What’s New In EZLynx 4.19.07

Release Highlights

Text Messaging Preference Management

We’ve enhanced our opt-out support in EZLynx Text Messaging.

When a recipient replies STOP to a text message, our system has always automatically opted them out from future messages. In this update, we have added a Suppression List area so that users can easily see when a recipient has opted out.

This enhancement also provides a way for an agency to manually opt-out a recipient’s phone number from future text messages.

Client Center Now Supports ID Cards for Manual Policies

With Client Center, customers were already able to access their ID cards for downloaded policies within your agency. With this update, customers are now able to access their ID cards for manual policies as well.

Just another way EZLynx is making it easier for your agency to grow and service its commercial book of business!

New LOB – Cyber and Privacy Coverage

Cyber and Privacy Coverage has now been added as a line of business for manual policy entry. Agents can enter full application details for coverages, scheduled items and more.

Certificate Master Workflow (BETA)

We’ve made big improvements to the commercial certificates workflow!

Certificate management can be one of the most time-consuming aspects of servicing commercial policies. Now, EZLynx has redefined how certificate masters are created and managed, streamlining the workflow and changing the way you think about getting them done.

Here are a few highlights of this game-changer for commercial policies:

  • Certificates now have their own, dedicated work area
  • Completely revamped Certificate Master workflow
  • Remarks made at the Master level carry through to all holders at once
  • True asset association means vehicles/locations automatically flow over with each holder
  • Associate attachments at the holder level
  • Easily add and manage certificate holders
  • Certificate Distribution Reports provide a history of what you’ve generated

If you are a commercial agent regularly servicing accounts and distributing certificates, this update is for you. To be among the first agencies to make use of this new, time-saving workflow → CLICK HERE.

Rating Engine Updates

EZLynx Rating Engine is receiving various updates with this release.


  • New field addition “Telematics” at Vehicle level
  • New field addition “Transportation Network Coverage” at Vehicle level
  • Adding support for vehicle year 2020
  • Property Damage Limits update for Missouri (State Regulation)
  • New Violation addition “Texting while driving” for Pennsylvania (State Regulation)


  • Display label change for “Replacement Cost Dwelling” endorsement and option values

Auto, Home, and Dwelling Fire:

  • Prior Carrier List is updated
  • Display label for existing Credit check authorization field on Policy Info tab is changed to read “Credit Check and Other Underwriting Reports Authorized”


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

Get to know EZLynx 3.9

EZLynx 3.9 is coming out next week, and we’ve added powerful new features to EZLynx. We have completely revamped the Policy Sync feature, the certificates creation process and the Documents tab to make them more streamlined for a very user-friendly, quick and easy experience. We’re excited to introduce you to these rich system enhancements.

Policy Sync & Remarket

At policy renewal time, it’s also time to provide your customer with new quotes.  The Policy Sync feature simplifies re-marketing by allowing agents to quickly update their customer’s EZLynx application from current policy data.

With Policy Sync & Remarket, you will accomplish this task quickly with side-by-side comparisons of the current application and policy information; simply pick and choose the data to sync and you’re ready to re-quote in EZLynx.

Policy Sync can be accessed from EZLynx Management System downloaded policies or during the import process from other compatible management systems.

EZLynx Policy Sync

For those of you that do not have EZLynx Management System, we’ve also enhanced our Import feature to also take advantage of the new Policy Sync.


The ability to create one or multiple certificates, track certificate holders and renew certificates is an important task for many independent insurance agents, and can be quite daunting without the proper tool.

With our completely revamped certificates process, you can complete these duties in no time.  Master certificates are saved to the applicant’s file, then pulled up to add one or multiple additional holders, and print with one click.

Certificates in EZLynx

Every certificate holder is saved with the master for quick annual renewals; simply renew the master certificate, import the previous year’s interests, select which to print and you’re done.


The Documents Tab is easier to use with consolidated grids, drag and drop upload functionality, policy association and the ability to organize documents into folders.  Emails, certificates, uploaded documents and ACORD forms are all located in one Documents grid with a search capability to locate documents in no time.

Documents Tab in EZLynx

Uploading documents is easier with the drag and drop function.  Document names can be created and edited for easier identification and searching.

Keep your eye out for these amazing new enhancements – the 3.9 release is on its way!