During the first week of July, we’re rolling out EZLynx 4.16.06 which includes 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.
- Simpler navigation & more sophisticated filters
- Customize Detail and Master reports – then save reports for future use
- Activity Summary Report
- Quotes Summary Report
- Commercial Package Policy Support (Manual entry only)
- Commercial Applications
- Commercial Proposals
Interested in BETA testing? Click Here
EZLynx Reports 2.0 have a new user interface and extensive filtering capabilities.
The report types:
Detail Reports – a preset table of data that can be modified using various report criteria filters.
Summary Reports – key information at a glance, and tools for getting the most from their data.
Master Reports – include more tools for creating custom reports; detailed filters, aggregates, grouping, sorting, paging, and chart creation.
Legacy Reports – the classic reports we’ve always offered; to be updated to the new UI soon.
Inspired to learn more? Take a look at our detailed report guides.
Want to see the new reports in action? Register for a free webinar here
Customized Detail and Master Reports can be saved for future use. When saved reports including sliding date range filters, the report data will likely change each time the report is run.
Activity Summary Report
Quote Summary Report
Commercial Package Policy Support (BETA Release)
Manual entry only
Let’s take a look at the details
When adding a manual personal or commercial package policy in EZLynx, the user can now add the individual policies included in the package.
After selecting either personal or commercial package as the main Line of Business, add any number of individual LOBs and their premiums as you’d like.
The Add & Edit Policy feature prompts the user through a series of tabs for adding detailed policy information; to reduce data entry keying, some tabs gather information that can be shared across multiple policies.
Tabs to collect information shared between all policies in the package; for less data entry
Commercial Applications (BETA Release)
The ability to add commercial applications in EZLynx is a huge, time-saving tool for agencies that write commercial business. Complete the application once in EZLynx, then easily create necessary ACORD form for submission to multiple carriers.
Take an application and quickly transform it into a policy or take a policy and create an application from the data.
Commercial Proposals (BETA Release)
From a Commercial applicant’s Documents tab, click the Add button and select Quote Proposal. Ability to select one manual policy from each LOB, then click Add Quote Proposal. The feature will be expanded to include downloaded policies in the near future.
• Commercial Auto
• General Liability
• Commercial Property
• More coming soon
- File upload now supports attachments up to 60MB
- Emails saved using the Outlook Plugin now support underlined text
- Commercial Property Manual Entry now includes drop down selector for Subjects of Insurance
- Workers Comp Manual Entry – Supports unlimited locations
- Personal Auto Manual Entry – Supports unlimited vehicles
- Assigned agency name now displays on Applicant if agency has multiple locations
- Added DOB & Drivers License details for commercial contacts