Automation Center will help you increase the productivity of your agency by automating task creation and client communications based on certain policy events, such as new policy downloads, cancellations, and changes. Click here for more information about EZLynx Automation Center.
With EZLynx Postal Mail, select any ACORD form(s) or other PDFs from your applicant’s Documents tab in EZLynx and have those documents printed and mailed to the applicant with a few simple clicks. Click here for the EZLynx Postal Mail Guide
Tips for finding training materials fast.
The fundamental purpose of the Salesforce Integration App is to automatically create EZLynx applicants from Salesforce leads and to transfer quote data back to Salesforce. Click here to open the “EZLynx Salesforce Integration App – Admin User Guide”.
Quote Templates are a great time-saving feature for rating. Create EZLynx Quote Templates so that when you start a new application, the fields can be pre-filled with your template answers.
Fast quoting is the name of today’s game. Quote templates make quoting much faster! All the fields entered in a quote template will auto-fill into all of your new applications. We highly recommend all agents use quote templates with EZLynx Rating Engine. A free feature available to every EZLynx Rating user. Click here to open […]
EZLynx Driver Pre-fill is an optional feature that saves time and provides complete driver information for more accurate quotes. With the click of a button, the system pulls driver data from public records. Quickly select the drivers to add to the EZLynx auto application.
Presenting prospects with multiple coverage/premium choices is a great up-selling strategy. EZLynx Quote Scenarios makes this possible. This optional quoting feature that provides agents with up to three additional premiums from each carrier by running just one quote in EZLynx.
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.
With EZLynx Management System’s Policy Sync, you can quickly update an EZLynx auto or home application from the downloaded policy data. This is very helpful at policy renewal time.
EZLynx Vehicle Pre-Fill is an optional feature that saves time and ensures quoting with the correct VIN numbers. With the click of a button, the system generates a list of vehicles registered to the applicant’s address. Quickly add vehicles from the list to the EZLynx auto application.