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.


EZLynx Roadmap for 2017

A Note from the CEO

Happy New Year! I hope you all had a fantastic 2016! Based on the results of our annual customer survey, it seems you did – and we’re ready to help make 2017 even better.

The biggest highlight of 2016 for EZLynx came in October when we hosted our first AgentLynx User Conference in Dallas. Thank You to everyone that was able to attend! We had good participation from our agents and all our product sessions were extremely well attended. For me personally it was great to meet our customers face-to-face and listen to their feedback about our products. We are looking forward to the next AgentLynx User Conference to be held in San Diego sometime in March/April of 2018. Please be sure to register as soon as we make our announcement because we will be limiting the number of attendees.

EZLynx continues to make big strides in the industry. EZLynx was again acknowledged as the fastest growing management system vendor and is now the third biggest vendor behind Vertafore and Applied, according to the Big “I” and Future One 2016 Agency Universe study. More amazingly, our market share with EZLynx Rating Engine has continued to grow and is now a dominant number one in the market. I want to personally thank all our customers who chose EZLynx over other products and also enthusiastically responded to these industry surveys. I can assure you without your support EZLynx would not be the product it is today. Thanks once again from all of our employees.

We made some big new product announcements at AgentLynx 2016 – EZLynx Sales Center and an Amazon Alexa skill for agency owners. EZLynx Sales Center is an add-on product that lets agents manage their prospects and opportunities during the sales process. Similar to Retention Center, it is a highly optimized tool that helps keep all the information about your prospects at your fingertips. Sales Center has fantastic metrics with sales performance dashboards customized for each user. Sales Center will continue to evolve in 2017 with more features in the pipeline to include support for lead generator integration, EZLynx Consumer Quoting integration, custom fields, and more management reporting options. Please contact our sales team if you are interested in learning more about this innovative product.

Our Amazon Alexa skill started out as a playful experiment amongst our development team but soon turned out to be something bigger. We are fully committed to enhancing this app in the future based on your feedback. Alexa employs state of the art speech processing technology to parse your voice commands and provide meaningful responses. To be honest, Alexa is addictive and full of surprises once you start using it. I encourage our management system users to give our Alexa skill a try by searching for EZLynx from the Alexa app on your mobile device. Please note you do need to purchase an Alexa device from Amazon to be able to use this feature. Keep watching for more Alexa integrations in 2017!

I would like to quickly review what I outlined in my 2016 New Year’s article and update you on our progress. I made a promise to deliver a single platform customer lifecycle solution that can solve the challenges faced by our agents. Sales Center is an outstanding example of this. We realize how challenging the sales process can be, especially if you have multiple employees selling with different customer touch points. Sales Center centralizes all the activities under one screen and keeps all your employees on the same page. If you are an agency owner or a sales manager, it offers great reports and dashboards to monitor the performance of your team.

I also promised to make improvements to EZLynx Management System in 2016. We worked hard to build commercial features like manual policy data entry, quote proposals, applications, and ACORD® form support. We still have a few more commercial lines yet to support, but I expect to complete all lines by the end of 2017’s second quarter.

We made various other management system improvements with agency workspace, document management, and reporting that are too many to list.

EZLynx Accounting was seriously upgraded in 2016. We now have full support for branch accounting with integrated GL support for QuickBooks online.

If you are one of those rating customers waiting for our management system to fully mature, this may be the time. We have a solid data conversion team that will work with you to move your current policy data to EZLynx from more than 25 different management systems in less than 10 weeks. Please contact our sales team for more information. I can assure you that you will not regret your decision to move to EZLynx Management System!

I also promised to improve EZLynx Communication Center in 2016 with enhancements to Email Campaigns. You can now leverage our robust reporting feature by using your saved reports for bulk email blasts. Our reports allow you to create highly targeted upsell/cross-sell campaigns, and in turn, generate more leads from your existing customer data. We also added Custom Domains to help reduce spam blocking and to increase email open rate. Simply validate the domain that you use for email and our system will be able to send emails out on your behalf rather than under our own domain.

EZLynx Client Center was another product that I promised to improve in 2016. We have upgraded the user interface with a clean, modern look that is fully mobile responsive so that it behaves the same on any screen size. We also added support for commercial clients to add their own certificate holders and generate new certificates from within Client Center. This feature will let you offload some of this work to your customers while still allowing you to retain control over who gets access.

Looking Ahead…

Agency profitability, productivity, and serviceability have always been our focus areas. Beginning in 2017, agency automation is our new target area. 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!

One goal of this type of automation is to allow you and your employees to focus more time on revenue-generating tasks. Through data analytics and business intelligence we feel confident that many of these processes can be automated without degrading the customer service experience. To the contrary, we believe this will actually improve the customer experience in the long run.

Our relentless focus on enhancing EZLynx Management System continues in 2017. We are already hard at work on enhancing commercial support, advanced accounting features, and much more. MAPs, or Market Access Providers, are another focus area for us in 2017. EZLynx Rating Engine is already the best rating product for this market with its built-in messaging and private carrier support. We plan to enhance some of these features to add support for policy management and policy servicing.

While I do not want to reveal the full scope of our Roadmap for competitive reasons, make no mistake that we have a vision for 2017 and beyond to make EZLynx the ultimate solution for independent agents.

I hope you have another prosperous year with EZLynx!


Updated Look & Feel for EZLynx Client Center

In the next few weeks we will roll out an update to Client Center to clean up and modernize the appearance. This cosmetic update is the first in a series of updates we have planned in the coming year to make Client Center a beautiful and useful tool for your customers and a time-saving tool for your agency!

This first update refreshes the general appearance to give it a more modern, neutral appearance. Our goal is to ensure that the appearance can easily be merged into your existing branding so that your clients can have a consistent experience from your website.

client-center-change-request-1

We have also taken steps to make sure the layout makes sense when fully embedded in an iFrame, since in this scenario you do not need the typical header and footer areas.

client-center-change-request-2

The new version is also mobile responsive. This means that the layout automatically adapts to the width of the screen size for each user, whether they’re on a 30″ Desktop Monitor or a 4″ Phone.  If you plan on embedding Client Center in an iFrame on your already responsive website, be sure to set the width of the iFrame to a fluid 100% so that it can automatically adjust along with the rest of your site.

client-center-change-request-mobile

Client Center saw some significant updates in 2016, with an easier login process, text message verification, multi-account support, and enhanced support for commercial clients with certificate holder self-generation. You will hear more in the coming months about our 2017 Roadmap, but suffice to say we have significant and game-changing plans for EZLynx Client Center in the year ahead!


Branch Support Comes to EZLynx Accounting

Handling branch interactions through EZLynx Accounting has been a highly requested feature. We are excited to announce that this round of enhancements expands upon the current EZLynx Accounting functionality and allows you to include branches in your accounting postings, transactions and accounting reports. For organizations with multiple branches, this functionality will greatly aid in the company’s accounting practices in EZLynx.

Some of the great new enhancements with the EZLynx Accounting 2.8 include the ability to apply branches to receipts, checks, and deposits. You also have the ability to assign specific bank accounts to individual branches, as well as the ability to do an interbranch payment between branches to aid in the clearing of accounts.

Highlights

  • New Permissions and Settings
  • Branch support for Receivables
  • Branch support for Payables
  • Branch support for General Ledger postings
  • Branch support for Reporting

Let’s See What’s New…

New Permissions and Settings

With the addition of branch support to EZLynx accounting, you are able to determine which users can have access to the various accounting functions at their respected branch or even at other branches. This allows for branch-to-branch interactions. The assignment of these permissions can be easily handled through the newly designed Users tab in the configuration section in accounting.

branch-accounting-1

We have also redesigned the System Settings tab by adding an ‘Agency’ tab (for the main branch to set system settings for all of their branches) and a ‘Branch’ tab for the individual branches in the organization to set their specific settings. On the ‘Agency’ tab, users at the Main Branch can set the overall settings for the organization.

branch-accounting-2

On the ‘Branch’ tab, the user is able to set the setting specific to the individual branches, like their logo, company information (addresses), settings for invoice emails and invoice memos.

branch-accounting-3

Branch Support for Receivables

You are now able to select branches for adding receipts, creating deposits, and receivable write-offs. For those in the organization with access to all branches, they will be able to select from all the branches in the organization. However, those in the organization who are limited to one branch, they will only see that branch in the dropdown. The same applies for the creation of receipts.

branch-accounting-4

We have also redesigned the Receipt and Deposit overview screen to allow you to filter the pages by branches to better organize your organizations transactions and postings.

branch-accounting-5

Branch Support for Payables

Branches have been integrated to our payable features in EZLynx and you are now able to select branches for AutoPay and adding of Checks. On the AutoPay screen, you are now able to filter the payable items by branches.

branch-accounting-6

When adding a check, you now have the ability to select which branch the check is being generated from and the branch bank account. If you have permission to view all branches, you will be able to select any of the branches in the organization. If your permission is limited to one branch, then you will only be able to select your specific branch.

branch-accounting-7

We have also added a branch column on the Check screen to make it easier for you to sort the organizations checks by branches. If you have access to all branches in your organization, then you will be able to view all the checks created in the organizations. If you are limited to one branch, then only checks for that particular branch will appear.

branch-accounting-8

Branch Support for General Ledger Postings

With this round of enhancements, you are also able to view branches on the GL posting screen in order to better organize the organizations branch postings. This also includes the addition of branch information on the GL exports in order for you to be able to integrate your branch configuration with QuickBooks. You are also able to create a journal entry for a single branch or you can create a journal entry for two branches to create clearing postings for interbranch payments.

branch-accounting-9

Branch Support for Reporting

No business would be complete without accurate reports. Accurate reports enable you to better manage and predict your organizations position in the market. With the addition of Branch Support for EZLynx Accounting, we have overhauled our reports in accounting to include branch filter. You are able to group posting in the reports by branches and even exclude some branches from reports in order to limit the data outputs. These enhancements will let you track productivity across your organization and gain a better insight as to how each of your locations are performing. The below reports now support Branch data:

  • Aged Receivables Report
  • Cash Receipts Report
  • Check Register Report
  • Deposit Summery Report
  • Direct Bill Cash Report
  • GL Postings Detail Report
  • Invoice Summery Report
  • Line Item Detail Report
  • Payables Worklist Report
  • Premium Trust Report
  • Production by Producer Report
  • Production by Writing Company Report
  • Trial Balance Report
  • Unapplied Cash Report
  • Undeposited Funds Report
  • User List Report

We are excited about what we have in store for EZLynx Accounting in the coming year.  As always, do not hesitate to give us your feedback!


EZLynx Retention Center adds new Commercial Support

The power of EZLynx Retention Center is now available for your commercial accounts! You will be able to use the same powerful tool that helps agencies efficiently retain customers through patented automation and analytical tools on your commercial renewals, helping to maximize productivity and boost revenue. Retention Center prompts renewal managers to review and communicate with commercial accounts prior to renewal without having to manage cumbersome spreadsheets. Quickly compare changes in the existing policies and the renewal offer with the click of a button.

  • Focused Strategy – Become proactive in your agency’s retention process to review every commercial account at renewal.
  • Expand Insight – Instant view into price and comparison of current policy and renewal to identify any changes.
  • Improved Customer Service – Communicate with every customer prior to the renewal to reinforce your agency’s value.
  • Boost Revenue – Each additional point of commercial retention corresponds to a specific dollar amount for each agency of increased profit.

Expiration List

The Expiration List automatically displays the upcoming commercial renewals. Each agency can customize the specific expiration timeline for personal and commercial separately. This allows the agency to easily proactively communicate with every customer prior to renewal to get the additional information needed to process next years policy.

EZLynx Retention Center - Expiration List

Quickly task out account reviews, remarketing, and account rounding activities to the correct person in your agency.

EZLynx Retention Center - Account Management

Renewal List

Patented automation helps you prioritize and analyze renewal offers on commercial policies. Proactively communicate with every customer at every renewal!

EZLynx Retention Center - Renewal List

If you already use EZLynx Retention Center and would like to participate in the Beta, or if this is the first you have heard about Retention Center and would like to learn about how it can help your agency, let us know below.


EZLynx Sales Center is Introduced at the AgentLynx User Conference

Sales Center Introduced at AgentLynx
Announced at the first annual EZLynx User Conference, EZLynx Sales Center will help agencies grow their business by streamlining the sales pipeline. This is a new product to our existing catalogue of agency solutions which is currently in limited beta release at this time. We are excited to give everyone that couldn’t attend AgentLynx this year a sneak peak at this much anticipated new product. If you think your agency would be a good fit to participate in our beta testing, be sure to fill out the form at the bottom of the page.

EZLynx Sales Center focuses on streamlining an agency’s lead management and sales pipeline for agencies who want to manage the full customer life-cycle, round accounts, and increase new business.

Sales Center will provide easy access to pipeline data and relevant information to assess the success of producers, marketing efforts and sales workflows. Quote information from EZLynx fills into Sales Center to provide the estimated value of each deal, and as it moves through the pipeline, the estimated value becomes more accurate, which allows a producer to forecast sales for month’s end.

EZLynx Sales Center - Opportunities

Sales Center makes it easy for supervisors to track producers progress to make sure they are on target to hit sales goals and maximize agency revenue. Sales dashboards allow owners or sales managers to quickly see close ratios for producers, deal aging, and make data driven decisions for the agency.

EZLynx Sales Center - Summary

Building on our ONE PLATFORM suite, Sales Center seamlessly leverages Rating Engine and Communication Center as you speed the applicant through the sales process.

We believe this product puts us yet another step beyond anything else that exists in our industry, and it continues our on-going mission to provide the complete customer life-cycle solution that agents need to remain productive, competitive, and to maximize their sales and retention potential!


The 2016 AgentLynx User Conference Comes to a Close

AgentLynxThank you to everyone that attended the 2016 AgentLynx User Conference! We were overwhelmed by the response we received from our users and carrier partners. We closed out the week feeling inspired and motivated for the future, and we hope the same is true for you.

There were some exciting announcements that we made at the conference, including our upcoming sales pipeline management tool EZLynx Sales Center, our Amazon Alexa integration, as well as various other details related to our plans for Communication Center, Client Center, and so much more. We’ve got 18 months until the next AgentLynx conference, so we’ve got a lot to do until then to make sure we deliver on everything we promised!

We Still Found Time for Fun

We wrapped up the conference with Disco Night, featuring a live band, great food, and a great time with our customers and colleagues. We will update the AgentLynx website with a full gallery and overview of the conference in the next few weeks, but here’s a quick look. Who knew agents could dance so well!

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Leverage EZLynx Reporting for your Email Marketing Campaigns

EZLynx Email CampaignsGet ready for our upcoming update to EZLynx Email Campaigns in the next few weeks, which includes a completely renovated process for segmenting your existing data for bulk email blasts.

We have been very pleased with the extensive enhancements that have been made so far this year to EZLynx Reporting; so much so that we felt the power of our reporting engine far outstripped our separate email campaign list builder.

As a result, this upcoming update will replace the existing list builder with Saved Reports from EZLynx Reporting. Take advantage of the powerful capabilities of our reporting engine to segment your data using both simple or highly complex filters. Once you have saved the report, it will be available for you to use within EZLynx Email Campaigns, which is part of our Communication Center bundle.

When you start a new campaign, your first step will be to name the campaign and select your recipients. You will be able to manually add individual recipients, select from your available Saved Reports, or choose from one of your static lists that you may have created from within EZLynx Retention Center or from the old list builder tool.

EZLynx Email Campaigns - Saved Reports

Your old lists will still be available to use, but any new or future lists will have to be created from within EZLynx Reporting as a Saved Report.

By making it possible to use our reporting engine to segment your data for Email Campaigns, we have brought a new level of accuracy to your email marketing. We are also excited about the new possibilities it brings, as there are many more filter options available in EZLynx Reporting than we had in our previous list builder.

This Update is Only the Beginning

While this update allows you to use your Saved Reports for campaigns, those campaigns are still using a static version of the report at the time you scheduled the campaign.  While not a big deal for short-term campaigns that are sent immediately, if your campaign has steps that are scheduled throughout the year, your list could get seriously out of date by the time the campaign finishes.

This has always been a problem for any email campaign service that relies on saved or uploaded lists, but we are excited to announce that our Email Campaigns update later this year is going to take your static lists and make them dynamic, allowing you to run Drip Campaigns using your Saved Reports and have those campaigns automatically update in real time before each email is sent.

Imagine being able to have a campaign that sends an email to your prospects every 3 months and automatically removes those recipients that become customers as a result. Schedule a recurring, long-term cross-sell campaign to all your customers that have an active homeowners policy but no auto policy and rest easy knowing that our system will automatically add or remove recipients to the campaign based on whether or not they still meet that criteria. The possibilities are endless, and this is just one of several very exciting enhancements planned for EZLynx Communication Center this year!


Certificate Self-Generation in EZLynx Client Center

In the next few days we will be rolling out a new feature that lets commercial insureds 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 (previously created certificate masters will not work). 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.

Client Center Add New Holder Step 1

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.