Announcements
3 Minute Read
Date Published: April 9, 2021
By: EZLynx
Announcements
3 Minute Read
Date Published: April 9, 2021
By: EZLynx
The EZLynx April 2021 release is now available! Here are some of the highlights:
We’ve added a new Successful Quote Submission workflow to EZLynx Automation Center.
This brand-new trigger automates sending emails to the applicants when a comparative rating quote is completed. The email includes carrier and premium options from the quote results, as well as details for your choice of Full Pay, Monthly or EFT payments (using Email Personalization Tags). You can also customize the overall message of the email template, to best suit the situation.
Use cases for this automated communication include:
Agencies can refine the Trigger by applying Filters like Channel, Resubmission, Package, or Premium. This gives agents the flexibility to automate these quote results emails only for specific scenarios.
For users who prefer the classic vertical view for drivers and vehicles in EZLynx Auto Rating, you now have that option in your user settings.
Access your user Account Settings under your user initials (in a circle) in the top-right corner of the screen. Under Preferences, find the Rating – Drivers/Vehicles section and select the Side by Side option.
Tablet users will likely prefer to continue using the Stacked (horizontal) view.
With the continued growth of EZLynx Connect, it was time to revisit the way agents discover and enable these integrations.
With this redesign, we have updated the Marketplace home page, improved navigation, and made the integration detail pages easier to read.
Here’s how:
We’ve also added the most commonly used menu items to the EZLynx Connect Marketplace icon on the Main left-hand menu bar. So, navigating the marketplace is more straightforward from the start.
Exciting developments all around!
We continue to expand the value of EZLynx Client Center. With this release, we’ve added even more cross-selling opportunities.
There’s a new “Products and services chosen for you!” button on the home screen. From there, these cross-sell products are displayed to your customers on the Policies page.
New additions from the EZLynx Connect Marketplace include:
To enable either of these or the Life Insurance (BackNine) integration that was already available, search for them using the new Self Service Tag in the EZLynx Connect Marketplace. From there, activate the vendor, and these cross-selling opportunities will begin appearing for your customers in the Client Center portal.
We’ve added a new section in the Email Campaigns settings page, called Agency Logo. With this implementation, agents can now include their branding in the Email Templates and Email Designs via super-efficient Tags.
Found under Email Campaigns >> Settings >> General Preferences, this section gives the Main Org Admin the ability to:
Branch Admins will have the ability to change the Agency Logo shared by the Main Org, but this capability will not be available at the user level.
Zapier connects your agency management system to thousands of apps and programs, making integrations and automations hassle-free with platform partners. With this release, we have some exciting updates to announce.
First, we’ve added support for Documents—both inbound and outbound.
Inbound, the Create Document action can be used to load supported document types from external systems into EZLynx. The following document types are supported:
Outbound, we’ve added triggers for when a document is created or edited in EZLynx. (For security, the document itself is not included in the outbound data.)
Next, we’ve added some additional fields. To the Create Personal Applicant Action, we’ve added Lead Source, Co-Applicant and Opportunity. To the Create Commercial Applicant Action, we’ve added Lead Source and Opportunity.
We’ve also added some highly-requested fields to outbound triggers:
For more information on any of these exciting new features, please visit the EZLynx Solution Center.