the data in sync with the management system.  In 30 days, one of your agents must remember to verify that the carrier processed the change correctly. This process is time consuming and fraught with human error.

To streamline this process, we have introduced a change request workflow to simplify the documentation, confirmation and tracking for an agency. Simply make the policy changes directly in EZLynx. The green preview allows you to quickly verify the changes while you are entering them.

Change Requests

When you save, EZLynx generates a memo of the requested changes that you can send to the carrier, share with the insured, or include in an eSignature. For carriers that require it, one action will generate the ACORD change request forms. The memo clearly identifies additions, deletions, and changes in a way that even the insured can easily understand. With one click, we will pre-fill the note with the description of the change and attach a copy for follow up. Agents can easily complete this process and share it with the insured to review by the time the call ends. Once the carrier processes the change, we automatically verify the downloaded change is accurate and confirm it. If the policy is manually entered, your agent can confirm that everything is correct with a simple click.

Change Requests

Part of creating an exceptional customer experience relies on an omnichannel communication platform. Every customer has different communication preferences, so agents can deliver the memo via the customer portal, email, mail, or even documented text message. Since EZLynx is a single platform, all of the customer correspondence is readily available on the customer’s account so that any agent can provide continuity during service in any channel.

Claims

The first claim is a defining point in the insured’s relationship with their agent and is an excellent opportunity to provide exceptional service to your client. Insured’s frequently rely on the agent to guide them through the process, answer questions, and manage expectations. Customers expect their agent to have the latest information from the carrier. To keep agents up to date on the claims information from the carrier, EZLynx offers downloaded and manual claim support. We summarize the latest information from the carrier on the client’s account so customer service representatives can quickly answer questions on claim number, adjuster information, payments, and the claim status. On each policy, we provide a detailed view of all of the claims transactions.

Claims

Providing your customers with exceptional customer service every time is no simple task. While it is an important part of the value you offer as an independent agent, we know it can be tedious and time consuming to keep up with all the data and different communication channels. Agents can easily miss something when bouncing back and forth in multiple systems. Leveraging our single platform and technology to your advantage frees up your agents to focus on the customer experience. We’re focused on building out new features and enhancements to improve an agencies profitability, productivity, serviceability, and scalability. These latest features help simplify the service documentation in your agency, so you can spend time on what really matters – your customers.

If you are interested in learning more about how EZLynx can help you save time and increase productivity with your customer service, please let us know below.


Now Available: Send Postal Mail Directly from EZLynx

With EZLynx Postal Mail, you can select any PDF or ACORD form from your applicant’s document library in EZLynx and have those documents printed and mailed to the applicant in only a few simple clicks.

EZLynx Postal Mail - Step 1

Simply select (or upload) your documents, verify the mailing and return address, choose your printing options (#10 Envelope, Flat Envelope, Black and White or Color Printing), choose your postage type (First Class or Certified Mail), and we’ll take care of the rest!

EZLynx Postal Mail - Step 2

Like our Bulk Campaigns feature, you only pay for what you use. Rates are determined by the number of pages, printing options, and the postage type.

While this first version will be limited to sending single mailings to individual applicants, we are excited to start getting your feedback as we explore opportunities for bulk mailings and other mailing types like folded cards, post cards, and more.

Benefits of using EZLynx Postal Mail

  • Focus on your customer relationships – don’t waste time stuffing envelopes.
  • Save money and get closer to becoming a paperless office – no more printers, paper, envelopes, and stamps.
  • Save a trip to the post office for those certified letters! You’ll be able to send official certified letters with EZLynx Postal Mail and receive digital confirmation of signature and delivery from within EZLynx.
  • Better record keeping for E&O – all of your mailings are logged and saved forever. Even regular first class letters can be tracked to their final post office destination prior to delivery.

If you are interested in adding this feature to your account, let us know by filling out the form below or reaching out directly to your sales rep.


EZLynx Roadmap for 2018

A Note from the CEO

Happy New Year! It looks like 2018 is going to be another good year for our industry. It is our feeling that independent agents have been well positioned in the market for more than a decade now. Our industry’s business model of offering ‘choice of carrier’ to consumers is both internet and millennial friendly. We believe our industry will continue to gain market share because of this one single factor.

I want to thank our customers who have supported our products through the years and our many new customers who joined us in 2017. Outlining the roadmap at the beginning of the year is a tradition that we started many years ago, and it seems the competition has followed our lead – I have seen several other management and rating system vendor CEOs do the same. It is inspiring to see the impact that our vision and strategic thinking has had on our industry, especially with our competition!

2017 has been another banner year for us as we once again expanded our market share. We are looking forward to another great year. As long as we continue to work towards your best interests, we will all win.

Agency profitability, productivity, and serviceability were the key focus areas in 2017. In the spirit of productivity and serviceability we enhanced our management system product throughout the year. Many of these enhancements were in direct response to your feedback. We introduced several new and exciting features in 2017, including claim downloads, policy change requests, enhanced reporting & analytics, and postal mail integration.  Claim downloads and the policy change request feature directly affect how you service your customers. I am particularly proud of my team’s effort with the policy change request feature, which allows the agent to capture all the necessary information and submit it to the carrier for finalization in a single workflow. As part of this workflow you can highlight and submit only the parts of the policy that will be changed to avoid any mistakes. This feature is priceless when it comes to change management with commercial policies where any mistake can be costly.

Our new postal mail integration is another one of my favorite features released last year. Agents are already using it heavily to mail important policy documents, policy notifications, welcome letters, and other documents to their policy holders or prospects with a few clicks of a button. It’s a great productivity enhancing feature that can save time and money.

We made several big enhancements to other areas of our product including reporting, policy accounting, agency workspace, and more. You can view our past release notes for more details on these features.

One of the big promises I made in 2017 was to focus on agency automation. We delivered a beta version of this feature in the second half of 2017. EZLynx Automation Center lets you define rules to perform certain actions based on policy events. In its first iteration, we limited the support to a handful of pre-defined events with simple email and task related actions. We have received excellent feedback from our beta participants, and we are excited to unveil some exciting new enhancements at our AgentLynx User Conference in March. It is our intention to robustly expand this feature with support for more events, actions, and more complex, condition-based workflows. EZLynx Automation Center will soon become the glue that integrates all our products and features together and drastically improves your productivity in incredible ways.

Roadmap for 2018

Our AgentLynx User Conference will be in San Diego this year on March 12 – 14. I strongly urge all of our customers to attend this exciting event if you are serious about building your agency around EZLynx. I promise you this is not about sales or marketing, but about technology, insurance, and maximizing your potential as independent agents. We will be introducing several new and cool products this year that my team has been working on for months now. You will also be able to speak directly with our Executive Team, Product Managers, Business Analysts, and select staff from our Product Support and Training Teams. The conference is just a few months away, so don’t wait to reserve your spot!

As for the rest of the year, we have a busy schedule ahead of us. We will continue to enhance our policy management system to round out more of our commercial features. One feature that I am excited about is Policy Transaction Editing. As most of you know, the dataset that we get from carriers through the download is inconsistent and sometimes wrong. Using this feature, you can control how you manage these inconsistencies by using a set of ‘crowd’ or user defined rules. Our goal is to reduce errors and also to make the download processing and matching effortless.

This year we will also officially release Automation Center, as well as expand it to include integration with our products like Sales Center, Retention Center, Policy Accounting, and more. It is our goal to let agents automate the daily important, but mundane, tasks that a computer can easily perform.

We have several new “secret” features for 2018 that we are excited to reveal at our AgentLynx User Conference, including our plans to refresh the look and feel of EZLynx with a new, modern interface. I want to end this note leaving you with the same impression as I always do – that EZLynx is dedicated to making you successful. We are constantly working on your behalf and watching out for market changes to make sure you are covered. We’ve got your back.

Please do not hesitate to contact me with any questions or comments.

-Nag Rao, CEO


What’s New in EZLynx 4.17.12

The latest software release will be rolling out soon, and we’re pleased to preview just a few of the exciting features heading your way. Let’s take a quick look at some of the new beta releases for Policy Change Request, Rewritten Policy Enhancements, and EZLynx Sales Center 2.0!

Policy Change Request

The highly anticipated Policy Change Request feature was previously available for a limited beta group. This feature simplifies the change request workflow for agents, installing an added layer of assurance to the process.

Policy Change Request provides a start-to-finish process for efficiently initiating, requesting, monitoring and verifying policy changes. Utilize the familiar EZLynx workspace to closely manage policy changes, with particular attention paid to the quality of service being provided to insureds, the level of communication within your agency, and the accuracy of carrier submissions and responses.

With this latest release, Policy Change Request will be available for these lines of business: Personal Auto, Commercial Auto, Commercial General Liability, Business Owners Policy, Commercial Property, Workers Compensation, Homeowners, Dwelling Fire, Commercial Umbrella, Garage and Dealers, Professional Liability, Directors & Officers, Errors & Omissions, Commercial Crime, Farm Owners.

Highlights:

  • Create and preview changes from the policy entry screen
  • Communicate proposed policy changes through Change Request Memos
  • Track the entire Policy Change Request process
  • Use EZLynx eSignature to quickly and securely acquire insureds’ signatures
  • Generate Commercial Change Request ACORD 175 and submit to carriers as required.

Policy Change Request

Rewritten Policy Enhancements

Rewritten Policy Enhancements now grant you greater control over your agency’s book of business. When you remarket your clients’ business, sometimes what is new business to a carrier is really existing business to you and your agency. Situations like this can cause issues with commissions in your agency.

With these new enhancements, rewritten policies can now be accounted for in a way that provides a more accurate book of business and improved commission tracking.

Rewritten Policy Enhancements

We have also added new functionality to the Policy Transactions page to help identify potential rewrite transactions. When a policy transaction is matched to an applicant, the system looks to see if the downloaded policy is a potential rewrite. You then have the option to confirm whether it is a rewrite or not.

Highlights:

  • Improved Policy History to Group by Policy Term
  • Greater Visibility of a Policy’s History
  • Commission Rules for Rewritten Policy Term
  • Create Rewritten Policy when converting Application to Policy
  • Viewing potential Rewrites from Downloaded Policies

EZLynx Sales Center 2.0

This release marks sweeping enhancements to EZLynx Sales Center. The Sales Center 2.0 user interface provides an even clearer view of the opportunities in your pipeline, as well as a redesigned detail view for each opportunity.

We have also added amazing functionality designed to streamline your workflows in Sales Center. Intuitively manage your opportunities with enhanced priority, focus and profitability.

But wait, there’s more to come! This is the first of two Sales Center 2.0 releases. Each of them greatly improves your experience with our pipeline management system.

Highlights:

  • New display for Sales Center pipelineSales Center
  • Last contacted indicator on opportunities
  • New improved Opportunity Detail view
  • Automated integration with EZLynx Rating Engine

Be a Part of the Beta Team

While these new features and enhancements will be released automatically to all of our beta customers, we are always looking for more agents that want to play an active role in helping to shape the future direction of our product.

While being a beta participant has its own challenges in terms of having to deal with new enhancements that may still be rough around the edges, the feedback provided to us by these users is invaluable. If you are not a beta customer and enjoy testing pre-release software, please let us know below.