Enhanced Certificate Workflow in EZLynx Management System

Add CertificateCreating certificates of insurance is one of the most time consuming responsibilities of a typical insurance agency. With this in mind, EZLynx has streamlined the certificate process, so that agents can accomplish this task much more quickly. Our enhanced certificate workflow saves valuable time, which allows you to spend more time selling new policies.

A big frustration for agents revolves around issuing certificates of insurance. Some studies suggest it costs agencies $7 to $18 to process ONE certificate! This doesn’t even take into consideration the potential E&O exposure. At some point, certain customers may begin to cost money instead of making money for your agency!

Our enhanced certificate workflow helps your agency reduce the cost of issuing certificates. You will spend less time maintaining certificates, and more time selling.

Certificates in EZLynx - Add InterestFeatures

  • Ability to create a Certificate Master
  • Quickly add new certificate holder interests
  • Pre-fill interest information from a master list
  • Bulk import multiple interests from past certificates
  • Generate multiple, individual certificates with one click
  • Email and/or print certificates on the fly
  • View all certificates created for certificate master in one place
  • Prefill policy information into certificate master
  • Streamlined renewal workflow
  • Easily select existing or create new signature for certificates

Import Interests

Benefits

  • Reduce E&O exposure
  • Spend more time selling, and less time maintaining certificates
  • Renewing certificates now takes minutes, rather than hours
  • System generated activities track delivered certificates
  • Deliver certificates via the customer’s preferred method; email, print, or Client Center

 

What’s Next?

Training & Webinars

Attend our free Certificates Webinar. Learn about our enhanced certificates workflow features, including adding and importing interests, flexible distribution options, and streamlining the renewal process.

Register for the Webinar Get On-Demand Training

Don’t have EZLynx Management System?

To get more information about how easy it is to move to EZLynx Management System, click to sign up below and an EZLynx team member will contact you.

Get in Touch



Enhanced Searching within EZLynx

It’s easier than ever to search your applicants using a variety of criteria

EZLynx is rolling out an extensive upgrade to our search engine to help make your life easier.

See the new EZLynx Search Feature in Action
See the new EZLynx Search Feature in Action

In addition, you’ll be able to search using a variety of criteria, including First or Last Name, Co-Applicant’s First or Last Name, Business Name, Email, Policy Number, City, State, Zip, and more

By default the new search window will search your applicants using all of the available criteria, but it’s also easy to limit your search filter to a specific type by checking or un-checking the various options in the drop-down.

Easily Filter your Search Results
Easily Filter your Search Results

The new enhanced search will start to show you results as you type, often saving you from having to type out more than may be necessary. These results will show you exactly what part of the applicant the search applies to.

Narrow Results as you Type
Narrow Results as you Type

Continuing to enter text in the search field will narrow down the search results. The new enhanced search is a powerful tool that can dramatically speed up your workflow in EZLynx.

If you have any questions, contact [email protected]


Now Live: EZLynx Client Center

Let your customers request policy changes from your website with the new EZLynx Client Center

EZLynx Client Center
EZLynx Client Center

You may know it as EZLynx Customer Self-Servicing. We’ve given it a new name and new features.

Providing customer service 24/7 is becoming an essential ingredient to remaining competitive. Direct Writers do it, and consumers have come to expect it. We have made EZLynx Client Center a priority this year because we realize that this is going to become an essential tool for the independent agent in the digital marketplace.

Our latest release to EZLynx Client Center, in addition to a new look and feel, adds the ability for your customers to request policy changes. These change requests are stored in EZLynx as an activity, and the agent receives an email with all of
the change request details. This lets your customer request changes without having to field phone calls all day, and our guided questions for the most common types of changes ensures that the consumer provides you with the exact
information you need to make the change.

To get started with EZLynx Client Center, you’ll need EZLynx Management System.

To learn more, join our Webinar on Friday, February 8 at 1:00 PM Central.

Webinar: EZLynx Client Center

Space is limited. Reserve your Webinar seat now at:

https://www1.gotomeeting.com/register/183001217
Title: EZLynx Client Center Overview at 1:00 Central Time
Date: Friday, February 8, 2013
Time: 1:00 PM – 1:30 PM CST


Coming Soon to EZLynx

Certificates of Insurance

Efficiently process customer requests for certificates and other additional interests forms from within EZLynx. Soon you will be able to add templates and maintain their respective holders, loss payees, mortgagees, and more! Most of the popular ACORD forms templates will be included, including Vehicle or Equipment Certificate (ACORD 23), Certificate of Property Insurance (ACORD 24), Certificate of Liability Insurance (ACORD 25), Evidence of Property Insurance (ACORD 27), ,Evidence of Commercial Property Insurance (ACORD 28), Evidence of Flood Insurance (ACORD 29), Certificate of Garage Insurance (ACORD 30), and Insurance Binder (ACORD 75)

Look for more details in next month’s issue of NewsLynx.