What’s New In EZLynx 4.19.13

EZLynx 4.19.13 is now available! Here are some highlights of the release:

New! Certificate Master Workflow

Certificates are perhaps the most time-consuming and costly activity imposed on agencies. Now EZLynx has redefined the creation, management, and distribution of certificates, streamlining the workflow and changing the way agencies think about getting them done.

Remarks made at the Master level carry through to all holders at once, and true asset association means that vehicles/locations automatically flow over with each holder. EZLynx has also simplified the task of sending certificates out to thousands of clients, with one-click distribution through the client’s preferred method — including online self-service within EZLynx Client Center.

This is a game-changer for commercial policies:

  • Dedicated Certificates work area
  • Completely revamped Certificate Master workflow
  • Master level remarks carry through to all holders at once
  • Easily add and manage certificate holders
  • True asset association
  • Attachments associated at the Holder level
  • Longer remarks automatically flow to the required ACORD 101
  • Certificate Distribution Reports provide a history of what you’ve generated

The new and improved Commercial Certificates is now available to all users of Level 2 and Level 3 EZLynx Management System. Look for the new “Certificates” tab on your Commercial Accounts.

Client Center: Certificate Self-Generation

Client Center is fully integrated with the new Certificate Master workflow. This means that Certificate Master Remarks you enter will be displayed on the Master Certificate you share to the Client Center.

Because Master Remarks now flow to the Client Center Certificate Master, this will save you (and the insured) needless back-and-forth communication to get the proper remarks added. Additionally, Supporting Documents now download with the Certificate Master in Client Center.

Documents can be attached to the Master Certificate, or to an individual Certificate Holder. When supporting documents are attached to a Master Certificate, they will stay associated with the Certificate. When the insured logs into the Client Center to “Download” or “Add Certificate Holder” to a shared Certificate, these documents will stay intact and download along with the Certificate.

Rating Engine Updates

EZLynx Rating Engine is receiving various updates with this release.

State-Related Updates:

  • Oregon ― Gender option X-Not Specified is renamed to Not Specified
  • Michigan ― Additional PIP deductible options ($1,000 and $2,500) for Auto Application

Updates to Various Field Options for Home and Dwelling Fire:

  • Frame Option is removed from the Exterior Walls field on Home Rating Application.
  • Added a new value of 10% to the Ordinance & Law endorsement option on Home Rating Application.
  • Under the Dwelling Fire Endorsements Tab, Replacement Cost Dwelling is renamed to Increased Replacement Cost Dwelling Percentage, with dropdown values of 125, 150, and 200.

 

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


What’s New In EZLynx 4.19.10

Release Highlights

New Product: Submission Center

EZLynx Submission Center is a smarter way to manage the commercial submission process. This new collaborative hub provides all the tools you need to organize, track, and bind with ease.

Submission Center addresses key areas, so that your agency can ultimately improve its commercial submission outcomes:

  • Carrier Submission Tracking
  • Risk Data Lookups
  • Application Delivery
  • Appetite Discovery
  • Underwriter Management
  • Carrier Integrations
  • Product Guidance

Submission Center’s intuitive dashboard helps agents visualize the submission process, so that they can understand where the critical decision points are and how to navigate them.

Visit the EZLynx Submission Center webpage.

New EZLynx Reporting & Analytics Platform

We are excited to announce that the initial release of the new EZLynx Reporting & Analytics platform will rollout to all users over the next few weeks. We have included over 20 of our most used reports and will continue to add functionality through the rest of the year.

The new platform features enhanced visualizations and noticeable speed improvements. Pixel-perfect reports take the stress out of printing, sharing, and presenting KPIs. All-in-all, agencies can access accurate data faster and gain insights that were previously unattainable.

Features include:

    • Faster reports
    • Powerful export options (Excel, PDF, CSV and XML)
    • An intuitive, easy-to-use interface
    • “Pixel-Perfect” reporting
    • Simplified, graphical report menu

Users should expect to see their reports continue to default to the current platform. This is by design. Watch for the new button at the top-right of the “All Reports” page to access the new platform.

EZLynx Client Center – Change Request Integrations

EZLynx Client Center has now been enhanced to provide even more visibility into clients’ change requests.

Agencies were already being notified when an insured created a change request within Client Center. These automated notifications appeared as new tasks in the system. Now an insured’s request from Client Center is automatically documented within the EZLynx Change Request workflow, improving documentation and eliminating redundant data entry. EZLynx automatically generates the client’s message for the agent to review and submit to the carrier.

This integrated workflow ensures that no client requested changes are overlooked by your agency!

Also, policy transaction histories have now been enhanced to include “Client Center” as a source for change requests. Look for this new field in the Policy Source column.

International Address Support

EZLynx now features international address support for mailing addresses. This new feature applies to both personal and commercial accounts.

International Address Support applies to mailing addresses only. EZLynx continues to support only U.S.-based locations and risks.

 

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