What’s New in EZLynx 4.18.06

Highlights

  • Policy Management Updates
    • Enhanced Download Matching Logic
    • (Beta) Edit Downloaded Policy Transactions
    • Maintain Version History to Track Changes
    • Restore Original Carrier Download at any Point in Time
    • Ability to Compare Versions for each Transaction
    • Automatically Sync the User Edits with the Download from the Carrier
    • Automatic Confirmation of Change Requests via Auto Sync
    • Manual Confirmation of Change Request
    • Add Policy Association to Saved Notes, Tasks, Emails, and Texts
    • Update Policy Association on Existing Notes, Tasks, Emails, and Texts
    • Defaulting Policy Associations on Future Notes Added to the Same Discussion
    • Additional Claims Types
  • What’s New with Document Management?
    • Bulk Actions
    • Move To
    • (Client Center) Share & Remove Share – For One or Multiple Documents
    • Delete
  • Rating Engine – State Regulation Changes
    • Update to Indiana Auto Coverage for July 18th State Regulation Changes
    • Update to Nevada Auto Coverage for July 18th State Regulation Changes
    • Update to Maryland Auto Coverage for July 18th State Regulation Changes
  • Underwriting Request Enhancements
    • Enhanced Visibility of Total Number of Underwriting Requests
    • Quote Proposal attached automatically to UW Requests
    • Date/Time Filter to Retrieve Underwriting Messages
    • New Status Option – In Progress
  • EZLynx for Outlook Enhancements
    • General UI Update
    • Create Sticky Notes
    • Filtered Images & Preview Attachments
    • Save to a folder
    • Create a New Task or Attach to Existing Task
    • Add Reminders
    • Workspace Enhanced
    • Add Labels
    • Associate to Policy update
    • Options menu re-design
    • Bug Fix – EZLynx for Outlook Installed on more than one Computer with same Account
  • What’s New in EZLynx Reporting
    • Active Customers with Email Detail Report
    • Prospects with Email Detail Report
    • MVP Customer Detail Report
    • (BETA) Read Only User
    • Embedded Reporting Feedback
    • Report Updates
  • (Coming Soon) EZLynx Accounting Updates
    • Incorrect Amount Displaying on Checks for Added Line Items
    • Finance Company’s Address Will Now Appear on Invoices
    • Updated Invoice Type Based on Financing Amount
    • Updated How Invoices Appear in Statements Based on As of Date Posting
    • Updated Receipts included in Finalized Deposits
    • Now Able to Bill Pending Transactions
    • Automatic QuickBooks Online Authorization
  • EZLynx Sales Center Now Integrates with Automation Center
    • Quick Introduction to Automation Center
    • New Sales Center Status Templates for Automation Center
    • Let’s review each of the new templates
    • Possible workflow actions

Policy Management Updates

EZLynx has made many new enhancements to make policy processing easier for all agents.

Enhanced Download Matching Logic

We are excited to announce a new enhancement to our policy download matching process. We believe EZLynx has the industry’s best success rate for matching policy downloads from carriers to your respective customer accounts in the EZLynx management system. With this release, EZLynx has expanded its policy download matching logic to now leverage unique phone number information in personal applicant accounts. We will also be rolling this out for commercial applicants shortly.

To take advantage of this enhancement, we encourage you to enter the customer contact information as much as possible. We only match if the phone number is a unique match for only one applicant to prevent mismatches. We match on any phone number type to make sure your records stay as accurate as possible.

(Beta) Edit Downloaded Policy Transactions

EZLynx has a new feature called Edit Downloaded Transactions. With this feature, users with permission can supplement information in policy downloads sent from the carrier. Currently, users cannot change the information downloaded by the carrier, but will be able to add to it. EZLynx now automatically syncs the information added by the user with subsequent downloaded transactions. Another exciting aspect is that EZLynx maintains each version of the edited policy as a history, including the ability to restore a version at any point in time.

In our last release, this feature was only available for Commercial Auto, but now can be used for these additional lines of business: Commercial Property, General Liability, Business Owners Policy, Commercial Umbrella, Homeowners, Dwelling Fire, Personal Auto, Inland Marine, Workers Comp and Crime. Users can fill in missing information for vehicles, drivers, coverages, additional interests, and more!

Maintain Version History to Track Changes

EZLynx maintains a version for each transaction level when edited. When a user edits a manual or downloaded transaction, EZLynx saves a version containing the user and changes they made with a timestamp. Each version is located under the policy’s History page after clicking the blue policy Details link from the applicant’s Overview screen.

Once on the policy History page, locate the blue clock icon to the far right of each edited transaction, and click to open the Version panel.

Restore Original Carrier Download at any Point in Time

For downloaded transactions, the original downloaded transaction from the carrier remains untouched. Any subsequent changes are saved as a version, and that version becomes the latest transaction image used to pre-fill ACORD forms or run reports, etc…

Users will be able to restore any of the versions as the latest version for a transaction. For example, if a user makes five revisions, then they can restore the original version as the latest image. Once the original version is restored, EZLynx applies the original details to the policy transaction.

Ability to Compare Versions for each Transaction

You will be also able to compare the versions for a policy transaction. This will help you to understand the differences between two policy versions

Automatically Sync the User Edits with the Download from the Carrier

Once a policy transaction is edited, each subsequent download for that policy is automatically compared to the existing version. EZLynx will then carry forward all supplemented data to the new download. Users can view a system generated version for the new download.

EZLynx has noticed that our users manually add a lot of valuable information in manual policies converted from manual applications. Many times, this data is not included in the download, so this new process allows users to preserve all their manually entered underwriting information. Next, the system deletes the manually entered new business transaction and retains the auto-merged version. To view the manually entered new business transaction, click Show Deleted Transactions at the top of the policy History screen.

Automatic Confirmation of Change Requests via Auto Sync

We are also introducing the ability to automatically confirm policy change requests leveraging Auto Sync. After a user creates a policy change request and EZLynx receives the policy change download from the carrier, the system automatically compares the change request with the new policy change download. If there are no differences, EZLynx automatically confirms the change request, and attaches it as a version of the policy change download.

Manual Confirmation of Change Request

Users can still confirm the change request manually, using policy Compare. If everything is correct on the download, simply click Confirm, and EZLynx attaches it as a version of the policy change download.

Add Policy Association to Saved Notes, Tasks, Emails, and Texts

We are excited to announce new enhancements to the Agency Workspace that improves your agency’s productivity and organization. This release allows users to associate notes, tasks, emails, and text messages to policies in EZLynx at any time, rather than just when the note is added. Additionally, these policy related activities transfer seamlessly if a user moves the policy to another applicant account.

Most users are familiar with the ability to associate a Note/Task to a policy when adding a new note. Now, if the user forgets to associate the Note/Task to a policy at the time of creation, then users can add a policy association afterward to any existing Note, Task, Email, or Text activity. To access the new functionality, simply navigate to an applicant’s Activity page. Once there, there are two viewing options: discussion or timeline view.

If set to discussion view:

  • Expand the discussion, and locate the edit options to the right of the activity.
  • For each item, there is now an Associate to Policy icon.
  • Click to see a drop down appear with the available policies to select.
  • Select from both active and inactive policies.
  • After the policy is associated, it appears on the activity line.
  • Users can also perform this new action from the Agency Activity & Agency Tasks pages, Sales Center Activity Tabs, and Retention Center Activity Tab.

If set to timeline view:

  • Like discussion view, locate the edit options to the right of an activity.
  • Each item has an Associate to Policy icon.
  • Click to select from active or inactive policies.
  • The changes are saved automatically.

For both views, once the policy is associated, the policy data remains with the activity. If the policy is later moved, then the associated activities will move with the policy.

Please note: this functionality is not available for eSignature activities. This is due to E&O concerns related to moving polices and have the associated activities and their applicable documents move as well.

Update Policy Association on Existing Notes, Tasks, Emails, and Texts

In addition to being able to add a policy association to an existing Note, Task, Email or Text activity, users are now able to update the policy associations they previously made. Like associating a policy to an existing activity, locate the activity you would like to update and simply change the policy association. This functionality is useful for correcting activities with the wrong policy association.

Defaulting Policy Associations on Future Notes Added to the Same Discussion

In this release, there is a new logic that automatically associates the policy to subsequent notes added to the discussion. If needed, the user can still change the association on any note added to the discussion. This logic also applies to other activities, such as text messages and emails. Once a user associates a text message or email with a policy and then adds a note, this note is automatically associated to the same policy the text message or email was associated to. To remove the defaulted association, simply click the policy folder icon in the workspace as normal.

We hope you enjoy these new enhancements. At EZLynx, we strive to enhance our product to make your life easier. We have a lot a great new functionality on the horizon for the Agency Workspace, so stay tuned for that!

General Bug Fix

With this release we also fixed the following bugs in the workspace:

  1. You can now remove yourself as a watcher from a discussion without the system adding you back when you save the note.
  2. You can delete a label and then add it back without a system error.

Additional Claims Types

There are now additional Claim Types for agents to select when adding a claim. Locate these additional types while creating the claim from any applicant’s Overview screen or from the Claims page after clicking the blue policy Details link from the Policies grid.

  • Rental Income
  • Work Comp – FNOL
  • Water Damage
  • Watercraft – Hull Damage
  • Watercraft – Med Pay
  • Bodily Injury
  • Bond
  • Umbrella
  • Collision – Not at Fault

What’s New with Document Management?

Organizing customer documents can be a tedious task, so to help streamline user productivity we have made some fantastic updates. Users can now perform bulk actions with documents! With this new functionality, we also updated the process to share documents.

Bulk Actions

There are new checkboxes on the left of supported document types. Select at least one document to enable the new bulk Actions button, indicated by blue, at the top right of the screen. When no documents are selected, the Actions button is disabled, indicated by gray.

Once the Actions button turns blue, users have multiple options including, move to, share, remove share & delete.

Move To

Click the Actions button, and select Move To. This will feel familiar to the previous workflow, except that users can move multiple documents at once.

Users can select the folder to move the documents to. Click Move, and the selected documents are relocated to their new folder. EZLynx tracks this activity from the System Log tab under the applicant’s Activity page. Optionally, users can select folders to move, if desired.

(Client Center) Share & Remove Share – For One or Multiple Documents

We have replaced the prior Share checkbox that enabled users to share a document to Client Center. There are two methods to share now, multiple documents at once, or one at a time.

To share/remove share one document at a time:

  • Click the blue Actions link to the right of the document.
    • If a document has not already been Shared, then the Share option is available.
    • If the document has already been shared, then select from Remove Share or Send Shared Document Notification.
      • The Send Shared Document Notification pop-up appears.
      • Select Delivery Method
        • Email
        • Text (for agencies with Text Messaging)
      • Choose the email address or number, and Send.
      • Once shared, a green checkmark appears under the Share column.

To share/remove share in bulk:

      • Select at least one document, and click blue Actions button.
        • If document is not already shared, select Share.
          • When multiple documents are shared at once, the Send Shared Document Notification pop-up appears.
          • Select Delivery Method
          • Email
          • Text (for agencies with Text Messaging)
          • Choose the email address or number, and Send.
          • Once shared, a green checkmark appears to the right under the Share column.
          • If documents have already been shared, then select Remove Share.

Delete

 

Users now have the option to select multiple documents and delete them at once. A confirm choice window pops up to ensure nothing is removed accidentally. Folders cannot be deleted if any documents are stored within it. This prevents users from removing documents without intending to delete them. To remove a folder, users should first move or delete the documents stored within it.

Rating Engine – State Regulation Changes

Due to upcoming July regulations in several states, we added changes to our rating screens. These enhancements are for the states of Indiana, Nevada, and Maryland.

Update to Indiana Auto Coverage for July 18th State Regulation Changes

Effective July 18th for Indiana auto quotes, the new state minimum for liability coverage will be 25/50/25. This will be reflected for all quotes with an effective date on or after July 18th.

Additionally, a new state regulation no longer supports 10,000 and 15,000 as values for General Coverage Property damage. For this reason, these values are unavailable for auto quotes with effective dates on or after July 18th.

Update to Nevada Auto Coverage for July 18th State Regulation Changes

Effective July 18th for Nevada auto quotes, the new state minimum for liability coverage is being updated to 25/50/20. This applies to any auto quote with an effective date on or after July 18th.

Per new state regulations effective July 18th, 15/30 and 25/25 are no longer supported for Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs. Also, 10,000 and 15,000 are not available values for General Coverage Property damage for auto quotes.

Auto Property Damage has a new value to select: 20,000. This value is available on Auto quotes with effective dates on or after July 18th.

Update to Maryland Auto Coverage for July 18th State Regulation Changes

Finally, we added a new field to utilize for Maryland auto quotes. There is a new optional coverage value – EUIM (enhanced under insured motorist). This new option only appears in the State Specific Coverage – MD section if the same coverage amounts are entered for BI and UM.

Users can answer Yes or No for the EUIM coverage. This enhancement applies to quotes with effective dates on or after July 18th.

Underwriting Request Enhancements

EZLynx is excited to announce enhancements to underwriting messages. This release provides better visibility of the total number of underwriting requests. Additionally, EZLynx automatically provides the quote proposal from branch agents if provided by the carrier. There is also a new date/time filter to retrieve requests received during different time intervals.

Enhanced Visibility of Total Number of Underwriting Requests

From the Underwriting Requests page, users can now see the total number of requests at the top of the messages list.

Quote Proposal attached automatically to UW Requests

We believe this feature gives admins or underwriters greater insight for the underwriting request. Once a branch agent submits an underwriting request, EZLynx automatically attaches the Quote Proposal associated with the quote in the underwriting message.

Date/Time Filter to Retrieve Underwriting Messages

In addition to date filters, users can also retrieve requests based on different time periods, including:

  • Last 24 hours
  • Last 48 hours
  • Last 72 hours
  • Last 7 Days

New Status Option – In Progress

There is a new status option, In Progress, available from the Change Status dropdown. Use this status to let other users know that the request is currently being reviewed.

EZLynx for Outlook Enhancements

Based on agents’ requests for improvements to the outlook plugin, we have endeavored to make the outlook plugin experience similar to the agency workspace.

General UI Update

In addition to the new functionality, the overall appearance of the plugin has been upgraded to make the process more intuitive & to reduce bulk. The attachments and tasks have been moved to the bottom of the Save Activity window to better integrate it with the other action tabs now available.

Create Sticky Notes

Users can now quickly create a sticky note when saving an activity from Outlook. There is a new small sticky note icon next to the Discussion Title field. It appears gray when not in use and blue when selected to make a sticky note like it does in the agency workspace. When the icon is blue, any text in the Notes field will be added as a sticky note to the applicant’s Overview screen.

Filtered Images & Preview Attachments

Agents made us aware that many unwanted images, like signatures, are saved with the email and it was making the documents page cluttered. We have responded with two solutions.

The first solution we made is to filter or hide the embedded images in the email. Embedded images are visible within the email body, rather than a separate attachment. The most common types of embedded images are signature icons & headshots. After researching, it appears the vast majority of images that agents want to save are attached rather than embedded. This can be configured by each user’s preference, from the Options menu. By default, it will be enabled to hide or filter embedded images.

Agents can still choose to display these images, if needed by checking Display embedded images. Once displayed, preview the images and check those to save.

Another solution is the new option to preview the files available to attach. Check this box to display each file to the right, and decide whether to save it with the activity or not. To remove an attachment, simply uncheck its box.

Save to a folder

When saving attachments, users can now choose whether to save to a folder. This keeps the applicant’s document library better organized. Check the box, and a folder selection pop-up appears. Only one folder can be selected, but there is a drill down feature to locate folders within folders. Once chosen, any attachments in the email will be saved to that destination.

Create a New Task or Attach to Existing Task

One of the most requested features was the ability to close or complete an existing task. This is now available under the task tab, indicated by the clipboard and checkmark. By default, when a user opens the Task tab, Add a task will be checked to create a new task. If necessary, simply uncheck the box. Or, choose to attach to an existing task, and a pop-up appears with all tasks associated with the applicant. The task name, a color-coded status, discussion title, due date and the task’s assigned user can be seen. Select the applicable task to populate the data & update.

Close the task by changing the status to Complete. Users can also update the due date or assignee. There is also a filter to choose between open or completed tasks. Re-open tasks as desired! Use the task description on the right to remember task details when the task was created.

Add Reminders

In an effort to mimic the agency workspace, users can also create & manage reminders for tasks using EZLynx for Outlook. Below the task is an option to add or remove a reminder. Reminders will be displayed if already associated with the selected task. Optionally, add multiple reminders & specify the method as Email, Notification or Text (for agencies with EZLynx Text Messaging).

Workspace Enhanced

Agencies with Workspace Enhanced can now set the task as Important and add a Time Due as well.

Add Labels

Traditionally when an email/activity was saved using EZLynx for Outlook, only one Label was used; Email received or Email sent, depending on the activity type. We understand how useful labels can be for locating important information quickly, so now agents can add or remove labels from the Label screen, under the gift tag icon.

Here all the agency’s system and custom labels are displayed. Simply select the desired labels, and they will be saved with the activity.

Associate to Policy update

We have moved the policy association under the policy folder icon. To manage, click the policy tab & all policies for the applicant will be displayed. Next, select the policy to associate the email with.

Options menu re-design

We made some changes to the options menu to make it easier to understand. There are text changes, and we reordered the options for intuitive navigation.

Bug Fix – EZLynx for Outlook Installed on more than one Computer with same Account

Previously, users with EZLynx for Outlook installed on a work and home computer experienced issues with an influx of Save Activity requests when transitioning from one computer to the other.

We have implemented 2 solutions to resolve this issue. First, we’ve updated the plugin to check the time the emails were sent compared to the current time. If the email wasn’t sent within the last two minutes, the pop-up won’t appear. Second, we’ve added a time out that will close the pop-up after 5 minutes.

What’s New in EZLynx Reporting

We have been working towards updating the Reporting product. With this release we have created new reports, added highly requested features and have implemented some minor updates to our existing reports

Active Customers with Email Detail Report

The report contains a list of all active customers available to your EZLynx account with an active email address so that you can easily create email campaigns. You can filter the data on the Assigned agent and branch selections.

Prospects with Email Detail Report

The report contains a list of all prospects available to your EZLynx account with an active email address enabling you to create email campaigns. You can slice your data on the Assigned agent and branch selections.

MVP Customer Detail Report

The report will give you all the current details for your MVP customers by Commission or Premium totals over the past 365 days. Filter your data on assigned Agent, branch, producer and policy type.

(BETA) Read Only User

We have a new reporting Read Only User Permission that allows the selected users to view only the reports shared with them without being able to modify or export the content. Contact [email protected] to get this set up for your agency!

The screenshot at right is the view for a report, shared with a Read Only User. As shown, the user doesn’t have access to the filter panel on the left. This restricts his/her ability to modify the contents of the shared report.

Embedded Reporting Feedback

With this release, all EZLynx reports give users the capability to let us know their thoughts about that report. This includes an icon to like/unlike and provide suggestions on how we can enhance the usability of the report. Click on the highlighted icon as shown to the right to submit your comments!

Report Updates

  • Cross Sell Detail Report – After numerous requests, we have added the Next Policy Expiration Date so that users can easily see, for the applicable applicant, when their next policy is set to expire.
  • Age Detail Report – Users can now filter using Birth Month and Birth Date in the Age Detail Report.
  • Policy Expiration Detail Report – Ability to slice this data using Billing Type.
  • Commission Grouping Report – We added a Department Name column to help filter the data using Departments.
  • Update – Users with access to the reports scheduler can now save 25 recurring reports per Organization instead of 5 per user.

(Coming Soon) EZLynx Accounting Updates

We have been hard at work updating the system and functionality. With this release, you will notice some highly requested fixes that will improve your overall experience in EZLynx Accounting.

Incorrect Amount Displaying on Checks for Added Line Items

Previously, when a user added expenses to checks in EZLynx Accounting, the line items displayed as $0. The posting amounts were correct; however, the display in the system was not. We have corrected this issue, and now users can see the correct line item posting for the expenses added to checks in Accounting.

Finance Company’s Address Will Now Appear on Invoices

When users create a finance invoice, paid to the agency, the finance invoice should have the finance company’s address, but this field has been blank. We have corrected our system error and agents can now see the expected company’s address in the top left corner.

Updated Invoice Type Based on Financing Amount

Agents might have experienced an issue where they were unable to open financed invoices because the financed amount was $0. We have corrected this problem, so that if users create a finance invoice and the financed amount is $0, then EZLynx Accounting will change the invoice type to Single.

Updated How Invoices Appear in Statements Based on As of Date Posting

We have updated how postings appear on your customer’s statements. With this release, customer statements will not include postings with effective dates in the future. You will still see the future effective postings in the current balance, the current due and total due for the customer.

Updated Receipts included in Finalized Deposits

Previously, EZLynx Accounting allowed users to reverse receipts that were part of finalized deposits. From a general accounting standpoint, this can cause balancing issues and is generally not an acceptable accounting practice. Now, when users attempt to reverse a receipt, the system checks to see if the receipt is part of a finalized deposit. If the receipt is associated to a finalized deposit, then agents will receive this error: The receipt cannot be reversed if it is in a finalized deposit. To resolve, a user should reverse the deposit, then reverse the receipt. Once the receipt is correct, the user should re-create the deposit for correct balancing later.

Now Able to Bill Pending Transactions

We have resolved an issue, and users are now able to bill pending transactions. Access the Pending Billing Transactions from the applicant’s Invoices tab or from the Pending Transactions tab in the EZLynx Accounting Billing area.

Automatic QuickBooks Online Authorization

Occasionally, an agency’s QuickBooks Online connection would fail in EZLynx Accounting. This required users to disconnect and then reconnect to the QuickBooks Online instance in EZLynx. We have adjusted our credential authorization service and fixed the refreshing credential issue.

We hope these enhancements improve your EZLynx Accounting experience and look forward to delivering more improvements with our next release.

EZLynx Sales Center Now Integrates with Automation Center

We are excited to announce even more great enhancements for Sales Center. We are introducing new Automation Center events for Sales Center. For those of you familiar with Automation Center, we have added 5 new workflow templates; one for each step of the Sales Center.

Quick Introduction to Automation Center

For those of you who are not familiar with Automation Center, this is an area in the EZLynx platform where you can create automated events to take place when specific events are triggered in the system. For example, when a new policy is added to a customer, you might want to have an automated action create a task for the applicant’s assigned user to review the policy. You might also want the system to generate an automated email to the customer thanking them for joining your agency.

For agencies with Automation Center, all users will see a new workflow icon in the Workspace. This will show any active workflows for the applicant, and a history of workflows previously run for the applicant. For Automation Center admin users, there is a new Settings option to configure workflows. With Automation Center, we provide you with prebuilt templates from which you can determine what actions you would like to happen when the template’s predefined event takes place in EZLynx. For this Automation Center release, we have some great fixes coming out that were reported during our beta period. This is just a quick high-level overview of Automation Center. If you are interested in learning more, please click the links below for more details.

Click here to request a demo with your EZLynx Sales Representative.

New Sales Center Status Templates for Automation Center

If those familiar with Automation Center, then the new Sales Center templates are a welcome addition. To access this great new functionality:

  • Hover over the Settings icon.
  • Select Automation Center, and navigate to the Configuration tab.
  • Click on the green box, New Workflow from Template, to launch the Select Template window.
  • Towards the bottom of the template list, locate the new Sales Center automation templates.
  • Each template is triggered when a user moves an opportunity from one sales pipeline column to another.
  • When the triggered event takes place, agents can select which automation action to happen in EZLynx.

At this time, Opportunities edited from the workspace will not trigger the Automation Center rules correctly. We are working to resolve this issue as soon as possible. Thank you for your patience.

Let’s review each of the new templates:

  • Sales Center – Interview Status – This workflow is triggered when an Sales Center opportunity is moved to the Interview column.
  • Sales Center – Pricing Status – This workflow is triggered when an opportunity moves to the Pricing column.
  • Sales Center – Presentation Status – This workflow is triggered when an opportunity in Sales Center is moved to the Presentation column.
  • Sales Center Decision Status – This workflow is triggered when an opportunity in Sales Center is moved to the Decision column.
  • Sales Center – Fulfillment Status – This workflow is triggered when an opportunity in Sales Center is moved to the Fulfillment column.

Possible actions for the above workflows include:

In automation center users can execute 2 actions when an event is triggered in the system.

  • Create Note/Task
  • Send Email (this will send the email to the associated applicant)

We have made a minor adjustment to the Create Note/Task action in Automation Center to accommodate the new Sales Center templates.

When using a new Sales Center template, there is a new option to create the task for the Assigned Producer on the opportunity. This ensures that producers are up-to-date and executing the correct agency processes depending on how each agency handles opportunity movement in Sales Center. This new option for the Create Note/Task action in Automation Center is only available on Sales Center templates.

If there is no producer assigned to the opportunity and there is no default producer for the agency, then the automated action to create the task will fail and the task will not be created. To avoid this issue, we always recommend making sure your agency’s Sales Center has a default producer set in the Sales Center Settings area. Agents can still assign the task to the applicant’s Assigned User or a Specific User in the agency. Also, the ability to generate an automated email remains the same, and if this action is enabled for the agency’s Sales Center workflow, then it will send an email to the applicant associated with the opportunity.

 

What’s New in EZLynx 4.18.03

Highlights:

  • New! EZLynx Rating (Beta)
    • Actions Menu to Manage Risk Information Controls
    • Convert Risk Information into Manual Policies
    • Quote with Carriers who Use an Assumed Score
    • Ability to Set User Preferences
  • New! Edit Policy Downloads (Beta)
    • Supplement Information in the Policy Download
    • Automatically Sync User Edits with the Download
    • Maintain Version History
    • Option to Restore Original Carrier Download at Any Point in Time
    • Use Policy Compare to Review Both Versions of Each Transaction
    • Automatic or Manual Confirmation of Change Requests
  • Policy History (Beta)
    • Update Policy Download Transaction Order
    • View Sub LOB Column
  • New! Package Policy Forms (Beta)
    • Forms Grouped by Category: Policy Service, Proof of Insurance, and Applications
    • Certificates Workflow Now Supports Package Policies
    • Claims Forms Available
  • Commercial Policy Entry
    • Enhancements for Small Farm & Ranch Commercial Policy Entry
  • Import Commission Statements Enhancement (Beta)
    • Step by Step Wizard Makes the Import Easier than Ever
    • Commission Statement Enhancements
      • Commissions Menu
      • Commission Statements page
      • Export
      • Edit Columns
      • Bulk Finalize Commission Statements
  • eSignature
    • EZLynx Updates the Organization & User Information and Status in AssureSign
    • Resend Expired and Cancelled Envelopes
    • Activity is Now Stored for eSignature Email Bodies
  • Sales Center
    • Now available to agencies with branches

The Risk Info for Quoting grid gets rid of clutter with a new actions menu. Further, we have streamlined the process to create manual policies using information from the Risk Info for Quoting data already in the EZLynx Rater.

Actions Menu to Manage Risk Information Controls

To organize the Risk Info controls, we have added an Actions menu. In addition to reducing clutter, it provides an intuitive way to view and interact with every available option for your risk information.

Convert Risk Information into Manual Policies

Using the EZLynx Rater, you have already entered most of the information needed to create a policy. Now you can simply go to the Line of Business in the Risk Info section and convert the information directly into a manual policy; there’s no need for double entry.

Select Convert To Policy, and enter the policy information.

 

Click Add & Edit Policy, and you will be directed to that policy’s manual entry screens.

From here you will find the policy is pre-populated with the data from the risk application you converted.

Quote with Carriers who Use an Assumed Score

EZLynx now highlights the carriers who use an assumed score in our rating platform. There are no changes to the quoting process. Users will simply see a new tab called Results with Assumed Score on the quote results page.

In the Primary Results section, our system will display the quote results from carriers who use a true credit score. Switch from the Primary Results to the Results with Assumed Score tabs to see quote results from carriers who don’t use a true credit score.

Ability to Set User Preferences

By default, our system categorizes the results as Primary Results and Results with Assumed Score. However, each user can set their preferences on how the quote results are displayed.

To Update Display Preferences:

  • Hover over the Settings icon, and select EZLynx Preferences.
  • At Show All Quotes in One Section, select Yes or No.
  • Select Yes to display the quotes from all carriers in one section.
  • Select No to separate the quotes based on the respective carrier category.

Supplement Information in the Policy Download

Users are now able to supplement information in policy downloads from carrier. Users are not able to change the information the carrier downloads, but can supplement them. EZLynx automatically syncs the additional information with all future downloaded transactions. Initially, this feature is available for only Auto Commercial policies. Stay tuned as we plan to extend this feature for all other lines.

For Commercial Auto policies, users can fill in missing information for vehicles, drivers, coverages, additional interest, and generic information for insureds.

 

Automatically Sync User Edits with the Download

When a new transaction downloads for a manually entered policy, our system automatically compares the two transactions (existing manual transaction vs. new download transaction) and carries forward your supplemented data to the new download.

You can view a system generated version for the new download.

This enables you to preserve all the underwriting information you added in your manual policy.

Workflow to Manage Synced Transactions:

  • First, a user enters a manual new business transaction.
  • The new business download arrives.
  • EZLynx automatically syncs all the policy information between the manual and download transactions.
  • A new version is created with the automatically merged data.
  • At this point, EZLynx deletes the manual new business transaction since there is an auto-merged version. You can still access the new business manual transaction by checking Show Deleted Transactions at the top right of the History page.

 

Maintain Version History

 

With this feature, our system will maintain versions at every transaction level. Once user edits a manual or downloaded transaction, system will save a version with the information of who edited it and when was it edited.

For downloaded transactions, the original downloaded transaction from the carrier will be left untouched and any subsequent changes made by the user will saved as a version and that version becomes the latest image of the transaction.

Option to Restore Original Carrier Download at Any Point in Time

At any time a user can restore any previous version as the current version for a transaction. Once you restore the original version, our system applies all the original version’s details to the policy transaction.

 

Use Policy Compare to Review Both Versions of Each Transaction

To easily understand the differences between two policy versions, EZLynx offers Policy Compare.

To use Policy Compare:

  •  Locate the applicant’s Policies grid from the Overview screen.
  • Click policy Actions link on right, and select Compare.
  • At Version 1, choose a transaction.
  • At Version 2, select a different transaction for the same policy.

Automatic or Manual Confirmation of Change Requests

We are also introducing the ability to automatically confirm change requests leveraging this new auto-sync process.

Process to Auto-sync Change Requests:

  • First, a user creates a change request for a downloaded policy.
  • Next, the carrier sends a policy change download.
  • EZLynx automatically compares the change request with the new policy change download.
    • If there are no differences between the two, we automatically confirm the change request.
      • The confirmed change request is attached as a version for the policy change download.
    • If we could not automatically confirm due to few minor differences, then the user has the option to manually confirm the change request.

Manual Confirmation of Change Requests:

  • A user must review the differences via Policy Compare.
  • Simply click Confirm for a change request.
    • EZLynx attaches that change request as a version for the policy change download.

Update Policy Download Transaction Order

This new feature gives a user the ability to re-sort the policy transaction history when a transaction is in the wrong order.

An Overview of Policy Download Transaction Order:

  • Several policy download transactions arrive at once.
  • Some transactions may be filed in the incorrect order.
    • For instance, a cancellation transaction and reinstatement transaction download on the same day. If placed out of order, the cancellation make the policy inactive when it should be active.
    • This release now allows a user to readjust the transaction order.

To Reprocess a Policy’s Download History:

  • The Applied Date must be the same for multiple policy download transactions.
  •  Then you will see a new button, Reorder History.
  • Important! Manual policies are excluded at this time.
  • When you click Reorder History, rows with the same Applied Date display a hamburger icon on the left.
  • To move a transaction:
  • Locate where it appears on the grid, then click and drag it to the correct position.
  • After placing all transactions in the correct order, click Save History.
    • A pop-up question appears when you replace an inactive, in-force transaction.
      • Select Yes, and the policy will become active.
      • Choose No, and the policy will become inactive.
      • Refresh the screen to see the new Policy History view.
    • Otherwise, EZLynx automatically maintains the policy status.
  • Please note: After saving your change, the policy is reprocessed, and the update should take a few seconds. Occasionally, however, depending on the size of the policy download transaction, it could take up to 24 hours to complete reprocessing.

 

View Sub LOB Column

EZLynx is now focused on more specific line of business mapping. For instance, a homeowner policy download can consist of a condo, renters, home or dwelling fire coverage. Another example is when a motorcycle policy downloads as a personal auto policy. In an effort to clarify the specific type of coverage, we added a SubLOB column to the Policies grid on the applicant Overview page. Update display preferences by clicking Edit Columns.

Additionally, a user can also view the SubLOB column from the Policy or Claims Transactions page and the Policy History or Policy Claims screens.

 

Forms Grouped by Category: Policy Service, Proof of Insurance, and Applications

EZLynx has updated the Forms link to include a shortened list of forms displayed by category to make it easier to locate a specific form quickly.

These categories are:

  • Policy Service
    • These forms are used to service the policy. The Policy Change Request form displays for commercial policies.
  • Proof of Insurance
    • Certificates according to the policy LOB, including personal and commercial ID Cards.
  • (Policies Grid) Applications
    • Instead of a long list of ACORD forms, now a user can access all ACORD forms associated with the policy under Applications.
  • (Applications Grid) Applications
    • This shortened forms list gives you access to Agency Forms, Agent/Broker Record of Change and Statement of No Loss.
  • View all forms redirects you to our ACORD library.

New Form Selection window

Simply click ACORD Applications, Agency Forms, or View All Forms to land on our new Form Selection screen.

  • Pre-Fill Info From
    • When chosen from a policy’s Forms link, the policy number will automatically display in the Pre-Fill Info From box.
    • To change, click the applicable drop-down to select another policy or an application.
  • ACORD Forms
    • Access the most current versions of ACORD forms.
    • Need a form with a different Version date? Then check the box Show Historical Versions.
    • Search by ACORD form number, name or version.
    • Filter by State, LOB, or Category.

  • Agency Forms
    • Access all Agency Forms templates.
    • Search for any form by name or document type.
    • Filter by the user who created the form.

  • Documents Library
    • Select from any documents already stored in the applicant’s Documents tab in EZLynx.
    • Search by document name or policy #.
    • Filter by document type or user who created the form.

  • Upload
    • Upload documents from your PC.
    • Drag-and-drop to upload for these form types: PDF, JPG, PNG or DOC.

  • Selected Documents
    • Click ACORD Applications to land on the Selected Documents tab.
    • Displays a list of documents matching the policy or application LOB.
    • Reorder the documents list two ways:
      • Use the hamburger icon to drag-and-drop.
      • Use the up or down arrows.
    • Click the trash can icon to remove a document from the list.
    • Click on any other tabs (ACORD Forms, Agency Forms, Document Library and Upload) at any time to add more documents to the Selected Documents tab.

Enhanced Forms Editor

Click Preview to open our new and improved Forms Editor.

  • Actions Menu
    • Find the Actions drop-down in the upper-right corner with more options.
  • eSignature
    • No need to save and leave the document and return to the Documents Library to distribute it! We added more ways to distribute the document, like eSignature, within the Forms Editor.
  • Add More Documents
    • Return to the Forms Selector to add a missed document(s) and/or reorder the documents.
  • Table of Contents
    • Notice a Table of Contents on the left.
    • Click any form name to review the form and make any changes.
    • The document appears with the applicant’s information in the middle window.
    • As a reminder, when one form is selected that is considered a subset of another, then EZLynx automatically adds that corresponding form (see image).

Certificates Workflow Now Supports Package Policies

When you create a master certificate, you can now select an applicable package policy from the Merge Policy list.

Claims Forms Available

From the Claims grid on the applicant Overview screen and the policy’s Claims tab, there is a new Forms link. The claims Forms link is available for downloaded claims or when you complete the manual entry screens, similar to manual and downloaded policies’ Forms link.

When generating a claims form, EZLynx automatically pre-fills the policy information.

Enhancements for Small Farm & Ranch Commercial Policy Entry

Small Farm & Ranch policies are intended for customers owning several acres of land with tax exemption benefits. EZLynx’s manual policy entry for Small Farm & Ranch provides most of what a user needs until Commercial Agriculture becomes a supported line of business.

EZLynx used these ACORD forms to develop the Small Farm & Ranch manual policy entry screens.

  1. ACORD 410 – Small Farm/Ranch Application
  2. ACORD 402 – Agriculture Property Section
  3. ACORD 403 – Agriculture Property Section – Scheduled and Unscheduled Farm Personal Property
  4. ACORD 404 – Agriculture Liability Section
  5. ACORD 408 – Equine Liability Supplement

Any carrier who writes Farm & Ranch accepts the ACORD applications, along with their mandatory supplemental applications.

  • Insured Information tab
    • When adding an insured, No. of Members and Managers now remains on the screen for any selected Business Entity (corporation, LLC, etc…).

    • Users can now add more than four (4) Locations and Buildings.
      • The ACORD 410 allows up to four (4) locations and buildings. The remaining items will overflow to ACORD 402.
  • Premises Information tab
    • When adding a new premises, there is a new open text box field: Roof Type.
    • Note: This field does not exist for any Small Farm/Ranch and Agriculture ACORD forms. EZLynx added this for users’ convenience to document this information for claims purposes.
  • Coverage tab
    • We added descriptions around text boxes for clarification.

  • Policy Summary screen
    • On the Small Farm & Ranch Policy Summary, all locations listed on the policy now display under the Locations category.

    • We added a Coverage button under Categories Liability and Property Policy Level. Click to expand and review the entered coverage information.

General Bug Fixes

Finally, with the release we have also issued a bug fix to improve the data mappings for Small Farm & Ranch to ACORD Forms.

Step by Step Wizard Makes the Import Easier than Ever

We have streamlined the steps involved to import commission statements to make it easier for the users to complete the process and pay producers.

  • Step 1: Statement Summary
    • Select carrier name
    • Enter statement number, total premium, & commission amount
  • Step 2: Upload File
    • Upload the commission statement received from Carrier.
    • You can also download the approved CSV template.
  • Step 3: Map Column Headers
    • If using the approved CSV template, you’ll skip to final step.
    • If using a carrier specific template, update the mappings.
    • EZLynx automatically saves the mapping and remembers it for the next import.
  • Step 4: Review Imported Statement
    • Preview the entire file.
    •  Now make corrections and changes here on the screen!
  • Auto Update Corrections – EZLynx offers suggestions to correct transaction types and LOBs. For example, if New is set as the transaction type instead of New Business, our system flags it and a user can pick NBS – New Business from the list of transaction types. Now EZLynx locates all similar entries and makes corrections automatically.

EZTip: Choose Always Auto Update, so EZLynx remembers these corrections for future imports.

  • Similarly, when EZLynx doesn’t recognize a LOB code, a user can select from the list of recommended LOB codes.
  • Hit Finish to complete the import process.
  • EZLynx now searches to find the matching policies.

EZTip: Provide the line of business (LOB) information to help us find an accurate match.

Commission Statement Enhancements

  • Commissions Menu
    • All commissions-related features are now grouped under Commissions for the Policy Mgmt icon.
  • Commission Statements page

  • Export
    •  There is a new Export feature that enables a user to export a list of all commission statements. The export includes the statements header information, such as Statement #, Carrier name, Statement date, Premium, and Commission for every commission statement.
  • Edit Columns
    • Choose which columns to display on the commission statements page. Additionally, change the order of the columns as desired.
  • Ready to Finalize Statements
    • Our system flags Ready to Finalize statements for convenience. This occurs when the statement has $0 for both unmatched commission and unapplied cash.
  • Bulk Finalize Commission Statements
    • Select one or multiple statements to finalize and hit Finalize at top right.
    • EZLynx attempts to verify the statements have $0 for both unmatched commission and unapplied cash. If there is, then EZLynx highlights those statements.
    • From here, a user can choose to continue to finalize or open each statement to resolve the line items that have unmatched/unapplied cash.

EZLynx Updates the Organization & User Information and Status in AssureSign

Now, if an agency updates the name a branch or changes the status for a branch (i.e. marking them active or inactive) this information is correctly passed to AssureSign.

Updates to the User Information and Status in AssureSign

Similarly, this same information is now updated for users with respect to their names and email addresses.

Resend Expired and Cancelled Envelopes

In the February release we gave you the ability to resend pending envelopes with the envelope’s history intact. We have extended the same functionality to eSignature envelopes with either an expired or cancelled status.

When resending an expired or cancelled envelope, the system restarts the signing process and sends the envelope to the first recipient. Once the first signer submits their signatures, the envelope is sent to the next recipient, and so on.

We are also adding an entry in the envelope’s history to indicate who the envelope was resent to.

Please note: For agencies that Pay Per Use for eSignature, when you choose to resend an expired or cancelled eSignature envelope, a new charge is incurred.

Activity is Now Stored for eSignature Email Bodies

In an effort to maintain better records for E&O purposes, the email body you compose for an eSignature envelope appears as an activity in the applicant’s Activity page.

In the image above, we display the sender and recipient. The Envelope Name is also listed.

Updates to Producers Functionality in Workspace and Sales Center

As an enhancement to Sales Center branch support, when a user edits an opportunity in the workspace, the producer field is now dynamic.

If an admin at the main office creates an opportunity for an applicant at a branch, then the producer field populates the available producers at the respective branch. The same holds true when editing the producer on an opportunity within Sales Center.

This provides users with an easy way to manage producer assignments on opportunities in their organization.

This also includes a permission update to expand who can change producers on an opportunity. If an admin requests this feature, then basic Sales Center users can update producers. Please note: This permission allows the basic user to change the producer field for any opportunity.

Updates to Lead Source and Opportunity Source in Workspace

We have extended the lead source branch functionality to opportunities in the workspace and Sales Center. From EZLynx Settings, an admin has the option to Manage Lead Sources. Lead sources can be created for only a single branch or can be shared with other branches in your organization.

The Opportunity Source comes from the Lead Sources page. Sharing the same lead sources throughout the entire organization, makes it easy to report on opportunities and keeps the agency’s data consistent.

To Share any Lead Source:

 

  • Hover over EZLynx Settings.
  • Click Manage Lead Sources.
  • Check the box under Share with Agencies.
  • Now other agencies in your organization can select from these shared lead sources.

Delete Opportunity Option

Many users need to remove unnecessary opportunities that were added or need to remove duplicate opportunities. Therefore, we have added a new option in the Actions dropdown called Delete Opportunity.

Prior to deleting the opportunity, a prompt to confirm appears to ensure a user doesn’t mistakenly delete an opportunity.

Deleting an opportunity simply removes it from the pipeline. It has no negative impact on the agency’s close ratio.

Remove Matched Applicants in Sales Center Prospecting

In an effort to keep Sales Center Prospecting data clean, only true prospects appear in Prospecting. After importing a lead list, any prospects matched to applicants will no longer show up in Prospecting. The same holds true for prospects converted to applicants after an opportunity is created for them in Prospecting. This allows an agency to truly target only new prospects.

Opportunity Status Updates

To ensure consistent data in Sales Center and Sales Center repots, there are new Sales Center Settings. For any agency with Sales Center branch support, the Process Management tab is only available at the main office. This allow the main office to set statuses and maintain consistency throughout the organization. This change has no impact on organizations without branches.

Sales Center Filter Updates

EZLynx wants to provide agencies with a better picture of their Sales Center pipeline. Therefore, we added a few new areas to the Sales Center table view.

Users at the main office will now see an agency column and agency filter.

  • For users at the main office, the Agencies filter defaults to their specific agency.
  • To see additional agencies, simply add them to the filter.
  • To see all agencies, simply remove all the agencies from the Agencies filter.
    • The entire organization’s pipeline will load into Sales Center.

Organization ID Association with Opportunities

We have made adjustments to the organization ID (or agency) that is associated to the opportunity to include the agency where the applicant resides.

For example:

  • A user in the main office creates an opportunity for an applicant in a branch.
  • The user then assigns the opportunity to a producer in the branch.
  • Now the branch will be associated to the opportunity.

This eliminates an issue where users cannot access stranded opportunities.

User Can Access Opportunities in Branches

To enhance Sales Center branch support, admins in the main office can now see and interact with opportunities for their branches.

Bug Fixes

With this release we also addressed general bug issues impacting Sales Center performance and user experience. These include:

    1. When merging applicants, the opportunity is no longer orphaned. It will merge with the new applicant
    2. Delete an applicant and their opportunities will be removed as well.
    3. Add a note to multiple opportunities without the system duplicating the opportunities.

Questions? Contact [email protected].

What’s New in EZLynx 4.18.02

eSignature, Auto ID cards, and Sales Center have all been upgraded to help bring your agency to the next level. Let’s see what’s new!

Highlights

  • NEW eSignature Fields
    • Text Box
    • Dropdowns
    • Multiple Choice
  • Auto ID Cards
    • Generate for one or more Vehicles
    • Send PDF’s through Text Message
    • Client Center Enhancements
  • Sales Center
    • Splitting Opportunities
    • Emailing Prospects
    • Automation & More

eSignature – New Modal & Signature Options

This release contains some exciting new features for EZLynx eSignature. There are now four new items you have requested that you can apply to your documents when creating eSignature envelopes. This provides you with greater versatility when creating your envelopes. We have also implemented a fix for resending pending envelopes. In the past, you would lose the envelope’s history when you resent a pending envelope. That is not the case anymore. So, let’s jump in, and see what’s new!

New Signature Items & Icons

For the most part, the eSignature envelope workflow is the same; however, you will see a new user interface and four new signature items.

The first thing to point out is the new look and feel of the left menu area.

  • We have added icons next to each signature item. These also appear when you add an item to the document.
  • We have removed the old dropdowns for determining whether the signer’s signature or initials should be written with a mouse or typed.
  • If you require the signer to sign their name or initial via a mouse or stylist, simply select Signature or Intitals. To have the signer type this information, select Typed Signature or Typed Initials.

To move signature items to the document, select the item from the left menu, and click on the document where you would like to position it.

New Edit Modal for eSignature Items

Once you add a signature item to the document, you can now edit the signature item. The new edit modal automatically opens for dropdown and multiple Choice items. For other signature items, select Edit in the signature item to open the edit modal. Each edit modal will state the name of the signature item and the signer it is applied to as demonstrated to the right.

Using this Edit screen, you can:

  • Determine if it is Required for the signer. It is mandatory for the signer to provide input for the item.
  • Choose to Certify the item. This option renders meta-data in its frame including the JotblockID, the IP address where signing occurred, and universal time (UTC) timestamp.
  • Add a description for the signer. This appears when the signer reaches the signature item during the signing process.
  • Copy or Delete the item.

New Timestamp Signature Item

There are four new signature items for you, including:

  • Timestamp adds a timestamp to your document after each signer completes the signing process. Because the system automatically applies this item, we make it required.
  • Text
  • Dropdown
  • Multiple Choice

New Text Signature Item

The Text option allows you to add a text field to the document, so the signer can type a message. The text item is adjustable in size, but the signer is limited in the length of the message they can type based on the size for the text field in the document.

In the image to the right, notice that we have resized the Text field to make it larger. This permits the signer to add additional text in the field. To resize, click on the item, and drag the corners to resize the item’s field.

When the signer is entering their text, we provide them with a warning if they exceed the maximum character length for the field.

New Dropdown Signature Item

The new Dropdown signature item allows you to add a series of options that the signer(s) can interact with.

  • Display Text – this is the wording the user will see during the signing process with AssureSign.
  • Value to Save – this is the wording that will be saved on the document when the signer has completed the signing process.
  • Display As – this is the image that is applied to the document when the user selects a dropdown option during the signing process with AssureSign.

At Display As, you can choose from the following:

  • Value – displays nothing next to the Value to Save text
  • Checkmark – displays checkmark next to the Value to Save
  • X-Mark – an x-mark appears next to the Value to Save
  • Empty Box – displays an empty box next to Value to Save
  • Checkmark Box – displays a checkbox next to Value to Save
  • X-Mark Box – displays a box with x-mark next to Value to Save
  • Nothing – displays nothing next to Value to Save text

Add multiple lines/options to your dropdown – click Add under the Display Text column.

New Multiple Choice Signature Item

Multiple Choice is a great addition that allows you to add multiple choice boxes to your documents. For example, if you want the signer to check multiple items in your document, maybe different coverage options, Multiple Choice gives you that functionality.

To begin:

  • Select Multiple Choice from the left menu
  • Click to add to it on the document
  • The Edit Multiple Choice modal automatically appears

In the image above, we added three multiple choice boxes. To add more, click Add. Please note that you are limited on the Display As options. You can select: Checkmark, X-Mark, Checkmark Box, or X-Mark Box. Also, there is an option to allow the signer to select multiple values. This option is selected by default. When selected, the signer has the ability to select multiple items during the signing process.

Once all values are added, click Save, and land on the document overview. Notice that boxes have been added to the document. If you click on the boxes, you will see a darkened border around the items to indicate which boxes are grouped together.

To see the Save to Value, hover over the box to display a message as shown here.

Updates to Resending Pending Envelopes

Now, when you resend a pending envelope, the system resends it and retains the envelope’s history. If you resend a pending envelope with more than one signer, the system resends the eSignature envelope to the next pending signer.

We are also adding an entry in the envelope’s history to record who received the resent envelope. To access, click the blue Pending status for the envelope you resent.

Manual Policy Entry Updates

There are screen changes for Professional Liability, Directors & Officers and Errors & Omissions. We have also improved the Garage & Dealers Applicant Policy Entry Screens. All these changes are to prepare for our Commercial Package Applicant Policy Entry screen that is coming soon!

Professional Liability, Directors & Officers, and Errors & Omissions

When you create a Professional Liability application or policy, the Professional Liability tab no longer exists, so that there is a streamlined process that is consistent throughout the policy entry screens. Another enhancement is that No. of Members and Managers remains on the screen for any chosen Business Entity.

On the Financial/Ownership Structure, when you answer Yes to an Outside Auditor, the system dynamically displays the following additional questions.

The Coverage Tab now has drop-downs for easy selection and, if you want, you can also add the Liability Limits, which will flow to your Policy Summary.

Directors & Officers

Under the Coverages Tab, Retention Limits offer drop-downs to improve data entry.

Before this release, you could add an unlimited number of Coverage rows. Now, following the ACORD 807 for Directors & Officers, you can add up to two additional rows of Coverage.

When you answer YES to the applicant having a separate Defense Costs, a field displays to enter the separate Defense Costs limit.

Errors & Omissions

We decreased the clutter on the Coverages Tab to make the screen easier to read.

Garage & Dealers

Garage & Dealers Applicant Policy Entry screens received a clean-up to make it easier to understand and read. On the Coverage tab, the look and feel of the Garage & Dealers is better with improved field labels and the boxes are closer together which makes things easier to identify.

General Bug Fixes

We have also issued a few bug fixes:

    1. Improved data mappings for BOP and General Liability to ACORD Forms
    2. Corrected data mappings for Garage & Dealers to ACORD Forms.

Improvements for Auto ID Cards

You can now Text an Auto ID Card for either Personal or Commercial Auto policies.

Auto ID Cards

With our enhanced functionality, you can easily select one vehicle to create a single ID Card. When you locate your policy and choose ID Card, if the policy has more than one vehicle, you can check the box to select a single vehicle.

Select All and Deselect All (vehicles)

Notice after clicking Select All Vehicles, it changes to Deselect All Vehicles which unchecks the boxes of the selected vehicles. Hint: Checking the box under Select All Vehicles will check all the boxes. Unchecking the box under Deselect All Vehicles will uncheck the boxes.

Search and Filtering Vehicles

You filter by the vehicle’s Year, Make, or Model to search through a list of vehicles, to narrow your list.

You can also filter a list of vehicles by Year, Makes, Models, and VINS.

View Drivers and View Vehicles

To create an ID Card with a single vehicle, select the View Vehicles button. It presents all vehicles listed on the policy.

When you click View Drivers, the display changes. Notice the Driver’s name shown above the table. This allows you to assign:

  • A Driver to a Vehicle to create one ID Card quickly
  • A selected few Drivers/Vehicles to create a few ID Cards
  • All Drivers to All Vehicles to create All ID Cards

After creating your first ID Card, the system will remember your chosen view. For example, if you chose View Drivers, then when you return to create your next ID Card, the system defaults to your last choice.

Texting ID Cards

After clicking Preview, the Pdf Viewer opens in a new window displaying the policies ID Card. If everything looks good, then press the Text icon, and click Save for the EZLynx – Text Message popup.

Click the drop down to select the customer and their mobile number. If you don’t see a mobile number, then go to the Details screen to either update or add your customer’s mobile number.

On the Media Tab, a check box preselects the ID Card and counts the number of pages within the document. This is indicated by “4 pages” highlighted in blue. Click the Send Text button.

Some important things to note about Texting documents.

  1. You can text file types with jpeg, gif, png, and pdf
  2. Other file types may not be viewable on some devices
  3. You can text up to 10 pages per message. For instance, 1 image = 1 page

Sales Center

You will now be able to split opportunities that have more than one LOB associated to them. We have implemented new automation for Sales Center opportunities, exciting new functionality for the workspace with respect to editing opportunities, new functionality for Sales Center Prospecting and new controls allowing you to determine which events will or will not be automated in Sales Center. There are a lot of great changes for Sales Center 2.0 in this release, so let’s have a look!

Sales Center Prospecting is a great add-on to Sales Center that allows you qualify leads prior to pushing them into EZLynx. We allow you to upload lead lists from which you can create email campaigns to solicit business. Once you have qualified a lead, you can create an opportunity which will push the respective prospect into EZLynx as an applicant and create an opportunity for them in Sales Center. Sales Center Prospecting is another great tool designed to help you more accurately manage your sales pipeline. If you would like more information, please feel free to contact Pete Holcomb at [email protected].

Emailing Prospects

For those of you who have worked with Sales Center Prospecting, you’ll appreciate this next enhancement. With this release, we are now giving you the ability to create email campaigns for prospects.

To send an email in prospecting, select the prospect lead list you would like to work, then select the individuals in the list you want to email. The system checks to make sure the email addresses for the selected leads are not on the suppression list. If any are on the suppression list, you will be notified by the system that emails cannot be sent to those particular prospects.

With the ability to email prospects, we have also introduced a new automated event. If there are any running email campaigns at the time an opportunity is created for the prospect, the system will automatically cancel them. We do this in order to remove the prospect from the prospecting email campaign, so they will not receive emails after they are converted to an applicant in EZLynx.

New Prospect System Log

We have also added a new Prospect System Log. This will log events that take place for the individual when they are a prospect. You can see the log in two places in the system. On each prospect in Sales Center Prospecting, you will see a new section at the bottom of their information area titled Prospect Log.

Once a prospect is converted to an applicant, you will now see a new section at the bottom on the applicant’s system log. To view the prospect log, simply click on View Prospect Log.

Updated Required Fields for Commercial Prospect Lead List Import

We have updated the required fields when importing a commercial lead list into Sales Center Prospecting. Now, when you import a list, the only required fields are:

  • Business Name
  • Address Line 1
  • City
  • State Code
  • Zip Code

Ability to Delete Lead Lists in Prospecting

With this release, you now have the ability to remove lead lists from Sales Center Prospecting. In the past, when you uploaded a lead list, it was permanently held in the prospect list section. This presents a problem if you are wanting to keep your prospecting area clear of unneeded information. We have now added a trashcan next to each lead list, so you can easily remove lists from Prospecting. This will make it easier for you to manage your information in Sales Center Prospecting.

New Loading Indicator for Lead List Import

When importing a lead list into prospecting, you will now see a loading indicator appear in the Import Prospect List modal once you have chosen to import a valid lead list. This enhancement indicates the system is processing the list and clears up any ambiguity.

New Sales Center Settings to Control Automated Events

With this release and the prior December release, we introduced a few new automated events to Sales Center. In order to provide you with greater control, we have added three new settings to the Sales Center settings area. These will allow you to determine whether or not you want the automated events to happen for your agency.

  • Create New Opportunities – this setting allows you to control whether or not a new opportunity is created each time a new applicant is added in EZLynx.
  • Create Opportunities During Quoting – this setting allows you to control whether or not a new opportunity is created when the user quotes a home and/or auto LOB that is not currently part of an active policy. It also controls if the quote is associated to the respective opportunity and automatically updates its status in Sales Center.
  • Link Policies to Opportunities – this setting allows you to control whether or not manually entered or downloaded policies are automatically associated to their respective opportunity. It also controls the automatic closing of the opportunity once the association has been made.

Splitting Opportunities

With our new Split Opportunity feature, you can easily break-up the LOBs in an opportunity. Let’s see how this cool new feature works! When you choose to edit an opportunity, if the opportunity has more than one LOB, you will now see a new button called ‘Split Opportunity.’

When you click this button, the new Split Opportunity pane will appear. This new feature introduces Drag & Drop functionality that makes it easy for you to rearrange the LOBs in your opportunity.

Notice that there are two sections in the new Split Opportunity panes: Existing Opportunity and New Opportunity. Each time you drag a LOB into a ‘New Opportunity’ container, the system is creating a brand new opportunity. Because of this, your notes and discussion will remain with the Existing Opportunity. We recommend the following workflow when splitting an opportunity.

  • For the LOBs you need to close, drag those LOBs to the New Opportunity container.
  • Keep the LOBs you aren’t closing in the Existing Opportunity container. This allows you to keep the discussion associated to the open opportunity.

In the screenshot above, we are closing the Homeowners but the Auto (Personal) is remaining open. The discussion will remain with the Auto and the opportunity being created for the Homeowners will not have a discussion associated (you will need to create a new discussion for this LOB after the split).

We will allow you to create as many ‘New Opportunities’ as you wish, provided there is an LOB in each of the New Opportunity containers.

When ready, simply add a note and save. This will prompt you to confirm that you want to split the opportunity.

After you have split the opportunity, you will now see the new opportunities created for the respective applicant. Simply select the one you want to edit and proceed as normal from there.

New Headers in Edit Opportunity Pane

When you edit an opportunity in the workspace, now the Sales Center pipeline headers are in the Edit Opportunity pane. This allows you to click the column header where you wish to move the opportunity, without having to navigate the Opportunity Status dropdown.

New Headers in Opportunity Detailed View

We have also made it easier for you to update an opportunity when viewing the opportunity’s detailed view.

Now when you access the detailed view of an opportunity, the headers are clickable.

So in the image above we are able to see that the opportunity is in the Interview column. If you want to move it to the Presentation column, then all you need to do is click on the Presentation header. This will move the opportunity and change its status to Presentation. You can always make the opportunity’s status more granular by selecting one of the Presentation statuses in the status dropdown should you feel the need to do so.

New Sales Center X-Date Opportunity Source

When closing an opportunity, you currently have the ability to create a new opportunity for the next x-date. If you choose to do so, we are now providing a new Opportunity Source called Sales Center X-Date. This allows you to see where the opportunity came from when it resurfaces in your sales pipeline.

New Manual/Downloaded Policy Association to Opportunities

With this release we have added another layer of automation to Sales Center 2.0. When a policy is downloaded or manually entered into EZLynx, the system checks to see if there are any open opportunities associated to the respective applicant for the policy’s LOB. If there is, then the system will automatically associate the policy with the opportunity and then finalize it with the correct carrier and premium information.

If a policy is added and the opportunity has more than one LOB:

  • We will finalize the corresponding LOB
  • Leave the opportunity open until all LOBs are accounted for with an active policy

Also, once the opportunity is finalized and closed, we will remove it from Sales Center. You will be able to see it in the Sales Center reports the following day.

Setting the Preferred Contact on an Opportunity

When you are in the opportunity detailed view, there is now a new preferred contact action item for your opportunities. To select a preferred contact method for the opportunity, click on the green heart next to the contact methods listed. This lets you know the best way to contact the opportunity’s applicant.

Editing Columns in Sales Center Table

We now allow you to edit the columns in the Sales Center table. In the top right corner you will now see a new button called Edit Column. Selecting this will open the Opportunities Column Editor. When you first access the editor, you will see that all columns are visible.

You have a few options when editing the table’s columns:

  • Rearrange the order of the columns
  • Choose to hide columns
  • Ctrl and click to select multiple items to move at once

If you are not happy with the changes you have made, we have provided you with a Default button that will allow you to revert the column changes you have made and sets the table back to its defaults.

General Bug Fixes

Finally, with the release we have also issued a few bug fixes. Below is a list of the fixes.

  • Corrected Issue with Updating Producer Name
  • Corrected Issue with Updating Applicant Name
  • Corrected Issue with Enabled Users Not showing in Sales Center Settings Area

Questions? Contact [email protected].

 

 

 

 

 

 

 

 

 

 

What’s New in EZLynx 4.17.12

The 4.17.12 release has many valuable enhancements and streamlined workflows. At EZLynx, customer feedback drives the improvements we work to provide in our monthly releases, and this month’s release responds to many agent requests.

Highlights

  • Policy Data From Commissions (Beta)
  • Policy Change Request (Beta)
  • Policy View Enhancements
  • Improved Performance for Activities & Notes
  • Rewritten Policy Enhancements (Beta)
    • New Term Grouping for Policy History
    • Adding Commission Rules for Rewrites
    • View Potential Rewrites from Downloaded Policies
    • New Reporting Coming Soon for Rewritten Policies
  • Rating Engine Enhancements
  • EZLynx Sales Center 2.0 (Beta)
    • New Display for Sales Center Table View
    • Improved Opportunity Detail View
    • Automatic Opportunity Creation for New Applicant
  • What’s New in EZLynx Accounting
    • Include Policy Details on Forward DB Receipts
    • Show the Change Provided on Cash Receipts
    • New! Ability to Add/Edit Comment on Finalized Receipts

To have your agency set up with Beta features, please complete this EZLynx Beta Request Form. We will contact you shortly afterward.

Policy Data from Commissions (Beta)

With this release, you can now create a new applicant and/or a new policy for unmatched items in your commission statements. This allows you to save time and remain in the workflow of finalizing your commission statement without leaving to create new applicants and policies. Now, it’s even easier to filter commission statements by unmatched, matched or all items in the statement.

Highlights:

  • Create New Applicant and/or New Policy for Unmatched Commission Line Item
  • New Filter for Match Status on Commission Statement

New Filter for Match Status on Commission Statement

Difficulty separating matched and unmatched line items in your commission statements is a thing of the past. We have added a new filter dropdown that allows you to filter the commission line items by either: All, Matched or Unmatched.

  • On the commission statement, select the funnel icon near the ‘X.’
  • By default it is set to ‘All.’ To change the results, simply select the filter to apply.
  • Selecting a specific filter will update the data on the list and return only those Match Status results.

Create New Applicants and /or New Policies for Unmatched Commission Line Items

Introducing: the ability to add new applicants and/or new policies for unmatched commission line items.  This enhancement alleviates the need to exit the commission statement to create a new applicant and/or new policy, in order to match commission line items.

  • Select MATCH for any unmatched commission line item.
  • The system searches for an existing match to any applicant/policy number.
  • If none exists, you have the option Create New Applicant/Policy.
  • Clicking this button launches the modal entitled ‘Find Existing Applicants and Policies.’
  • Either create a new applicant or create a new policy for an existing applicant.

  • With Create a New Applicant, you will create either a Personal or Commercial Applicant. Skip this step if you already have an existing applicant by clicking Create a New Policy for this Applicant.

  • After creating the new applicant, create the New Policy.
  • If there is a potential policy, choose the SELECT option, and you will be able to merge the commission statement line item with the existing policy in EZLynx.

  • If you MERGE a commission line item with an existing policy, you will receive a warning that you need to confirm prior to the system processing your request.

Policy Change Request (Beta)

EZLynx is excited to introduce the Change Request feature aimed at simplifying the change request process for agents. EZLynx empowers your agency to cater to your consumer’s policy change requests more efficiently and position your agents as trusted advisors in front of the consumers. As part of this feature, agencies will be able to create change requests within EZLynx, submit to carriers or insureds, utilize workspace and tools to do follow ups, and verify the accuracy of change request once processed. Initially we enabled this feature for only Commercial Auto line of business.

With this release, we are excited to announce that this feature will be available for additional lines of business which includes Personal Auto, Commercial General Liability, Business Owners Policy, Commercial Property, Workers Compensation, Homeowners, Dwelling Fire, Commercial Umbrella, Garage and Dealers, Professional Liability, Directors & Officers, Errors & Omissions, Commercial Crime, Farm Owners.

Highlights:

  • Utilize policy entry screens to create change request & preview changes before saving them.
  • Create Change Request Memo to communicate proposed changes to the policy.
  • Email change request, use EZLynx eSignature for insureds’ signatures, and create notes and tasks to follow up on change request.
  • Generate Commercial Change Request ACORD 175, and submit to carriers who require it.

Create Change Request

To initiate change request:

  • From policy, select Actions, and Change Request.
  • In the Change Request modal, specify the change date – the effective date of the change request – and add remarks about the change request. Be sure to leverage this remarks section because it pre-fills the ACORD 175 for commercial lines, as well as the change request memo.
  • Seamlessly create the change request using the Step By Step alert throughout the process.

  • Click Edit Change Request to proceed.
  • Make the changes in the policy entry screen. For example, if you want to add vehicles for a Commercial Auto Policy, click on Vehicles tab and add vehicles.

  • Once you add a vehicle, click Preview to preview changes. Verify the vehicle was added as expected, ensure all details are present, and click Save & Close to be directed to Review Change Request Screen.

From the Review Change Request screen, you can:

  • Send eSignature request to insured
  • Add notes/tasks for change request
  • Email the change request memo to the carrier
  • Print the memo

  • The created change request is located under the policy’s History tab and is highlighted to distinguish itself from other policy transactions.
  • For manual policies: after receiving confirmation from carrier that the changes have been processed, click Confirm Change, enter the Change Premium, and click Change & Edit Policy to save the changes. The change request is now converted to a policy change transaction.
  • For downloaded policies: the carrier will send the policy change download. Optional: click Confirm Change, and policy compare opens for you to compare the change request against the downloaded policy change.
  • If the carrier sent all requested changes, you will not see any differences. Click Confirm Change to remove the change request from the History screen. If you do not want to confirm the change request, close the compare screen to return to the History page.

Policy View Enhancements

EZLynx is excited to introduce a feature that allows users to view a policy summary as of any date and for any transaction for a policy.

Highlights:

  • View the policy summary for all historical transactions for a policy
  • Ability to view the policy summary at any particular point in time.
  • View policy summary for future pending transactions.

View the Policy Summary

  • From applicant Overview, click on a policy’s Details
  • You will notice a new dropdown that enables you to select any transaction for the policy.
  • Select any historical transaction to view the policy summary.
  • You can also view the summary for future dated transactions.

 

Rewritten Policy Enhancements (Beta)

EZLynx is excited to announce enhancements to the Policy Management system that grant you greater control over your agency’s book of business. We understand that not all policies you receive from carriers are new business. Sometimes carriers consider policies as new business, for what the agency looks at as existing business. This causes issues with commissions in your agency. With the Rewritten Policy enhancements we are giving you better control for how you want policies listed in your agency. This provides you with a more accurate book of business and improved commission tracking.

Highlights:

  • Improved Policy History to Group by Policy Term
  • Greater Visibility of a Policy’s History
  • Commission Rules for Rewritten Policy Term
  • Create Rewritten Policy when Converting Application to Policy
  • Viewing Potential Rewrites from Downloaded Policies
  • New Reporting Coming Soon for Rewritten Policies

Let’s start by defining a ‘rewritten policy’ in EZLynx.

If you have a customer that wants a better auto policy rate, you shop that customer around to other carriers.  Once you find a carrier with a better rate, you cancel the current policy and create a new one. In EZLynx, we consider this new policy a rewritten policy.

  • The customer is the same and the LOB is the same.
  • The only difference is the carrier, but the new carrier sees the policy as new business.
  • To your agency its existing business.
  • And of course existing business pays a different commission rate.
  • This enhancement allows you to better manage these events, and gives you greater control over your book of business and commissions.

New Term Grouping for Policy History

One of the first things you might notice is the ‘Term’ grouping feature to a policy’s history.

  • The terms are in yearly increments.
  • All transactions during that respective yearly term are grouped accordingly.
  • Terms can be collapsed or expanded as needed using the arrow to the far right of each term.

This provides a clearer picture of what is happening during the life of a policy.

Greater Visibility of a Policy’s History

Being able to truly understand the relationship between two policies and their historical significance is important when trying to manage your book of business. With this round of enhancements we have provided a clear understanding of the relationship between prior and rewritten policies.

When you cancel a policy with one carrier and then bind with another carrier to get your applicant a better rate, we consider this new policy being a ‘rewrite.’

For this reason, a new option is available when creating a rewritten policy. Now you can choose which policy was rewritten.

  • Select the prior policy from the Rewrite Of This information is then added to the history of each policy.
  • The default transaction type is Rewrite.
  • The Effective & Expiration Dates, and LOB Origination Date pre-fill based on the prior policy.

  • Each policy’s History screen contains a View Policy link for quick referencing.

 

Adding Commission Rules for Rewrites

To ensure you pay the intended commission amounts for the correct policy transaction type, you can select Rewrite from the Term dropdown when creating a commission rule.

Create Rewritten Policy when Converting Application to Policy

When converting an application to a policy, you can now select which policy was rewritten. We encourage you apply this new functionality to your existing policy creation workflows.

View Potential Rewrites from Downloaded Policies

We have added new functionality to the Policy Transactions page to help identify potential rewrite transactions. When a policy transaction is matched to an applicant, the system looks to see if the downloaded policy is a potential rewrite. You have the option to confirm whether it is a rewrite or not.

New Reporting Coming Soon for Rewritten Policies

Coming soon! A new Policy Management report called Potential Rewrite Detail. This report allows you to view details on all potential rewritten policies.

 

In the report you are able to view the policy number, which contains a link to the policy, for the policy transaction in question as well as the policy number for the potential match.

Rating Engine Enhancements

EZLynx is prepared for the new state minimum limit requirements for 2018 for Delaware, Connecticut, and Kentucky.

Connecticut

The minimum mandatory limits for vehicle liability insurance will be increased in state of

Connecticut, effective January 1, 2018. New limits will be 25/50 for Bodily Injury and

$25,000 for Property Damage.

  • Options 20/40 and 25/25 will be removed from BI field.
  • Options 10,000 and 15,000 will be removed from PD field.

Delaware

The minimum mandatory limits for vehicle liability insurance will be increased in state of

Delaware, effective January 1, 2018. New limits will be 25/50 for Bodily Injury.

  • Options 15/30 and 25/25 will be removed from BI field.

Kentucky

The minimum mandatory limits for Property Damage (PD) will be increased in state of

Kentucky, effective January 1, 2018. New limits will be 25,000 for Property Damage (PD).

  • Options 10,000 and 15,000 will be removed from PD field.

EZLynx Sales Center 2.0 (Beta)

With this release we are excited to announce sweeping changes to Sales Center. Sales Center 2.0 has an improved UI providing a clear view of the opportunities in your pipeline, as well as a redesigned detail view for each opportunity.

We have also added amazing functionality designed to streamline your workflows in Sales Center. These enhancements will make managing your opportunities a breeze.

But wait, there’s more to come! This is the first of two Sales Center 2.0 releases that greatly improve your experience with our pipeline management system.

Highlights:

  • New Display for Sales Center Opportunity Table
  • Last Contacted
  • New Improved Opportunity Detail View
  • Automatic Opportunity Creation with New Applicant

New Display for Sales Center Table View

The new Sales Center 2.0 table contains the same information in an easier to read format. This includes:

  • Opportunity column headers
  • Dollar values for each column
  • A running number of opportunities in each column

  • A new icon was added to expand an opportunity. Next to the Estimated Value column you will see two arrows pointing in opposite directions. Click this to launch the new Opportunity Detail view.
  • You can also click anywhere on the opportunity line to launch the new Opportunity Detail View.

The new arrow style headers function the same way as the ‘tabs’ did in the prior Sales Center UI.  However, in Sales Center 2.0 we have made the headers larger and easier to see information.

There are two new reporting columns in the table:

  1. Sales Priority
  2. Last Contacted

Sales Priority replaces Probability of Sale and introduces a simple to interpret ‘star’ rating system. Now it’s easier to identify the importance of a sale versus the old High, Medium, and Low rating options.

  • Sort the table by Sales Priority
  • Filter by priority to better focus your attention on important sales opportunities.

Last Contacted helps to see how long it has been since an opportunity was last touched. So what does ‘last touched’ mean? How are we configuring this number for you? Let’s take a look below.

EZLynx Sales Center considers these actions a ‘touch’

  • Status change
  • Sales priority change
  • Update a note
  • Add/update a quote
  • Reassign producers

The system then applies this information to the Last Contacted column, allowing you to visually see how long it has been since interacting with an opportunity. You can also better set urgency to prioritize your day.

Improved Opportunity Detail View

The new opportunity detail view replaces the prior expanded opportunity dropdown that appeared under each opportunity line. This information now has its own page, making it easier for you to see important information.

To access:

  • Click on the double arrow icon.

OR

  • Click anywhere in the white space of that opportunity’s line.
  • Either action launches the new Opportunity Detail View.

A few quick highlights:

  • New headers are now under the applicant’s name.
  • You can do any of the following:
    • Change Opportunity Status
    • See and update Producer
    • See and update Opportunity Source
    • See the Lead Source
    • See the Next-X date
    • See and update Sales Priority

  • This data is better displayed:
    • Overview
    • Lines of Business
    • Documents
    • Activity

  • The new Overview tab allows you to see:
    • The Contact Information
    • The LOB(s)
    • Opportunity Activity
    • Any Email Campaigns
    • Any Active Policies
  • The LOB section provides:
    • LOB’s prior premium information
    • Quoted premium information
    • Finalized premium information

  • Please note: Space is limited, so only the first two carriers appear in the Carrier field. Hover over the carriers for a tooltip that shows the remaining carriers making up the quote. If the LOB carrier/premium has been finalized, then only one carrier appears.
  • You can now add manual quotes to your respective LOB on the Line of Business tab, in addition to EZLynx Rating Engine quotes.
  • In Sales Center 2.0 you can do all of your quoting directly from the Line of Business tab, and the results automatically associate to the opportunity.

  • Now, the Documents tab is available regardless of where your opportunity is in the sales pipeline. You can also send and view eSignature envelopes.

  • The Activity tab allows you to view opportunity activities, general activities for the applicant and system log events. These sub-tabs allow you to stay up-to-date on all activities associated with the applicant and their opportunity.

Automatic Opportunity Creation for New Applicant

Sales Center 2.0 further streamlines your workflow with automatic opportunity creation at the same time you create a new personal or commercial applicant.

Looking Ahead

In the next release, you can look forward to automatic quote and policy association to opportunities in Sales Center, the ability to split opportunities with more than one LOB, and a new UI for opportunity management in the workspace. We are excited about the new features coming for Sales Center 2.0 and cannot wait to get them all in your hands.

What’s New in EZLynx Accounting

This release contains new enhancements for the EZLynx Accounting application aimed to simplify your interface and fix general bugs.

Highlights:

  • Include Policy Details on Forward DB Receipts
  • Show the change provided on cash receipts
  • Adding Ability to Add/Edit Comment on Finalized Receipts
  • General Bug Fixes

Include Policy Details on Forward DB Receipts

Now, when you process a direct bill payment and select the policy in the Add Direct Bill Payment modal, you will see this information carry over to the receipt details and printed receipt.

 

Show the Change Provided on Cash Receipts

For receipts of type Cash, the system now saves the original amount paid by the customer and any change provided. Previously, only the amount retained by the agency was saved.

New! Ability to Add/Edit Comment on Finalized Receipts

With this round of enhancements, you can now edit or add comments to finalized receipts in EZLynx Accounting.

To edit or add a comment on a finalized receipt:

  • Access the receipt overview.
  • Select Actions, then Edit.
  • This launches the EDIT RECEIPT modal.
  • Either update the current comment on the receipt or add a comment if there was none.
  • Save your changes, and they are now reflected on the finalized receipt.
  • EZTIP: You can edit comments on receipts from the applicant Invoices tab and from the Receivables page in EZLynx Accounting.

General Bug Fixes

Along with the enhancements mentioned above, there are also several bug fixes for EZLynx Accounting in this release. These updates better refine your accounting workflows and alleviate functionality issues you are currently facing.

At EZLynx, we are constantly striving to improve our product and give you a better experience. We hope these enhancements provide you with an improved workflow in the EZLynx Accounting application.

  • Updated the posted date on checks sent to QBO to show the date posted rather than the payment date.
  • Updated the check description field in QBO to now show the bank account and check number if there is no check memo.
  • Fixed scrolling and screen size issues on the applicant Invoices tab when adding a DB payment.
  • Hiding exported ‘column’ and exported ‘field’ when QB application is set for ‘Online Webservices’ for following areas: Check List, Check Overview, Add Check popup and Edit Check popup. This field is not used for the direct QBO interface.
  • Updated the Pay Invoice action to include receipts from the parent branch in addition to the invoice’s branch.
  • Updated the Overdue Invoice list to show receipts for an applicant if receipts are created at another branch.
  • Including Finance Companies on direct bill payment screens.
  • Updated receivable write-offs unapplied to now include negative amounts.
  • Fixed error with selected line items not saving on adjustments.
  • Fixed issue related to disabled users still appearing in accounting.
  • Fixed issue with DB Payments having the wrong payee in some cases when a policy was not selected.
  • Fixed issue related to installment invoices having incorrect line items if there are more the one producer.
  • Updated printed statements to show invoices from other branches.

Additional Rating & Management System Updates

  • Outlook Plugin
    • Issue resolved where certain users would see an object error when saving sent emails.
    • Corrected a bug where task due dates would default to 12/31/1969.
  • Improved performance for Activities & Notes
  • Improved the audit trail in System Log for tracking applicant detail changes.
  • Several workflow enhancements for Manual Quotes.
  • Improved the Agency Form Templates handling of checkboxes.
  • Enhanced how documents associated to a policy transfer if a policy is moved to a different applicant.
    • We now move the entire folder structure with all associated documents
  • Users can now retroactively cancel an expired policy.
  • Fixed an issue where the email footer buttons were hidden in certain browsers.
  • Improved Email Subscription Management feature.
  • Improved support for EMC Insurance Company when using EZPlugin for Chrome.
  • Added duplicate check for Commercial Applicants.
  • Improved LexisNexis pre-fill when creating applicants.
  • Fixed issue where text message notifications weren’t received if mobile # was associated to multiple applicants.
  • Commission Rules – Fixed an issue where certain users had the Agency Code field matching to rules rather than Producer Code.
  • 40+ enhancements and bugs for Manual Policy Entry screens and ACORD Forms including:
    • Auto Commercial & Personal now have an Excluded Drivers section.
    • Auto Commercial now has a Fleet # option on Vehicles screen.
    • Expanded class description field for commercial general liability.
    • Worker’s Comp Part 1 & Part 3 – users can now add more than 10 states for every rating state except Florida. Part 1 for Florida only displays FL, but Part 3 allows more than 10 states.
    • Auto Personal – there is now the option to add premiums per vehicle.
  • Improved Lead Source handling across branches.

Questions? Contact [email protected].

Email Campaigns: Designing Templates

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and helps users learn how to quickly create customized templates to use for email marketing campaigns.

Click here for more information about EZLynx Email Campaigns.

What’s New in EZLynx 4.17.09

With the 4.17.09 release, some of our most highly requested reporting features will be here soon!

Highlights

  • Commercial Policy Entry – Small Farm & Ranch
  • Report Enhancements & Bugs
    • Direct Links to Policies & Commissions
    • Exclude Pending Renewals from the Policy Expiration Detail report
    • Several New Reports are Coming Soon!
      • Task Summary
      • Commission Grouping
      • Change Request Summary
  • BETA – Click here for the BETA Request Form
    • Sales Center Web Services
    • Policy View Enhancements
    • New Filter for Match Status on Commission Statement
    • Improved Download Matching
  • EZLynx Accounting – QuickBooks Online Direct Integration

Commercial Policy Entry – Small Farm & Ranch

EZLynx is proud to announce the addition of Small Farm & Ranch to our Commercial Policy Entry product. This now allows agents to easily:

  • Enter full application details for coverages, scheduled items, and more
  • Reduce duplicate entry by converting your application to a policy when sold
  • Create pre-filled ACORD Forms and Certificates

NEW! Reports link directly to Policy & Commission pages

In all reports, the Policy Number &/or Commission Statement Number columns are now links that take you directly to the Policy Details or Commission Statement Details Pages.

Exclude Pending Renewals from the Policy Expiration Detail report – Coming Soon

The ability to Exclude Pending Renewals from the Policy Expiration Detail report is on its way! The Policy Expiration Detail report has a new checkbox to “Hide Pending Renewals” this will be checked by default. We have also added the following new columns: Renewal Effective Date, Renewal Premium, Renewal Premium Change Amount, & Renewal Premium Change Percent.

 

Several New Reports are Coming Soon!

  • Task Summary
    • We have removed some of the task specific information from the Activity Summary report and split it out into its own report in order to provide more details.
    • The new Task Summary report can be used to see a summary of all tasks over time, those frequently rescheduled, the overall percent past due, and much more!
  • Commission Grouping
    • Use this report to view all commissions aggregated by several popular grouping categories – including Producer or Carrier – and filtered by Date Range, Carrier, Branch, Assigned Agent, Producer, Transaction Type, and more!
  • Change Request Summary
    • View a summary of all of your current change requests including the number currently open and average number of days to complete, all by Agent, LOB, Master Company, and more!

Sales Center Web Services

We are excited to announce web services for Sales Center. This allows agencies to integrate your systems with Sales Center like never before. Imagine pushing leads from a third party vendor directly into prospecting or creating opportunities for Sales Center. If you are interested in learning more about the full functionality, please contact Crista Davis at [email protected].

Policy View Enhancements

At EZLynx, customer feedback drives the improvements we work to provide in our monthly releases, and this month’s release responds to agent requests with respect to policies.

Enhanced Policy Summary View

With this release, we are excited to announce a feature that lets you view the policy summary for all transactions associated to a policy. You can also select any date to view the policy snapshot at that point of time.

  • In the policy summary page, you will see a dropdown with the list of transactions for that policy
  • Select any transaction and view the policy summary for that particular transactions
  • You can also select pending transactions in the dropdown and view the policy summary for that pending transaction

 

Show Deleted Transactions

With this release, we are introducing the ability to view deleted transactions and access the policy forms for the deleted transactions.

  • In the policy history tab, users with permission will be able to see ‘Show Deleted Transactions’ option
  • Upon selecting the option, you will be able to see all the deleted transactions for the policy.
  • Access the policy forms for the deleted transactions

Edit Columns in Policy History

In the Policy History tab, you will notice the “Edit Columns” feature. All the existing policy transaction columns will be present in the Visible section.

  • You will be able to move any of the Visible fields to Hidden section
  • You will be able to rearrange the order of the fields in the Visible section as per your preference
  • You can also reset the default order by clicking on “Defaults”

New Filter for Match Status on Commission Statement

Difficulty with separating the matched and unmatched line items in your commission statements is now a thing of the past. A new filter dropdown now allows you to filter the commission line items by either: All, Matched or Unmatched.

  • On the commission statement, select the funnel icon between the magnifying glass and the ‘’
  • The default filter is always set to ‘’ If you would like to change the results, simply select which filter you would like to apply
  • Selecting a specific filter will update the data on the list and return only those Match Status results

Improved Download Matching (BETA)

This project allows EZLynx to expand our download model by mapping sub lines of business. In addition, we take care to preserve and maintain your selected line of business choice throughout the policy history.

For example, if a user manually enters a Renters policy in EZLynx, but the carrier downloads it as a Homeowners (HOME) policy, then:

  • The automatic matching process recognizes the Homeowners policy, and automatically matches to your manually entered Renters policy.

A new column for “Sub-LOB” has been added to the following pages:

  • Policy Overview
  • Policy History
  • Policy Transactions (Matched and Unmatched)
  • Claims Overview
  • Claims History
  • Reports

EZLynx Accounting

We have continued to make improvements to the direct integration with QuickBooks Online. Click here for the QuickBooks Online Interface Guide. Please contact [email protected] if you would like assistance with this feature.

This round of EZLynx QuickBooks Online enhancements features the following improvements:

New UI for users to monitor the status of the GL interface and reprocess errors

  • To access this UI, navigate to the ‘EXPORT TO GL’ tab in the GENERAL LEDGER section of accounting
  • Here you will see a new table that allows you to monitor errors in your GL exports and view all export transactions

  • Notice that if there are errors in exporting, you now have the option to view what the error was and REPROCESS if you choose to.

For all versions of QuickBooks, you can now export by Department and Branch

To set this feature for your agency:

  • Navigate to the CONFIGURATION area of accounting.
  • Then the SYSTEM SETTINGS tab.
  • Once there, you will notice a new option called EXPORT BY CLASSIFICATION.

  • You have 5 options to choose from when determining your export classification:
    • None: transactions will not be assigned a Class in QuickBooks
    • Branch: the QuickBooks Class will be the branch name. This replaces the “Export by Branch”
    • Department: the QuickBooks Class will be the department name for transactions that include the department, such as postings to Income accounts. The department can be defined based on line of business in the Manage LOB area of Settings.
    • Branch-Department: the QuickBooks Class will be the branch name followed by the department name, separated by a hyphen.
    • Department-Branch: the QuickBooks Class will be the department name followed by the branch name, separated by a hyphen.

For QuickBooks Online, we have also added a new EXPORT TYPE called DAILY.

This allows you to automatically schedule daily exports to QBO from EZLynx. When the DAILY export type has been select, you do not need to manually export your transactions each day.

  • If Daily is selected, a scheduled process automatically posts all queued transactions for the org at 10:00 pm CT.

  • Automatically reprocess transactions that fail due to intermittent issues on the QuickBooks servers.
  • If a transaction fails because the QuickBooks servers are unavailable, EZLynx will automatically attempt to post the transaction again, up to five times. If it still fails, you can always reprocess it manually as described above.

Branch Accounting

 We’ve made a few changes to help with transactions that span multiple branches. These enhancements allow for better usage of the branch accounting application and provide greater versatility for you, the user.  The enhancements are as follows:

  • You can now select the branch when adding a Direct Bill Payment.

  • If a direct bill payment was entered for a receipt in a different branch, you can now unapply the receipt detail even if you aren’t a user in that branch. Note: you must still have Accounting permission to the branch.
  • If you create a check in your parent organization, you can now select line item details from any branches.

 Revised the account types for receivable and payable accounts.

In order to eliminate issues with QuickBooks falsely reporting that there were open invoices or creating extra postings to an Unapplied Cash Bill Payment Expense account, we have revised the account types of GL Accounts created in new QuickBooks installations.

  • Any EZLynx receivable accounts will be created as Other Current Assets accounts in QuickBooks.
  • Any EZLynx payable accounts will be created as Other Current Liabilities accounts.

You will still be able to report on these accounts as desired. If you have already enabled the QBO direct interface and are experiencing these issues, please contact [email protected] for assistance.

Back-end performance improvements

We have implemented some back-end performance improvements to speed up the transmission of data to QuickBooks. This will provide you with greater efficiency when interacting with QBO and EZLynx.

Bugs fixes in the QuickBooks direct interface

  • Bank transactions will now be sent to QBO as individual transactions to facilitate bank reconciliation.
  • Resolved issues with transactions failing if the payee name or branch name included a colon.
  • Checks with a negative total will now be sent as journal entries rather than giving an error.
  • If you change your export from On Demand to Real Time, it will immediately send all queued transactions.
  • We also resolved issue with creating transactions for Finance Company payees.

Posting Change

Finally, we have made improvements for receipt reversals and posting dates. Receipt reversal will be posted with original’s transaction date, unless it is in a closed accounting period. If that date is in a closed accounting period, then the transaction date will be today.

At EZLynx, we are constantly striving to improve our product and give you a better experience. We hope these enhancements provide you with an improved workflow in the EZLynx Accounting application.

Product Support Items & System Bug Fixes

  • Email Subscription Management
    • Fixed an issue where email address is not correctly updating if changed in Agency Admin portal
    • Fixed an issue where the UI displays a user has been enabled for a report even if they have are not enabled
  • Improved VIN-Lookup feature to search through vehicles registered in other countries of origin
  • Updated the welcome email to send as [email protected] rather than the primary admin for an agency
  • Agency Admin
    • Corrected issue where you could not disable a branch organization
    • Fixed an issue when changing page size on manage users tab
  • Questions? Contact [email protected]

What’s New in EZLynx 4.17.08

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The 4.17.08 release is packed with many valuable enhancements and streamlined workflows. At EZLynx, customer feedback drives the improvements we work to provide in our monthly releases, and this month’s release responds to many agent requests.

Highlights

  • Automation Center (Beta)
  • Workspace Enhancements (Beta)
  • eSignature Manager
  • eSignature & LexisNexis Product Admin

Automation Center (Beta)

With this release we are excited to announce a new highly requested feature for EZLynx. With EZLynx Automation Center you can now enable automated rules for your agency and sub-agencies. When triggered, these rules fire off actions like creating notes or tasks, sending emails to applicants, and closing sales center opportunities.  This is just the first of many new features coming to EZLynx that will change the way you interact with the system.

Highlights

  • Access the New Automation Center
  • Enable Templates
  • Assign Actions for Automation Rules & Exclusions
  • View Scheduled Events in Automaton Center

To access, hover over EZLynx Settings, and click Automation Center to land on the Overview page. Here you can perform a variety of functions.

  • View Automated Rules enabled by your agency
  • Insert one of our prebuilt automation Templates
  • View Scheduled Events

Click here to access more detailed information about Automation Center.

To setup your agency with beta features, complete the Beta Request Form.

Agency Workspace Enhancements (Beta)

With the new Agency Workspace enhancements, Tasks can be marked as important (can be toggled on or off) and you can now set a time for a task to be completed by. We have also added some new mobile functionality for task due date and time as well as task importance.

Highlights

  • Mark a task important
  • Set a time for a task to be completed by
  • New Mobile Capabilities for Task Importance and Due Date/Time

To access, open the agency workspace to perform a variety of functions for your tasks.

  • Mark a task as Important using the new Important icon  when you create a task.
  • The task list in the Agency Workspace now indicates the number of overall tasks within the category, as well as the number of Important tasks within the category.
  • Set a Time the task is due, in addition to the Due Date.
  • All of these are also Mobile

 

Click here to access more detailed information about Sales Center.

To setup your agency with beta features, complete the Beta Request Form.

eSignature Manager

With this release, we have completely revamped how you manage eSignature envelopes within EZLynx.

Highlights

  • New eSignature Management page
    • Advanced Filter panel & Search capabilities
    • Create eSignature Envelope from new management page
    • Quick Action links

To access, hover over EZLynx Dashboard icon, and locate eSignature box. Click any status link to navigate to eSignature Manager screen.

  • New Search/Filters
    • Search by recipient or envelope name
    • Filter by Envelope Status or Branch Agency

  • New Actions
    • Click recipient name to open applicant Overview in a new tab
    • Quickly access the password details, and resend to a recipient
    • View the envelope history
    • Resend an envelope
    • View signed documents & completion report

  • Additional Enhancements
    • Send on behalf of another user in your agency.
    • Quickly pre-fill email addresses for all applicants and contacts within the applicant account.
    • Sort by Date Created, Last Modified, or Document Name when selecting documents to add to envelope.

eSignature & LexisNexis Product Admin

Agency admins now have a simpler way to manage product specific permissions including, eSignature & LexisNexis.

Highlights

  • Manage access to eSignature & LexisNexis at the Branch/User level
  • Quick search and filters
  • Simple manage users workflow

To access, hover over EZLynx Settings icon, and click Product Settings link. Note: If you don’t see this option, contact EZLynx Support to confirm your permission levels.

  • Select a product from dropdown
  • Search by user or filter by all users within a branch, if applicable
  • Select Manage Users to enable/disable users/branches with a few clicks.
    • Note: If the top agency is checked, all users/branches below are selected automatically. In addition, new users/branches will automatically have access to the product.

 

 

Click here to learn more about our commitment to helping those affected by Hurricane Harvey.

 

Questions? Contact [email protected].

What’s New in EZLynx 4.17.07

The 4.17.07 release is a mega-release, packed with many valuable enhancements and streamlined workflows. At EZLynx, customer feedback drives the improvements we work to provide in our monthly releases, and this month’s release responds to many agent requests.

Highlights
• Claims Downloads (Beta)
• Two-Step Verification for User Login (Beta)
• VIN Lookup for Commercial Lines and Pre-1981 Vehicles (Beta)
• Create New Applicant Enhancements (Beta)
• Policy Change Requests (Beta)
• New EZLynx Reports
• New LOBs for Commercial Policy Entry & Applications
• Branch Support for Certificate Masters & Holders and Agency Form Templates
• EZLynx Accounting Streamlined Workflows Continue reading “What’s New in EZLynx 4.17.07”