What’s New in EZLynx 4.12

New Feature

Import Commission Statements via CSV File

We’ve transformed a tedious, time consuming part of your workload into an easy and efficient process. You can now import Life & Health statements with thousands of policy commissions in seconds!

4.12 release pic 1

 

 

 

 

 

 

 

 

Overview

  • Import commission statements as a CSV file
  • Use the provided EZLynx CSV template
  • Create custom field mappings by carrier and reuse them monthly by matching each column to an EZLynx field
  • Preview valid & invalid data prior to import

 

Enhancements

Policy Management

  • Now use Policy Compare with Dwelling Fire policies
  • New commissions permissions for policy producers and service team members
  • New Commission Rules match based on a specific Lead Source
  • Added ability to copy a commission rule to make creating multiple rules easier
  • Quickly select a specific policy transaction during the Audit Policy workflow
  • Improved policy validation helping reduce duplicate policy entry

Rating

  • 2016 Purchase Dates now valid for Home Applications
  • Date Licensed field is disabled
  • Ability to assign drivers to specific vehicles if DL Status is “Not Licensed” – to reduce errors
  • California Auto – 30/60 option added for Bodily Injury, Uninsured Motorist and Underinsured Motorist
  • West Virginia Auto – minimum limits updated from 20/40/10 to 25/50/25 for Bodily Injury, Uninsured Motorist and Underinsured Motorist; effective January 1, 2016
  • Agent Quote Detail Report – added a “Created” column to display when an applicant was created in EZLynx

 

Bug Fixes

  • Improved EZLynx for Outlook performance and security
  • South Carolina Auto Rating – updated Age Licensed default

6 thoughts on “What’s New in EZLynx 4.12

  1. In your statements screen on the commissions menu, there is a little button in the far right for importing. Its fairly self explanatory from there. Took me a bit to find it but have used a couple times already.

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