EZLynx Retention Center adds new Commercial Support

The power of EZLynx Retention Center is now available for your commercial accounts! You will be able to use the same powerful tool that helps agencies efficiently retain customers through patented automation and analytical tools on your commercial renewals, helping to maximize productivity and boost revenue. Retention Center prompts renewal managers to review and communicate with commercial accounts prior to renewal without having to manage cumbersome spreadsheets. Quickly compare changes in the existing policies and the renewal offer with the click of a button.

  • Focused Strategy – Become proactive in your agency’s retention process to review every commercial account at renewal.
  • Expand Insight – Instant view into price and comparison of current policy and renewal to identify any changes.
  • Improved Customer Service – Communicate with every customer prior to the renewal to reinforce your agency’s value.
  • Boost Revenue – Each additional point of commercial retention corresponds to a specific dollar amount for each agency of increased profit.

Expiration List

The Expiration List automatically displays the upcoming commercial renewals. Each agency can customize the specific expiration timeline for personal and commercial separately. This allows the agency to easily proactively communicate with every customer prior to renewal to get the additional information needed to process next years policy.

EZLynx Retention Center - Expiration List

Quickly task out account reviews, remarketing, and account rounding activities to the correct person in your agency.

EZLynx Retention Center - Account Management

Renewal List

Patented automation helps you prioritize and analyze renewal offers on commercial policies. Proactively communicate with every customer at every renewal!

EZLynx Retention Center - Renewal List

If you already use EZLynx Retention Center and would like to participate in the Beta, or if this is the first you have heard about Retention Center and would like to learn about how it can help your agency, let us know below.


Powerful Commercial Enhancements are Coming to EZLynx Soon

We are excited to begin live testing of some powerful commercial features in EZLynx. If you’re interested in participating in the BETA, you can let us know below.

Commercial Package Policy Support

Manual entry only

Maintain more accurate policy information and improve reporting capabilities by truly grouping lines of business within a one single package policy.Newest new Add new Policy

Let’s take a look at the details

When adding a manual personal or commercial package policy in EZLynx, the user can now add the individual policies included in the package.

After selecting either personal or commercial package as the main Line of Business, add any number of individual LOBs and their premiums as you’d like.

The Add & Edit Policy feature prompts the user through a series of tabs for adding detailed policy information; to reduce data entry keying, some tabs gather information that can be shared across multiple policies.

Add new Policy window

Tabs to collect information shared between all policies in the package; for less data entry

Newest Newer Comm Policy PKg

Commercial Applications

The ability to add commercial applications in EZLynx is a huge, time-saving tool for agencies that write commercial business. Complete the application once in EZLynx, then easily create necessary ACORD form for submission to multiple carriers.

Take an application and quickly transform it into a policy or take a policy and create an application from the data.

Comm App

Commercial Proposals

From a Commercial applicant’s Documents tab, click the Add button and select Quote Proposal. Ability to select one manual policy from each LOB, then click Add Quote Proposal. The feature will be expanded to include downloaded policies in the near future.

Supported LOBs:

  • Commercial Auto
  • General Liability
  • Commercial Property
  • More coming soon

New NwerfdhbkljsfhComm Prop

Comm Prop LOB

EZLynx is committed to enhancing our commercial support this year. We’d love to get your feedback!


Latest Update to EZLynx brings Enhanced Commercial Support

EZLynx, the creator of cloud-based software for the insurance industry, has announced recent updates to EZLynx Management System that help make it easier for independent agents to service their commercial lines customers.

“Many of the agencies that we work with write commercial business, which can be a time-intensive line to service,” says Riley Simmons, Product Manager at EZLynx.  “We’ve taken feedback from commercial lines agencies about what tools they need most in order to manage commercial lines tasks more efficiently, and we’re pleased to say we’re making it happen.”

The latest commercial enhancements include:

  • Bulk emailing of certificates, allowing users to generate and email any number of certificates at once.
  • The ability to share certificates in the consumer-facing self-service portal EZLynx Client Center, making it easier for an agent to get certificates into the hands of their commercial clients without the hassle of manually emailing them.
  • Agency form templates, making it possible for unique agency forms to be uploaded as a template in EZLynx so that they can be used over and over.
  • Integrated commercial lines workflows – based on ACORD industry standard forms – for managing the most common commercial policy information, all created and stored in a single location.

“We believe our latest commercial enhancements will give producers more time to focus on selling, reduce E&O exposure, and help improve retention of commercial accounts,” Simmons continues.

Read more about the latest commercial enhancements in EZLynx:
https://www.ezlynx.com/blog/servicing-commercial-customers-just-got-easier/

About EZLynx

EZLynx® develops industry-leading cloud-based software for the insurance industry. Our software has helped independent agents operate their businesses more effectively for over ten years.

EZLynx is proud to be the innovator of several products that, previously, the insurance industry had never seen, including: Real-time rating, Agency Pulse™, Policy Sync, eSignature integration, and a unified rating and management system.


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


EZLynx Roadmap for 2014

It is that time of the year when we reflect on our previous year’s resolutions and make new resolutions for the coming year. I want to start with a quick review of last year’s resolution first followed by new resolutions for 2014. There are four areas of the industry I focused on in our EZLynx Roadmap for 2013. Below is an end of the year update on each one of the focus areas.

A look back at 2013…

Consumers and Mobile

We made tremendous progress with both of these focus areas in 2013. We started the year with a new version of our consumer facing product EZLynx Client Center. This product allows our EZLynx Management System customers to add a consumer login to their agency website, allowing consumers to print policy related documents like ID card, proof of insurance, etc. and also to request policy changes. We also released our new mobile friendly version of EZLynx Consumer Quoting mid-year. This product enables consumers visiting an agency web site to use their smart phone or tablet to obtain live quotes in a mobile friendly screen. We have two other mobile products scheduled for delivery before end of this year – a mobile version of EZLynx Client Center, and an update to our mobile version of EZLynx.

Agency in a Box

Agency in a Box has been a philosophy of our product design from day one. It is our goal, one day, to offer a solution to our agents that manages the entire agency customer life cycle. We have been focused on agency policy servicing features for the last two years. We made considerable progress with expanding our commercial support in EZLynx Management System in 2013. We delivered two big pieces for commercial agencies this past year – Premium Trust Accounting and Certificate Management. Both of these solutions are feature rich and I really encourage you to visit our website or talk to one of our sales people for more details.

EZLynx Marketplace

We delivered four third-party products in 2013 under the EZLynx Marketplace architecture. We started the year with a fully integrated eSignature app, followed by a Lead Management integration app mid-year, and before the end of this year we will be delivering Bulk Campaigns under the umbrella of our EZLynx Marketing Campaigns product, and finally, EZLynx Accounting will be officially launched in January.  You can find more details about all EZLynx Marketplace apps here.

Agency Management for the new digital age

We are confident that we have laid a strong foundation for EZLynx Management System to date. Our product has been fully cloud based from day one so you can work with the management system from any place on any system and any device. One of the best features we implemented in 2013 is our monthly Agency Pulse report. This report summarizes, every month via an email, some of the key metrics about your organization. These metrics include total written premium, personal lines to commercial lines ratio, policies per customer, premium per customer, carrier retention ratio, agency and producer close ratio, and more. You can find more information about Agency Pulse here.

Looking ahead to 2014…

Now it’s time for me to make some resolutions for 2014. I have several wish list items that I personally want to accomplish this coming year. This list is quite exhaustive, so I will try and stick to 3 big items or focus areas that we will be tackling in 2014.

Agency Analytics and Agency Metrics (Agency top line feature)

We believe our industry is experiencing a paradigm shift that requires agents to be opportunistic about how and where they focus their efforts in order to increase their top line revenue. Agency analytics is one of the ways a well thought out management system can guide agents in increasing their top line revenue. Our EZLynx Agency Pulse report, implemented earlier this year in EZLynx, is a simple first step of a much larger analytics implementation that will be rolled out in the first half of next year to improve our EZLynx Management System customers’ top line. Please stay tuned because we have some exciting new products and services announcements to make in the next year regarding agency analytics that should help you dramatically improve your top line numbers.

Agency Process Automation (Agency bottom line feature)

It is no longer enough to improve the top line at an agency without improving the bottom line at the same time. We will be enhancing several existing EZLynx Management System features in 2014 to streamline agency processes and to improve agency profitability. Once again please stay tuned because we have some exciting changes coming in the first half of next year which should help you dramatically improve your bottom line numbers.

Commercial Support

We are very confident with the level of support that we have built into EZLynx Management System for personal lines agencies. We feel it is time for us to focus more on features that a big commercial lines agency would desire. We hope to build several new features in this area for 2014. Due to competitive reasons I would be hesitant to discuss this in detail other than to simply say that much more is coming soon.

Outside of these three major focus areas, we will continue to push forward with more mobile features, more consumer facing features, more marketplace applications, and providing the same level of customer support that we pride ourselves on. As you can see we have a big list of projects and ideas for 2014. I am really excited about the coming year, and I hope you are as excited as I am to be a part of the EZLynx family. I am predicting 2014 to be a break out year for EZLynx Management System.

Thanks for a great year!

Before I sign off, I want to thank all our hard working staff at EZLynx, especially our product support team, for their dedicated effort to serve you every day. I encourage you to send them complimentary emails whenever they provide you with excellent service. I also encourage you to contact me directly if there is something that is bothering you about our company or product. I will be more than glad to reply and have a conversation with you.

Thanks you for being our customer and have a safe and happy holidays and a happy new year!