Tag: Clearent

What’s New in EZLynx 21.1

Posted on by EZLynx

The EZLynx July 2021 release is now available! Here are some of the highlights:

Automatic Change Request Confirmation

Automatic Change Request Confirmation automatically compares downloaded policy changes against the change requests, as entered, to confirm their accuracy. If everything matches, it automatically confirms the change request for you and closes it out.

If the system detects discrepancies between the policy change processed by the carrier and the original request, the feature automatically generates a task in EZLynx, alerting you that the policy needs a closer review.

Either way, your staff spends less time reviewing and completing endorsement requests!

Automatic Change Request Confirmation is priceless for commercial policies, where even the tiniest mistake can be costly. It also holds particular value for fast-growing agencies looking to scale their operation accordingly.

Payment Requests Added to Clearent Payment Processing

Our partnership with Clearent makes secure online payment processing available in EZLynx Client Center. With this release, we’ve added the ability for agents to generate Payment Requests.

This new feature provides a simple way for agents to request electronic payments from their clients. You have the option to text or email the payment request, along with a link to make the payment.

As electronic payments continue to rise in popularity, solutions like this one become an essential component of your agency’s offerings. Online payment by credit card or eCheck eliminates the need for clients to visit your office or provide their credit card information over the phone. Electronic payment is also a safer, more efficient alternative to paper checks.

Need to sign up for Clearent online payment processing? Customers can click here to get started from the EZLynx Connect Marketplace.

Automation Center Workflow Templates

If you’ve ever found yourself thinking, I know EZLynx Automation Center would be a game-changer for my agency, but I just don’t know where to begin, then this latest enhancement is for you!

We’ve created eight recommended workflow templates to help your agency realize the benefits of Automation Center immediately.

These templates were built with the most common agency use cases in mind. They come loaded with predefined filters, checklists, and appropriate actions—so you can easily enable your first workflows with just a few clicks.

These eight recommended workflow templates are:

  • Welcome Your New Customers
  • Organize Personal Account Information
  • Organize Commercial Account Information
  • Send Customer Birthday Wishes
  • Share Declaration Pages Online
  • Proactively Review Notice of Cancellation
  • Review Lost Policies
  • Additional Policy

Vonage Integration Adds Call Recording

We’ve added Call Recording to the Vonage integration with EZLynx Management System. Once recorded, calls are automatically archived to the proper customer account and can be accessed from three locations in EZLynx:

  • Applicant → Activity Tab
  • Applicant → Documents Tab
  • Communication Center → Calls and Messages

You can set up rules to automatically record calls, or record calls on demand. Some of the benefits of this exciting new feature include reducing E&O exposure, documenting compliance, maintaining audit readiness, and staff training.

Contact your Vonage sales representative to add Call Recording to your subscription. If you are not yet a Vonage customer, click here to get started.

EZLynx Rating – Vehicle Premium Breakdown

When quoting Auto, you now have the option to view a Coverage and Premium Breakdown for each vehicle. This new feature can be used to drive more informed discussions with clients about their coverage limit options and how each contributes to the overall premium. Find this additional information by clicking VIEW DETAILS in your carrier quote results.

 

Also with this release, EZLynx now displays the applied coverage limits during the quoting process for the individual carrier. Previously, users had to go to the carrier (or check Quote proposal for the individual carrier, if returned) to identify this information.

Retention Center – Change Reasons for Six Additional LOBs

A key feature of EZLynx Retention Center is the way it summarizes premium-bearing changes between the insured’s current policy and the carrier’s renewal offer. These Change Reasons save hours of time previously spent by agency staff manually comparing dec pages.

We’ve now added these Change Reasons for six new LOBs:

  • Commercial Auto
  • Dwelling Fire
  • Personal Inland Marine
  • Boat
  • Motorcycle
  • Recreational Vehicle

 

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

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How to Put EZLynx Connect to Work for Your Agency

Posted on by EZLynx

There’s been a lot of excitement around EZLynx Connect recently! So, we thought this would be a great time to explain more about how to make these integrations a part of your agency’s workflows.

EZLynx Connect is a curated marketplace of third-party products and services, and each of them integrates seamlessly with the EZLynx ONE PLATFORM. These connections to tailored, industry-leading solutions are there to help your agency be more successful.

Integrations include turnkey cross-selling opportunities, online payment processing, tools to up your sales game, and innovative ways to connect more meaningfully with clients and prospects alike. Let’s talk about how to put them to work for you.

(You can find and activate these integrations in the EZLynx Connect Marketplace. To access the EZLynx Connect Marketplace, look for the plug-shaped icon on the left navigation bar of your EZLynx software.)

 

Cross-Selling with Every Home & Auto Quote

There are several cross-selling opportunities available directly within EZLynx Rating Engine. These third-party offerings appear during the normal course of quoting Home & Auto, in a space we refer to as the Rating Shelf.

Not only is there no charge for adding these integrations, they make you money!

 

 

When quoting Home & Auto, you’re already working to help customers protect what’s important to them. So, Life and Flood should be natural conversations to have. Life Insurance appears as a “teaser” quote to present to the customer, based on the data already entered in EZLynx. Get life insurance quotes from the industry’s top carriers in seconds and easily complete the entire application process online—while you have the client on the phone.

The Flood Insurance option provides Flood Zone information for the customer’s address automatically. This should serve as a solid conversation starter. You’ll have access to primary and excess markets from select insurance carriers across the country. Again, complete the entire application process online, while you have the client on the phone.

The option to cross-sell ADT Home Alarm Systems is even simpler. Just qualify and submit a lead, and the authorized third-party dealer takes care of the rest. When the sale closes, you receive a commission.

Payment Processing

Our partnership with Clearent provides a simple way for agents to collect electronic payments from their clients. Our best advice? Start promoting that online payment processing is now available, and your clients will start using it!

And it couldn’t be simpler to get the word out. When a payment is due, just send an email or text to the insured, complete with a link to make that payment in EZLynx Client Center.

During the sales or renewal process, providing an online payment link is also a super convenient way to drive the deal to a close.

Your clients will really appreciate the ability to make payments from anywhere—day or night. (Remote, contactless payments are where it’s at.)

If your agency prefers to pass along the credit card processing fees to the insured, Clearent makes that straightforward, as well.

Interactive Proposals

Create proposals that your customers will love! That’s where our integration with Neoteric Agent comes in.

Your proposals shouldn’t just sell the carrier—they should sell your agency. The modern business landscape is virtual and interactive. So, represent your agency with proposals that are highly engaging and visually stunning.

Proposals sent through Neoteric Agent allow customers to watch personalized videos, review multiple options for easy comparison, ask questions, and even notify you that they are ready to move forward.

Of course, data from EZLynx Rating Engine feeds directly to Neoteric Agent’s proposal software.

Appointment Scheduling

Tired of playing phone tag? How about back-and-forth emails, just trying to set up a time to talk?

The Calendly integration is simple, but that’s what makes it so elegant. With Calendly, clients can schedule a time to meet with you directly from the EZLynx Client Center portal. The “Schedule Appointment” button is prominent on the home menu—just press it!

Calendly automatically links up with your current calendar, and displays your availability based on a combination of existing appointments and established rules.

As a modern agent, you want to drive traffic to your agency’s online customer portal (EZLynx Client Center), and Calendly helps you do that. While in the portal, customers also get exposed to cross-sell opportunities and online payment processing. As they become accustomed to using the tool, they learn the value-add of having your agency at their fingertips, 24/7.

Because your agency’s unique Client Center link can be added to email signatures, your customers will always know their agent is just a click away.

Zapier

Before wrapping up, it’s important to touch on Zapier. When we were putting together our strategy for the EZLynx Connect Marketplace, partnering with a platform like Zapier just made sense. Zapier allows agents to connect EZLynx Management System to 2,000+ apps and programs. So, it’s easy to see the value of this global tie-in to so many hassle-free integrations and automations.

Popular web apps can share data seamlessly with a few clicks, passing information between workflows with ease. This is a perfect solution to automate the communication between EZLynx and your other web-based systems. To get started with Zapier, visit here.

EZLynx Connect Makes Your Agency Better

If you’re not already putting EZLynx Connect to work for your agency, what are you waiting for? These solutions represent innovation, competitive advantage, productivity gains and a stronger bottom line.

To learn more about these (and many more) seamless integrations to the EZLynx ONE PLATFORM, visit the EZLynx Connect webpage.

We’ve also made the activation process simple. Just visit the EZLynx Connect Marketplace (again, look for the plug-shaped icon on the left side of your EZLynx software) and follow the instructions for that vendor.

And there’s plenty more where that came from! We have a full slate of integrations on the way in 2021. Keep checking the EZLynx Connect Marketplace for more solutions as they become available.

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EZLynx Partners with Clearent to Offer Secure Online Payment Processing for Independent Insurance Agencies and Their Clients

Posted on by EZLynx

New integration answers the call for remote, contactless payment method.

EZLynx is proud to announce that it has partnered with Clearent to offer secure online payment processing for independent insurance agencies. Insureds can remit payments via credit card or eCheck easily and securely within EZLynx Client Center.

This new integration provides a simple way for agents to collect electronic payments from their clients. With current restrictions on travel and face-to-face meetings, providing a remote, contactless form of payment is particularly important. This added functionality to EZLynx Client Center eliminates the need for clients to visit the agent’s office or provide their credit card information over the phone. Electronic payment is also a safer, more efficient alternative to paper checks.

“Especially now, insureds need online options for the payment process, both paying from home and deferring payments,” said EZLynx Product Manager Derek Armentrout. “Our partnership with Clearent makes it simple for agents to provide these alternatives.”

The industry trend toward customer self-service has never been more pressing, and the addition of payment processing to the EZLynx ONE PLATFORM answers this call.

“It is imperative that insurance customers have the ability to make payments with flexibility. That’s why we are excited to announce our partnership with EZLynx,” said Clearent Vice President of Partner Solutions Doug Bernier. “Through a single integration, EZLynx’s customers will be able to safely and securely take payments online right within the EZLynx platform.”

Clearent is the latest addition to the EZLynx Connect platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. We’ve opened the EZLynx framework and invited carriers and vendors to work side-by-side with our technologists to innovate and integrate solutions to better the agency workflow. More information about this exciting new integration can be found here.

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What’s New in EZLynx 20.2

Posted on by EZLynx

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/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.

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