Previous Feature Updates

Updates to Policy Entry Screens for Additional LOBs

We continue to add entry screens for more lines of business, making it easier to enter data and have robust policy information at the ready when servicing the client.

We recently added policy entry screens for these lines of business:

• Notary Bond
• License and Permit
• Pollution Liability
• Vacant Property
• Title Bond
• Miscellaneous

Whether adding a policy or creating an application, you can enter relevant insurable interests information, including sections for Liability, Property, Item/Schedule, and General Remarks/Notes.

Performance Goals (New Module!)

Performance Goals is a tool for setting agency growth targets, measuring progress in visible ways, and tracking them to completion. A dashboard brings goals into focus each day, so your team can stay focused on the path to success.

• Have a goal to increase your agency’s policies in force by 10% this month?
• Need a producer to increase written premium for a specific carrier by 15% this quarter?
• Want to grow the annualized premium for a particular line of business by 22% this year?

You can do all this and more! Tap into data insights in EZLynx Management System to manage your agency's performance and growth metrics better than ever before.

Google Reviews in Client Center

Earlier this year, we introduced the ability to collect customer feedback in EZLynx Client Center.

Now, clients who register high satisfaction scores can be prompted to provide Google Reviews for your agency. With this new integration, clients are taken directly to your agency's Google Review page, with the submission window already open and ready for content.

Google Reviews go a long way toward building your agency’s online reputation!

Applied Pay

Applied Pay™ is a simple, secure way to collect premiums online, and now it’s the preferred digital payment platform within EZLynx Client Center. Insureds will enjoy flexible payment options, including ACH, Credit Card, Debit Card, and more.

Give your clients a superior payment experience with Applied Pay, the insurance industry’s most versatile digital payments platform.

Optimized Mobile Experience

Give EZLynx a try on your phone today!

Because EZLynx is 100% cloud-based, “mobile-friendly” has long been a priority. With this release, we’ve made extensive improvements to the complete mobile experience. From your phone or tablet, it’s even easier to access customer information, create tasks, and communicate with insureds.

Next time you’re running an errand or sitting at a ballgame and see one of your customers, you have the tools to conduct business on the spot.

Automation Center Adds Support for EZLynx Accounting

The power of automation has arrived for EZLynx Accounting. With the new Invoice Created workflow, you can automate the delivery of client invoices via email or text. This workflow is triggered by the creation of an invoice in EZLynx Accounting – with no further action necessary on the part of the agency.

If your agency has the new Applied Pay™ integration, you can also include a link to pay the invoice in your customer portal.

Policy Entry Screens for Additional LOBs

We continuously add line of business policy entry screens, making it easier to work in bundled policy applications and facilitate more robust policy information when servicing the client. Whether adding a policy or creating an application, you can enter relevant insurable interests information, including sections for Liability, Property, Item/Schedule, and General Remarks/Notes.

We recently added policy entry screens for these lines of business:

• Commercial Bond
• Liquor Liability
• Surety Bond

Collect Customer Feedback and Referrals with Client Center

EZLynx Client Center is an online extension of your agency, allowing you to deliver the digital experience today’s insurance shoppers have come to expect. We’ve made two exciting enhancements to help you better understand and measure your customers’ experiences.

• Customer Experience Surveys: Asks clients to rate their experience with your agency and gives them the opportunity to expand on their responses when they give a score of 3 stars or below.
• Client Referrals: The option to provide referrals automatically appears when clients give satisfaction scores of 4 stars or above, and the provided referrals automatically populate as leads in EZLynx. Turn happy customers into brand advocates!

New Automation Center Templates

If you’ve ever found yourself thinking, I know EZLynx Automation Center would be a game-changer for my agency, but I just don’t know where to begin, recommended workflow templates are for you!

Built with common agency use cases in mind, recommended workflow templates come loaded with predefined filters, checklists, and appropriate actions. These templates help you enable your workflows with just a few clicks.

Four new recommended workflow templates include:

• Commercial Account Rounding Opportunities
• Share Personalized Quote Results Online
• Send ID Cards on Policy Renewal
• Claim Experience Review

We’ve also added Category tags, allowing you to find the recommended workflow templates you need even faster. These categories include Customer Onboarding, Consumer Engagement, Faster Service, Premium Growth, Sales Pipeline, and Lost Policies.

Automation Center – New Policy Change Request Workflows

We’ve expanded the functionality of the EZLynx Automation Center with two new workflows related to Policy Change Requests.

• Policy Change Request – Open: Automates client communication to let them know their request has been received and is being worked on. This is particularly valuable when insureds submit their change requests via your customer portal. You can also create a task for the agent to follow up on and ensure it is accurately processed by the carrier.
• Policy Change Request – Confirmed: Automatically notifies insureds via email or text that their request is completed, and they can proceed to get their most recent proof of insurance from your agency’s customer portal (EZLynx Client Center).

Personal Package Policy Change Requests

We have expanded our Change Request functionality to now include Personal Package Policies. Similar to the workflow for a Commercial Lines Package Policy, on the first step of the Change Request process, you will see the primary line of business listed as Personal Package Policy, with its respective sub-lines of business listed below.

EZLynx provides a start-to-finish process for initiating, requesting, monitoring, and verifying policy change requests. This means you can closely manage the quality of service and communication with insureds, as well as the accuracy of carrier submissions and responses.