EZLynx Announces Full Functionality For Its New Analytics and Reporting Platform

EZLynx is pleased to announce the transition to the new EZLynx Reporting & Analytics platform is complete; full functionality will be available to all customers as it is rolled out in the coming weeks.

This is a great step forward in an ongoing effort to bring agencies state-of-the-art reporting and reporting technologies. Users can obtain crucial agency insights easier and faster than ever before. The EZLynx Reporting and Analytics platform enables independent insurance agencies to effectively leverage their data for greater agency growth, service, and profitability.

Features include:

  • Powerful export options make sharing specific reports with other users throughout an organization possible
  • Pixel-perfect reports
  • The ability to schedule the automatic delivery of users’ most-used reports directly to their inbox
  • Interactive charts for in-depth evaluation of important KPIs
  • Revamped Agency Pulse report for agency owners, featuring valuable trend analysis and peer benchmark data

“The Reporting & Analytics team hears our customers’ voices and we are excited to continue to bring new reporting features that will help agencies meet their goals.” said EZLynx Product Manager, Aaron Rainey.

To ensure a smooth transition, EZLynx users will still have access to the legacy platform for a limited time.


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.


The Next Evolution of the Agency Pulse Report

Agency Pulse is the monthly report that EZLynx sends to all subscribed Management System customers, highlighting key data and trends for their agency and its growth.

We unveiled a brand-new format this month, and the customer reaction has been amazing!  The new graphical interface is the first thing customers will notice, but it’s more than just a new format.  In addition to the Agency Pulse report having a new look, it also has a lot of new data.

Agency Pulse - New Look

New features include:

  • Agency Health “snapshot”
  • Peer Benchmarking
  • Ability to drill down into the data
  • Branch Support

Agency Health

View the health of your Book of Business at a glance. The new Agency Health section highlights key metrics agents rely on to gauge the growth of their business. Previous months comparisons will show how these metrics are trending.

Agency Pulse - Agency Health

Peer Benchmarking

How is your agency performing compared with agencies of a similar size? Peer Benchmarking highlights metrics with a direct impact on the growth and profitability of your agency and compares the results with those of peer agencies.

Agency Pulse - Peer Benchmarks

Drill Down on the Data

We now provide much more insight into what the data means.  On top of the details highlighted in the monthly Agency Pulse report, agents can go another step further… and leverage the new EZLynx Reporting & Analytics platform to drill down on specifics.

Branch Support

For multi-tiered organizations, the Agency Pulse report now offers branch support.  For Market Access Providers, this means that member agencies can now see all this new data separated out specifically for them.  It also means that agencies with multiple locations can now see their data extracted out in the same way.

We know the monthly Agency Pulse report is vital to our agents. Our goal is to supply you with the critical information you need to make important decisions about the health and profitability of your business. We provide essential data, empowering you to quickly define opportunities to improve the effectiveness of your agency and better serve clients.


EZLynx Launches Revamped Reporting & Analysis Platform, Enabling Agencies to Better Leverage Their Data

LEWISVILLE, Texas. (October 21, 2019) – EZLynx, a leading provider of software solutions for independent insurance agencies and the #1 Comparative Rater on the market, today showcased the newly revamped EZLynx Reporting & Analytics platform at the third AgentLynx User Conference in Fort Worth, Texas. The new advancement is designed to enable independent insurance agencies to more effectively leverage their data for greater agency growth, service, and profitability.

Continue reading “EZLynx Launches Revamped Reporting & Analysis Platform, Enabling Agencies to Better Leverage Their Data”


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 roll out 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.