What’s New in EZLynx 21.0

The EZLynx April 2021 release is now available! Here are some of the highlights:

New Rating Workflow for Automation Center

We’ve added a new Successful Quote Submission workflow to EZLynx Automation Center.

This brand-new trigger automates sending emails to the applicants when a comparative rating quote is completed. The email includes carrier and premium options from the quote results, as well as details for your choice of Full Pay, Monthly or EFT payments (using Email Personalization Tags). You can also customize the overall message of the email template, to best suit the situation.

Use cases for this automated communication include:

  • Proactively reaching out to clients at renewal time
  • Instant follow-up when running quotes over the phone

Agencies can refine the Trigger by applying Filters like Channel, Resubmission, Package, or Premium. This gives agents the flexibility to automate these quote results emails only for specific scenarios.

Side-By-Side View of Drivers and Vehicles in Rating Engine

For users who prefer the classic vertical view for drivers and vehicles in EZLynx Auto Rating, you now have that option in your user settings.

Access your user Account Settings under your user initials (in a circle) in the top-right corner of the screen. Under Preferences, find the Rating – Drivers/Vehicles section and select the Side by Side option.

Tablet users will likely prefer to continue using the Stacked (horizontal) view.

EZLynx Connect Marketplace Has a New Look and Feel

With the continued growth of EZLynx Connect, it was time to revisit the way agents discover and enable these integrations.

With this redesign, we have updated the Marketplace home page, improved navigation, and made the integration detail pages easier to read.

Here’s how:

  1. We’ve made Integration Cards more front-and-center in the marketplace. The newest and most widely used integrations are now immediately visible. You can always expand any of the categories to see the complete list.
  2. Added search functionality makes it easier to discover new integrations. You can search for integrations by name or description. We have also added Tags. Tags are short, searchable descriptions relating to an integration’s functionality or status. Find Tag buttons located to the right of the search bar.
  3. On the Integration Detail Pages, we’ve improved the layout to highlight the benefit of each integration for your agency.

We’ve also added the most commonly used menu items to the EZLynx Connect Marketplace icon on the Main left-hand menu bar. So, navigating the marketplace is more straightforward from the start.

Exciting developments all around!

Client Center Adds New Cross-Selling Opportunities

We continue to expand the value of EZLynx Client Center. With this release, we’ve added even more cross-selling opportunities.

There’s a new “Products and services chosen for you!” button on the home screen. From there, these cross-sell products are displayed to your customers on the Policies page.

New additions from the EZLynx Connect Marketplace include:

  • ADT Home Alarm Systems (Secure24 Alarms)
  • Flood Insurance (Flood Risk Solutions)

To enable either of these or the Life Insurance (BackNine) integration that was already available, search for them using the new Self Service Tag in the EZLynx Connect Marketplace. From there, activate the vendor, and these cross-selling opportunities will begin appearing for your customers in the Client Center portal.

Email Personalization Tag for Your Agency Logo

We’ve added a new section in the Email Campaigns settings page, called Agency Logo. With this implementation, agents can now include their branding in the Email Templates and Email Designs via super-efficient Tags.

Found under Email Campaigns >> Settings >> General Preferences, this section gives the Main Org Admin the ability to:

  • Add your Agency Logo
  • Share your Agency Logo with other users and branches

Branch Admins will have the ability to change the Agency Logo shared by the Main Org, but this capability will not be available at the user level.

Updates to EZLynx Zapier App

Zapier connects your agency management system to thousands of apps and programs, making integrations and automations hassle-free with platform partners. With this release, we have some exciting updates to announce.

First, we’ve added support for Documents—both inbound and outbound.

Inbound, the Create Document action can be used to load supported document types from external systems into EZLynx. The following document types are supported:

  • Microsoft Word (.doc, .docx)
  • Microsoft Excel (.xls, .xlsx)
  • Text (.txt)
  • Standard image files (.png, .jpg, .jpeg)
  • PDF (.pdf)

Outbound, we’ve added triggers for when a document is created or edited in EZLynx. (For security, the document itself is not included in the outbound data.)

Next, we’ve added some additional fields. To the Create Personal Applicant Action, we’ve added Lead Source, Co-Applicant and Opportunity. To the Create Commercial Applicant Action, we’ve added Lead Source and Opportunity.

We’ve also added some highly-requested fields to outbound triggers:

  • Assigned Agent Full Name has been added to the New and Modified Personal Applicant and New and Modified Commercial Applicant triggers.
  • Producer has been added to the New and Modified Opportunity triggers.

 

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

 


How to Put EZLynx Connect to Work for Your Agency

There’s been a lot of excitement around EZLynx Connect recently! So, we thought this would be a great time to explain more about how to make these integrations a part of your agency’s workflows.

EZLynx Connect is a curated marketplace of third-party products and services, and each of them integrates seamlessly with the EZLynx ONE PLATFORM. These connections to tailored, industry-leading solutions are there to help your agency be more successful.

Integrations include turnkey cross-selling opportunities, online payment processing, tools to up your sales game, and innovative ways to connect more meaningfully with clients and prospects alike. Let’s talk about how to put them to work for you.

(You can find and activate these integrations in the EZLynx Connect Marketplace. To access the EZLynx Connect Marketplace, look for the plug-shaped icon on the left navigation bar of your EZLynx software.)

 

Cross-Selling with Every Home & Auto Quote

There are several cross-selling opportunities available directly within EZLynx Rating Engine. These third-party offerings appear during the normal course of quoting Home & Auto, in a space we refer to as the Rating Shelf.

Not only is there no charge for adding these integrations, they make you money!

 

 

When quoting Home & Auto, you’re already working to help customers protect what’s important to them. So, Life and Flood should be natural conversations to have. Life Insurance appears as a “teaser” quote to present to the customer, based on the data already entered in EZLynx. Get life insurance quotes from the industry’s top carriers in seconds and easily complete the entire application process online—while you have the client on the phone.

The Flood Insurance option provides Flood Zone information for the customer’s address automatically. This should serve as a solid conversation starter. You’ll have access to primary and excess markets from select insurance carriers across the country. Again, complete the entire application process online, while you have the client on the phone.

The option to cross-sell ADT Home Alarm Systems is even simpler. Just qualify and submit a lead, and the authorized third-party dealer takes care of the rest. When the sale closes, you receive a commission.

Payment Processing

Our partnership with Clearent provides a simple way for agents to collect electronic payments from their clients. Our best advice? Start promoting that online payment processing is now available, and your clients will start using it!

And it couldn’t be simpler to get the word out. When a payment is due, just send an email or text to the insured, complete with a link to make that payment in EZLynx Client Center.

During the sales or renewal process, providing an online payment link is also a super convenient way to drive the deal to a close.

Your clients will really appreciate the ability to make payments from anywhere—day or night. (Remote, contactless payments are where it’s at.)

If your agency prefers to pass along the credit card processing fees to the insured, Clearent makes that straightforward, as well.

Interactive Proposals

Create proposals that your customers will love! That’s where our integration with Neoteric Agent comes in.

Your proposals shouldn’t just sell the carrier—they should sell your agency. The modern business landscape is virtual and interactive. So, represent your agency with proposals that are highly engaging and visually stunning.

Proposals sent through Neoteric Agent allow customers to watch personalized videos, review multiple options for easy comparison, ask questions, and even notify you that they are ready to move forward.

Of course, data from EZLynx Rating Engine feeds directly to Neoteric Agent’s proposal software.

Appointment Scheduling

Tired of playing phone tag? How about back-and-forth emails, just trying to set up a time to talk?

The Calendly integration is simple, but that’s what makes it so elegant. With Calendly, clients can schedule a time to meet with you directly from the EZLynx Client Center portal. The “Schedule Appointment” button is prominent on the home menu—just press it!

Calendly automatically links up with your current calendar, and displays your availability based on a combination of existing appointments and established rules.

As a modern agent, you want to drive traffic to your agency’s online customer portal (EZLynx Client Center), and Calendly helps you do that. While in the portal, customers also get exposed to cross-sell opportunities and online payment processing. As they become accustomed to using the tool, they learn the value-add of having your agency at their fingertips, 24/7.

Because your agency’s unique Client Center link can be added to email signatures, your customers will always know their agent is just a click away.

Zapier

Before wrapping up, it’s important to touch on Zapier. When we were putting together our strategy for the EZLynx Connect Marketplace, partnering with a platform like Zapier just made sense. Zapier allows agents to connect EZLynx Management System to 2,000+ apps and programs. So, it’s easy to see the value of this global tie-in to so many hassle-free integrations and automations.

Popular web apps can share data seamlessly with a few clicks, passing information between workflows with ease. This is a perfect solution to automate the communication between EZLynx and your other web-based systems. To get started with Zapier, visit here.

EZLynx Connect Makes Your Agency Better

If you’re not already putting EZLynx Connect to work for your agency, what are you waiting for? These solutions represent innovation, competitive advantage, productivity gains and a stronger bottom line.

To learn more about these (and many more) seamless integrations to the EZLynx ONE PLATFORM, visit the EZLynx Connect webpage.

We’ve also made the activation process simple. Just visit the EZLynx Connect Marketplace (again, look for the plug-shaped icon on the left side of your EZLynx software) and follow the instructions for that vendor.

And there’s plenty more where that came from! We have a full slate of integrations on the way in 2021. Keep checking the EZLynx Connect Marketplace for more solutions as they become available.


What’s New in EZLynx 20.1

The EZLynx May 2020 release will go live on 5/29. Here are some highlights:

Client Center Enhancements

EZLynx Client Center has been updated in several ways, with a focus on making customer self-service easier and more convenient.

There are two new ways to promote Client Center to your clients.

  • Initiate a Client Center Email Campaign with a single click. The campaign will automatically apply a Client Center template to the email, containing a link for customers to access your Client Center portal. Agents will be able to set scheduling parameters for the email campaign.
  • Provide a link to Client Center as a personalization Tag within an email. This option inserts your agency’s Client Center portal URL into any email campaign template. We recommend adding it to your email signature on all campaign templates. This will help your customers conveniently access Client Center.

When you remind insureds that online customer self-service is available 24/7, everyone wins!

We’ve also enhanced the client experience with a new interface and simplified workflows. Insureds and prospects will immediately notice the improvement. From the landing page, Quick Menu options will direct them to the most used features. And the associated pages have been enhanced for more straightforward usability.

  • The Policies page has a streamlined look and feel. Insureds can easily identify the policy they are looking for and understand their policy coverages and limits.
  • The Documents page displays more pertinent information for the client, making file sharing even easier.
  • It’s never been easier for customers to submit Policy Change Requests for their personal and commercial lines policies. The change request options are clearly highlighted, saving them a phone call to your agency.
  • The Certificates generation workflow is now even smarter. These new changes encourage your insureds to generate certificates themselves, instead of always requesting them from your agency.

Life Insurance Quotes Now Available Through Client Center

Your clients can now obtain Life Insurance quotes through EZLynx Client Center. This latest development is an extension of our partnership with BackNine Insurance, made possible through the new EZLynx Connect program.

Many of you are already enjoying access to Life Insurance rates through the Quote Results page in EZLynx 5. Now, we’ve added the option for your clients to proactively request a quote through the Client Center portal.

Clients will be asked a series of questions from BackNine. The system will return a list of monthly term life premiums, based on the insured’s health. BackNine will also communicate the lead to your agency, so you can follow up with the prospect.

To take advantage of this new cross-selling feature, enable BackNine integration from Connect Market Place. You will be asked to enter your National Producer Number (NPN) to verify your credentials with BackNine Insurance. Once an Assigned Agent has enabled BackNine Insurance, their customers will begin seeing this new quote feature as they log in to Client Center.

Secure24 – ADT Home Alarm Integration

EZLynx is proud to announce this new integration with Secure24 Alarms. Agents now have the opportunity to cross-sell home alarm systems to interested shoppers. This integration acts as a lead generator to Secure24 Alarms, who will then contact the insured regarding their interest in home alarm systems.

There is no cost to the agent for this integration. If a lead you provide results in a sale, you will be paid a commission.

This feature is the latest addition to the EZLynx Connect program. It is currently available only within EZLynx 5.

EZLynx Virtual Agent (Eva)

Welcome “Eva” to your agency staff!

EZLynx Virtual Agent leverages machine learning and natural language processing to make your agency smarter, faster and more capable for customer response.

Eva works in conjunction with EZLynx Text Messaging to answer simple customer requests and create follow-up tasks for your agency. Eva monitors your incoming text messages for the types of customer requests she’s been designed to perform. When she’s capable of providing assistance, she responds to the customer.

Today, Eva can provide insureds with their Auto ID Card, as well as help with Coverage, Vehicle, or Driver Information. If your agency has EZLynx Client Center, she will direct them to the portal for faster customer service.

We are continuously working to improve the quality of Eva’s responses. To better help her learn what agents need, we are offering Eva free to anyone with EZLynx Texting through the end of the year. Put Eva to work for your agency and its clients today!

Admins can enable Eva from the Communication Center menu.

Zapier Integration Now Available

We are pleased to announce that the EZLynx Sales Center Zapier Integration is now Generally Available. This integration makes it possible to automate applicants in EZLynx from 2,000+ apps.

We’ve also made a few enhancements from the previous Beta version. These enhancements include additional Outbound Trigger Fields, additional Inbound Action Fields, and a new Birthday Field Definition for Outbound Triggers.

There is also a new enablement process. You will no longer need an App Secret to start setting up a Zap. Instead, all you need is your EZLynx username and password to connect.

This integration requires either Sales Center or a license to the Sales Center API. Contact your EZLynx Sales Representative for more information.

NOTE: Because of significant updates to the Zapier app, it is not possible to automatically migrate existing Zaps to the new version. If you currently have running Zaps, you will need to recreate them with the new version within the next three months.

 

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