New Certificate Master Enhancements

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.

Certificate Master Home Screen

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!

Certificate Master Workflow Example 1

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.

Certificate Master Workflow Example 2

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.


Servicing Commercial Customers Just Got Easier

Many of the agencies that we work with write commercial business, which can be a time-intensive line to service.  We’ve taken feedback from many commercial lines agencies about what they need most to manage commercial lines tasks more efficiently, and we’re pleased to say: we’re making it happen.

Bulk Emailing of Certificates

Creating, emailing, and printing certificates is an important and tedious task related to commercial business.  Finding solutions for certificate headaches was in the front of our minds when putting together the 4.2 release.  In order to address this, we’ve added the ability to generate and email any number of certificates – all at once, with a single click.  This feature can be utilized right when a policy is bound, and also throughout the policy term when it’s necessary to add more interest holders to existing certificates. Boom!

Share Certificates in the Client Center

Customer self-servicing is the name of the game, and with EZLynx 4.2, everyone is a winner.  Customers are happy to be able to access and print their own documents 24/7, and agents love spending less time servicing (and having more time for sales).  So now, when a certificate is created, it can be shared on the Client Center with one click.  We couldn’t make it any easier than that!

Agency Form Templates

Many agencies have forms that are specific to their agency that they use over and over.  These forms can now be uploaded as a template to the agency’s EZLynx account, then accessed by everyone from an applicant’s Documents tab.  You asked for it and we delivered!

Commercial Policy Entry

Rolling out this week, Commercial Policy Entry is a fully integrated commercial lines workflow for managing your most common commercial policy information based on ACORD standards. We have broken down the ACORD forms everyone uses into basic workflows to help commercial lines agents manage the complex data of commercial policies.

How does Commercial Policy Entry work?

You no longer have to remember which ACORD forms you need to complete for each line of business, because Commercial Policy Entry does it for you! Simply select a line of business and enter the required data in one streamlined workflow.

What are some advantages of Commercial Policy Entry?

  • Fully integrated within EZLynx
  • Everything created & stored in one location
  • Pre-fill multiple ACORD forms with single entry
  • No retraining necessary with Industry standard forms

How will your agency benefit from Commercial Policy Entry?

  • Gives Producers more time for selling
  • Increases productivity
  • Reduces E&O exposure
  • Better servicing of commercial accounts
  • Improves retention of commercial accounts

Ready to see more?

Let’s walk through a commercial auto policy. Start by adding a new policy just like you always have! However, if you select a covered line of business, you will have an “Add & Edit Policy” option. The new workflow starts with Insured Information.

CPE - Edit Policy

The Insured Information tab gathers information that typically appears on the ACORD 125. It allows you to input Business Information, Insureds, Policy Contacts, and Premises Information.

CPE - Insured Info

On the Coverages tab, input the high-level policy coverage information to pre-fill for vehicles on the next workflow step.

CPE - Coverages

The workflow is aimed at the ACORD 127 form for the vehicle and driver schedules. First, the Vehicles tab simplifies the process by allowing you to copy/edit/remove vehicles throughout the lifecycle of the policy.

CPE - Vehicles

Second, the Drivers tab is used to quickly manage the policy’s drivers, and associate them with specific vehicles on your vehicle schedule.

CPE - Drivers

The Underwriting tab focuses on Prior Carrier Info, Loss History, and General Info questions. At General Info questions, you can “select all” to speed up the process by only answering the necessary questions.

CPE - Underwriting

The final tab in the workflow is your Additional Interests. Easily input any additional interest that applies to the policy so you can quickly create Certificates of Insurance.

CPE - Additional Interest