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