What's New in EZLynx

Quote By Text

Quote By Text attracts insurance shoppers who prefer the ease, convenience, and simplicity of text-based interactions. That means a brand-new channel of quality leads for you!

A simple text message from the consumer initiates the selling process. From there, Quote By Text engages in a conversation with the consumer until enough information is gathered for the system to provide a quote to complete the conversation. Straightforward prompts make the entire process simple and familiar.

You’ll capture every single lead. Consumer contact details, risk information, and all quotes automatically populate in EZLynx for easy access.

Quote By Text will help your agency differentiate itself from the competition and win more business.

TEXT ‘covermycar’ to 111.222.3333 

Renew Master Certificate

We’ve reimagined master certificate workflows by eliminating the need to create a new one from scratch with each policy renewal. Instead, new, streamlined, intelligent processes leverage the information in the existing master certificate.

When a policy renews, a Renew Master action creates a new master certificate, automatically pulling in all the relevant renewal policy details and the originating master certificate information.

This new way of managing master certificates saves time, reduces errors, retains more context throughout the life cycle of master certificates, and helps your agency service insureds faster and more effectively.

New “Life Event” Features

We’ve made two significant enhancements to the way EZLynx helps you manage clients through life events.

• In situations like divorce or when a child will no longer be on the parent's insurance, the new Split Account feature allows you to quickly branch off an individual from an existing multi-person account. This means no more creating the new applicant account from scratch and manually deleting their details from the original. (Currently, this feature is for the Auto LOB only.)
• You can now indicate that an applicant or co-applicant is deceased, along with the date. Out of respect to their loved ones, the deceased will no longer receive automated communication from the system.

Sequenced Workflows in Automation Center

All the steps in an EZLynx Automation Center workflow can now be scheduled to execute across timed intervals instead of all at once. (Previously, only the communication elements could be sequenced this way.)

These sequenced workflows will make your automated touchpoints — including both customer touchpoints and vital internal actions — all the more valuable and successful. For your reference, a visual flowchart displays the timing of the complete workflow sequence.

For workflow sequences that include scheduled reminders for customers to take action, the new Smart Stop feature halts remaining actions in the workflow once a prospect has replied via text message. 

Expanded Lead Import Capabilities for Sales Center

If your agency counts on lead lists to grow the business, it’s important to get as much of the prospect’s information into the system as possible. We have expanded EZLynx Sales Center import capabilities to include the following data fields:

• LOB

• Prior Carrier

• X-Date

These fields will prefill to each lead in the Prospecting screen and carry through when creating Opportunities from these leads.

Dynamic Sender Options for Email Campaigns

Email campaigns are a valuable way to send personalized messages while leveraging automation to save time across your entire agency.

Your email campaigns can now dynamically autofill the “From” line with the client’s Assigned Producer or Assigned CSR. With these new options, your insureds will immediately recognize the email as being from someone they are already accustomed to working with, making them much more likely to open it.

New Personalization Tags for Email Campaigns

Personalization tags are the method used to dynamically autofill customer-specific content into campaign emails.

To make your agency’s email communications even more tailored, relevant, and engaging for insureds, we're adding personalization tags for the following client contact types:

• Co-applicant

• Secondary Contact (CL accounts)

The New EZLynx Sales Center

The reimagined EZLynx Sales Center strengthens and streamlines your sales pipeline to close more business. Efficiency gains and expanded customization options mean a faster path to revenue for your agency.

• The new card-based interface promotes more focused, intuitive workflows. With “drag-and-drop” functionality, you can advance opportunities through the pipeline with ease. There is also an enhanced table view for agents who prefer this working style.
• Producers can tailor visible data, including some new fields, to better target their sales efforts.
• The sales stages have been streamlined with fewer status options, color coding, and updated terminology that better fits the way producers sell.
• Because no lead should ever go to waste, the handling of “not closed” opportunities has also been improved. There’s now a distinct area to retain these opportunities for future follow up (as their X-dates approach) without clogging today’s active sales pipeline.

Bulk Commercial Submissions

From EZLynx Submission Center™, you can manually submit to multiple carriers in a single step, eliminating the need to submit to each carrier one at a time. Easily compose your submissions by selecting carriers and their relevant lines of business, underwriters, and documents in a single step.

Where beneficial, you still have the option to individualize emails to the underwriters.

The new Bulk Submissions feature saves time, simplifies your commercial lines process, reduces errors from manual rekeying, and drives submission outcome consistency.

Copy Master Certificates

We’ve reimagined master certificate workflows by eliminating the need to create from scratch a new master certificate with each policy update. Instead, there are new streamlined, intelligent processes that leverage the information found in the existing master certificate.

When there are policy changes or when changes need to be made to the Master Remarks, a new Copy Master action allows you to duplicate the information on the existing Master Certificate. From there, you can update just the necessary information.

This new way of managing master certificates saves time, reduces errors, retains more context throughout the life cycle of master certificates, and helps your agency service insureds faster and more effectively.

Early Access to the New EZLynx Reporting

Exciting things are on the horizon for EZLynx® Reporting & Analytics! We’ve been investing in new technology and working to develop the next generation of reporting to meet the growing needs of our customers.

We unveiled these new capabilities to customers at Applied Net 2023, and we’re very pleased to announce that early access is now being provided to all agencies. During the early access period, both the old and new reporting modules will be available. You will not lose access to the reports you already count on today.

What does this mean for your agency?

• Accurate, dependable data through a secure and scalable data repository
• A single source of truth for your agency's data refreshed nearly in real time (≈30 minutes)
• A highly accessible, fast, and easy-to-use interface to view and extract data with improved exports and scheduling
• A combination of pre-built dashboards and reports, as well as the flexibility to customize as needed

To find these new reports, click the Reporting icon in EZLynx as you normally would and look for the new “Reports 5.0 Beta” section. Please take the opportunity to explore – we think you’ll immediately see the value!

Premium Financing Workflow Enhancements

The existing premium financing workflow, built into EZLynx Submission Center™, is now even easier to take advantage of for closing commercial lines business. We’ve streamlined the entry process, including the option to copy General Agency and Writing Company information across all lines of business.

When General Agency and Writing Company have been entered once, agents now have the option to prefill this information across all LOBs.

Sequenced Communication in Automation Center

When communication is well-orchestrated, recipients are more likely to engage and respond. For example, when you space out customer communication elements, you make them more digestible and actionable for the audience.

The steps in an EZLynx Automation Center™ workflow can now be scheduled to execute across timed intervals, instead of all at once. These sequenced communications will make your automated customer touchpoints even more valuable and successful.

This feature can also be used to automate reminders for agents to follow up when customers do not respond after a set period of time, ensuring better results and involving agents only when it is necessary.

For clarity, a visual flowchart displays the timing of the complete workflow sequence. Your staff will enjoy all the time-saving benefits of agency automation, now with even more control.

Automation Trigger for Checklists

With the new Checklist Completion trigger inside EZLynx Automation Center, you can automate actions like task assignments or consumer notifications upon the completion of a checklist. This is particularly useful when pieces of an overall process are assigned to different staff members.

Ensure important tasks happen without delay, saving your agency time, keeping you organized, and reducing your E&O exposure.

Prioritizing Business Classification for CL Applicants

Selecting the right NAICS when classifying a business can be the difference between getting a quote or being declined. Business classification lookup is now the first step in the Commercial Applicant creation process, so you can be confident you’ve selected the correct class. You’ll save time, have more accurate reporting, and improve your commercial submission outcomes.

This business classification is powered by Ask Kodiak.

Underwriting Workflow Enhancements for Alliance Partners

We continue to improve the underwriting messaging workflow alliance partners and their member agencies count on to be productive and efficient every day.

• Drag-and-drop functionality is included within the underwriting messaging workflow, making it much easier to organize and manage files.
• DL# and VIN# information entered on the underwriting request screen now sync back to the Auto application, eliminating the need for duplicate entry.
• The assigned underwriter is now a required field in the system, ensuring ownership throughout the entire request.

Policy Sync for Personal Package Policies

Policy Sync is now available for personal package policies. This is a long-time feature of EZLynx Management System, giving you the ability to update a rating application from current policy information at renewal time for fast requoting.

When remarketing auto and home lines of business, you can quickly cross-check and update information from the policy in force to the application, ensuring more reliable and accurate data. The same time savings you were already enjoying with Policy Sync for individual home and auto applications, you can now count on for personal package policies.

Agency Insights™ Integration with Automation Center

Agency Insights for EZLynx Sales Center automatically generates potential prospects from your quote data and book of business, giving you the information needed to recapture, win, and cross-sell opportunities before the X-Date.

With this release, as Agency Insights identifies leads, you can now leverage EZLynx Automation Center to contact the prospect and kick off the sales process. This eliminates manual steps and jumps on the opportunities faster.​

The integration of Agency Insights with Automation Center increases the number, velocity, quality and success of your cross-sell and upsell opportunities.​

With Agency Insights for EZLynx Sales Center, you were already waking up to automated leads. Now you’re waking up to automated opportunities in progress!

Agency Branding Customization for Client Center

A strong, cohesive brand identity sets your agency apart in a crowded marketplace. Now, you can provide a more consistent branding experience between your agency’s website and customer portal.

With this update, you can customize EZLynx Client Center with brand elements like logos and preferred color themes. Additionally, agency-specific welcome messages will help you elevate and reinforce your value proposition with visitors. You can even include video links to further reflect your agency’s character.

Template Manager for Proposals and Summaries of Insurance

Proposals and Summaries of Insurance are documents you generate and distribute to clients in high volume. With a template manager, these documents can be customized (once) to reflect your branding and messaging, and then generated accurately and repeatedly (over and over).

A template manager greatly improves the efficiency and consistency of generating Proposals and Summaries of Insurance. You’ll also be confident these documents will correctly reflect your agency’s branding and messaging the same way every time.

EZLynx for Gmail

The EZLynx for Gmail add-on creates a bridge between EZLynx and your inbox. Emails are automatically matched to applicants or can be searched for and associated manually. From there, you can mark actionable items, add notes and reminders, and even manage tasks — all from within Gmail.

Email attachments can be easily uploaded and attached to the proper record in EZLynx. If the email has embedded images (e.g., a logo in an email signature), the add-on will automatically recognize those images as embedded and not import them. With email threads and attachments stored to the applicant's account, you’ll always have a current history of communication.

Drive customer engagement from a single, familiar platform and eliminate the need to switch back and forth between EZLynx and Gmail. Download EZLynx for Gmail in the Google Workspace Marketplace today.

Underwriting Workflow Enhancements for Alliance Partners

With this release, we’ve simplified the underwriting messaging workflow, making it more straightforward to navigate. We’ve also added additional data fields, so that agents and underwriters alike will be better informed.

At the point of binding, we’ve expanded EZLynx underwriting messaging to support the addition of personal lines policies, outside of just those being quoted through EZLynx Rating Engine. Whether you are an Alliance Partner or a member agency, you can now enjoy the benefits of streamlined binding inside EZLynx, without being limited to just business that has been quoted through EZLynx Rating Engine.

Underwriters will be able to respond to agencies more quickly and effectively, and with more meaningful data, which means insureds will get their policies in force faster.

Insured Login to Client Center via Google Account

Your clients can now use their Google Account credentials to access your agency’s customer portal quickly and securely. This new Sign in with Google option for EZLynx Client Center uses the same login process that so many of your clients already know and trust.

Online customer self-service has never been easier!

Note: The Google account (email address) needs to be associated with the insured in EZLynx.