What’s new in EZLynx 4.16.05

Next week we will roll out EZLynx 4.16.05, which includes BETA opportunities for the information rich Policy Transaction and Policy Summary pages, a new EZLynx Client Center login format, and EZLynx Rating Engine enhancements.

Highlights

  • New Policy Transaction Interface (Beta phase)
  • New Policy Summary Format (Beta phase)
  • Improved Policy Matching Capabilities
  • Client Center Enhancements
    • Changes to the login process, including Text Message security verification options
    • Customers with multiple applicant accounts have global access to all accounts
    • Ability for agents to enable/disable Client Center access for primary applicant, co-applicant and/or contacts

 

Enhancements

New Policy Transaction Interface (Beta phase)

Interested in participating in the BETA phase? Click Here.

This re-design of our policy transaction page allows a more efficient way to filter, search, update, and match policies. The search filters are now dynamic;  available options update as search criteria is refined.

  • Expand & collapse policy transaction details
  • Customize policy transaction page columns – display and order
  • New workflows for matching Unmatched and Multiple Matched transactions
    • Quickly match to a suggested account as a new policy, or
    • Create a new applicant account and policy in one step, or
    • Merge the transaction with an existing policy
    • Option to bulk delete multiple transactions at once; convenient if a carrier downloads duplicate transactions
  • New ability to edit policy #s for pending policies

Policy Transacton

Policy Summary Page (Beta Phase)

Interested in participating in the BETA phase? Click Here.

The newly enhanced policy summary page provides quick access to detailed personal and commercial policy information.  We have also re-structured the order of data to streamline coverage information more effectively for each policy.

Commercial Property:  now includes a Location Details button for viewing detailed property information for each building.

Commerical Prpty

 

Commercial Auto:  includes Coverage Limits, Vehicles and Coverages sections.

Commerical Auto

 

General Liability: Locations are moved to the bottom of the page; coverage limits and deductibles are found at the top.

GL

Client Center 2.0

Updated Login Process

This latest update to Client Center brings an enhancement to the login process for your clients.  Your clients will continue to initiate the login process by providing the email address that is associated with their account. However, if the email address is valid, the client will receive a 6-digit validation code by either email or SMS Text Message.  The client will enter the validation code right there on the login page to complete the process.

Multi-Account Access

For clients that are associated with multiple applicants, these users will no longer be excluded from Client Center access. This will be especially useful for Commercial accounts. Once the client has successfully validated their identity, these users will now see an account selection screen that will allow them to navigate between the accounts for which they have been given access.

Account Access Controls

Agents can now navigate to the Contacts page for a particular applicant and choose the Edit option for any Primary Applicant, Co-Applicant, or Contact that exists in the list.  Within the Edit window, there is a check box that can be toggled to disable or enable that particular contact from being able to login to Client Center.

By default, Primary Applicants and Co-Applicants are enabled for Client Center. Other contacts, however, have to be manually enabled by the agent.

Client Center Settings

Don’t forget, if you’re an administrator at your agency and you do not have the Client Center option in your Settings menu in EZLynx, be sure to reach out to your support rep so that they can turn this feature on for you. This new menu gives administrators the ability to control the notification and task creation defaults for Client Center for your agency.

 

EZLynx Rating Engine

We have made a few enhancement to our flagship product, EZLynx Rating Engine, including an updated application process to help track and receive the best quote results. 

  • We’ve introduced a message box to confirm the applicant’s birth date for more accurate reporting and rating.
  • When adding additional drivers, there are now two additional options; “Non Rated” and “Never Licensed”.
  • As an improvement to the Incidents tab, the number of violations that can be entered is increased to 10 per driver. Also, when answering “Vehicle Involved”, it is now optional to specify which vehicle.
  • The ability to receive quotes for 2017 models.

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