EZLynx Client Center: Foster Happier and More Profitable Customers

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

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

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

Life Insurance Quoting

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

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

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

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

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

Promoting Client Center to Customers

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

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

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

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

Updated Client Experience

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

The Policies page has a streamlined look and feel.

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

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

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

Additional Resources

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

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

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

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

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

Questions or Comments? Ready to get started?