What's New in EZLynx

Accounting Receivables Overview

In EZLynx Agency Accounting™, a new Receivables overview screen provides a comprehensive, high-level view of your agency's receivables, including:

• A snapshot of total balances, aging analysis, and payment statuses

• Detailed lists and filters to help prioritize follow-ups based on overdue dates

• Direct access to insureds’ profiles and the Aged Receivables Report

• Charts for easier data consumption

Bringing all things Receivables together in one place provides clarity, sharpens workflows, and drives accounting efficiency.

Updated Process to Create Email Campaign Lists

We have improved the way you choose Email Campaign recipients.

Stay completely within the Email Campaign setup screens to select contacts and build lists for email marketing. Leverage a variety of filters across applicant and policy criteria so you can target the right recipients effectively.

• We have also introduced new relative filters for Birthday, Policy Effective Date, and Expiration date (ex: Date of Birthday is 30 days from today)

• A new List Update Frequency setting determines if the list should be static or if the filters should be reapplied to obtain the most up-to-date recipients at the time a campaign is scheduled

EVA Email and Account Summarization for Outlook (Microsoft 365)

We’ve added AI-fueled summarization to the EZLynx Office 365 Email Add-In. The plugin already created a bridge between EZLynx® and your inbox, letting you automatically match emails to applicants, mark actionable items, upload attachments to the client record, add notes and reminders, and even manage tasks – all without ever leaving your email. With the help of EVA™ (EZLynx Virtual Agent), you can now:

• Summarize incoming email threads

• Summarize the client’s communication history with your agency, including the newest email

If you’re familiar with how the Catch me up button in EZLynx collates information from the account activity log – including emails, texts and agent notes – to provide an immediate summary of your agency’s communication history with the client, you can now enjoy this same functionality on your phone – or from whatever device you’re using for emails.

EVA Account Summarization Enhancements

The EVA Account Summarization feature provides rapid, AI-powered summaries of each client's communication history, collating information from various channels like emails, texts and agent notes.

You save time by no longer having to scan through each of these previous interactions manually, and your clients experience better, faster service!

We have enhanced EVA Account Summarization in two ways:

1. A 12-month summary (previous options were 1 week, 1 month, or 3 months)

2. The ability to analyze data from a single channel of client history (email, texts, notes and tasks) vs. automatically summarizing all channels

EVA Automated Text Replies: After-Hours Support

EVA Automated Text Replies are a powerful way to provide a more convenient and immediate client experience. EVA can provide insureds with their Auto ID Cards, as well as help answer questions about Coverage, Vehicle, or Driver Information. EVA monitors your agency’s incoming text messages for these types of requests and assists where appropriate.

Now you can set this feature to only monitor and reply to client texts outside your agency’s regular business hours.

Directly Request Google Reviews via Text & Email

EZLynx® has added a powerful and immediate way to collect Google reviews for your agency. Following a positive experience with the client, while the interaction is still fresh in mind, a simple button press from the Account Overview screen sends a Google Review request to the insured.

The request can be sent by text or email, depending on the client’s preference.

Simplified Lead Importing

You need to maximize the value of purchased leads. That means getting them inputted, qualified, and into the sales funnel as quickly and smoothly as possible.

To speed up the process, we’ve improved the way leads are imported in bulk, including the addition of a familiar EZLynx® step-by-step workflow to guide the way.

We’ve also improved the process for how your agency handles duplicates. When leads match applicants already in your system, a prescribed intake identifies duplicates to prevent them from cluttering your active funnel.

Text Messaging Personalization

Great news! We’ve added dynamic personalization to text messaging. Autofill customer-specific content like name, preferred nickname, or assigned producer for automated and one-off texts alike.

It’s no secret that personalized messages are more meaningful and engaging. Now you can drive better results with clients, while saving time across your agency.

While you’ve long been able to use Personalization Tags for email campaigns, a similar capability has not been available for text messaging – until now.

New AI Features!

EVA (EZLynx® Virtual Assistant) represents a whole family of AI-fueled features, each of them sure to enhance the way your agency engages with clients. EVA helps your agency solve real-world problems, improve employee productivity and strengthen the way your business operates each day.

The three latest features accessible through EVA are:

• EVA Email Content Assist: Need a hand crafting the perfect email communication? Purpose-built for insurance agents, EVA Email Content Assist streamlines the email creation process, ensuring clear, concise, and engaging communication. Prompts make it easy to decide the length, tone and subject matter. Review the content, make any necessary edits and send the email.

• EVA Account Summarization: Leverage AI to better inform all your customer interactions. EVA Account Summarization collates information from the account activity log – including emails, texts and agent notes – to provide an immediate summary of your agency’s communication history with the client. Summaries can comprise various timeframes from one week up to three months, and EVA can even recommend next steps. Just think of the time you’ll save no longer having to scan through these previous interactions to get caught up manually!

• EVA Product Assistance: In-product ‘Help’ is not new for EZLynx, but sometimes the sheer quantity of educational materials can be overwhelming. Now AI can be leveraged to find just the right piece of how-to content. Ask EVA how to do something in EZLynx, and the system will reply with detailed responses, including step-by-step instructions where appropriate.

Accounting Payables Overview

In EZLynx Agency Accounting™, a new Payables overview screen provides a comprehensive, high-level view of your agency's payables, including:

• Total payables

• Producers and billing companies with payables due

• Carriers' direct bill sweep amounts

Customers with branch accounting are also able to drill down into the overview for a specific agency.

Bringing all things Payables together in one place provides clarity, sharpens workflows, and drives accounting efficiency.

Enhanced Timing Controls for Automation Center

Tailor when automated communications are sent, with considerations for time of day, weekends, and holidays. This means aligning emails and text messages to match up with your customers’ schedules and preferences.

This additional layer of intelligence will make all your automated communications seem more personal, ultimately driving higher engagement and an improved client experience.