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.

EZLynx Client Center: Powerful Tools for your Website

Coming in January 2013, Powerful Customer Service Tools for your Website

A large portion of an agent’s day is spent servicing current customers, time that could be better spent selling new business.  Our goal with EZLynx Client Center has been to create a platform that can quickly be linked or embedded on an agent’s website that will allow your customers the ability to log in and perform a variety of customer service tasks that would otherwise have to be dealt with over the phone.
Client Center Log In
It all starts with the login screen.  Similar to our Consumer Quoting, the Client Center login screen can be linked or embedded on your website.  All the customer has to do is put in the email address that is associated with their applicant file in your EZLynx account. They will receive a verification link to that email address, and upon clicking the link will be prompted to answer a few security questions.

EZLynx Client CenterOnce the customer is logged into Client Center, they see a basic overview of the agency and all of the active policies that have been added to their applicant file in EZLynx.  Policy information is added automatically for agents that have our Management System with Policy Downloads.  Customers can quickly expand their policies to see the details of their coverages.

Document CenterThe Document Center tab displays all of the documents that have been shared with the customer, including system generated documents such as ID Cards.  Customers can easily upload new attachments and associate them with one of their policies.

Client Center Change RequestClient Center Change RequestOne of the most requested features for the EZLynx Client Center was that we include more ways for customers to make change requests.  We have added several of the most common changes that customers make to their policies in guided prompts, ensuring that the customer provides you with exactly what you need to know in order to make the change.  It is important to note that these are only requests and not live changes, so we make sure that the user acknowledges this before they submit a change request.

EZLynx ActivitiesYou will be able to see from within EZLynx if the customer has logged into Client Center, and change requests are saved as activities, ensuring that you have clear records of what your customers are doing.  When a customer makes a change request, you will receive an email that contains all of the details of the request.

Agency Suites VideoEZLynx Client Center is part of a larger vision that we have for EZLynx. Our goal is to provide the solutions that help agents throughout the full life-cycle of their customers – from the website, to quoting, to servicing and retention.  Our EZLynx Agency Suites offer bundled solutions at discounted prices, all with the goal of providing an agency-in-a-box solution.