The EZLynx December 2021 release is now available! Here are some of the highlights:
Automation Center Enhancements for IVANS eDocs and Messages
In EZLynx Automation Center, the Carrier Notification Received trigger has been expanded to include tailored workflows for the full range of carrier message types. Each carrier message contains handling information that can automatically drive activities within your agency. Where policies are at risk, you can immediately intercede and work with the customer to resolve outstanding issues.
For the Carrier Notification Received workflow, Message Type has been added as a filtering parameter. These message types include:
- Notice of Final Cancellation
- Payment Overdue
- Rescission Notice
- Non-Payment Pending Cancellation
- Electronic Memo
- Non-Renewal Notice
- Policy Change (Travelers only)
Automation Center Adds Policy Renewal Workflow
A new Policy Renewal workflow has been added to EZLynx Automation Center. When a policy is renewed, your agency can now automate actions like:
- Email or text the client
- Generate and share important documents
- Create notes or tasks for your agency to follow up
- Create folders within EZLynx Management System
As you would expect, you can filter this workflow based on various parameters within the context of the policy or applicant/insured.
This new trigger can be found under the Management System section in the Workflow Editor screen.
Additional Lines Added for Edit Downloads Feature
EZLynx means smarter downloads, because our process goes out of its way not to override existing manually entered data. You can also supplement information in policy downloads sent from the carrier. In a Commercial Auto policy, for example, users can fill in missing information for vehicles, drivers, coverages, additional interests, and more. This feature allows agencies to take complete control of their policy data.
Previously, the Edit Downloads feature was only available for commercial downloads. Now, we’ve extended this feature to personal lines, as well!
The following LOBs have been added for Edit Downloads:
- Personal Auto
- Dwelling Fire
- Personal Umbrella
- Personal Inland Marine
- Watercraft (small boat)
Rating Engine Updates
Several carrier-specific questions have now become part of the default EZLynx Rating Engine questions for the Home LOB. These moves improve accuracy and reduce the overall number of company-specific questions. Questions include:
- Number of Full Baths (added into MSB Lookup)
- Number of Half Baths (added into MSB Lookup)
- Occupancy Type
- Dwelling Usage field updated (Unoccupied and Vacant moved to new Occupancy Type field)
- Sinkhole Collapse (moved to regular Endorsements section)
We also have some state-specific updates with this release, to reflect changes to state law.
- Virginia — Bodily Injury, Uninsured Motorist, Underinsured Motorist Minimum Limits increased to 30/60
- Nevada — Dog Breed question removed
- New Jersey — Additional “Not Specified” Gender option added
Option to Cancel Pending Bulk Re-Assignment Jobs
Previously, if your agency needed to cancel a pending Bulk Re-Assignment Job, you needed to contact EZLynx Support. You now have the in-product option to cancel those queued requests yourself.
NOTE: You are only able to cancel jobs that have not yet started processing. In general, Bulk Re-Assignment jobs start processing by 5PM CT.
Additional LOBs for Commercial Package Policies
When creating a Commercial Package Policy, you now have two additional LOBs to choose from:
- Excess Liability
- Professional Liability
Retention Center – Change Reasons for 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 this release, we added Change Reasons for the following LOBs:
- Business Owner’s Policy
- Commercial Inland Marine
- Commercial Umbrella
- Excess Liability
In total, we added the Change Reasons feature for 20 new LOBs in 2021!
For more information on any of these exciting new features, please visit the EZLynx Solution Center.