What’s New In EZLynx 4.19.06

EZLynx 4.19.06 is now available!  Here are some highlights of the release:

Commercial Import and Export

When it comes to managing the large schedules associated with commercial submissions, the speed and accuracy of data entry are crucial.  EZLynx has simplified the import workflow for drivers, vehicles, locations and buildings, and more.  A new user interface provides several intuitive options for importing data, including a simple “drag & drop” from an existing file.

We’ve also added a comprehensive export workflow.  No more need to re-create your schedules every time a policy comes up for renewal.  Agencies can also expedite the renewal process by exporting policy data to share with clients.

The new export workflow can be used for:

  • Sharing an exported schedule through Client Center
  • Saving to the Applicant’s Document Library
  • Downloading .CSV files
  • LOB-specific reports

Numerous LOBs have been updated for this new and improved import workflow.  As you travel through your policies, you’ll find the new option displayed above the applicable tables.

eSignature ACORD Template Pre-Fill

EZLynx has made eSignature even easier.  Users can now select to automatically pre-fill ACORD forms with the signature, date and initials jotblocks.  In addition to being a big time-saver, the automated placement of all the required jotblocks also makes the entire process more accurate.

This brand new feature is available for all ACORD forms.

Client Center and Manual Policies

Client Center now enables insureds to submit change requests for manual policies.  A task is then created and assigned to the agent for follow up.

New LOB for Manual Policy Entry

Employment Practices Liability Insurance has now been added to the list of lines of business for manual policy entry.

The new line of business is available for use within the applicant and policy creation screens.

 

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

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