The EZLynx July 2021 release is now available! Here are some of the highlights:
Automatic Change Request Confirmation
Automatic Change Request Confirmation automatically compares downloaded policy changes against the change requests, as entered, to confirm their accuracy. If everything matches, it automatically confirms the change request for you and closes it out.
If the system detects discrepancies between the policy change processed by the carrier and the original request, the feature automatically generates a task in EZLynx, alerting you that the policy needs a closer review.
Either way, your staff spends less time reviewing and completing endorsement requests!
Automatic Change Request Confirmation is priceless for commercial policies, where even the tiniest mistake can be costly. It also holds particular value for fast-growing agencies looking to scale their operation accordingly.
Payment Requests Added to Clearent Payment Processing
Our partnership with Clearent makes secure online payment processing available in EZLynx Client Center. With this release, we’ve added the ability for agents to generate Payment Requests.
This new feature provides a simple way for agents to request electronic payments from their clients. You have the option to text or email the payment request, along with a link to make the payment.
As electronic payments continue to rise in popularity, solutions like this one become an essential component of your agency’s offerings. Online payment by credit card or eCheck eliminates the need for clients to visit your office or provide their credit card information over the phone. Electronic payment is also a safer, more efficient alternative to paper checks.
Need to sign up for Clearent online payment processing? Customers can click here to get started from the EZLynx Connect Marketplace.
Automation Center Workflow Templates
If you’ve ever found yourself thinking, I know EZLynx Automation Center would be a game-changer for my agency, but I just don’t know where to begin, then this latest enhancement is for you!
We’ve created eight recommended workflow templates to help your agency realize the benefits of Automation Center immediately.
These templates were built with the most common agency use cases in mind. They come loaded with predefined filters, checklists, and appropriate actions—so you can easily enable your first workflows with just a few clicks.
These eight recommended workflow templates are:
- Welcome Your New Customers
- Organize Personal Account Information
- Organize Commercial Account Information
- Send Customer Birthday Wishes
- Share Declaration Pages Online
- Proactively Review Notice of Cancellation
- Review Lost Policies
- Additional Policy
Vonage Integration Adds Call Recording
We’ve added Call Recording to the Vonage integration with EZLynx Management System. Once recorded, calls are automatically archived to the proper customer account and can be accessed from three locations in EZLynx:
- Applicant → Activity Tab
- Applicant → Documents Tab
- Communication Center → Calls and Messages
You can set up rules to automatically record calls, or record calls on demand. Some of the benefits of this exciting new feature include reducing E&O exposure, documenting compliance, maintaining audit readiness, and staff training.
Contact your Vonage sales representative to add Call Recording to your subscription. If you are not yet a Vonage customer, click here to get started.
EZLynx Rating – Vehicle Premium Breakdown
When quoting Auto, you now have the option to view a Coverage and Premium Breakdown for each vehicle. This new feature can be used to drive more informed discussions with clients about their coverage limit options and how each contributes to the overall premium. Find this additional information by clicking VIEW DETAILS in your carrier quote results.
Also with this release, EZLynx now displays the applied coverage limits during the quoting process for the individual carrier. Previously, users had to go to the carrier (or check Quote proposal for the individual carrier, if returned) to identify this information.
Retention Center – Change Reasons for Six 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.
We’ve now added these Change Reasons for six new LOBs:
- Commercial Auto
- Dwelling Fire
- Personal Inland Marine
- Boat
- Motorcycle
- Recreational Vehicle
For more information on any of these exciting new features, please visit the EZLynx Solution Center.