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 […]
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 […]
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 […]
This video is intended for all users at an agency with access to EZLynx master reports. Master Reports are often used to add groups and sub-groups to better organize the data. Master reports are intended for users with a higher level of familiarity with how to group data within Excel spreadsheets, or other similar programs. […]
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 […]
Scroll down to learn more or donate. 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 […]
On September 1, 2016, we are rolling out many new features and Commercial lines enhancements in our 4.16.08 release. Click here to access “What’s New in EZLynx 4.16.08”.
Highlights: NEW Application/Manual Policy Entry – Professional Liability Client Center – Branch Support Workspace Mobile NEW Application/Manual Policy Entry – Professional Liability A new Line of Business hs been added to Commercial Lines Application and Policy Submissions. Line of Business (drop down): Select Professional Liability Client Center – Branch Support EZLynx is excited to […]
In July 2016, we rolled out EZLynx 4.16.06 with an enhanced Reports UI with turbo charged features. Also, there is a BETA roll out of several Commercial Management System features: Commercial Package Policy support, Commercial Applications and Proposals. Click here at access “What’s New in EZLynx 4.16.06” (July 2016 Release)
The EZLynx Accounting 2.6 release is rolling out on Friday, September 9th. We are excited about the enhancements that will streamline the EZLynx Accounting billing processes. The upgrades include an AutoPay function, check and deposit detail reports, and invoice memos. Our aim is to provide a better user experience. Click here to access “What’s New in EZLynx […]
Today, May 6th, we introduce the 4.16.04 release which includes several exciting enhancements for Certificates, Agency Form Templates, Email Campaigns, MAP Underwriting Requests, and MORE! Click here to open “What’s New in EZLynx 4.16.04”.