Welcome to EZLynx Management System! Both basic and admin users should watch this EZLynx Management System 101. We cover setup tasks for new users, an overview of the applicant account and Agency Workspace, working with policies and documents, locating groups of policies and more.
Chrome is the preferred browser for accessing and working within EZLynx. However, we understand many agents still like to use Internet Explorer. There are a couple of settings that will greatly improve your EZLynx experience when using IE.
This 2-minute video will explain those settings, and they will make a BIG difference!
Applicant Lead Source is valuable information that can be used as a tool to sell more business. Lead Source is an optional field in EZLynx, however if you add this information to each of your applicants, you can run a Lead Source report.
Managing certificates is an important but daunting task for many agencies. EZLynx Certificates is a versatile feature that accommodates the needs of any agency and makes the process much easier. Whether you need to create one or two certificates for a policy or hundreds, you can get it done quickly in EZLynx.
In EZLynx 4.16.03, we’re rolling out exciting enhancements to the EZLynx Management System, Rating Engine and Client Center.
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
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
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
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
Commission Statement 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.
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!
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