Whats New in EZLynx 4.17.06

Highlights

  • Postal Mail (BETA)
  • New Commercial Manual Policy Entry LOB’s
    • Directors & Officers
    • Errors & Omissions
  • Coming Soon – Report Enhancements
    • Saving & Sharing Changes
    • Advanced & Enterprise Package Holders
      • Drill Through
      • Customizable Dashboards
    • Enterprise Package Holders
      • Crosstabs & Formulas
      • Scheduling

Interested in BETA testing? Click HERE.

Send Postal Mail Directly from EZLynx (BETA) 

We want to create a service in EZLynx that can be used by any application for the purposes of printing and mailing material on behalf of the user. This service would use a third party provider’s API to facilitate this. From a billing standpoint, this would be a pay-per-use service in most cases. Similar to other transactional features we offer, we would require flexibility in how we allocate usage, on a per-org and per-feature basis. Click HERE to learn more!

Click Here to request Beta access.

Commercial Manual Policy Entry

This great feature allows users to enter much more commercial policy information that is then pre-filled into all ACORD forms created for the policy in EZLynx.

NEW LOB’s Supported:

  • Directors & Officers
  • Errors & Omissions

Coming Soon – Report Enhancements

Export Enhancements

Our export to Excel feature has undergone an overhaul. For those of you exporting large amounts of data, you should now see exponentially faster download speeds when exporting to Excel.

Saving & Sharing

Many of our reports provide the ability to save your filter settings. With the Report Saving and Sharing feature you only need to set up a report once to easily provide access to that report for yourself &/or others at a later date. Click here to learn more about the new workflow for Saving & Sharing Reports.

Drill Through Reporting (Advanced & Enterprise Package Holders)

Drill Through Reporting offers tools that allow you to click on various sections of a summary report chart or table to drill through and view the details that make up that visualization. Click here for our Drill Through Reporting Guide.

Dashboard Customization (Advanced & Enterprise Package Holders)

The customizable reporting Dashboard allows users to organize charts and tables from any reporting category all in one place. Each user’s Dashboard is made up of “panels”, which can be added, removed, rearranged, or renamed. Dashboards can also be configured to have one or many tabs with varying column layouts. Click here to learn more!

Crosstabs & Formulas (Enterprise Package Holders)

Crosstabs (aka Pivot Tables) and Formulas available in Master Reports – As soon as you open a Master Report you will see these two new options enabled Click here to get more details!

Scheduling (Enterprise Package Holders)

Report Emailing and Scheduling offers tools that allow you to distribute reports from within EZLynx. These tools include the option to email a current report now, set a future time to email a report or set up an automatic, reoccurring email for reports. View our guidebook here.

 

Additional Enhancements

  • Improved issue when adding Inland Marine to manual commercial package policy
  • Word Documents now printing in Internet Explorer
  • Fixed issue where share to client center notification was not sent if document was within a folder

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