The latest software release will be rolling out soon, and we’re pleased to preview just a few of the exciting features heading your way. Let’s take a quick look at some of the new beta releases for Policy Change Request, Rewritten Policy Enhancements, and EZLynx Sales Center 2.0!
Policy Change Request
The highly anticipated Policy Change Request feature was previously available for a limited beta group. This feature simplifies the change request workflow for agents, installing an added layer of assurance to the process.
Policy Change Request provides a start-to-finish process for efficiently initiating, requesting, monitoring and verifying policy changes. Utilize the familiar EZLynx workspace to closely manage policy changes, with particular attention paid to the quality of service being provided to insureds, the level of communication within your agency, and the accuracy of carrier submissions and responses.
With this latest release, Policy Change Request will be available for these lines of business: Personal Auto, Commercial Auto, Commercial General Liability, Business Owners Policy, Commercial Property, Workers Compensation, Homeowners, Dwelling Fire, Commercial Umbrella, Garage and Dealers, Professional Liability, Directors & Officers, Errors & Omissions, Commercial Crime, Farm Owners.
Highlights:
- Create and preview changes from the policy entry screen
- Communicate proposed policy changes through Change Request Memos
- Track the entire Policy Change Request process
- Use EZLynx eSignature to quickly and securely acquire insureds’ signatures
- Generate Commercial Change Request ACORD 175 and submit to carriers as required.
Rewritten Policy Enhancements
Rewritten Policy Enhancements now grant you greater control over your agency’s book of business. When you remarket your clients’ business, sometimes what is new business to a carrier is really existing business to you and your agency. Situations like this can cause issues with commissions in your agency.
With these new enhancements, rewritten policies can now be accounted for in a way that provides a more accurate book of business and improved commission tracking.
We have also added new functionality to the Policy Transactions page to help identify potential rewrite transactions. When a policy transaction is matched to an applicant, the system looks to see if the downloaded policy is a potential rewrite. You then have the option to confirm whether it is a rewrite or not.
Highlights:
- Improved Policy History to Group by Policy Term
- Greater Visibility of a Policy’s History
- Commission Rules for Rewritten Policy Term
- Create Rewritten Policy when converting Application to Policy
- Viewing potential Rewrites from Downloaded Policies
EZLynx Sales Center 2.0
This release marks sweeping enhancements to EZLynx Sales Center. The Sales Center 2.0 user interface provides an even clearer view of the opportunities in your pipeline, as well as a redesigned detail view for each opportunity.
We have also added amazing functionality designed to streamline your workflows in Sales Center. Intuitively manage your opportunities with enhanced priority, focus and profitability.
But wait, there’s more to come! This is the first of two Sales Center 2.0 releases. Each of them greatly improves your experience with our pipeline management system.
Highlights:
- New display for Sales Center pipeline
- Last contacted indicator on opportunities
- New improved Opportunity Detail view
- Automated integration with EZLynx Rating Engine
Be a Part of the Beta Team
While these new features and enhancements will be released automatically to all of our beta customers, we are always looking for more agents that want to play an active role in helping to shape the future direction of our product.
While being a beta participant has its own challenges in terms of having to deal with new enhancements that may still be rough around the edges, the feedback provided to us by these users is invaluable. If you are not a beta customer and enjoy testing pre-release software, please let us know below.