Updated Look & Feel for EZLynx Client Center

In the next few weeks we will roll out an update to Client Center to clean up and modernize the appearance. This cosmetic update is the first in a series of updates we have planned in the coming year to make Client Center a beautiful and useful tool for your customers and a time-saving tool for your agency!

This first update refreshes the general appearance to give it a more modern, neutral appearance. Our goal is to ensure that the appearance can easily be merged into your existing branding so that your clients can have a consistent experience from your website.

client-center-change-request-1

We have also taken steps to make sure the layout makes sense when fully embedded in an iFrame, since in this scenario you do not need the typical header and footer areas.

client-center-change-request-2

The new version is also mobile responsive. This means that the layout automatically adapts to the width of the screen size for each user, whether they’re on a 30″ Desktop Monitor or a 4″ Phone.  If you plan on embedding Client Center in an iFrame on your already responsive website, be sure to set the width of the iFrame to a fluid 100% so that it can automatically adjust along with the rest of your site.

client-center-change-request-mobile

Client Center saw some significant updates in 2016, with an easier login process, text message verification, multi-account support, and enhanced support for commercial clients with certificate holder self-generation. You will hear more in the coming months about our 2017 Roadmap, but suffice to say we have significant and game-changing plans for EZLynx Client Center in the year ahead!


Certificate Self-Generation in EZLynx Client Center

In the next few days we will be rolling out a new feature that lets commercial insureds issue their own Certificates of Insurance from agency selected templates at any time, from anywhere, 24/7.  The client will be able to add a holder to a specific certificate template, generate the certificate for that holder, and print or save it accordingly.

Keep in mind, insureds will not be able to make any changes to the Certificate Master. Should they require changes or additional wording, the tool allows them to send the holder information to their agent and request their agent issue the certificate instead. This feature is a great fit for any agency that has heavy commercial volume and deal with trusted clients that frequently require certificates.

How Does it Work?

Once enabled for your agency, your administrator will be able to indicate the certificate types and carriers that they want to allow their agents and CSRs to enable for this feature. These are the global agency-wide rules that control how other users in your agency can use the feature.

Client Center Agent Settings Certificate Tab

For those users in your agency that have been enabled to use the feature, they will see a new option for newly created certificate masters (previously created certificate masters will not work). By selecting this option, users can enable a specific certificate master for a specific applicant, granting that applicant the ability to add their own holders using that master. It’s as simple as that.

Client Center Certificate Master Agent Facing Actions Dropdown

After an agent has enable a certificate master for a client, whenever that client logs into EZLynx Client Center, they will see a new line item in their Documents area giving them the option to add a new certificate holder.

Client Center Add New Holder

When the client clicks this option, we will walk them through a few questions to either add the holder, or else identify that their request requires additional follow-up by the agent. In all scenarios, the system will always notify the agent both inside EZLynx and by email whenever a client adds a new certificate holder.

Client Center Add New Holder Step 1

What’s Next?

If you currently have EZLynx Client Center and would like to have this feature enabled for your agency, please let us know below. We will need to know which user should be enabled as your Client Center administrator, as well as which user(s) should be given access to enable individual applicants for access to add holders. As you start to get a feel for how this works, please do not hesitate to return to this post and share your feedback below.


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 Client Center is now Mobile Friendly

The time and money required to keep an existing customer is often much less than the investment required to get a new customer.  Therefore it makes sense then that you would invest in the infrastructure needed to keep your current customers happy.

EZLynx Client Center - Mobile LoginOur latest version of EZLynx Client Center came out last year, and we have seen more and more agencies take advantage of this companion to EZLynx Management System, providing 24/7 customer self-servicing on their agency website.  And just like our Consumer Quoting product, we have also monitored the growing volume of visitors that come from mobile devices.

After all, it does make sense.  If you’ve got an always-on customer service center, why wouldn’t you make it easy for your on-the-go consumers to log in and access things like their auto proof of insurance? Already, several states have passed or are debating legislation to allow motorists to present digital insurance cards from their mobile devices as proof of insurance during a traffic stop.

As always, EZLynx continues to be at the forefront of innovation in announcing that later this week EZLynx Client Center will detect if your consumer is coming from a mobile device and automatically switch to a more mobile-optimized version of the site.

Users will be able to quickly log in from their phone or tablet, view policy details, send their agent a quick message, and view important policy documents, including automatically generated proof of insurance cards for their auto policies.

EZLynx Client Center - Mobile Document CenterWe also wanted to take advantage of features that are specific to a mobile device, so your customers can also snap a picture on their phone and quickly upload it to the document center.

These days, people are very well connected, and they expect around-the-clock access to their insurance information. In fact, many of your customers probably don’t even bother to keep paper copies of their policy documents, but assume they’ll be able to access the information electronically when they need it. If they can’t, they probably won’t be happy about having to wait for business hours so they can call you and get the information they’re looking for.

All of this information is right at your customers’ fingertips because it’s easy to integrate the EZLynx Client Center with your existing website, and if you already have EZLynx Client Center, you don’t have to do anything to take advantage of the new mobile features.

Even better, our EZLynx Agency Websites are built fully integrated with both EZLynx Consumer Quoting and EZLynx Client Center. When you use our whole suite of products, you’ll find that you’re able to provide a superior level of service to your customers to keep them happy and improve customer loyalty and retention.

EZLynx Agency Websites - Seamless Integration

Take a minute to picture your day without the frantic phone calls and emails from customers trying to find policy documents, ask questions about their coverage, or make changes to their policy. Not only does EZLynx Client Center eliminate many of these interruptions, but it also makes your customers happy, and happy customers tend to be the ones who stick with you!

Find out how you can start delivering superior customer service today.


 


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!

 


EZLynx Roadmap for 2013 – Mid-Year Update

A Note from the CEO – 95% EZLynx Customer Satisfaction Rating

First off, I want to thank all our customers for their overwhelming approval of EZLynx. Once again, for 8th year in a row, 95% of our customers said they would recommend EZLynx to someone they know. Our deepest thanks for all the faith and confidence you have in us. Our employees work very hard to make this happen and we are excited to see such numbers even as our company grows.

I made some business commitments in January 2013 newsletter and I thought I would follow up with a mid-year update on these commitments. We are still focused on 3 different areas for 2013 – mobile support, more consumer facing features and agency productivity. I am happy to say that we have delivered a little bit towards each of these goals.

We delivered our version 2 of consumer facing client center which allows for your customers not only to print policy documents like ID card but also to request policy changes. This product is on a good path and the next step for this product is to mobile enable the same.

On the mobile front end, we delivered our first version of Consumer Quoting Mobile in the first half of this year. This version allows consumers, visiting your site, to finish their quotes on a mobile device as effortlessly as on a desktop computer. If you happen to be one of our customers with our website product then your customers should experience a seemless mobile experience including the website and the quoting.

Finally, just last week we delivered our fully integrated eSignature feature within EZLynx. This feature will allow our users to send any PDF document, including all the ones available inside EZLynx and any carrier documents, to your customers for a quick signature. We really believe this should significantly improve agent productivity within EZLynx and also compliance with carrier and state laws to always obtain certain signed documents.


Software as a Service: Affordable Solutions for Total Independent Insurance Management

Cloud computing allows an independent insurance agent to obtain the same computer services that a large insurance company enjoys by obtaining them through a service agreement with a Software as a Service (SaaS) vendor.

For more than a decade, EZLynx has been helping insurance agencies run more efficiently. Now we offer four levels of agency management and digital marketing suites to suppliment the EZLynx Rating Engine. EXLynx Agency Suites, ranging from basic to a full enterprise system, includes a number of features to help streamline your workflow, generate new business, and retain exising customers.

Whether you choose EZLynx’s Basic Package, Standard Package, Advanced Package, or our Enterprise Package you will get access to innovative solutions that rival the proprietary systems of the largest insurance companies. Since the software resides on our secure server, you avoid the major investment in hardware and software.

Changes are easily and reliably added by EZLynx without interruption of your daily operations and involvement of expensive IT services.

EZLynx Rating Engine

At the center of our product, EZLynx is powered by the EZLynx Rating Engine. This core componenet is required for all of our Agency Suites.

EZLynx Management System

Each package includes our robust management system. Agents can obtain any data they need from wherever they can access the Internet. The entire client lifecycle is managed and stored in the cloud.

EZLynx Consumer Quoting

The EZLynx Internet quote system allows your customers to easily fill forms out a single time and generate a quote they can review online. If the quote is incomplete, the system will automatically email the client and request they complete the information needed. Advanced features include automatic vehicle pre-fill and other things to make the process as consumer friendly as possible.

EZLynx Marketing Campaigns

Integrating your EZLynx data with email drip campaigns allows independent insurance agents to stay in contact with clients on a regular basis rather just at renewal time. It is easy to design digital marketing campaigns that are informative and relevant – communications is one of the most important parts of successful ongoing marketing. This feature is also standard for all packages.

EZLynx Client Center

Here your clients can easily get their ID Cards, policy documents, and request changes 24/7. Enhanced customer service helps to retain clients and saves your agency time and money.

EZLynx Agency Websites

EZLynx offers powerful agency websites that come fully integrated with our Consumer Quoting and Client Center products. Generate new business with a website built using SEO best practices, offer live comparative quoting, and then service those consumers after they become customers.

When you choose EZLynx as your SaaS provider, no matter what suite you select, you get an easy to implement full-service suite of services so that your agency runs smoothly. With no software needed to download, there is no reason not to try our free 10-day trial. Click here to sign up or call us at 877-932-2382, option 2.


With New Legislation, EZLynx Client Center is poised to bring your Insurance Agency into the Digital Age

If state lawmakers have their way, Missouri may soon join six other states currently bringing insurance companies into the digital age. SB317 is a state bill that allows motorists in Missouri to present digital insurance cards on smartphone devices as proof of insurance during a traffic stop. Up until now, motorists were instead required to produce paper copies of valid insurance cards, which have long been a source of frustration for drivers who are insured, but have not replaced expired cards with new ones.

So far, the bill received support in the Senate and now moves on for approval in the House. If it’s signed into law, Missouri will join Alabama, Arizona, California, Idaho, Louisiana and Minnesota in allowing use of digital insurance cards during traffic stops. But a year from now, that list could triple or quadruple in size. The New York Times reports that at least 21 more states are eyeing digital insurance bills, with many of them having already made great strides toward legislative approval.

Though the prospect of using digital insurance cards is exciting, for insurance agencies and consumers the legislation is long overdue. For far too long, consumers have been demanding a more streamlined insurance experience that eliminates a complicated paper trail. But because digital insurance cards have not been legally recognized in the past, insurance agencies have remained in the dark ages.

Until now…

Now that state governments are catching up to consumer demand, insurance companies are forced to step into the digital age to remain relevant to consumers and competitive in their market. One company – EZLynx – has been ahead of the curve, anticipating the demand for digital insurance cards and making it possible for insurance agencies to provide them to policy-holders at the drop of a hat.

EZLynx has revolutionized the way agents interact with their clients. In addition to a state-of-the-art website, real-time consumer quoting and comprehensive office management tools, EZLynx Management System works in tandem with EZLynx Client Center, allowing policyholders to access digital insurance cards and other policy documents. This web-based customer service portal easily integrates into an insurance agent’s website, where it will always be handy to consumers during a traffic stop or collision, or when providing proof of insurance for vehicle registration.

If your agency has yet to implement digital insurance cards into your business structure, you can’t afford to wait any longer to embrace the insurance technology that will revolutionize your business. If your state hasn’t yet adopted digital insurance cards, it’s only a matter of time before it will. If your state is already on board, your agency may already be falling behind. Let EZLynx simplify your office and make your agency more relevant to the demands of your market.


Boost Customer Retention With the EZLynx Client Center

The time and money required to keep an existing customer is often much less than the investment required to get a new customer, especially when it comes to purchasing insurance through you. With an existing customer, all you need to do is keep them happy and make it easy for them to get what they need from you, and they’ll likely keep renewing their insurance policies year after year. Therefore, it makes sense that you would invest in the infrastructure needed to keep your current customers happy.

These days, people are very well connected, and they expect around-the-clock access to their insurance information. In fact, many of your customers probably don’t even bother to keep paper copies of their policy documents, but assume they’ll be able to access the information electronically when they need it. If they can’t, they probably won’t be happy about having to wait for business hours so they can call you and get the information they’re looking for. That’s why we designed our EZLynx Client Center as a way for you to provide 24/7 access to the tools and information your customers want.

Some of the most notable features and benefits of our EZLynx Client Center include:

  • Secure login with a patent-pending technology that eliminates the need to remember a password while maintaining the security that emails and faxes can’t offer.
  • Comprehensive customer self-service portal that allows individuals to view policy documents, print insurance ID cards, and submit change requests to adjust deductibles or policy limits.
  • Seamless integration with the EZLynx Management System so all of the change requests are entered as tasks for you to complete in your management dashboard, ensuring nobody falls through the cracks.
  • Easy access to the information that people need most so they’re less likely to call and disrupt your day. Instead, you can handle any tasks on your own time and schedule.

All of this information is right at your customers’ fingertips because it’s easy to integrate the EZLynx Client Center with your existing website. Even better, our EZLynx Agency Websites are designed for a seamless flow into the customer self-service section through the secure login system, giving your whole website a cohesive appearance. When you use our whole suite of products, you’ll find that you’re able to provide a superior level of service to your customers to keep them happy and improve customer loyalty and retention.

Take a minute to picture your day without the frantic phone calls and emails from customers trying to find policy documents, ask questions about their coverage, or make changes to their policy. Not only does our customer self-service portal eliminate many of these interruptions, but it also makes your customers happy, and happy customers tend to be the ones who stick with you!


Enhanced Searching within EZLynx

It’s easier than ever to search your applicants using a variety of criteria

EZLynx is rolling out an extensive upgrade to our search engine to help make your life easier.

See the new EZLynx Search Feature in Action
See the new EZLynx Search Feature in Action

In addition, you’ll be able to search using a variety of criteria, including First or Last Name, Co-Applicant’s First or Last Name, Business Name, Email, Policy Number, City, State, Zip, and more

By default the new search window will search your applicants using all of the available criteria, but it’s also easy to limit your search filter to a specific type by checking or un-checking the various options in the drop-down.

Easily Filter your Search Results
Easily Filter your Search Results

The new enhanced search will start to show you results as you type, often saving you from having to type out more than may be necessary. These results will show you exactly what part of the applicant the search applies to.

Narrow Results as you Type
Narrow Results as you Type

Continuing to enter text in the search field will narrow down the search results. The new enhanced search is a powerful tool that can dramatically speed up your workflow in EZLynx.

If you have any questions, contact [email protected]


Now Live: EZLynx Client Center

Let your customers request policy changes from your website with the new EZLynx Client Center

EZLynx Client Center
EZLynx Client Center

You may know it as EZLynx Customer Self-Servicing. We’ve given it a new name and new features.

Providing customer service 24/7 is becoming an essential ingredient to remaining competitive. Direct Writers do it, and consumers have come to expect it. We have made EZLynx Client Center a priority this year because we realize that this is going to become an essential tool for the independent agent in the digital marketplace.

Our latest release to EZLynx Client Center, in addition to a new look and feel, adds the ability for your customers to request policy changes. These change requests are stored in EZLynx as an activity, and the agent receives an email with all of
the change request details. This lets your customer request changes without having to field phone calls all day, and our guided questions for the most common types of changes ensures that the consumer provides you with the exact
information you need to make the change.

To get started with EZLynx Client Center, you’ll need EZLynx Management System.

To learn more, join our Webinar on Friday, February 8 at 1:00 PM Central.

Webinar: EZLynx Client Center

Space is limited. Reserve your Webinar seat now at:

https://www1.gotomeeting.com/register/183001217
Title: EZLynx Client Center Overview at 1:00 Central Time
Date: Friday, February 8, 2013
Time: 1:00 PM – 1:30 PM CST


Coming Soon to EZLynx

Certificates of Insurance

Efficiently process customer requests for certificates and other additional interests forms from within EZLynx. Soon you will be able to add templates and maintain their respective holders, loss payees, mortgagees, and more! Most of the popular ACORD forms templates will be included, including Vehicle or Equipment Certificate (ACORD 23), Certificate of Property Insurance (ACORD 24), Certificate of Liability Insurance (ACORD 25), Evidence of Property Insurance (ACORD 27), ,Evidence of Commercial Property Insurance (ACORD 28), Evidence of Flood Insurance (ACORD 29), Certificate of Garage Insurance (ACORD 30), and Insurance Binder (ACORD 75)

Look for more details in next month’s issue of NewsLynx.