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.
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!
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.
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.