What’s New in EZLynx 20.4

The EZLynx December 2020 release is now available! Here are some of the highlights:

Vonage Integration

Experience seamless integration between your agency management software and your phone system.

In September, we announced our partnership with Vonage to integrate unified communications and programmable voice capabilities into EZLynx Management System. This integration is now generally available to all new and existing Vonage customers.

With Vonage, EZLynx customers have the ability to collaborate more efficiently, stay connected and create richer customer experiences through live interactive voice and video sessions—from anywhere, on a single platform.

This integration provides :

  • Customer Profiles — A window automatically opens to an Account Overview when an incoming phone number matches an applicant in EZLynx.
  • Click to Dial — Make calls easily from EZLynx. Areas include the Account Overview page, the Carrier Directory, Sales Center, Communication Center, and many more. Phone numbers appear as hyperlinks.
  • Call Logging — When an incoming or outgoing call is completed, EZLynx will automatically create a note on the Activities page. You can add additional notes to the discussion, documenting the contents of the call.
  • Sent and Received — The Sent and Received page in Communication Center is expanded to include voice calls. Incoming and outgoing voice calls will display, along with current text messages.

Vonage is the latest addition to the EZLynx Connect platform.

Visit our Vonage partner page to get started.

Commercial Edit Downloads

EZLynx already had smarter Commercial Downloads, because our process goes out of its way to not override existing manually entered data. Now, we’ve added the option to edit your agency’s Commercial Downloads, as well.

With Commercial Edit Downloads, your agency can supplement information in policy downloads sent from the carrier. In a Commercial Auto policy, for example, users can fill in missing information for vehicles, drivers, coverages, additional interests, and more. This new feature allows agencies to take complete control of their policy data and make information complete.

Please note: Users cannot change the information downloaded by the carrier, but are instead able to add to it (unpopulated fields) through the entry screens.

For subsequent downloaded transactions, EZLynx will:

  • Automatically sync this user-added information
  • Maintain each version of the edited policy as a history
  • Provide the option to restore a version at any point in time

This feature is available for the following lines of business: Commercial Auto, Commercial Property, General Liability, Business Owners Policy, Commercial Umbrella, Homeowners, Dwelling Fire, Personal Auto, Inland Marine, Workers Comp and Crime. When Edit is selected under Actions for a supported line of business, just like a manual policy, a new option to “Save & Continue Edit” appears.

This feature is now available for all EZLynx Management System (Level 3) customers.

Cross-Selling Personal Lines in Client Center

EZLynx Client Center has been evolving to become not just a robust self-servicing tool for insureds, but also a platform for exciting cross-sell opportunities.

The latest… Client Center now offers complementary personal lines products to insureds—automatically!

Insureds will be presented with the option to “Save By Bundling Your Policies Together” on their Policies page. When selected, users will be taken to a form to answer questions pertaining to the additional line of business. EZLynx will prefill the form with as much of the applicant’s existing data as possible. Once submitted, a task notification will be created for the agent in EZLynx, as will an application under the Applications section for the insured.

Insureds with an active Auto policy will see cross-sell options for Home, Renters, and Condo. Those with an active Home policy will see an Auto cross-sell option.

If the applicant has any difficultly completing the application, there is an option to click “Need Help?”.  Similarly, a task notification will appear for the assigned agent, along with an incomplete application in the insured’s Applications list.

Streamlined User Account Settings

Account Settings are new and improved!

For starters, users can access Account Settings under their username (user initials/circle in the top-right corner of the screen).

Once there, users will find their settings available under five categories: AccountPreferences, ACORD Forms, Email Signature and Security.

The “Security” tab is where users can set up their Two Step Verification for login.

By placing the most common Account Settings all in one place, we’ve made it fast and easy for users to manage their account profiles and preferences.

Consolidated Rating Questions

How would a 25% reduction in the number of questions required to get a quote sound? For most agents, that’s exactly what we’ve done.

We’ve added several new fields to our ratings screen, along with updating a few existing fields with new options. The result is that they no longer appear as additional carrier questions for each individual carrier. When you spend less time filling out information… you receive quotes faster.

Some examples include:

  • Foundation Type
  • Roof Design
  • Wind and Hurricane Deductibles for additional states
  • Vehicle Purchase Date
  • Number of Occupants

We’ve also improved the MSB Residential Pre-Fill and Reconstruction Cost tool. With this release, we’ve added/updated rating fields (and refined the way they map) to improve the accuracy of quotes.

Automation Center adds Expiring Policies Trigger

Agencies can now automate the workflow for expiring policies in Retention Center.

EZLynx Retention Center users have a new trigger available for Policy Added to the Expiration List. As the name suggests, this workflow will be triggered whenever a policy is added to the Expiration List in Retention Center.

Automation Center and Retention Center now work together to help agents manage the client retention process on auto-pilot mode.

Automation Center adds Client Center Link

Automation Center can help your agency increase adoption of EZLynx Client Center. We’ve added triggers for Applicant Created, New Customer and Additional Policy. You can now establish workflows so that when one of these events occurs, clients will be emailed automatically with a link to pertinent information within your agency’s customer portal.

An Applicant Created trigger will lead insureds to the Client Center homepage. New Customer and Additional Policy triggers will lead insureds to the appropriate Policy Summary page.

Improved Application and Policy Entry Workflows

The following LOBs have been updated with a new look, feel and usability:

  • Dwelling Fire
  • Inland Marine
  • Recreational Vehicle (RV)
  • Motorcycle

Entry screens have been updated to provide a more logical flow for how you enter data and navigate between different tabs in the screens. Users will find the improved user experience faster and more intuitive. Here are just a few examples:

For Dwelling Fire, you can now see all Locations in a single view.

The Inland Marine section has been reorganized to make it simpler to find the relevant underwriting section. Simply click on the expander and view the questions/information for that section.

We’ve reordered the Motorcycle & RV tabs to be the same as those in the Rating screens. This brings uniformity to the way data is entered both for the Rating and the Policy Entry Screens.

These updates will help agents enter data more quickly and accurately.

 

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


What’s New in EZLynx 20.3

The EZLynx September 2020 release is now available! Here are some of the highlights:

Automation Center adds Dashboard and Texting

EZLynx 5 users will notice the brand new addition of a dashboard to Automation Center. This new feature provides an overview of the automation driving your agency. Gain valuable insights into your agency’s total number of automation executions, top executed workflows, the number of workflows enabled and the branches executing the most workflows. Usage data can be viewed for this month, last month and year till date.

Texting has also been added as an available action for select customer Triggers. The Send Text Message option reflects clients’ growing preference for texting when communicating with your agency on transactional matters. You can also opt for Text Messages as a backup method within workflows where the Send Email Action has been chosen, but no email address exists for the client.

Text Messages can even include attachments, such as images or videos. You can also provide a direct link to your agency’s Client Center portal within the text message.

Claims added to Client Center

The claims experience is ultimately how insureds judge their carrier, their agent… and really “insurance” altogether. That’s why customer self-servicing has become so important. It delivers a sense of immediacy that can be accomplished no other way.

With the addition of Claims to Client Center, your agency can now share relevant and timely claim updates via this convenient customer portal. Keep insureds engaged, up to date and less stressed during the claims process. Your clients can view claims, status, adjuster information, and even provide feedback.

To help keep your clients informed, we’ve also added a Claims trigger to Automation Center. This trigger automates a notification to insureds when there is an update to their claim. Once a claim is closed, insureds will even be prompted to take a quick survey about their experience.

Client Center can now be added to Insureds’ Mobile Devices

Give your clients the reassurance of knowing that your agency is never more than a button press away!

That’s right, your customers can now add your agency’s Client Center customer portal to the home screen of their mobile devices. When logging in, they will be prompted with the option to add this new “Insurance” icon to their home screen. Once installed, your customers will receive convenient, complete online self-service with a single click.

Just one more way EZLynx is helping your agency deliver a modern insurance experience.

Flood Insurance

EZLynx has partnered with Flood Risk Solutions, Inc., to provide flood insurance as a new cross-selling opportunity during the quoting process. This new integration is available to EZLynx 5 users through the EZLynx Connect Marketplace.

Once the integration has been added, it will automatically identify applicants residing in a flood zone when Auto and Home quotes are returned. From there, you are walked through the process to generate a quote.

New! 24/7 In-Product Help and Information

Now you can access product Help and Information without ever leaving EZLynx.

Look for the new “Question Mark” Icon in the top-right to search 500+ articles in the EZLynx Knowledge Base. Simply type your question, and EZLynx will display the resources available to answer it.

Use the “Book” Icon in the Main Menu (left side) to access training and webinar information.

 

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


What’s New in EZLynx 20.2

The EZLynx June 2020 release will go live on 6/26. Below you can find some of the highlights. Be sure to join us on Thursday, June 25 at 12:00 PM Central Time for our next episode of EZLynx Live, where we will be showcasing these exciting enhancements!

Payment Processing Through Client Center

Your clients can now make electronic payments by credit card or eCheck via EZLynx Client Center. You will also be able to track payment history and view tasks generated through payments.

EZLynx has partnered with Clearent for this highly demanded feature.

Steps to enable payment processing through EZLynx:

  1. Set up your merchant account with Clearent. Start the process at https://www.ezlynx.com/vendors/ezlynx-vendors-clearent.html
  2. Inside EZLynx, navigate to the EZLynx Connect Marketplace. Click on the “Payment Connector” card to find and activate the Clearent integration.

Calendly Integration with Client Center

With EZLynx Client Center, online customer self-service is available to your clients 24/7. But some situations require more traditional, direct communication between agent and insureds. That’s where Calendly comes in.

Calendly is a 3rd-party application that can be added from the EZLynx Connect Marketplace. Calendly helps schedule meetings without the dreaded back and forth of emails and phone tag.

Once your agency has activated the Calendly integration for Client Center, your customers will begin seeing the link to schedule an appointment.

New Automation Center Workflow for Carrier eDocs

We’ve added a new workflow to EZLynx Automation Center, which triggers when carrier eDocs are received. This powerful automation notifies insureds, provides access to the incoming carrier documents, and creates Notes/Tasks for the agency.

By eliminating the need to share documents with clients manually, time is saved for both agents and insureds. Clients are notified immediately by email, along with a secure link to view the documents in EZLynx Client Center.

Carrier eDocs include Declaration Pages, Policy Documents, Notices of Final Cancellation, Non-Payment Pending Cancellations, Non-Renewal Notices, Payments Overdue and Reinstatement Notices. Filters can be set to tailor your agency’s actions to the types of carrier eDocs being received.

This feature is available only for agencies who have upgraded to EZLynx 5.

Rating Engine Updates

The Rating Engine is receiving updates for three states, in-line with the upcoming state regulations.

Michigan (Auto Coverages, Effective July 2):

  • The new state minimum for auto liability coverage is being updated to 50/100/10.
  • Per new state regulations, 20/40, 25/25, 25/50, 50/50 and 55 CSL will no longer be supported for the Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs.
  • “PIP Limit” and “Excess Attendant Care” fields have been added to State Specific coverages. (Excess Attendant Care will be enabled if PIP limit has values other than Unlimited or No Coverage.)

Arizona (Auto Coverages, Effective July 1):

  • The new state minimum for auto liability coverage is being updated to 25/50/15.
  • Per new state regulations, 15/30 and 25/25 will no longer be supported for the Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs.
  • 10,000 will no longer be supported for general coverage Property Damage for Auto quotes.

Virginia (Addition to Gender Field):

  • Not Specified has been added as a third option under Gender.

These Rating Engine updates will also apply to Consumer Quoting, Web Services, and Client Center. (For Client Center, only Gender changes are available).

EZLynx 5 Applicant/Co-Applicant Switch (Beta)

The ability to swap the Applicant and Co-Applicant with a single click is almost here!

Reentering data in order to quote the same household under a different applicant can be needlessly time consuming. Soon, you will have a way to quickly switch the primary applicant information with the co-applicant directly on the quote results page and get a new quote. This new feature is entering a small closed beta, before being available exclusively in EZLynx 5.

Watch for an announcement of the general availability of this function in an upcoming issue of NewsLynx.

 

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