What’s New In EZLynx 4.19.10

Release Highlights

New Product: Submission Center

EZLynx Submission Center is a smarter way to manage the commercial submission process. This new collaborative hub provides all the tools you need to organize, track, and bind with ease.

Submission Center addresses key areas, so that your agency can ultimately improve its commercial submission outcomes:

  • Carrier Submission Tracking
  • Risk Data Lookups
  • Application Delivery
  • Appetite Discovery
  • Underwriter Management
  • Carrier Integrations
  • Product Guidance

Submission Center’s intuitive dashboard helps agents visualize the submission process, so that they can understand where the critical decision points are and how to navigate them.

Visit the EZLynx Submission Center webpage.

New EZLynx Reporting & Analytics Platform

We are excited to announce that the initial release of the new EZLynx Reporting & Analytics platform will roll out to all users over the next few weeks. We have included over 20 of our most used reports and will continue to add functionality through the rest of the year.

The new platform features enhanced visualizations and noticeable speed improvements. Pixel-perfect reports take the stress out of printing, sharing, and presenting KPIs. All-in-all, agencies can access accurate data faster and gain insights that were previously unattainable.

Features include:

    • Faster reports
    • Powerful export options (Excel, PDF, CSV and XML)
    • An intuitive, easy-to-use interface
    • “Pixel-Perfect” reporting
    • Simplified, graphical report menu

Users should expect to see their reports continue to default to the current platform. This is by design. Watch for the new button at the top-right of the “All Reports” page to access the new platform.

EZLynx Client Center – Change Request Integrations

EZLynx Client Center has now been enhanced to provide even more visibility into clients’ change requests.

Agencies were already being notified when an insured created a change request within Client Center. These automated notifications appeared as new tasks in the system. Now an insured’s request from Client Center is automatically documented within the EZLynx Change Request workflow, improving documentation, and eliminating redundant data entry. EZLynx automatically generates the client’s message for the agent to review and submit to the carrier.

This integrated workflow ensures that no client requested changes are overlooked by your agency!

Also, policy transaction histories have now been enhanced to include “Client Center” as a source for change requests. Look for this new field in the Policy Source column.

International Address Support

EZLynx now features international address support for mailing addresses. This new feature applies to both personal and commercial accounts.

International Address Support applies to mailing addresses only. EZLynx continues to support only U.S.-based locations and risks.

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

New EZLynx Reporting & Analytics Platform

We are excited to announce that the new EZLynx Reporting & Analytics platform is scheduled to go live to all users on October 4th.

Powered by Microsoft’s SQL Server Reporting Services (SSRS) with Power BI, the new platform will feature enhanced visualizations and noticeable speed improvements. Agents will be able to make more data-driven decisions and shape their businesses for unprecedented success.

Reporting tools will also be easier to learn, use, and master. Pixel-perfect reports will take the stress out of printing, sharing, and presenting KPIs. All-in-all, agencies will access accurate data faster and gain insights that were previously unattainable.

Features include:

  • Faster reports
  • Powerful export options (Excel, PDF, CSV and XML)
  • An intuitive, easy-to-use interface
  • “Pixel-Perfect” reporting
  • Simplified, graphical report menu

This cutting-edge reporting platform is only the beginning of what has been a significant, months-long development and investment. We are aware that some of the issues being experienced in our current reporting platform have caused a lot of frustration. Know that we see Reporting & Analytics as a core component of EZLynx and an essential driver of an agency’s success.

When the new EZLynx Reporting & Analytics goes live on October 4th, users should expect to see their reports continue to default to the current platform. This is by design.

To get to the new and improved reporting platform, simply navigate to the ‘All Reports’ area in the EZLynx Reporting menu and toggle the option at the top-right of the page.

From here you will see the new report menu. This menu will contain links to all the reports that have been developed in the new platform.

New EZLynx Reporting Platform

  1. Run a report by clicking on the appropriate card
  2. Set filters as needed

Again, the current (older) reporting menu will remain available for the time being. You will want to continue using it for report scheduling, saving and sharing. There will be no effect to currently scheduled, saved and shared reports at this time.

This is only the beginning. We will continue to build out additional reports and functionality in the coming months. Let us know if you have any questions or concerns. Happy Reporting!

Coming Soon: New EZLynx Reporting & Analytics Platform

It’s no secret that our reporting features in EZLynx have struggled to meet the growing needs of our users.  As our agents increasingly become data-driven decision makers, it is essential that we provide the tools necessary to make that happen.

That’s why we are excited to announce that a new EZLynx Reporting & Analytics platform powered by Microsoft’s SQL Server Reporting Services (SSRS) with Power BI will soon be available for early access. With enhanced visualizations and noticeable speed improvements, EZLynx Reporting & Analytics will provide ready-to-consume operational reporting for your agency.

The new platform will help your agency make data-driven decisions and shape your business for unprecedented success.

Reporting tools will also be easier to learn, use, and master. Agencies will save time and make better business decisions since pixel-perfect reports take the stress out of printing, sharing, and presenting KPIs. Agencies will access accurate data faster and gain insights that were previously unattainable.

Features include:

  • Faster queries
  • “Pixel-Perfect” reporting
  • Powerful export options (Excel, PDF, CSV and XML)
  • An intuitive, easy-to-use interface
  • Simplified, graphical report menu

This cutting-edge reporting platform is only the beginning of what has been a significant, months-long development and investment in our customers’ success. We are aware that some of the issues being experienced in our current reporting platform have caused a lot of frustration. We believe Reporting & Analytics is a core component of EZLynx and will be an essential driver of an agency’s success, which is why we want to start getting your feedback as soon as possible.

To be among the first agencies to experience the new EZLynx Reporting & Analytics platform, sign up for our beta program today.

New Certificate Master Enhancements

Certificate management can be one of the most time-consuming aspects of servicing commercial policies. Now, EZLynx has redefined how certificate masters are created and managed, streamlining the workflow and changing the way you think about getting them done.

If you are a commercial agent regularly servicing accounts and distributing certificates, this update is for you! The new Certificate Master Workflow (now in BETA) gives the CSR and Producer more time for higher priority tasks, while also reducing E&O exposure and improving the service and retention of commercial accounts.

Certificate Master Home Screen

The new Certificate Master Home Screen, available from the new Certificates tab on the account, provides direct access to an insured’s certificate masters. From the panel to the left of the screen, agents have a summary view of information, including type of certificate, expiration date and associated lines of business. Certificates are conveniently grouped by policy status to help users find information for the current policies first.

Certificate Master Home Screen

After selecting a Certificate Master, agents see a table with all the Certificate Holders. This searchable list allows agents to quickly find a specific holder and select an action to complete from a drop-down list. Similarly, agents can view Certificate Master options, including the option to add a certificate holder, create a distribution report, edit, export a holder report into a CSV, or preview the Certificate Master. These options allow agents to complete one-off tasks for holders quickly.

Certificate Master Workflow Enhancements

Several updates to the Certificate Master workflow increase agency productivity. All policies pre-fill into the selected Certificate Master type, and the new addition to add and save Master Level Remarks truly helps expedite this process. The remarks intelligently respond to the specific ACORD form, seamlessly notifying agents when remarks will automatically flow onto the ACORD 101 for convenience. In addition to the master level remarks, you now have the option to attach master level documents to all holders with a single click!

Certificate Master Workflow Example 1

Additional interest and assets (like vehicles) flow cleanly from the associated policies to populate the holder list on the new master. When reviewing and editing details of the certificate holders, agents may either manually create a new Certificate Holder or select the edit option from the actions drop down on an existing Certificate Holder. Agents are then able to review the Certificate Master level details and select a default distribution method.

Certificate Master Workflow Example 2

EZLynx knows technology can help agencies work more efficiently, granting them back the time they need to provide customers with truly extraordinary experiences. And 2019 is a big year for EZLynx and Commercial lines. If you are an agency aiming to grow your commercial book, EZLynx can help with significant gains in the areas of submission management, certificate distribution, and ongoing servicing.

The new Certificate Master Workflow is just another example of how EZLynx helps agents ACCOMPLISH MORE, FASTER.

If you are a commercial agent regularly servicing accounts and distributing certificates, this update is for you. To be among the first agencies to make use of this new, time-saving workflow → CLICK HERE.

Find Solutions with the Redesigned EZLynx Solution Center

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

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

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

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

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

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

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

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

Solution Center Wish List

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

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

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

Clearing a Path Toward Productivity with Commercial Schedule Imports & Exports


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

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

Import Vehicles

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

Append on Import

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

Share in Client Center

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

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

Improved Productivity with Agency Workspace

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

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

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


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

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


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

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


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

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

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

Is Your Commissions Process Wasting Money?

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

The Future of Commissions

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

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

Statement Import

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

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

Rule Creation

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

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

Join our Beta Team

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

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

EZLynx Roadmap for 2019

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

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

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

Looking Back at 2018

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

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

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

Looking Forward in 2019

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

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

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

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

AgentLynx 2019

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

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

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

How to Implement Proactive Customer Service

How to Implement Proactive Customer Service

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

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

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

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

Retention Center - Overview

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

Retention Center - Expiration List

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

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

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