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 announce some changes for Client Center. This round of enhancements now allows for Client Center to support Organizations with branches in EZLynx. The primary change you will notice is the new ability to have your agency Client Center shared down your organizational hierarchy with your sub-agencies.

If you are at the main office, and you have permission, then you can choose to share your Client Center with your sub-agencies. To do this, simply navigate to the Settings area on the side panel and select Client Center.

Also, if you are at the main office and sharing your Client Center with a sub-agency who has their own CQ (consumer quoting portal), then the branding information for that specific sub-agency will be displayed to the applicant.

However, if you are at the main agency and sharing your Client Center with a sub-agency who does, not have a CQ (consumer quoting portal) configured, then the branding information of the Main agency will be displayed to the applicant.

EZLynx Workspace – Mobile

We recently released branch support for the workspace, and now we are transferring that same great functionality to your mobile device. For agencies with branch support enabled, you will notice you are now able to select who in your organization will receive reminders for tasks. Agencies without branches will now be able to select who in your organization will receive reminders for tasks and see greater sorting for labels in EZLynx.

 

Assigning Tasks To Branch Users in Mobile (for branch users only)

Once branch support has been enabled you will now see a new grouping function in the Task Assignee drop down in mobile. This will now be showing you the users who have access to the selected applicant. This will help with assigning tasks to agents in different branches in your organization.

Controlling Reminders (for branches and single retail organizations)

Retail Agencies and Branches will now be able to control who sent the reminders for tasks. You can select all three options or one.
The options are:
• Myself – The system default is ‘Myself,’ meaning that the person creating the task will be the one receiving the reminder
• Followers
• Assignee

Agencies will also have the ability to edit the reminders when reviewing the applicant’s task in mobile. Simply locate the applicant with the task to edit and click the ‘Edit Task’ option. This will open the current task and allow you to edit and create notes for the task, as well as edit the reminder you had previously entered.

 

Miscellaneous Bugs & Improvements

•  Internal Billing System Updates
• Miscellaneous Bugs & Improvements
• Policy Transactions – Org Level View
• Certificate Self-Generation Fixed
• Issue with driver pre-fill not allowing you to sync updated info back to applicant details
• invoice PDF Fixed
• Risk Info Section – Added Support for over 50 new forms to pre-fill based on risk info