Coming Soon: EZLynx Automation Center

We will soon be opening up limited beta testing of EZLynx Automation Center, so we wanted to give you an opportunity to request to participate below. We also wanted to give you a sneak peek at what we have planned for this first version.  If you recall from our 2017 Roadmap, we stressed the importance we are placing on agency automation this year. We believe our users can experience significant gains in all levels of profitability, productivity, and serviceability by using system data to intelligently automate actions. We have exciting plans to make this happen with new EZLynx tools this year and beyond!

Automate Actions based on Policy Download Events

The initial release of Automation Center will focus on letting you configure automation rules for pre-defined policy events in your system.

For example, if you have a policy cancellation, you might want the system to automatically create a task for you or another agent to take a look. Likewise, when you sell a policy to a new customer, you might want to automatically schedule a ‘Welcome to the Agency’ email campaign for the new client.

Let’s Take a Look

You will be able to manage your automation rules from a central dashboard, allowing you to enable, pause, or remove rules, as well as add new rules from our template library, which will contain rules for new policies, policy changes, cancellations, and more.

Automation Center - Insert New Template

Each rule can be configured with various actions, such as sending an email campaign or assigning a task to someone in your agency.

Automation Center - Configure Actions

While we want to keep the options simple for the first version, we ultimately have a larger vision for Workflow and Automation across all aspects of EZLynx!

If you’d like to sign up to participate in our limited beta testing, please let us know below. We will reach out to you in the next few weeks as we prepare to start enabling users with the new feature.


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.


Coming Soon: EZLynx Reporting Provides New Features for Package Customers

We are excited to announce several new features coming soon to EZLynx Reporting. Certain package levels will be eligible to upgrade and receive these new reporting features. To find out if your current subscription is eligible, please contact your sales representative today about access to the following new features:

  • Customizable Dashboards
  • Drill Through Capabilities in all Summary Reports
  • New Master Report Features including Crosstabs (i.e. Pivot Tables) and custom Formulas
  • Report Scheduling

Customizable Dashboards

Our customizable Dashboard, first revealed at our AgentLynx User Conference, is coming soon! To access your Dashboard, hover over the reporting icon in the left-hand navigation and click the “My Dashboard” link at the top of the sidebar.
EZLynx Reports Dashboards

The Dashboard has a library of 200+ “panels” that we have already created for you! You can add these panels to your dashboard at the click of a button, then rearrange these, add tabs, if you can dream it, you can do it! You can even create your own panels using our Master Reports.

Dashaboard Icon

To create your own, custom, dashboard panels, simply navigate to any Master report, create your custom chart or summary table and click the Dashboard icon to add the panel to your Dashboard. This will make it available in your panel library and will also add it to the top left corner of your Dashboard. You can download our Dashboard Guide here.

Drill Through Capabilities in all Summary Reports

Have you ever taken a look at one of the Summary Reports and wanted to see more details? With our new Drill Through Reporting, available with our Advanced and Enterprise packages, all you need to do is click in any of the Summary Report charts or tables and more details will pop-up!

For those customers that are enabled for this feature, if I click on one of the bars in the Book of Business Summary report:

EZLynx Reporting - Drill Through Example 1

I can now see details on all of the policies that make up that bar:

EZLynx Reporting - Drill Through Example 2

How do I know if I have access to Drill Through?

It is hard to tell at first if you have access to Drill Through reporting, so we have added a disclaimer at the top of each Summary Report to let you know if the feature is currently available with a quick link to our Drill Through training document.

EZLynx Reports - Drill Through Example 3

If you see the blue bar (above) on any of your summary reports, then you can click on any chart or table to see more details. If you do not see the bar above, contact your sales representative to learn more!

New Master Report Features

We have also added a few new and exciting features to our already power-packed Master Reports. The first is a new “Formulas” tab that will allow users to create their own, formula-generated column in the report.

Master Report Features

This feature allows your data guru’s to add almost any SQL command into the formula box. The “Formula Help” link in the top right corner of this tab outlines all of the tools available.

Even more exciting, is the addition of “Crosstabs,” more commonly known as Pivot Tables. These tables allow you to have dynamic data in both the rows and the columns of the report. As you can see in the example below, you can see the number of Quotes by Line of Business and by the Year. Another commonly requested report that could be created this way is to see the number of Quotes by Agent and by Carrier.

Master Report Features

The options are limitless! And as we mentioned before, once this table is set up, you can simply click the Dashboard icon to make this Crosstab table available to add to your custom Dashboard! You can download our Master Reports guide here.

Report Scheduling

Our last, but definitely not least, feature is report Emailing & Scheduling. This long awaited feature will be available soon for select package holders. These users now have the ability to email a report, set a future time to email a report or set up an automatic, reoccurring emailed reports. Simply click the clock icon to see the pop-up below.

Schedule Report

You may also manage your existing scheduled reports by logging in to EZLynx, hovering over the reporting icon in the left navigation and selecting “Scheduled Report Management” from the sidebar. You can download our Report Emailing and Scheduling Guide here.


Claims Download Support comes to EZLynx

Claim tracking is an important part of any agency’s process. The insured’s experience with his or her agent when filing a claim is a significant factor in the relationship. The insured looks to the agent to guide them through the process, answer questions, and help manage expectations. Getting the most up-to-date information from the carrier is an additional burden on the agency’s staff. Claims download alleviates this burden by sending the information directly to EZLynx Management System.

After receiving numerous requests to support downloaded claims at AgentLynx 2017, we are excited to announce that we are implementing full support for claims downloads in our Advanced and Enterprise packages in the coming months!

With this enhancement, you can automatically track and manage claim information, quickly answer questions from the customer’s account, and maintain an overview of your incurred losses.  This feature will automatically update EZLynx Management System with the latest information to give the agent a full picture of the claim status. Claims support is just the latest feature to help your agency increase productivity, serviceability and profitability in EZLynx.

Claims Matching

All claims, manual and downloaded, are listed in the claims transaction page. The look and feel match the policy transactions page with different filters and adjustable columns. The information flows from the carriers to the correct customer and policy for quick access. EZLynx will attempt to match the downloaded claim based on the claim number and policy number, but if we are unable to find the policy, the claim transactions will appear in the unmatched section for you to review.

Claims Downloads Example 1

Summary View

Once the claim is associated to a policy, a summary will display on the customer’s overview page for quick access. The summary displays the most recent information on the claim, adjuster, and payments. This enables anyone with access to the customer to answer questions about the adjuster and payments. Your agency can confidently answer customer questions directly from EZLynx to save time and provide exceptional customer service.

Claims Downloads Example 2

Claim Transaction Details

We provide a detailed view of all the transactions on the policy claim tab. This enables you to see each transaction the carrier sends. We automatically track and calculate the amount paid, reserve, and the incurred loss for each claim as the carrier sends it.

Claims Download Example 3

Supported Carriers

Claims Download will be an additional feature available to all Advanced and Enterprise package customers. Initially, we have claims download support for 48 carriers who send claims to EZLynx:

  • Acuity
  • AnsurAmerica
  • Auto-Owners Insurance
  • Berkley Mid-Atlantic
  • Brethren Mutual
  • Central Mutual
  • Chubb Group
  • Cincinnati Insurance
  • Columbia Ins.
  • Continental Western/Berkley
  • Donegal Mutual
  • EMC
  • Farmers Mutual of NE
  • Frankenmuth Mutual
  • Fremont Ins.
  • Grange Mutual
  • Grinnell Mutual
  • Hanover Ins.
  • Harleysville Mutual
  • Hastings Mutual
  • Jewelers Mutual
  • Liberty Mutual Insurance
  • Loudoun Mutual
  • MetLife Auto & Home
  • Michigan Millers
  • MiddleOak
  • MMG Insurance
  • Nationwide Insurance
  • North Star
  • Northern Neck Ins.
  • Patriot Mutual
  • Pekin Insurance
  • Pioneer State Mutual
  • Quincy Mutual
  • Republic Underwriters
  • Safeco
  • Safety Insurance
  • SECURA Insurance
  • Selective Ins.
  • Service Lloyds
  • Society Insurance
  • Travelers  – Commercial Lines
  • Travelers  – Personal Lines
  • Union Standard/Berkley
  • United Fire & Casualty
  • Utica Mutual
  • West Bend Mutual
  • Westfield Group

Next Steps

If you’d like to participate in the beta for this new feature, you can sign up here. If you simply want to learn more about Claims Downloads or EZLynx Management System, please contact us using the form below.


New Administrator Privileges Available in EZLynx Reporting

At last year’s AgentLynx Conference, one of the most highly requested reporting features was for Administrators to have the ability to save reports for specific users or departments. We are excited to announce that the wait is over! Beginning July 2017, admin’s will have a new workflow to save and share reports, enabling them to save reports for only specific users. See below for details.

Report Basics: Save a Report

Once a report is customized by applying any combination of report criteria filters, it can be saved for future use.

  • Click the floppy disk icon on the top right of the page
  • Enter a report name & description
  • Once saved, the report is displayed in Saved Reports on the right of Standard Reports
  • Follow the steps below to share the report with one or more users

Report Admins: Share a Report

Once a report has been saved, if you have the appropriate permissions, you may share this report with one or more users.

  • On the report menu, locate the report that you would like to share in the “Saved Reports” column
  • Click the sharing icon
  • In the pop-up (pictured below), click the add user icon next to all of the users that you would like to have access to that specific saved report
  • As the report is shared with additional users, they will appear listed in the “Shared With” section that the bottom of the report
  • Click the “X” in the top right corner when you are done

EZLynx Reports - Admin Features

Report Admins: Modify Reports

Once a saved report has been created, the report owner may modify the users, name, and description at any time using the tools available from the report menu. They may also delete the report at any time; however, this will delete the report for all users and deleted reports cannot be recovered.

To learn more about any of our Reporting features, or to find out how you can take your reporting in EZLynx to the next level, feel free to contact us by filling out the form below. You can also find more information on Saving and Sharing Reports in our training guide.


Is Your Agency Management System Secure?

If you’re an independent insurance agent, your consumer data may be at risk. Data security has changed, and agencies utilizing in-house management systems have become increasingly exposed to exploitation, information loss, and damages. Physical, on-location information storage and hosting methods are placing agents at risk, and your stored information, while seemingly protected, is less secure than you may think.

The State of Data Security

Data security has become a critical problem for many companies. Between 2005 and 2015, over 800 million records have been stolen as a result of a data breach according to the Identify Theft Resource Center. Current reports reveal that 2016 again shattered all previous records for individual data breach incidents—exposing vital corporate and user information on an epic scale. All indications point to 2017 being another record-breaking year as well.

Modern independent insurance agents are particularly at risk. Think about all the consumer information that you have in your system. Insurance agents store names, addresses, birth dates, social security numbers, email addresses, credit card numbers, and more.

While large insurance carriers and agencies have the budgets to maintain comprehensive protection, smaller independent agents are at the greatest risk because they often lack the resources to adequately secure the data that they maintain. A single data breach can damage a well-established insurance agency, harming your valued customers and your reputation in the process. Unfortunately, most insurance agents lack the technical expertise needed to fully prepare for every possible contingency, not to mention the financial resources required to adequately respond to a breach.

Protecting the Home Front

Power outages, fire, vandalism, flooding, and mishandled information all compromise data. User exploitation and malicious activity knows no bounds, leaving a small business’s data at risk. Consider this: Your servers are stolen. You’ve located malware. An employee has corrupted vital data. How will you respond? More importantly, how will you answer irreversible damages?

Companies guarding data must hop through numerous hoops to ensure competent protection. The work involved includes internet monitoring, access allowances, firewalls, encryption, anti-malware services, hacking prevention seminars, staff training, data security enforcement, premises security monitoring, risk assessment, and more. Do you do these things? Cloud-based providers like EZLynx do, and we are planning to roll out even more stringent security measures this year.

Modern Security and Cloud Storage

Cloud-based agency management systems minimize many of your operational risks by offloading your critical infrastructure, removing physical storage needs, and enhancing security. Sensitive information is encrypted, and no mission-critical applications are installed on your local systems. You should protect your agency and customer data with your cyber insurance coverage and an agency management system that is working to proactively protect your data.

Web-based agency management systems like EZLynx handle your data requirements and security needs, offering immediate agency data access across multiple locations, ensuring everything you need to run your business is available on One Platform™.

Independent agents that are relying on a self-hosted agency management system are extremely vulnerable. The fact that your business would come to a grinding stop in the event of data loss notwithstanding, is your agency prepared for the legal and financial burdens of notifying your entire database in the event of a breach? The laws vary from state to state, but one thing remains constant: If you have unencrypted sensitive consumer information on your systems that has been compromised, you have a legal responsibility to notify each and every one those clients and prospects whose personal information is now out in the open. And make no mistake, they won’t be your clients for long after that!

EZLynx Management System, with our pain-free data migration service, has helped agents move their data from these old, costly systems. You can’t risk waiting.


Discover EZLynx for Amazon Alexa

EZLynx Releases Amazon Alexa SkillAlexa is Amazon’s Artificial Intelligence Personal Assistant, which can be expanded by teaching your “Alexa” a variety of new “Skills” from a library accessed from the Alexa app or website.

With Amazon’s latest update, you can now use Alexa directly from your mobile device through the Amazon shopping app, or you can continue to use Alexa through one of Amazon’s supported devices.

The EZLynx Skill provides agency owners with access to their Agency Pulse report with a simple voice command. You can also get the daily download status and the number of outstanding tasks, along with their status.

The EZLynx Alexa skill also provides a Business Health Report containing the following information:

  • Book of Business
  • Total Active Policies
  • Total Active Customers
  • Top Producer for Auto
  • Top Producer for Home

Using the power of voice, these reports can be requested for a particular month and year and can go as far back as your Agency Pulse reports go. You can also ask for these reports individually for a specific month and year if you don’t want to hear the entire summary.

The EZLynx Alexa skill also provides a Daily News report that includes the Overnight Download Status, along with its matched and unmatched status. The Daily News section provides the total tasks assigned to the user and includes how many tasks are overdue.

How Do I Get It?

Alex - All SkillsYou will need an alexa-capable device, which currently includes the Amazon Echo, Amazon Tap, and Amazon Dot. Alternatively, Amazon has now enabled Alexa through their Amazon shopping app so that you can use these powerful features without purchasing one of their devices.

I have the Amazon Echo, Tap, or Dot. Now what?

The first step will be to install Amazon’s Alexa App from the Android or Apple app store.

Next, go to the skills section and search for EZLynx.  From here, you can click on the skill to view the details and enable it. You will need to provide your EZLynx account credentials on the next screen in order to complete the setup process.

I want to access the EZLynx skill on my own device.

You will need both the Amazon app and the Alexa app. First, go to the Alexa app and search for EZLynx in the skills section. Follow the instructions here to enable the skill and provide your EZLynx account credentials.

Now that you have configured the EZLynx skill, you can open the Amazon app and click the microphone icon in the top right. This will allow you use use Alexa directly from your mobile device.  Simply use the sample prompts below to get started.

Amazon App Amazon App Mic

What Can I Say?

This is only the beginning of where we want to take this integration, so we’d love to get your feedback. Here are a few sample phrases to get you started. Simply speak these phrases to your Alexa-enabled device. You can ask for any month and year as long as you have the data in EZLynx.

  • “Alexa, ask EZLynx for Daily News.”
  • “Alexa, ask EZLynx for Business Health Report for October 2016.”
  • “Alexa, ask EZLynx for Total Premium for October 2016.”
  • “Alexa, ask EZLynx for Total Active Policies for October 2016.”
  • “Alexa, ask Ezlynx for Total Active Customers for October 2016.”
  • “Alexa, ask EZLynx for Top Producer Personal Auto for October 2016.
  • “Alexa, Ask EZLynx for Top Producer Home for September 2016.”

We are closely watching the developments with artificial intelligence, and we believe there is huge potential in taking advantage of these new innovations to the betterment of the insurance industry and, specifically, the independent agency channel!


EZLynx Text Messaging Supports Multimedia Messages (MMS)

We are excited to announce that MMS support for our EZLynx Text Messaging product will be available in the coming weeks. Available as part of our EZLynx Communication Center bundle, with EZLynx Text Message your agency is provided with a unique local phone number that you can use to send and receive SMS and MMS text messages directly from EZLynx.

If you already have EZLynx Text Messaging, you should have received an email from us about some changes required to take advantage of this new feature. We will continue to stay in touch with you directly about this process. You can contact [email protected] directly if you have any questions about the migration process.

In addition to support for multimedia messages, we have added notification management and branch support features, allowing for number sharing and greater control over who receives alerts upon incoming messages. Let’s take a look!

Send and Receive Multimedia Messages (MMS)

When you receive a multimedia message, the message will be displayed in the Sent & Received log as usual. However, the message will also indicate that it contains a number of attachments.

EZLynx Text Message Attachments

Click to view the included media and you will be able to preview the attachments right there on the page.  Easily download or save the attachments to the applicant’s document library in EZLynx.

EZLynx Text Messaging Attachment Preview

Sending multimedia messages is extremely easy. You will notice new options on the ‘Send Text Message’ window that will allow you to either upload attachments or select from the applicant’s document library.

EZLynx Text Messaging Send Attachments

This first version includes support for the universally accepted multimedia message file types, which includes most images, videos, audio files.

Manage your Text Message Notification Preferences

This upcoming update will also add a new tab to the Text Messaging Settings area.  This settings page is already accessible to users with the appropriate permission by hovering over the Communication Center menu and selecting Settings under the Text Messaging section.  This page will soon include an additional tab called Notification Rules that will allow you to configure how your organization, or your branch organizations, will receive alerts for incoming text messages.

Text Messaging Notification Rules

For those with a single location, you can simply jump right in to configuring the notification preferences for your users. For agencies with branches, you can choose to configure notification rules for each of your locations.

Text Messaging Notification Options

For agencies with multiple locations, it will also be possible to share the EZLynx Text Messaging Number assigned to your primary location with your branch locations as well, allowing all text message communications to flow through a single number. Incoming messages will still be routed to matching applicants at the branch, while unmatched messages can be managed at the main office.

Text Messaging Number Sharing

What’s Next

We are very excited about the possibilities in store for our text messaging solution. We have more enhancements planned for later this year that will make it easier than ever to communicate effectively and efficiently with you prospects and clients from EZLynx.

If you would like to learn more about EZLynx Communication Center, Text Messaging, or about what new features we plan to add later this year, please do not hesitate to contact us below.


EZLynx Sales Center: Sales Pipeline Management in EZLynx

The Evolution of ONE PLATFORM™ and our Agency-In-A-Box Roadmap

It was only a few short years ago that EZLynx was known as simply a comparative rating platform. While our introduction of comparative rating changed the industry forever, we knew from our agents that they were facing significant challenges from direct carriers, captive carriers, and online agencies that hurt their bottom lines. Most agents were dealing with incompatible multi-vendor solutions that ended up creating silos of information with duplicate data.

Seven years ago we decided to solve this problem by defining a new EZLynx roadmap for the industry that would offer agents a one-stop solution. Since then, our underlying goal has consistently been to build a complete customer lifecycle solution that would not only help our agents achieve greater success, but would also redefine our industry—again. EZLynx Sales Center is our next step on that journey.

Announced at the 2016 AgentLynx User Conference, EZLynx Sales Center is focused on growing your business by streamlining your agency’s sales pipeline. Seamlessly integrated into the EZLynx ONE PLATFORM™, Sales Center helps you identify sales opportunities, manage sales tasks, track close ratios, and focus on generating new revenue.

But the customer lifecycle doesn’t begin with Sales Center…

EZLynx One Platform

Step 1 — EZLynx Agency Websites

Every day, millions of consumers are using their phones, tablets, and desktops to search for insurance. Optimized to help drive traffic to your digital presence, Agency Websites is your online storefront.

Step 1 - EZLynx Agency Websites

We felt it was important to apply our insurance and technical knowledge to help agents compete online.  The most important aspect of our website services is that we seamlessly integrate our consumer-facing lead capture and custom service portals, which has always been something that many agents struggle with.

Retain Leads — 50% of all insurance shoppers are on a mobile device. Our designs automatically adjust to fit all screen sizes.

Expand Your Reach — Get found in 50 local online business directories consumers use to find professionals like insurance agents.

Great First Impression — With 30+ website designs choices and customization to match your branding, you get a unique site.

Promote Inbound Marketing — Custom content writing for service pages and monthly blog articles on topics important to insurance shoppers.

Expert Digital Strategy — Quarterly meetings with a website analyst to assess your website’s health and local performance.

Professional Guidance — Website specialists walk you through the setup process, host your site, and monitor its performance.

Step 2 — EZLynx Consumer Quoting

As consumers find your website, they are funneled through our various lead capture forms.  We have made extensive updates to EZLynx Consumer Quoting over the past few years so that a single portal can now map leads into EZLynx for any line of business.

Step 2 - EZLynx Consumer QuotingYour home and auto leads can give the consumer the option to complete a full online quote, but that is an entirely optional process.  Meanwhile, your leads for other lines of businesses go directly into EZLynx without distracting or confusing the consumer with references to home and auto quotes.  Commercial leads even create commercial applicants in EZLynx automatically.

Capture Leads — Collect leads by providing consumers option to generate real-time comparative quotes on your website or provide their basic contact info.

Retain Mobile Leads — 30% of people seeking quotes are on mobile devices. Our system detects & optimizes their quoting experience.

Maximize Social Media Impact — Offer comparative quoting directly on your agency’s Facebook page to increase social media leads.

Improve Customer Service — Set automatic follow up emails for customers who exit a non-completed quote form.

Stay Organized — Consumer risk information and all quotes automatically populate in your EZLynx account for easy access.

Step 3 — EZLynx Sales Center

Our latest product is going to revolutionize the way you manage your sales process.  Best of all, it will keep you centered in EZLynx with Rating, Policy Management, and our suite of communication tools right at your fingertips.

Step 3 - EZLynx Sales CenterStreamline Your Agency’s Sales Pipeline

Have you ever quoted a lead you didn’t write or had trouble tracking X-Dates, close rates, or point of sale information in your agency? Sales Center is focused on growing your business by streamlining your sales pipeline. From identifying missed sales opportunities to servicing existing customers, the EZLynx ONE PLATFORM™ helps you manage the full customer lifecycle, round accounts, and increase new business!

Easily Access Data

With easy access to pipeline data and relevant information, your sales managers can access the success of their producers and workflows. Sales dashboards allow you to quickly see close ratios for producers, deal aging, and assess your entire sales process to make informed decisions for your agency. Whether you are using Sales Center for true new business or rounding accounts, everything you need to know about an account is in one place.

Step 3 - EZLynx Sales CenterForecast Sales

Quote information from EZLynx fills into sales center to provide you the estimated value of each deal. As it moves through the pipeline, the estimated value becomes more accurate. This allows you to forecast your sales for month’s end. Follow each producer to make sure they are on target to hit sales goals and maximize agency revenue!

Track & Manage Sales Task

Sales Center is part of the EZLynx one platform center, so all your data is in one place. Track and manage the sales tasks through the Agency Workspace. Sales managers can follow the progression of a customer through the entire process. This means that identifying opportunities, sales, quoting, customer management, and renewal management all happen in one system. No more need for cumbersome spreadsheets, multiple systems, or lost opportunities. All your data is managed from a single platform.

Focus on Generating Revenue

Each day, a producer comes to work knowing each opportunity to target and the next task to close the deal. This allows producers to focus on revenue-generating activities and maximize their time. Tasks can be assigned to anyone in the agency and managed through Sales Center. Everything is accessible from the customer’s main EZLynx account.

Step 4 — EZLynx Rating Engine

The days of entering consumer information individually into each carrier’s system is over. One-time data entry in EZLynx yields dozens of comparative quotes in just seconds. You can even log into your EZLynx account on your mobile device to access quotes on the go.

Step 4 - EZLynx Rating Engine

We spent our early days perfecting the game of real-time rating and in doing so created the leading rater in the industry. Our web-based technology allows you to get instantaneous quotes from over 169 carriers in 48 states. Comparative cross-carrier quoting has never been this easy, and best of all, it is a seamless part of EZLynx Sales Center, EZLynx Management System, and EZLynx Retention Center.

As you work new prospects through Sales Center, you’ll be able to seamlessly tap into EZLynx Rating Engine as you transition that lead into a new customer.

Carrier Access — Instantly link to your carriers. We offer support with over 169 carriers across the continental US.

Protects Customers — Quickly deliver premium & coverage options via email with a secure connection for customer safety.

Streamline Renewals — Customers can update risk information securely online prior to re-quoting to streamline renewals.

Increased Productivity — Pre-fill & save quote templates with common answers, producer codes, and underwriting information.

Effortless Data Entry — Save time during quoting by pulling driver and vehicle data from LexisNexis® Data Pre-fill.

Protects Agents — Cloud-based system records all user activities for custom reports and to avoid E&O claims.

Step 5 — EZLynx Management System

At the heart of EZLynx, our Management System, paired with Sales Center, now combines both your book of business and your CRM. As your agency grows, it becomes increasingly important that your data aids in your daily workflow rather than hinder it.

Step 5 - EZLynx Management SystemEZLynx Management System allows you to maximize your agency’s potential by increasing your ability to retain current customers while acquiring new business.

Find all of your customer’s quotes, policies, and documents in one organized place and easily remarket with up-to-date information that is synced from your daily policy downloads.

Keep Existing Data — Stop stressing. Data conversion experts will import existing management system information painlessly.

Reduce E&O Exposure — Record everything, automatically. All notes, documents, emails, and tasks are linked to your client’s file.

Improve Customer Service — Use sticky notes, tasks, and reminders to streamline your workflow and maximize productivity.

Grow the Business — Reduce time with pre-filled forms and synced carrier information so that you can focus on growing your business.

Track Profits — Insurance accounting tracks premiums and commissions so that you can understand your book and plan for the future.

Step 6 — EZLynx Client Center

Tapping into the vast stores of customer data in your system, EZLynx Client Center sits on top of your Agency Website so that your clients can quickly access their policy details, shared documents, and submit change requests and questions.

Step 6 - EZLynx Client CenterJust like you, insurance clients now expect some level of online access to their account.  More importantly, it saves you time to focus on revenue-generating activities by letting your clients perform the more basic customer service tasks like printing auto ID cards, to more complex service tasks like generating certificate holder for a commercial policy on their own.

We have exciting plans this year to further expand Client Center to make it even more useful to you and your clients.

Improve Customer Service — Customers can access policies on mobile devices & desktops from any Internet enabled device.

Exceed Expectations — keep your online shop open to customers 24/7/365 and give customers access to their own policies.

Decrease Response Time — Activity notifications are instantly sent to agents when customers electronically request changes.

Increase Productivity — Reducing general service requests frees up time for agents to focus on larger issues.

Reduce E&O Exposure — Client activities and communication is logged in EZLynx for quick access.

Step 7 — EZLynx Retention Center

Introduced 2 years ago, EZLynx Retention Center has redefined the renewal process at agencies using this solution.

Step 7 - EZLynx Retention CenterWith its patented technology, Retention Center can review and prioritize all daily renewals from high to low risk of attrition. This allows your employees to focus only on those renewals that are at greatest risk of a loss—all from a single screen in EZLynx.

Agents who implement Retention Center on average enjoy more than a 5 points increase in their retention.

Focused Strategy — Become proactive in your agency’s retention process to review every customer’s account at renewal.

Improved Customer Service — Communicate with every customer prior to the renewal to reinforce your agency’s value.

Greater Productivity — Utilize new technology to conduct and manage renewal process without increasing staff.

Expedite Remarketing — Utilize the policy sync feature to rapidly update a customer’s information and submit for quotes.

Expand Insight — Instant view into price and comparison of current policy and renewal to identify any changes.

Boost Revenue — Each additional point of retention corresponds to a specific dollar amount for each agency of increased profit.

Step 8 — EZLynx Communication Center

Encompassing all aspects of our product is EZLynx Communication Center.  The ability to effectively communicate with your prospects and customers is essential to running an effective agency and is seamlessly used by all pieces of our customer lifecycle suite.

Step 8 - EZLynx Communication CenterCommunication Center is a bundle of digital communication tools that allow to you to email and text message with consumers directly from EZLynx. From completing the sales process with an electronic signature, to keeping your Microsoft Outlook inbox organized and in sync with EZLynx, Communication Center is at the center of your day-to-day workflow.

Drive Sales & Grow your Book — Leverage the power of EZLynx Reporting to define targeted and timely cross-sell email campaigns to increase your policy-per-customer average.

Improve Retention — Pro-actively communicate with clients via Text Message or Email to increase retention and improve the overall customer service experience.

Build Loyalty — Show customers you care by setting date-sensitive delivery for holidays, birthdays, or policy terms.

Seeing the Bigger Picture

While we are certainly excited about the release of EZLynx Sales Center this year, hopefully you see that it is just another piece to a larger vision we have for our industry. Your success is our validation of the roadmap we have set for our company over the past decade, and it will continue to be our benchmark for the decade to come. Be sure to take a look at our 2017 Roadmap if you haven’t already!

You can login to EZLynx here.


EZLynx Accounting now has a Direct Interface to QuickBooks Online

Our interface between EZLynx Accounting and Intuit QuickBooks means you get the best of both worlds – a premium accounting system tuned to the specific needs of an insurance agency plus the world-leading, easy to use general ledger software used by more than four million businesses. EZLynx AccountingUntil now, that interface required manual steps to load transactions from EZLynx into QuickBooks. But the manual uploads and downloads are a thing of the past with our latest release that will streamline your link between EZLynx and QuickBooks.

EZLynx now supports a direct interface to QuickBooks Online through web services. With a single step to authorize the connection, your EZLynx transactions will flow automatically to QuickBooks, with no intervention necessary. This will speed up your day-end processes, facilitate check printing, and greatly improve accuracy by removing the human element.

We will continue to support file exports and imports for QuickBooks Desktop. But if you use QuickBooks Online and are ready to simplify your workflow, we’re ready for you.

How It Works

In the Systems Settings page of the Accounting Configuration module, you can authorize the direct connection to QuickBooks by logging in to QuickBooks Online and granting access. This authorization happens completely within the QuickBooks website, so you don’t have to worry about password security across websites.

EZLynx Accounting

Once the connection is authorized, transactions in EZLynx will flow automatically to QuickBooks, either in real-time or on demand (see options below). Both journal entries and checks are sent together, so you no longer need a bank clearing account to offset postings from two different exports. Journal entries are posted as standard double-entry postings, so there is no need for an import clearing account. Postings in QuickBooks are simple, just the way you expect.
Before sending any transaction, the EZLynx interface will first verify the pertinent GL account, Customer, and/or Vendor exists in QuickBooks. If they aren’t found, EZLynx will simply create it for you – no error, no need for you to intervene or reimport the transaction.

Options

There are a few ways you can configure the EZLynx QuickBooks interface, depending on how you run your business.

On Demand or Real Time

You can choose to send transactions to QuickBooks in real time as they happen, or in batches when you specify. In Real-Time mode, transactions appear in QuickBooks within seconds of posting in EZLynx. You never have to do anything – it’s true “set it and forget it.”

In On Demand mode, transactions are queued up until you click a button to send them in batch. This mode is useful if you want to control when transactions appear in QuickBooks, such as when balancing the books at month end.

Summary or Detail

You can also choose if you want to send transactions to QuickBooks at a summary or detail level. At the detail level, each individual transaction is sent separately: you’ll see separate postings for every invoice, every receipt, every commission statement detail, etc. At a summary level, transactions will be summed by date and GL account, so for example you’ll see a single posting to the Income account for each day, and a single posting to Accounts Receivable per day.

Detail level is useful if you want all your transactions in QuickBooks in order to leverage some of QuickBooks’ robust detail reporting functionality. Summary level is best if you will run your detailed premium accounting reports from EZLynx, and use QuickBooks for your higher level P&L.

Note that Summary-level transactions are not available when running in Real-Time mode.

Interested?

The direct interface is now available as a beta, and we anticipate making it available for general use in March. Please contact us if you would like to participate in the beta, and watch for detailed instructions on enabling the interface when it is launched globally.