Tag: AgentLynx

EZLynx Roadmap for 2020

Posted on by Brenna Johnson

Happy New Year, and Happy New Decade! We made huge strides in enhancing and expanding our platform last year, and we’re thrilled about the upcoming year.

We remain focused on solving industry problems through technology, and we have many exciting product changes on our 2020 Roadmap. I am confident that we are well-positioned to help agencies excel in scalability, serviceability, productivity, and profitability with our products.

We also shared a special ROADMAP EDITION of EZLynx LIVE on January 30, 2020.  The Live stream has ended, but you can still watch the recording. We provided a closer look at our 2020 Roadmap. Be sure to watch it here.

AgentLynx was a Success

Thank you to everyone who attended AgentLynx 2019. Our team enjoyed meeting you and learning the nuances of how you use EZLynx to drive your agency. We appreciate the details you shared with our product team throughout the conference. Even though we cannot solve every industry problem right away, much of the credit for our success is due to the feedback we receive and the passion you bring. We know that your time is valuable and appreciate your collaboration. You are valuable partners.

Commercial Innovation

Last year, I promised features that solved business problems faced by commercial agents, and our team delivered! Solutions that worked for the industry and clientele of thirty years ago cannot continue to scale for the future. Client expectations change, so we want to provide tools that help agencies scale without losing their superior personalized service – before and after the sale. We delivered a series of features to help agents sell, service, and grow commercial business:

  • Application Bundling (New Feature)
    • This single, efficient workflow helps agencies avoid redundant data across applications, policies, and remarketing.
  • Schedule Imports & Exports (New Features)
    • EZLynx simplified the import workflow for drivers, vehicles, locations, and buildings. We also added a comprehensive export workflow to expedite the renewal process.
  • Forms Workflows (New Feature)
    • EZLynx now automatically preselects and prefills the ACORD forms needed for an accurate quote based on the line of business and the state. Adding additional forms, like loss runs, carrier supplementals, or financials, is very straightforward too.
  • Certificates (New Feature)
    • EZLynx redefined the creation, management, and distribution of certificates, streamlining the workflow and changing the way agencies think about the certificate process.

EZLynx Submission Center

We also launched EZLynx Submission Center – a product created to streamline the commercial submission process – last fall. Submission Center enables agents to manage submissions to multiple carriers by organizing the activities for the entire process. Built-in reports, dashboards, and carrier appetite guidance ensure the process scales efficiently as the agency brings in more commercial business. You can learn more about EZLynx Submission Center here. We will continue to build on this foundation during the year.

Drive for EZLynx 5

EZLynx 5 represents the next generation of our platform, and it is rolling out in the first half of 2020! We have completely streamlined the Rating Engine to improve quote generation speed and accuracy. I’m particularly excited about the productivity gains we’ve seen from two specific features during our beta testing: carrier prefill and the new quote results page.

The carrier prefill option allows agents to save time by answering common carrier questions up-front. When the agent wants to generate a quote, these answers automatically populate the appropriate fields, drastically reducing the time it takes to get that initial quote!

The new quote results page displays the carrier’s quotes in a simplified stacked bar graph. This completely takes the guesswork – and math – out of providing your customers a premium. This feature is exceptionally powerful when you’re rounding accounts and quoting both auto and homeowners.

With EZLynx 5, our Management System customers will see enhancements to core features they use daily, including a new account and policy page, and an improved EZLynx 5 version of Automation Center. Our goal is to drive an agency forward through automation and make it easier to sell, service, and grow, whether you’re an agency of 10 or 10,000!

EZLynx 5 represents a complete foundational change to our platform — and we’re just getting started!

Service that Scales

For several years, the EZLynx growth roadmap focused on increasing agency profitability and productivity. While these will continue to be focus areas for us, this year we are also focused on improving serviceability and scalability for your agency.

EZLynx MAP, a product designed to provide complex organizations with the information they need to service their agencies and grow past common plateaus, is a perfect example of this new company focus. We are excited to announce general availability in April 2020!

Last year we introduced our Real-Time Messaging expansion with Travelers. This integration notifies agents – in real-time — of policy changes the insured makes on the Travelers self-service portal. This enhancement improves transparency between agents and carriers to better support the omni-channel awareness this generation of consumers expects. Service activities are costly to agencies without providing a significant return. However, the integration has the potential to dramatically reduce time spent servicing these policies. We see this as an opportunity to provide new solutions that help your staff increase their service capacity, without sacrificing quality, in the coming year.

Connect to the Future

EZLynx has historically built its success on providing agents everything they need to grow a successful, manageable business. We developed our ONE PLATFORM customer lifecycle solution to address major challenges in renewal management, sales, customer service, and more—all in one easy-to-use location. However, 2020 will bring a slight directional shift in our strategy. Starting this year, EZLynx will focus on an Agency-in-the-Cloud strategy. Our goal is to help agencies scale through innovative hardware and software solutions.

To that end, we unveiled EZLynx Connect At AgentLynx 2019. EZLynx Connect is a marketplace for agents and vendors to exchange data securely. We designed this tool to address the core challenges of scalability, accessibility, and continuity that agencies face every day. EZLynx Connect will be a focus area for us throughout the upcoming year and beyond as we continue to build out third-party integrations with trusted vendor partners. But there’s more. We listened to your feedback and discovered that maintaining scalable hardware is a challenge many agents encounter as they grow. That’s why we’ve introduced EZLynx Virtual Office, a service that allows agencies to focus on their core competencies in the insurance space without worrying about managing their own hardware, software, or security. We will be providing more information about Virtual Office throughout the year.

We are here for you. If our software can help your agency scale better, increase your productivity, improve your customer service, and be more profitable, we both win. Thank you again for the opportunity to serve you. We look forward to continuing our partnership with all of you in 2020 and beyond!

Don’t forget to rewatch the special edition of EZLynx LIVE that aired earlier today, as we took a closer look at the 2020 Roadmap…

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EZLynx Kicks Off Third AgentLynx User Conference For Independent Insurance Agents

Posted on by EZLynx

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, one of the leading providers of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, today kicked off its third AgentLynx User Conference in Fort Worth, Texas, welcoming independent insurance agents, insurance carriers, and vendors from across the United States. At the conference, EZLynx will showcase innovative new software solutions that enable customers to transform their agencies for greater growth, retention, customer service, and efficiency.

AgentLynx takes place in Downtown Fort Worth from October 21 – 23, 2019. The three-day conference features interactive presentations led by industry veterans, keynotes by EZLynx leadership, hands-on innovation labs, insightful agency panels, live product demos, and engaging networking opportunities. Independent insurance agents will walk away with practical skills, knowledge, and technology that can help them transform their businesses to compete in today’s ever-changing marketplace.

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EZLynx Releases Game-Changing Commercial Lines Product Enhancements

Posted on by EZLynx

LEWISVILLE, Texas (October 21, 2019) – EZLynx, a leading provider of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, today showcased its latest product innovations developed specifically for agencies aiming to better sell, service and grow their commercial lines of business. The solutions were unveiled during the 2019 AgentLynx User Conference, held at the Omni Hotel in Fort Worth, Texas.

EZLynx has long been recognized as a software leader in the Personal Lines space. Now, the company is bringing this same level of game-changing innovation to Commercial Lines from Main Street to Middle Market. The new Commercial products and features include:

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EZLynx Showcases EZLynx 5, The Latest Advancement in Comparative Insurance Quoting

Posted on by EZLynx

In 2003, EZLynx pioneered comparative rating. The industry leader in insurance software is now ushering in the next evolution in real-time quoting.

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, one of the leading providers of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, showcased EZLynx 5, the newest innovation in real-time insurance quoting. EZLynx 5 enables users to generate complete and accurate auto and home insurance quotes from multiple carriers quickly, intuitively, and efficiently. The new product was demonstrated live during the Keynote Address at the third EZLynx AgentLynx User Conference in Fort Worth, Texas.

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EZLynx Launches Revamped Reporting & Analysis Platform, Enabling Agencies to Better Leverage Their Data

Posted on by EZLynx

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, a leading provider of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, today showcased the newly revamped EZLynx Reporting & Analytics platform at the third AgentLynx User Conference in Fort Worth, Texas. The new advancement is designed to enable independent insurance agencies to more effectively leverage their data for greater agency growth, service, and profitability.

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EZLynx Unveils EZLynx Map, The Agency Management System For Market Access Providers

Posted on by EZLynx

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, one of the leading providers of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, showcased EZLynx MAP during the Keynote Address of the 2019 AgentLynx User Conference, held in Fort Worth, Texas. EZLynx MAP is the first network management system tailored specifically to Market Access Providers (MAPs).

As MAPs grow and expand the scope of their services, the task of management can become daunting. Every aspect of the business and its relationships—both with member agencies and carriers—must be able to scale. EZLynx MAP is a complete, cloud-based network management solution to help MAPs and their members reach their full growth and profit potential. It establishes the framework for unprecedented interconnectivity between the MAP and its member agencies.

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You Asked, We Listened: AgentLynx Progress Report

Posted on by EZLynx

A little over three short months ago, many of our agents gathered together at AgentLynx 2018 in San Diego, where we announced new products, held group sessions, and allowed you to speak directly with the EZLynx Team about our products. We listened to your requests for new features, and we heard how EZLynx could further accommodate the needs of your agency.  With our release in mid-July and in the coming months, we are thrilled to be able to provide you with the first round of solutions to many of the requests and challenges you shared with us at AgentLynx.

EZLynx for Outlook

In response to your requests at AgentLynx, we committed to bringing you a more efficient, sleeker EZLynx Outlook plugin with updates to performance, workflow and features.  These enhancements will make Outlook feel like an extension of EZLynx.

We heard your concerns with the functionality of the plugin when you utilize Outlook on multiple devices. With this new enhancement to your Outlook plug in, seamlessly switch between home and work devices without worrying about receiving multiple automatic save dialogue boxes when you open Outlook.

In addition to simply documenting your emails in EZLynx, these Outlook plugin enhancements will allow you to select a specific task to associate with the email, attachments, and/or note; reopen or close a task from within the plugin; and add a reminder. For users with the Enhanced Workspace, you will now have the ability to mark a task as important and set its due date and time directly from the plugin.

Although you already had the ability to import attachments to EZLynx, the enhancement takes document management abilities to the next level, giving you the ability to preview documents, save documents to specific folders, and disable automatic saving of embedded images so you do not end up with unwanted email signature images in EZLynx.

We updated the Agency Workspace within Outlook as well, giving you the ability to add labels and mark emails with a sticky note, and we are improving your workflow by giving you the option to search and save to a different applicant within the workflow, even if matched to an applicant automatically. These enhancements will be automatically applied to your existing Outlook plug-in.

MSB Residential Pre-Fill and Reconstruction Cost Valuations

Soon EZLynx will feature integration with CoreLogic® to bring you residential prefill and reconstruction cost valuation powered by Marshall & Swift™. Residential prefill will drastically improve your home quote process by allowing you to use MSB lookup within EZLynx to automatically pull information about a home prospect. You can further improve your process with the MSB reconstruction cost valuation tool to predict the cost of replacing the entire home. Both services will be available at a competitive, cost-efficient rate per transaction.

CoreLogic, the CoreLogic logo, and Marshall & Swift are trademarks of CoreLogic, Inc. and/or its subsidiaries.

Non-Owners & Broad Form

In the coming months we will be rolling out support for non-owners and broad form auto policy types, which has been a highly requested feature for many of our users.

Read Only User Access for Reports

Read Only User access for reports gives you more control over your data by allowing you to send reports to other users in your agency without having to give them access to all your reporting. This will keep your data secure within your organization. Contact customer support to activate this feature.

Bulk Actions in the Document Library

Additional efforts to increase your productivity and help you manage your data, we have made improvements to our document capabilities to now allow you to move or delete more than one document at once and share multiple documents to the Client Center simultaneously.

Agency Activities

The first of several Activity and Agency Workspace enhancements, we have enhanced your ability to associate notes with policies in order to increase your productivity and make it easier to stay organized. You can now associate a policy number with a note at any time, rather than only having this capability when you first created the note. If you need to move a policy to another individual, all the notes associated with that policy will now be carried over to the new assigned user.

Multiple Addresses

To help you stay more organized, we will soon allow for additional addresses, including military addresses, to be stored and associated with one customer’s account. Users with EZLynx Accounting will have the ability to directly include billing address information on invoices. The enhancement will also allow you to select the proper address from the addresses associated with a policy when sending postal mail through Communication Center. This feature is coming soon.

Looking to the Future

These enhancements and features are just the start. We have committed to bringing you even more of the changes and features that you have requested. We take your suggestions seriously, and we are always looking for ways to make improvements that will benefit your agency.

The opportunity to provide face-to-face feedback to the EZLynx Team is part of the main value of attending our user conference. AgentLynx helps our teams hear the unified voices of multiple agents and allows us to understand and address the top business challenges that many of our users face. It also provides you with the opportunity to network and collaborate on the best strategies for using EZLynx with other agents and EZLynx team members. We hope to see you at the next AgentLynx Conference in Fort Worth, Texas in 2019!

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EZLynx Roadmap for 2018

Posted on by Nag Rao

A Note from the CEO

Happy New Year! It looks like 2018 is going to be another good year for our industry. It is our feeling that independent agents have been well positioned in the market for more than a decade now. Our industry’s business model of offering ‘choice of carrier’ to consumers is both internet and millennial friendly. We believe our industry will continue to gain market share because of this one single factor.

I want to thank our customers who have supported our products through the years and our many new customers who joined us in 2017. Outlining the roadmap at the beginning of the year is a tradition that we started many years ago, and it seems the competition has followed our lead – I have seen several other management and rating system vendor CEOs do the same. It is inspiring to see the impact that our vision and strategic thinking has had on our industry, especially with our competition!

2017 has been another banner year for us as we once again expanded our market share. We are looking forward to another great year. As long as we continue to work towards your best interests, we will all win.

Agency profitability, productivity, and serviceability were the key focus areas in 2017. In the spirit of productivity and serviceability we enhanced our management system product throughout the year. Many of these enhancements were in direct response to your feedback. We introduced several new and exciting features in 2017, including claim downloads, policy change requests, enhanced reporting & analytics, and postal mail integration.  Claim downloads and the policy change request feature directly affect how you service your customers. I am particularly proud of my team’s effort with the policy change request feature, which allows the agent to capture all the necessary information and submit it to the carrier for finalization in a single workflow. As part of this workflow you can highlight and submit only the parts of the policy that will be changed to avoid any mistakes. This feature is priceless when it comes to change management with commercial policies where any mistake can be costly.

Our new postal mail integration is another one of my favorite features released last year. Agents are already using it heavily to mail important policy documents, policy notifications, welcome letters, and other documents to their policy holders or prospects with a few clicks of a button. It’s a great productivity enhancing feature that can save time and money.

We made several big enhancements to other areas of our product including reporting, policy accounting, agency workspace, and more. You can view our past release notes for more details on these features.

One of the big promises I made in 2017 was to focus on agency automation. We delivered a beta version of this feature in the second half of 2017. EZLynx Automation Center lets you define rules to perform certain actions based on policy events. In its first iteration, we limited the support to a handful of pre-defined events with simple email and task related actions. We have received excellent feedback from our beta participants, and we are excited to unveil some exciting new enhancements at our AgentLynx User Conference in March. It is our intention to robustly expand this feature with support for more events, actions, and more complex, condition-based workflows. EZLynx Automation Center will soon become the glue that integrates all our products and features together and drastically improves your productivity in incredible ways.

Roadmap for 2018

Our AgentLynx User Conference will be in San Diego this year on March 12 – 14. I strongly urge all of our customers to attend this exciting event if you are serious about building your agency around EZLynx. I promise you this is not about sales or marketing, but about technology, insurance, and maximizing your potential as independent agents. We will be introducing several new and cool products this year that my team has been working on for months now. You will also be able to speak directly with our Executive Team, Product Managers, Business Analysts, and select staff from our Product Support and Training Teams. The conference is just a few months away, so don’t wait to reserve your spot!

As for the rest of the year, we have a busy schedule ahead of us. We will continue to enhance our policy management system to round out more of our commercial features. One feature that I am excited about is Policy Transaction Editing. As most of you know, the dataset that we get from carriers through the download is inconsistent and sometimes wrong. Using this feature, you can control how you manage these inconsistencies by using a set of ‘crowd’ or user defined rules. Our goal is to reduce errors and also to make the download processing and matching effortless.

This year we will also officially release Automation Center, as well as expand it to include integration with our products like Sales Center, Retention Center, Policy Accounting, and more. It is our goal to let agents automate the daily important, but mundane, tasks that a computer can easily perform.

We have several new “secret” features for 2018 that we are excited to reveal at our AgentLynx User Conference, including our plans to refresh the look and feel of EZLynx with a new, modern interface. I want to end this note leaving you with the same impression as I always do – that EZLynx is dedicated to making you successful. We are constantly working on your behalf and watching out for market changes to make sure you are covered. We’ve got your back.

Please do not hesitate to contact me with any questions or comments.

-Nag Rao, CEO

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The 2016 AgentLynx User Conference Comes to a Close

Posted on by EZLynx

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!

[WRP id=2282]

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Are You Ready for AgentLynx?

Posted on by Sara Button

 

Have you ever wanted to connect with the people who are leading the industry in insurance technology? Later this fall you will have the opportunity to do just that! You will be able to meet and hear from the people behind the products at EZLynx during the Agent Lynx user conference. This is not a sales meeting! AgentLynx is a chance for EZLynx to help our users be more successful, showcase our current and future products, and to connect with our users on a deeper level.

Conference attendees will have the option of attending up to 18 different sessions that will take place over the span of three days in Dallas, Texas. In addition to the various sessions, there will be a special Keynote speaker, networking opportunities, entertainment, and innovative swag to help you navigate the entire weekend.

AgentLynx is the first annual user conference hosted by EZLynx and will take place in Dallas, Texas. The conference is three days only: Monday, October 10 – Wednesday, October 12. This conference will host a myriad of different sessions in various subjects from Policy Management to SEO and Digital Marketing Tips to Renewal Management.

Attendees will benefit from an increased knowledge on the digital side of their agency, they’ll be able to walk away with insights on how to better manage renewals, and will be able to identify opportunity within their agency workflow. EZLynx welcomes both agents and carriers to this user conference.

AgentLynx will take place from Monday, October 10 – Wednesday, October 12 at the Omni Mandalay Hotel located at 221 E. Las Colinas Blvd., in Irving, Texas. This location is only 10 miles away from Downtown Dallas. You can register as an agent or carrier online now at http://agentlynx.ezlynx.com/.

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