Tag: EZLynx Connect

Looking Ahead in 2022

Posted on by Brenna Johnson

Leading the Way

Brenna Johnson, VP of Product Management

As we finish our first year as part of Team Applied, I am excited for the future. Together, no company is better positioned to change this industry for the better. We approach every challenge with this same, simple idea – how can we add competitive value to your agency and help you achieve better results?

Unlike some management systems that function as an electronic filing cabinet for what has already happened in your agency, EZLynx anticipates and suggests what to do next, and will even automate these steps for you. Why? We want to free you to build better relationships with your customers and win more business. We believe this is the path to success. Big things happen at the intersection of opportunity and innovation, and we’re excited for the opportunity to lead the industry forward.

Looking Back

Before I share what’s on the horizon, I’d like to take a moment to reflect on my personal favorite product enhancement from 2021.

The Automatic Change Request Confirmation feature automates the endorsement review process. In real-time, EZLynx automatically reviews incoming endorsements from the carrier to verify they are accurate based on the changes requested by the agency. If everything matches, the system automatically confirms the endorsement and closes it out without the need for human intervention.

  • We’ve had reports that this feature decreases endorsement processing times by 45%!
  • Automating this process represents significant time savings to agencies, because they are not paying employees to do work that their management system should do for them.

Looking Ahead

In 2022, our commitment to investment continues. EZLynx has a deep-rooted passion for helping independent insurance agents thrive through innovation. We take it very seriously that you rely on us for the tools to strengthen client relationships, add competitive value to your agency, and achieve better results. Here’s a quick look ahead:

Automation

Agency automation truly is a game-changer and the key to scaling your business. When you rely on software to automate and perform common workflows, you get more done in less time. By automating key aspects of client engagement, you multiply the impact of your staff. With the time you save, you also free up your entire agency to better focus on clients and win more business.

We will continue to expand the role EZLynx Automation Center can play in your agency, with new workflows and additional best practice templates to help you automate your sales, service, and retention. If you have not already implemented this powerful tool, please let me encourage you to make this the year that you do.

Customer Self-Service

Insurance customers—like any other digital consumers—have fully embraced the use of online customer self-service. Every day the lines between traditional and digital business become more blurred. Technology enhances the customer experience, and customer portals provide yet another avenue for agencies to build relationships and act as trusted advisors for their insureds.

If your clients cannot already access policies, generate certificates, submit change requests, view ID Cards, follow claims, share documents, make payments and more from anywhere, anytime and on any device, you are not delivering the digital experience today’s insurance shoppers expect. EZLynx Client Center is the answer.

We will continue to grow this digital extension of your agency, expanding the commercial self-service capabilities and forging a deeper integration with payments. We’ve had great success in reducing the time spent collecting agency bill receivables this year (up to 60% reduction for some agencies!) and will improve on that in the coming year. Strategically shifting the client portal to help agencies intelligently cross-sell was successful, so we are excited to build on that by introducing a client-facing referral and review program for satisfied customers. If you are not familiar with everything EZLynx Client Center has to offer, you really do owe it to your agency to take a closer look.

Focus on Growth

We believe agencies should be able to integrate trusted, best-in-class technology solutions with their agency management system, without having to write the code themselves to do it. The EZLynx Connect Marketplace provides development-free connectivity to third-party vendor solutions, advancing your agency immediately in targeted ways – like choosing from a curated selection of vendors to help add value to every quote. We have focused on adding availability across key areas of the platform and will continue to add new vendors this year.

EZLynx is known for creativity and a devotion to solve problems differently. As I mentioned earlier, we’re also passionate about helping our customers grow and thrive. You’ve reached out to let us know that your agencies have trouble monitoring performance metrics and staying on track for annual goals. Be on the lookout later this year for some exciting enhancements to help you do just that.

The Future of EZLynx

I am excited about the opportunities that lie ahead. The technology landscape and consumer expectations are changing rapidly, and you can count on EZLynx to stay ahead of that change. Thank you for placing your trust in us, thank you for joining us on this exciting, wonderful journey, and thank you for choosing EZLynx as your technology partner. The best is yet to come!

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What’s New in EZLynx 21.2

Posted on by EZLynx

The EZLynx September 2021 release is now available! Here are some of the highlights:

And be sure to take a closer look at several features in this month’s episode of EZLynx LIVE.

 

Additional Access to Your EZLynx Connect Integrations

With this release, we’ve added the ability for you to access cross-selling EZLynx Connect integrations directly from the Applicant screen. Along the left side of the page, there is a new button called “View Integrations”. This button allows you to cross-sell things like Flood Insurance and ADT Home Alarm Systems anytime–not just when you have them on the line for a Home or Auto quote.

Previously, you needed to access these cross-selling opportunities from the Quote Results page.

Automation Center Adds Document Generation

With this latest enhancement to EZLynx Automation Center, your agency can now automate the generation of important client documents. Examples include proof of insurance, questionnaires, and best practice lists to share with clients.

These two new workflow triggers are called:

  • Generate Agency Documents
  • Generate Client Documents

For both workflows, users can search and select from a list of ACORD forms and a list of Agency Forms. Agency Documents are stored to the Applicant record. Client Documents are likewise stored to the Applicant record, but they are also automatically sent to the insured via EZLynx Client Center.

Example Use Case: When a new Commercial Trucking policy goes into effect, a “Best Practices” document, including driver hiring and onboarding tips, is automatically shared with the insured through your Client Center portal.

Automated document generation not only saves your agency time and money, but it also works to keep your clients more timely informed.

Chat Support Now Available Through the Help Widget

The Help Widget is the in-product tool that lets you access product Help and Information without ever leaving EZLynx. Just look for the “Question Mark” icon in the top-right of the application.

In addition to 500+ articles, the Help Widget now offers live chat with the EZLynx Support Team. This feature is designed to help you get answers to your questions without slowing down your daily workflow, and it can often mean resolving your situation without having to create a ticket.

Client Center Now Supports Commercial Driver Schedule Changes

EZLynx Client Center provides insureds with an easy, online way to submit policy change requests any time of day or night. With this release, we’ve added the ability to request driver schedule changes for commercial auto policies.

Specific actions include:

  • Add Drivers
  • Edit Drivers
  • Delete Drivers
  • Make a General Request

Your clients will appreciate this new, convenient way to manage their commercial driver details.

Authenticator App Support for MFA

We have added third-party authentication support to the list of Multi-Factor Authentication (MFA) options. Now you have even greater flexibility when deciding which MFA method works best for you and your agency.

You will need to ensure that you have installed an authenticator application on your mobile device. Our top recommended authenticators are:

  • Microsoft Authenticator
  • Google Authenticator
  • Authy
  • Okta

Retention Center – Change Reasons for Nine Additional LOBs

A key feature of EZLynx Retention Center is the way it summarizes premium-bearing changes between the insured’s current policy and the carrier’s renewal offer. These Change Reasons save hours of time previously spent by agency staff manually comparing dec pages.

In the July release, we added Change Reasons for six new LOBs. Now, we’ve added nine more:

  • General Liability
  • Commercial Property
  • Workers Compensation
  • Business Owner’s Liability
  • Commercial Property
  • Business Owner’s Property
  • Flood
  • Mobile Home
  • Earthquake

EZLynx Agency Workspace

You can now interact with the Agency Workspace and the rest of the EZLynx application simultaneously. This means Agency Workspace will maintain its state while you work within other EZLynx pages. This enhancement is great for when you’re working in Agency Workspace, get interrupted, and want to be able to leave it open to come back and finish later.

We’ve also added a new Reload icon. You no longer need to close/reopen the Agency Workspace or do a full-page browser refresh to reload the Agency Workspace.

Improved Application and Policy Entry Workflows

Professional Liability policy entry screens have been updated to provide a more logical flow when entering data and navigating between the different tabs.

  • Within the Underwriting tab, we’ve made it simpler to find the relevant underwriting section. Just click on the expander to view the questions/information for that section.
  • The Policy Contacts – Policy Contacts section has been moved to the Additional Interest/Policy Contacts tab.

Underwriting Messaging Enhancements

EZLynx Underwriting Messaging allows member agencies to submit quotes to the Market Access Provider (MAP) for review, and the MAP Underwriter in turn binds the policy with the carrier. This release includes enhancements to streamline that MAP Underwriter review.

We’ve added multi-select filters for State, LOB and Carrier. These new multi-select filters make it easier for both member agencies and the MAP Underwriter to find specific requests for review and next actions.

Additionally, the default view has been updated to help users sort, prioritize and filter the order of requests by Type and/or Status. By default, this view will not display closed/completed/cancelled requests, so you can focus on the requests that matter most at the time.

Zapier Integration Enhancements

Zapier enables connections to thousands of apps and programs, so you can share EZLynx data with the other software you use. With this release, we’ve made the following updates to the EZLynx Zapier app, available in the Zapier marketplace:

  • Notes – Outbound Trigger When Note Is Created
  • Notes – Inbound Action to Create Note
  • Commercial Applicant Search – Inbound Action
  • Personal Applicant Search – Inbound Action
  • Applicant (Commercial) Update – Inbound Action
  • Applicant (Personal) Update – Inbound Action

 

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

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EZLynx and Onust partnership to drive growth in agency revenue with new subscription-based vehicle service contracts and innovative driver solutions.

Posted on by EZLynx

LEWISVILLE, TX – EZLynx has partnered with Onust, a technology-based platform which enables independent agents to offer a monthly vehicle service contract for mechanical breakdown to their insureds. This unique offering provides affordability, flexibility, and protection from the ever-increasing rise in cost of vehicle repairs.

This partnership provides agents the opportunity to offer coverage and increase revenue to their agencies directly within the EZLynx Connect rating engine. By offering this service within the software agents use every day, they can increase their bottom line, and give clients the holistic and comprehensive auto-insurance shopping experience they desire.

“EZLynx is excited for our partnership with Onust. Offering a monthly vehicle service contract is a natural add-on product for our agents to offer while quoting their customer’s auto coverage. Onust’s subscription model is unique in the marketplace, and our agent’s customers get so much more than just a vehicle service contract, due to all of the additional benefits they offer,” said Kevin Coplin, EZLynx director of strategic partnerships.

Vehicle service contracts can be costly, generally only available at point of purchase within auto dealership retailers, and difficult for insureds to understand. Onust has simplified the product offering with comprehensive coverage while enabling an affordable monthly subscription. This frictionless method to present, sell, and manage vehicle service contracts allows agents to maximize their profitability while customers only pay for the services they choose, with the freedom to cancel their subscription at any time.

A key differentiator of Onust is their subscriber nurturing model that focuses on ensuring agent and customers have the best experience – pre, during, and post-subscription sign-up. The nurturing model is centered around Onust’s Member Advocacy Center (MAC) – the concierge type service that assists both the agents and subscribers in handling inquiries from new and existing subscribers.  Once the agent initiates the referral from EZLynx Connect, a MAC team member would be able to take the hand-off and correspond with a prospective subscriber with minimal involvement from the agent.

“Consumers today are being inundated by direct marketers that do not have your insureds best interest in mind. These are transactional business models that are marketing to your clients on a daily basis. Onust believes that independent agents are best served with a relational, long-term product experience that puts clients first throughout their entire subscription” said CEO of Onust, Glen Tuscan.

To learn more about the unique and innovative services offered by Onust and about the EZLynx integration, please visit www.EZLynx.com/connect.html.

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EZLynx Partners with FIRST Insurance Funding to Provide Premium Financing Solution within the Agency Management System

Posted on by EZLynx

Premium Financing Now Integrated within EZLynx’s Commercial Submission Process

EZLynx, a leading software solution for independent insurance agencies and an Applied company, is proud to announce that it has partnered with FIRST Insurance Funding to provide a streamlined premium financing solution within EZLynx Management System.

“We’re excited to partner with EZLynx to offer agencies a seamless, secure and simple premium finance solution,” said FIRST Insurance Funding Regional President Justin Berry. “The combination of efficient technology utilization for agents and cash flow options for insureds is key in our ever-changing environment.”

FIRST Insurance Funding is the largest premium finance company in North America, with more than 35 years of experience. In that time, they have earned a reputation for superior service, innovation and flexibility.

Covering the costs of large up-front insurance premiums can be a challenge—one that impacts both agent and insureds. This announcement represents a key competitive advantage for EZLynx customers in the growing commercial insurance marketspace. Because this solution is available directly within the agency management system, agents can provide immediate premium financing options to their customers. Premium financing creates flexibility and improves cash flow for insureds, which can often be the determining factor to winning the business.

Available through EZLynx Submission Center, this integration will:

  • Retrieve a financing quote in real time
  • Write the financing option into the agent’s proposal
  • Create a Premium Finance Agreement (PFA), ready for signature

FIRST Insurance Funding is the latest addition to the EZLynx Connect platform. EZLynx Connect provides agencies with access to a powerful marketplace of industry-leading integrations and cross-selling opportunities.

“Agents love that premium financing is now integrated within their management system,” said EZLynx Product Manager Michael Rabinowitz. “They experience premium financing options for

their clients as a natural part the submission process, without ever having to exit or switch between software.”

For more information about this integration please visit: https://www.ezlynx.com/vendors/first-insurance-funding.html

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What’s New in EZLynx 21.0

Posted on by EZLynx

The EZLynx April 2021 release is now available! Here are some of the highlights:

New Rating Workflow for Automation Center

We’ve added a new Successful Quote Submission workflow to EZLynx Automation Center.

This brand-new trigger automates sending emails to the applicants when a comparative rating quote is completed. The email includes carrier and premium options from the quote results, as well as details for your choice of Full Pay, Monthly or EFT payments (using Email Personalization Tags). You can also customize the overall message of the email template, to best suit the situation.

Use cases for this automated communication include:

  • Proactively reaching out to clients at renewal time
  • Instant follow-up when running quotes over the phone

Agencies can refine the Trigger by applying Filters like Channel, Resubmission, Package, or Premium. This gives agents the flexibility to automate these quote results emails only for specific scenarios.

Side-By-Side View of Drivers and Vehicles in Rating Engine

For users who prefer the classic vertical view for drivers and vehicles in EZLynx Auto Rating, you now have that option in your user settings.

Access your user Account Settings under your user initials (in a circle) in the top-right corner of the screen. Under Preferences, find the Rating – Drivers/Vehicles section and select the Side by Side option.

Tablet users will likely prefer to continue using the Stacked (horizontal) view.

EZLynx Connect Marketplace Has a New Look and Feel

With the continued growth of EZLynx Connect, it was time to revisit the way agents discover and enable these integrations.

With this redesign, we have updated the Marketplace home page, improved navigation, and made the integration detail pages easier to read.

Here’s how:

  1. We’ve made Integration Cards more front-and-center in the marketplace. The newest and most widely used integrations are now immediately visible. You can always expand any of the categories to see the complete list.
  2. Added search functionality makes it easier to discover new integrations. You can search for integrations by name or description. We have also added Tags. Tags are short, searchable descriptions relating to an integration’s functionality or status. Find Tag buttons located to the right of the search bar.
  3. On the Integration Detail Pages, we’ve improved the layout to highlight the benefit of each integration for your agency.

We’ve also added the most commonly used menu items to the EZLynx Connect Marketplace icon on the Main left-hand menu bar. So, navigating the marketplace is more straightforward from the start.

Exciting developments all around!

Client Center Adds New Cross-Selling Opportunities

We continue to expand the value of EZLynx Client Center. With this release, we’ve added even more cross-selling opportunities.

There’s a new “Products and services chosen for you!” button on the home screen. From there, these cross-sell products are displayed to your customers on the Policies page.

New additions from the EZLynx Connect Marketplace include:

  • ADT Home Alarm Systems (Secure24 Alarms)
  • Flood Insurance (Flood Risk Solutions)

To enable either of these or the Life Insurance (BackNine) integration that was already available, search for them using the new Self Service Tag in the EZLynx Connect Marketplace. From there, activate the vendor, and these cross-selling opportunities will begin appearing for your customers in the Client Center portal.

Email Personalization Tag for Your Agency Logo

We’ve added a new section in the Email Campaigns settings page, called Agency Logo. With this implementation, agents can now include their branding in the Email Templates and Email Designs via super-efficient Tags.

Found under Email Campaigns >> Settings >> General Preferences, this section gives the Main Org Admin the ability to:

  • Add your Agency Logo
  • Share your Agency Logo with other users and branches

Branch Admins will have the ability to change the Agency Logo shared by the Main Org, but this capability will not be available at the user level.

Updates to EZLynx Zapier App

Zapier connects your agency management system to thousands of apps and programs, making integrations and automations hassle-free with platform partners. With this release, we have some exciting updates to announce.

First, we’ve added support for Documents—both inbound and outbound.

Inbound, the Create Document action can be used to load supported document types from external systems into EZLynx. The following document types are supported:

  • Microsoft Word (.doc, .docx)
  • Microsoft Excel (.xls, .xlsx)
  • Text (.txt)
  • Standard image files (.png, .jpg, .jpeg)
  • PDF (.pdf)

Outbound, we’ve added triggers for when a document is created or edited in EZLynx. (For security, the document itself is not included in the outbound data.)

Next, we’ve added some additional fields. To the Create Personal Applicant Action, we’ve added Lead Source, Co-Applicant and Opportunity. To the Create Commercial Applicant Action, we’ve added Lead Source and Opportunity.

We’ve also added some highly-requested fields to outbound triggers:

  • Assigned Agent Full Name has been added to the New and Modified Personal Applicant and New and Modified Commercial Applicant triggers.
  • Producer has been added to the New and Modified Opportunity triggers.

 

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

 

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EZLynx Announces Partnership with SALT 

Posted on by EZLynx

EZLynx Announces Partnership with SALT 
New integration provides an easier way to quote insurance  

 

LEWISVILLE, TX – EZLynx is pleased to announce its partnership with SALT. This exciting addition to EZLynx Connect will help agents speed up the quoting process and make more money with less effort. 

“We’re excited to partner with SALT on this offering for our agents,” said Derek Armentrout, product manager for EZLynx Connect. “Giving the customers the option to kick off the quote process online is key to customer engagement and lead capture, and SALT makes this easy.” 

SALT’s online digital application solution features custom, easy-to-use data capture forms for customers. The solution also provides coverage recommendations and data exports, including submission statistics to allow agents to focus on what they do best, closing the deal.  

“SALT’s integration with EZLynx’s industry-leading rater is a huge leap forward for insurance agents and their quoting process. We’re so excited to see agents take advantage of this opportunity,” said Jonathan Simmons, co-founder and CEO of SALT.  

The addition of SALT to EZLynx Connect means agencies can now give online insurance shoppers the option to initiate the quoting process themselves, directly from the agency’s website. Implementing SALT’s digital application allows agencies to get rid of the paperwork, the tedious back and forth with potential customers, and “leads” that were never going to pan out in the first place. 

SALT is for insurance agents who like saving their best impression for the most important conversation – closing the deal. Simply put, SALT is for closers. For more information about this integration please visit: https://www.ezlynx.com/vendors/salt.html 

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How to Put EZLynx Connect to Work for Your Agency

Posted on by EZLynx

There’s been a lot of excitement around EZLynx Connect recently! So, we thought this would be a great time to explain more about how to make these integrations a part of your agency’s workflows.

EZLynx Connect is a curated marketplace of third-party products and services, and each of them integrates seamlessly with the EZLynx ONE PLATFORM. These connections to tailored, industry-leading solutions are there to help your agency be more successful.

Integrations include turnkey cross-selling opportunities, online payment processing, tools to up your sales game, and innovative ways to connect more meaningfully with clients and prospects alike. Let’s talk about how to put them to work for you.

(You can find and activate these integrations in the EZLynx Connect Marketplace. To access the EZLynx Connect Marketplace, look for the plug-shaped icon on the left navigation bar of your EZLynx software.)

 

Cross-Selling with Every Home & Auto Quote

There are several cross-selling opportunities available directly within EZLynx Rating Engine. These third-party offerings appear during the normal course of quoting Home & Auto, in a space we refer to as the Rating Shelf.

Not only is there no charge for adding these integrations, they make you money!

 

 

When quoting Home & Auto, you’re already working to help customers protect what’s important to them. So, Life and Flood should be natural conversations to have. Life Insurance appears as a “teaser” quote to present to the customer, based on the data already entered in EZLynx. Get life insurance quotes from the industry’s top carriers in seconds and easily complete the entire application process online—while you have the client on the phone.

The Flood Insurance option provides Flood Zone information for the customer’s address automatically. This should serve as a solid conversation starter. You’ll have access to primary and excess markets from select insurance carriers across the country. Again, complete the entire application process online, while you have the client on the phone.

The option to cross-sell ADT Home Alarm Systems is even simpler. Just qualify and submit a lead, and the authorized third-party dealer takes care of the rest. When the sale closes, you receive a commission.

Payment Processing

Our partnership with Clearent provides a simple way for agents to collect electronic payments from their clients. Our best advice? Start promoting that online payment processing is now available, and your clients will start using it!

And it couldn’t be simpler to get the word out. When a payment is due, just send an email or text to the insured, complete with a link to make that payment in EZLynx Client Center.

During the sales or renewal process, providing an online payment link is also a super convenient way to drive the deal to a close.

Your clients will really appreciate the ability to make payments from anywhere—day or night. (Remote, contactless payments are where it’s at.)

If your agency prefers to pass along the credit card processing fees to the insured, Clearent makes that straightforward, as well.

Interactive Proposals

Create proposals that your customers will love! That’s where our integration with Neoteric Agent comes in.

Your proposals shouldn’t just sell the carrier—they should sell your agency. The modern business landscape is virtual and interactive. So, represent your agency with proposals that are highly engaging and visually stunning.

Proposals sent through Neoteric Agent allow customers to watch personalized videos, review multiple options for easy comparison, ask questions, and even notify you that they are ready to move forward.

Of course, data from EZLynx Rating Engine feeds directly to Neoteric Agent’s proposal software.

Appointment Scheduling

Tired of playing phone tag? How about back-and-forth emails, just trying to set up a time to talk?

The Calendly integration is simple, but that’s what makes it so elegant. With Calendly, clients can schedule a time to meet with you directly from the EZLynx Client Center portal. The “Schedule Appointment” button is prominent on the home menu—just press it!

Calendly automatically links up with your current calendar, and displays your availability based on a combination of existing appointments and established rules.

As a modern agent, you want to drive traffic to your agency’s online customer portal (EZLynx Client Center), and Calendly helps you do that. While in the portal, customers also get exposed to cross-sell opportunities and online payment processing. As they become accustomed to using the tool, they learn the value-add of having your agency at their fingertips, 24/7.

Because your agency’s unique Client Center link can be added to email signatures, your customers will always know their agent is just a click away.

Zapier

Before wrapping up, it’s important to touch on Zapier. When we were putting together our strategy for the EZLynx Connect Marketplace, partnering with a platform like Zapier just made sense. Zapier allows agents to connect EZLynx Management System to 2,000+ apps and programs. So, it’s easy to see the value of this global tie-in to so many hassle-free integrations and automations.

Popular web apps can share data seamlessly with a few clicks, passing information between workflows with ease. This is a perfect solution to automate the communication between EZLynx and your other web-based systems. To get started with Zapier, visit here.

EZLynx Connect Makes Your Agency Better

If you’re not already putting EZLynx Connect to work for your agency, what are you waiting for? These solutions represent innovation, competitive advantage, productivity gains and a stronger bottom line.

To learn more about these (and many more) seamless integrations to the EZLynx ONE PLATFORM, visit the EZLynx Connect webpage.

We’ve also made the activation process simple. Just visit the EZLynx Connect Marketplace (again, look for the plug-shaped icon on the left side of your EZLynx software) and follow the instructions for that vendor.

And there’s plenty more where that came from! We have a full slate of integrations on the way in 2021. Keep checking the EZLynx Connect Marketplace for more solutions as they become available.

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Our Strategy with EZLynx Connect

Posted on by Nag Rao

A Note from the CEO

I am sure by now many of you have heard of EZLynx Connect®. I thought this would be a good time to explain what EZLynx Connect is, and isn’t, as we shift our focus towards 2021.

EZLynx started as a single product solution back in 2005. Over the years, with the addition of several products, we have become the EZLynx One Platform®. This was by design and the result of a vision we laid out about five years ago. Agents can now come to EZLynx and get basically every feature and functionality necessary to run their business. Simply put, we are a one-stop shop for all your agency technology needs.

Outside EZLynx, the world is changing too. We listen carefully to our customers in an effort to fit our products to their needs. Sometimes, we get requests to build various niche solutions in EZLynx that, if developed up to our standards, could sometimes take focus away from development of our core products. Some of these solutions are already available from third-party vendors, however, and increasingly more of you are asking for integrations with these vendors in the platform. It quickly became obvious to us that we needed to create an eco-system in which vendors could seamlessly integrate their products and services with EZLynx to better meet your needs.

EZLynx Connect is the solution. We officially announced EZLynx Connect at our AgentLynx User Conference in 2019. It’s a new way to enable third-party vendors to build an integration on their own without much help from us. This streamlines the process, allowing faster development, and it empowers our customers to directly ask vendors they like to integrate with the EZLynx platform. EZLynx has a long history as an innovative company with leading-edge products; not surprisingly, we are the first to offer this kind of vision in our industry. This is not a radical or innovative idea, however, as it has been implemented in several popular platforms, such as Salesforce.

EZLynx Connect is both a technical architecture and a business platform. Using the EZLynx Connect APIs, third-party vendors can leverage our distribution potential to offer their products and services to more than 20,000 agents who use EZLynx every day. Everyone benefits. Integrations available today in EZLynx Connect include life insurance products, VoIP (internet telephony) services, credit card processing, and more. We have several other third-party integrations in development to be released in the next few quarters. Keep checking our monthly NewsLynx email to stay up to date.

Our goal is to make sure our customers have access to many of the best solutions available in the market to run their agencies. EZLynx Connect will help you sell more products, communicate with your customers more effectively, and service them more efficiently. It is our hope this will benefit both agency top and bottom-line numbers. As an agent, you will be able to review all the vendors available in our Connect Marketplace and select integrations you want to enable for your agency or users. EZLynx’s legal and security teams review Connect vendors who receive sensitive consumer information to give you additional peace of mind. Some vendors may require you to agree to separate legal contracts or terms of service and pay the stated license fees before the integration will be enabled, and additional terms may apply as provided in the legal terms portal on our website.

Our focus for 2021 is all about Connect. We will continue to add more and more vendors to the Connect Marketplace, and some of these integrations will allow you to sell additional insurance products, like pet insurance, auto warranty, and much more, while other integrations will help you automate your communication to the customers by email, phone, or text. I am confident this should excite you, the EZLynx user, because we are thrilled with the possibilities in the years ahead.

Please visit the EZLynx Connect page on our website to browse all vendors available today, or add a vendor integration to your agency through our Connect Marketplace page inside EZLynx. Please send any thoughts or feedback you might have to us. As I said at the start, we value you and will thoughtfully consider your feedback.

You can watch Nag Rao discuss EZLynx Connect in our November Episode of EZLynx Live here.

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EZLynx Partners with Neoteric Agent to Revolutionize the Proposal Process

Posted on by EZLynx

EZLynx 5 enabled agents can win more business by engaging clients with exciting proposals.

LEWISVILLE, TX (September 29, 2020) EZLynx’s partnership with Neoteric Agent allows agents to send state-of-the-art, interactive proposals to prospective clients from inside EZLynx 5 software, using data from the Rating Engine.

Neoteric Agent allows agents to create proposals that their customers will love while also saving them time and converting more sales. These highly engaging and visually stunning proposals are cloud-based, allowing them to be viewed on any device.

Modern proposals sent through Neoteric Agent allow customers to watch personalized videos, review multiple options for easy comparison, ask questions and even notify their agent that they are ready to move forward.

“Neoteric Agent really helps us close the loop on a superior experience for customers buying insurance”, said Derek Armentrout, product manager at EZLynx. “From quoting, to the proposal, to the decision to buy, Neoteric Agent and EZLynx make things easy for the agent.”

“In the past, Neoteric Agent users had to manually input data to create proposals,” said Grant Botma, founder of Neoteric Agent. “Now that data can be placed into a proposal automatically from the best personal lines rater in the industry – EZLynx!”

EZLynx 5 enabled users can access a free 30-day trial for Neoteric Agent through the Connect portal and learn more by visiting https://www.ezlynx.com.

Neoteric Agent is the latest addition to the EZLynx Connect platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. The EZLynx framework has been opened and carrier and vendors have been invited to work side-by-side with EZLynx’s technologists to innovate and integrate solutions to better the agency workflow.

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EZLynx Announces Flood Insurance Quoting via Partnership with Flood Risk Solutions Inc

Posted on by EZLynx

Agents can now easily quote flood insurance directly from EZLynx software.

LEWISVILLE, Texas (September 28, 2020) – EZLynx has partnered with Flood Risk Solutions Inc. to provide flood insurance quotes to independent insurance agencies inside the United States’ #1 Comparative Rater. Agents can now easily quote flood insurance to their clients instantly without double-entry or leaving EZLynx software.

Flood Risk Solutions places primary and excess flood insurance programs on behalf of select insurance partners across the U.S., providing more flood options than any other technology platform. The addition of this service to EZLynx’s portfolio of Connect Partners gives independent agents more opportunities to cross-sell to their clients directly from the Comparative Rater, allowing them to earn more commissions.

The information provided by Flood Risk Solutions automatically displays as a quick link inside EZLynx’s Rating Engine while agents are quoting policies to their clients. Having this information at their fingertips allows agents a seamless transition into offering flood insurance along with home, auto and life policies while the new client is still on the phone.

“EZLynx is the premier technology platform, across the United States for homeowners and auto,” said Managing Director of Flood Risk Solutions, Inc, Brendan Moeller. “Our partnership will add complimentary flood capacity to their platform, which made complete sense from an agency efficiency standpoint. We offer the broadest flood product suite in the marketplace, and we look forward to supporting the EZLynx ecosystem across the country”

“We’re excited to add Flood Insurance to the Connect platform,” said EZLynx Product Manager Derek Armentrout. “Increasing agency sales by quoting flood for every property risk is now easier than ever, with no more jumping between systems and entering the same data over and over.”

Flood Risk Solutions Inc. is the latest addition to the EZLynx Connect platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. We’ve opened the EZLynx framework and invited carriers and vendors to work side-by-side with our technologists to innovate and integrate solutions to better the agency workflow.

 

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