What’s New in EZLynx 20.0

The EZLynx April 2020 release is now available! Here are some highlights of the release:

New! Carrier eDocuments

EZLynx Carrier Messaging is expanding to include eDocuments (eDocs). This new feature promotes better and faster communication between agents, carriers and insureds. It will also streamline your carrier connections and provide your agency access to the most accurate policy documents throughout the insurance life cycle.

  • Supports eDocs and Messages coming through IVANS
  • Automatic Carrier eDocument association to customer accounts and policies
  • Secure transfer of documents such as declaration pages, ID Cards, payment overdue notices, and more through Client Center
  • Full tracking of all policy documents sent directly from the carrier

If your agency is not already set up to receive eDocs and Messages, please reach out to carriers to enable this capability.

Improved Application and Policy Entry Workflows

EZLynx has made enhancements to policy and application screens for many commercial lines of business in the management system. The screens provide a more logical flow to enter data and navigate between different tabs in the screens.

The following LOBs have been updated with a new look and feel:

  • Employment Practices Liability
  • Workers Compensation
  • Commercial Umbrella & Excess Liability
  • Commercial Property
  • Errors & Omissions
  • Directors & Officers
  • Equipment Breakdown
  • Cyber Liability
  • General Liability
  • Commercial Auto
  • Crime
  • Commercial Inland Marine

Transition to New Reporting & Analytics Platform

We are excited to report that the transition to the new Reporting & Analytics platform has been completed! Look for this latest update to roll out to your agency in the coming weeks.

For those of you who have been enjoying the new platform since its initial release, full functionality is now available.

With this latest release:

  • Save the filters on any new report for easy access later
  • Share specific reports with other users in your organization
  • Schedule the automatic delivery of your most used reports directly to your Inbox

Other highlights of the new EZLynx Reporting & Analytics include:

  • Interactive charts
  • Significant speed enhancements
  • Additional export options, including Excel, PDF, CSV, and XML
  • Pixel-perfect reporting capabilities
  • Revamped Agency Pulse report, featuring trend analysis and peer benchmark data

When your agency switches over, you will immediately notice your Reports defaulting to the new version.

NOTE: Users will still have access to both the new and the legacy platforms for a limited time. For instructions on porting any saved or scheduled reports over to the new platform, click here.

 

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


EZLynx Expands Carrier Messaging to Include eDocs

EZLynx Carrier Messaging is expanding to include eDocuments (eDocs). This enhancement will go live in April to promote better and faster communication between agents, carriers and insureds. It will also streamline your carrier connections and provide your agency access to the most accurate policy documents throughout the insurance life cycle.

Carrier eDocs will automatically attach to your customers and Policies, making it easier for you to locate and share them with your insureds. Agencies will find this secure form of communication a welcome alternative to email, mail and faxes. No more manual routing, downloading, scanning, filing or shredding!

The eDocuments will include Declaration Pages, Policy Documents, Notices of Final Cancellation, Non-Payment Pending Cancellations, Non-Renewal Notices, Payments Overdue and Reinstatement Notices.

Carrier Messaging Example

 

Carrier Messaging Example

Faster, Secured Sharing via EZLynx Client Center

EZLynx Client Center facilitates fast, secure communication between agents and customers, and it serves as a perfect complement to this new Carrier eDocs capability. Share frequently requested documents such as Declaration Pages and ID Cards, or time sensitive documents like Non-Payment Cancellation Notices.

Carrier Messaging Example

Benefits of Automated eDocs in EZLynx

  • Improve Workflows: Documents and messages are automatically routed to the appropriate client/policy and CSR each day.
  • Save Time & Money: Automated eDocs eliminate the need to manually retrieve, open, scan, file, or shred.
  • Better Customer Service: Because your agency receives information before the client does, you can be proactive to everyone’s benefit.
  • Agency Efficiency: Once the system has been set up correctly, little manual intervention is required by your staff.

 EZLynx Carrier Messaging

EZLynx Carrier Messaging already includes critical notifications, such as Pending Cancellation Warnings, Billing Reinstatements, and Notices of Payments Received. When these messages arrive, EZLynx Workspace generates a notification to the agency, and the assigned user will be able to take action.

Carrier Messaging Example

Get Enabled for Carrier Messages and eDocs (IVANS)

If your agency is not already set up to receive eDocs and Messages, please reach out to carriers to enable this capability.  This new feature goes live in April, so you’ll want to be able to take advantage of it when it arrives.

Also This Month: Real-Time Messaging Now Includes Property Alerts

Earlier this month, EZLynx expanded the Real-Time Messaging integration with Travelers to include property alerts. These automated notifications arrive when a customer initiates mortgagee changes for property policies from the self-service portal. Travelers has been sending real time messages for Auto policies since April 2019. Assigned users for insureds can see these messages in the Notifications section.

Prior to Real-Time Messaging, independent agents would not be informed of policy changes initiated in the carrier’s self-service portal until after the change had been fully processed and the policy had downloaded into the agency management system. In the meantime, agents could find themselves in conversation with their clients, unaware of their most recent policy changes or what prompted them.

Carrier Messaging Example

EZLynx continuously promotes better transparency and communication between carriers, insureds and agents through messaging!


EZLynx Creates Innovative Communications between Carriers and Agents to Improve Comparative Rating Success

Flower Mound, Texas – EZLynx, recognized as the industry leader in real-time comparative rating and insurance software solutions, announces EZLynx Carrier Messaging. Deliver marketing messages to agents at the most effective time – during the quoting process.

“Imagine delivering a message directly to an agent at the point of sale while they are deciding how or where to place the business,” says David Taylor, VP of Product Integration at EZLynx. “Carriers can now interact with their agents when they are quoting and grab their attention with a variety of risk specific messages in their EZLynx quotes. This powerful tool provides the message vehicle for growing a carrier’s market for specific areas or products.”

The messages, returned by the carrier’s system, are channeled to a messaging section on the EZLynx quote results page.  Banner alerts provide agents with an excerpt of the message content.  A quick click takes the agent to the carrier’s exclusive message, focusing them on the carrier’s specific information.

EZLynx Carrier Messaging is a highly effective communications channel for a carrier to deliver its unique strengths to its agency force.  While the messaging framework may be used for broadcast message delivery, it may also be used to deliver risk-specific messaging via text or HTML formatting.

“For example,” Taylor continues, “submission of a risk that the carrier identifies as an umbrella candidate can trigger a “have you considered” message back to the agent and includes a link to the carrier’s umbrella quoting application. With very liberal space-availability, carriers can employ combinations of text and graphical formats along with interactive methods as agent calls-to-action.”

“With multiple national carriers now participating in EZLynx Carrier Messaging, this is a win-win for the independent agent-carrier channel.” said Taylor.

To learn more about EZLynx Carrier Messaging, please contact [email protected].

ABOUT EZLYNX

EZLynx is an industry leader in property and casualty insurance solutions, with cloud-based agency management, comparative rating, client servicing, and digital marketing tools for the insurance agency marketplace. EZLynx pioneered the concept of real-time quoting and remains today the leading provider for independent agents. EZLynx processes more than four million auto, home and package transactions every month, offering a choice of rates from 160 top insurance companies in 48 states.