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.
- 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.