What’s New in EZLynx 4.16.04

On May 6th, we introduced EZLynx 4.16.04 which included several exciting enhancements for Certificates, Agency Form Templates, Email Campaigns, MAP Underwriting Requests, and MORE!

Highlights

  • Certificate Holder Redesign
  • Agency Forms
    • Support for Word Docs using Merge Fields
    • New mapping workflow to map merge fields to EZLynx fields
    • Added over 80 NEW fields available to merge
  • Automatic Matching for Imported Commission Statements
  • MAP Shared Credentials Enhancements
  • MAP Underwriting Requests (formerly called Messaging)
  • Advanced Email Signature Configuration for Campaigns

 

Certificates

The Certificate Master workflow is even more efficient now by automatically pre-filling any interest holder information associated to the selected policies. The  interest holders screen has also been redesigned to include additional holder information applicable to the specific Certificate.

Let’s take a closer look at an example below…

  • This example is for the ACORD 25 – Certificate of Liability Insurance
  • The Certificate Holder Type now allows you to specify the Additional Insured and Waiver of Subrogation by line of business per holder

Cert Holder

 

Agency Forms

We’ve simplified our Agency Form Templates by adding a new mapping workflow, support for Word Docs, and over 80 NEW fields available to merge. These merge fields allow you to quickly pre-fill information into your agency forms regarding customer, policy, and/or agency details.

Access the Agency Form Templates Guide here

Managing Agency Forms

  • You can manage your Agency Forms by going to Settings > “Manage Form Templates”
    • Note: Existing forms now have the ability to edit the field mappings directly in EZLynx
  • Adding a new form is as simple as selecting Add Form Template, and uploading either a PDF or Docx file

Add Form Template

  • Selecting Save takes you to the Edit Field Mappings screen for you to select which EZLynx field matches your template field

Form Template Mapping

 

MAP (MGA) Underwriting Requests (formerly Messaging) – Updated UI and Enhancements

EZLynx Messaging has undergone several enhancements and is now called EZLynx Underwriting Requests.  This enhanced feature with its new user friendly and efficient design allows for Requests to be filtered by new time frames of 30 Days, 7 Days or Today.

Watch the MAP (MGA) Underwriting Request (formerly Messaging) UI Update webinar here

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In addition, underwriting request list has been redesigned to enhance the capability to sort through many different filter. The search for a specific agency or agent’s request has been made more user friendly.

  • NEW Able to see the applicant EZContact box.

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When viewing the premium request in the new layout, you can change the request status, alter the premium, view past messages and remove underwriters. Also, you can add multiple attachments that automatically save to the applicant’s Documents tab.

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The enhancements continue with a new Carrier Logins page. In Carrier Logins under Settings, admins can now manage the shared carrier logins instead of going to the admin key icon to the profiles tab. When setting state specific carrier logins, you now MUST set a default login before being allowed to set the specific state logins.

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EZLynx Management System – Commissions

  • Updated auto-mapping of fields for imported commission statements
  • New transactions now available on commission statements, including Database Sync

 

What’s New in EZLynx 4.16.03

In EZLynx 4.16.03, we’re rolling out exciting enhancements to the EZLynx Management System, Rating Engine and Client Center.

Highlights

  • Enhanced Workflow for Bulk Emailing Certificates
  • Commercial Policy Entry for Business Owners (BOP)
  • Certificate Request Workflow in Client Center
  • Agency-Facing Settings for Client Center
  • ….and nearly 60 additional enhancements & updates

Policy Entry

This great feature allows users to enter much more commercial policy information that is then pre-filled into all ACORD forms created for the policy in EZLynx.

  • NEW – We now support Business Owners (BOP) line of business for this feature

BOP - Liability (alternate)

BOP - Other Coverages (alternate)

  • Workers Compensation has an improved user interface (UI) and workflow
  • Inland Marine now allows more than 15 items of scheduled equipment
  • All ACORD 90’s are updated to the most current version
  • Improved user interface and workflow for Home and Dwelling Fire applications
  • Documents now maintain the original policy # association, unless the policy # is changed manually
  • Downloads now update in a way that better handles partial package cancellations

Certificate Holders Report

  • Can now be exported to Excel
  • Now includes “Created Date” and “Remarks” columns

Cert Master - Interest Report

Certificates – Bulk Email

When using the bulk email feature for certificates, you now have additional text formatting options and pre-filled email signatures.

  • Added ability to edit Subject line
  • Added CC and BCC options

Certs - Bulk Email 1

Certs - Bulk Email 2

EZLynx Reports

  • Updated reports:
    • Commission Statement Master
    • Activity Master
    • Book of Business Summary
    • Commission Statement Detail Master

Client Center 2.9

Client Center Agency-Facing Settings

  • When enabled, agency admins can configure special Client Center preferences
  • Override default display options with custom agency details
  • By default, we will no longer be showing manual policies because many agencies don’t regularly update manual policy details.  However, for those agencies that do keep manual policies updated, they can turn this feature on again
  • Admins can set notifications to be sent and tasks assigned to either the applicant’s assigned user or to any other user.
  • Users can now set rules for notification and task options depending on the type of action a consumer takes.  For example, you can send policy change requests to a CSR, but Certificate Requests to the applicant’s assigned user.

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Certificate Request Form

  • An agent’s commercial customers can now request certificates from the Client Center.  More certificate enhancements in Client Center are coming later this year!

Client Center - Request a Certificate

  • Updates to Consumer and Agent Notification Emails’ Content
    • Content is cleaner, and includes the request date and time
  • Agent generated certificates can be shared in Client Center and will not be editable by the customer
  • When an agent shares a document in an applicant’s Client Center, they can now send an email notifying the customer of the same.
  • Automatically created Tasks now include change request details
    • When tasks are automatically created from a customer’s policy change request, the task notes include the request details.  These details will no longer be sent by email, since they often contain confidential information.
  • Commissions:  Total commission amount no longer changes when removing a policy from a manual statement
  • Personal Policy Entry:  Audit transaction on Workers Compensation is now updating the selected policy term
  • Consumer Quoting: Activity Report export to EZLynx option fixed
  • EZLynx Accounting:  Issue of a policy’s billing type being cleared when a non-accounting user edited a policy