What's New in EZLynx

Interactive Personal Lines Quote Proposals

Send digital, engaging personal lines proposals to insureds through your customer portal (EZLynx Client Center™).

Include coverage and premium options with your recommendation highlighted. With these interactive proposals, consumers can accept a proposed coverage or request changes. From there, this reply will create tasks in EZLynx®, ensuring immediate follow-up.

Personalized video messages enhance your recommendation and emphasize the value your agency brings.

Stand out from the crowd and close more business faster with a streamlined, modern approach to presenting customer quote proposals.

Improved Experience for Agency Insights for Sales Center

Agency Insights® for EZLynx Sales Center™ is more accessible and even easier to use.

• New placement improves accessibility from the left menu navigation, keeping it top-of-mind for all your producers.

• Screen updates make pursuing these automated prospecting opportunities more intuitive for your staff, including new summaries of uncovered opportunities, simplified searching, and improved filtering to prioritize and drive prospecting.

Reminder: Agency Insights automatically generates potential prospects from your quote data and book of business, giving you the information needed to recapture, win, and cross-sell opportunities before the X-Date. If you’re not already familiar with this part of EZLynx Sales Center, there has never been a better time to get acquainted.

Custom Keywords for Quote By Text

Quote By Text is a ground-breaking new product, helping your agency attract insurance shoppers who prefer the ease, convenience and simplicity of text-based interactions.

To further align this solution with your brand, you can designate a custom keyword, specific to your agency, for shoppers to use to initiate the quoting process.

Text “customkeyword” to 555.123.4567 to get a fast and easy auto quote.

Sales Performance Dashboard

Monitor the health of your sales pipeline and drill down into the market factors and producer results that impact your agency’s revenue. Analyze results and monitor progress toward sales targets and strategic objectives with insight into key performance metrics like premium sold by producer, opportunities by source, premium sold by line of business, and largest opportunities.

Harness this data to:

• Identify top performing producers

• Uncover opportunities in need of additional support

• Make thoughtful decisions for resource reallocation

• Monitor the results of your marketing investments

The Sales Performance Dashboard is part of the new Reports 5.0 Beta. This dashboard is now available in “Early Access” for all EZLynx Sales Center™ customers.

Policy Transactions Rematch

The unmatched policy transactions page now features a Rematch button, which will attempt to match all unmatched policies against the data in the system at the time.

This functionality is ideal for situations where policies have downloaded into EZLynx® prior to the insured’s account information being updated or added.

Automated Renewal Quoting

Keep more business at renewal time with automated remarketing for at-risk clients in EZLynx® Retention Center®. Automated Renewal Quoting streamlines the remarketing workflow by automatically quoting the risk with alternate carriers, eliminating up to 15 minutes of effort with every at-risk renewal.

This new feature can be employed in two ways:

1. A simple button press initiates the process. Quoting is performed in the background, in real time.​
2. The process can be completely automated through EZLynx Automation Center™​. Remarketed rates automatically appear for at-risk accounts.

Quote By Text Enhancements

Quote By Text is a ground-breaking product, helping your agency attract insurance shoppers who prefer the ease, convenience, and simplicity of text-based interactions.

We’ve made the consumer’s interaction with the solution even more intuitive, including more straightforward address entry and the option to include an agency phone number for shoppers to call and get assistance from your staff.

In-Workflow Automation Suggestions

If your agency staff is still spending valuable time on activities that EZLynx Automation Center™ could be performing instead, this enhancement is for you!

When the software recognizes that your staff is performing a task in EZLynx® that could benefit from agency automation, the system will suggest preconfigured automation workflow templates that can be reviewed and implemented with just a few clicks.

For security, if the user is not an Automation Center Admin, the automation workflow will first be submitted to the admin role for review and approval.

Agency automation is the secret to improving the client experience while freeing up your staff for more revenue-generating activities.

Expanded Agency Insights for Sales Center (Commercial Lines)

On the commercial side of insurance, there are many different types of policies that can be written, and most businesses require multiple policies. With this in mind, suggesting potential cross-sell opportunities can be a great way to increase your agency’s revenue and improve retention with existing commercial clients.

To help, we have expanded Agency Insights® for EZLynx Sales Center™​ to include commercial lines opportunities. ​

Agency Insights automatically generates potential prospects from your agency data, giving you the timely information needed to realize more business from your existing clients. Up until now, this long-standing capability has only been available for personal lines.

​The addition of commercial lines opportunities to Agency Insights means fresh, actionable cross-sell suggestions for commercial auto, property, and umbrella.​

Renewal Management in the Customer Portal

Stay ahead of the game by automatically reminding insureds to review their policy details prior to upcoming renewals. ​Driving this activity through your customer portal (EZLynx Client Center™) keeps initial steps low-touch, invests insureds in the renewal process, and provides a modern customer experience.​​

Clients can request any changes directly in your agency’s online customer portal, saving time for your staff, and triggering all the necessary next steps within your agency.

NOTE: EZLynx Retention Center™ is required for this feature.

Quote By Text

Quote By Text attracts insurance shoppers who prefer the ease, convenience, and simplicity of text-based interactions. That means a brand-new channel of quality leads for you!

A simple text message from the consumer initiates the selling process. From there, Quote By Text engages in a conversation with the consumer until enough information is gathered for the system to provide a quote to complete the conversation. Straightforward prompts make the entire process simple and familiar.

You’ll capture every single lead. Consumer contact details, risk information, and all quotes automatically populate in EZLynx for easy access.

Quote By Text will help your agency differentiate itself from the competition and win more business.

TEXT ‘covermycar’ to 111.222.3333 

Renew Master Certificate

We’ve reimagined master certificate workflows by eliminating the need to create a new one from scratch with each policy renewal. Instead, new, streamlined, intelligent processes leverage the information in the existing master certificate.

When a policy renews, a Renew Master action creates a new master certificate, automatically pulling in all the relevant renewal policy details and the originating master certificate information.

This new way of managing master certificates saves time, reduces errors, retains more context throughout the life cycle of master certificates, and helps your agency service insureds faster and more effectively.

New “Life Event” Features

We’ve made two significant enhancements to the way EZLynx helps you manage clients through life events.

• In situations like divorce or when a child will no longer be on the parent's insurance, the new Split Account feature allows you to quickly branch off an individual from an existing multi-person account. This means no more creating the new applicant account from scratch and manually deleting their details from the original. (Currently, this feature is for the Auto LOB only.)
• You can now indicate that an applicant or co-applicant is deceased, along with the date. Out of respect to their loved ones, the deceased will no longer receive automated communication from the system.

Sequenced Workflows in Automation Center

All the steps in an EZLynx Automation Center workflow can now be scheduled to execute across timed intervals instead of all at once. (Previously, only the communication elements could be sequenced this way.)

These sequenced workflows will make your automated touchpoints — including both customer touchpoints and vital internal actions — all the more valuable and successful. For your reference, a visual flowchart displays the timing of the complete workflow sequence.

For workflow sequences that include scheduled reminders for customers to take action, the new Smart Stop feature halts remaining actions in the workflow once a prospect has replied via text message. 

Expanded Lead Import Capabilities for Sales Center

If your agency counts on lead lists to grow the business, it’s important to get as much of the prospect’s information into the system as possible. We have expanded EZLynx Sales Center import capabilities to include the following data fields:

• LOB

• Prior Carrier

• X-Date

These fields will prefill to each lead in the Prospecting screen and carry through when creating Opportunities from these leads.

Dynamic Sender Options for Email Campaigns

Email campaigns are a valuable way to send personalized messages while leveraging automation to save time across your entire agency.

Your email campaigns can now dynamically autofill the “From” line with the client’s Assigned Producer or Assigned CSR. With these new options, your insureds will immediately recognize the email as being from someone they are already accustomed to working with, making them much more likely to open it.

New Personalization Tags for Email Campaigns

Personalization tags are the method used to dynamically autofill customer-specific content into campaign emails.

To make your agency’s email communications even more tailored, relevant, and engaging for insureds, we're adding personalization tags for the following client contact types:

• Co-applicant

• Secondary Contact (CL accounts)

The New EZLynx Sales Center

The reimagined EZLynx Sales Center strengthens and streamlines your sales pipeline to close more business. Efficiency gains and expanded customization options mean a faster path to revenue for your agency.

• The new card-based interface promotes more focused, intuitive workflows. With “drag-and-drop” functionality, you can advance opportunities through the pipeline with ease. There is also an enhanced table view for agents who prefer this working style.
• Producers can tailor visible data, including some new fields, to better target their sales efforts.
• The sales stages have been streamlined with fewer status options, color coding, and updated terminology that better fits the way producers sell.
• Because no lead should ever go to waste, the handling of “not closed” opportunities has also been improved. There’s now a distinct area to retain these opportunities for future follow up (as their X-dates approach) without clogging today’s active sales pipeline.

Bulk Commercial Submissions

From EZLynx Submission Center™, you can manually submit to multiple carriers in a single step, eliminating the need to submit to each carrier one at a time. Easily compose your submissions by selecting carriers and their relevant lines of business, underwriters, and documents in a single step.

Where beneficial, you still have the option to individualize emails to the underwriters.

The new Bulk Submissions feature saves time, simplifies your commercial lines process, reduces errors from manual rekeying, and drives submission outcome consistency.

Copy Master Certificates

We’ve reimagined master certificate workflows by eliminating the need to create from scratch a new master certificate with each policy update. Instead, there are new streamlined, intelligent processes that leverage the information found in the existing master certificate.

When there are policy changes or when changes need to be made to the Master Remarks, a new Copy Master action allows you to duplicate the information on the existing Master Certificate. From there, you can update just the necessary information.

This new way of managing master certificates saves time, reduces errors, retains more context throughout the life cycle of master certificates, and helps your agency service insureds faster and more effectively.

Early Access to the New EZLynx Reporting

Exciting things are on the horizon for EZLynx® Reporting & Analytics! We’ve been investing in new technology and working to develop the next generation of reporting to meet the growing needs of our customers.

We unveiled these new capabilities to customers at Applied Net 2023, and we’re very pleased to announce that early access is now being provided to all agencies. During the early access period, both the old and new reporting modules will be available. You will not lose access to the reports you already count on today.

What does this mean for your agency?

• Accurate, dependable data through a secure and scalable data repository
• A single source of truth for your agency's data refreshed nearly in real time (≈30 minutes)
• A highly accessible, fast, and easy-to-use interface to view and extract data with improved exports and scheduling
• A combination of pre-built dashboards and reports, as well as the flexibility to customize as needed

To find these new reports, click the Reporting icon in EZLynx as you normally would and look for the new “Reports 5.0 Beta” section. Please take the opportunity to explore – we think you’ll immediately see the value!

Premium Financing Workflow Enhancements

The existing premium financing workflow, built into EZLynx Submission Center™, is now even easier to take advantage of for closing commercial lines business. We’ve streamlined the entry process, including the option to copy General Agency and Writing Company information across all lines of business.

When General Agency and Writing Company have been entered once, agents now have the option to prefill this information across all LOBs.

Sequenced Communication in Automation Center

When communication is well-orchestrated, recipients are more likely to engage and respond. For example, when you space out customer communication elements, you make them more digestible and actionable for the audience.

The steps in an EZLynx Automation Center™ workflow can now be scheduled to execute across timed intervals, instead of all at once. These sequenced communications will make your automated customer touchpoints even more valuable and successful.

This feature can also be used to automate reminders for agents to follow up when customers do not respond after a set period of time, ensuring better results and involving agents only when it is necessary.

For clarity, a visual flowchart displays the timing of the complete workflow sequence. Your staff will enjoy all the time-saving benefits of agency automation, now with even more control.

Automation Trigger for Checklists

With the new Checklist Completion trigger inside EZLynx Automation Center, you can automate actions like task assignments or consumer notifications upon the completion of a checklist. This is particularly useful when pieces of an overall process are assigned to different staff members.

Ensure important tasks happen without delay, saving your agency time, keeping you organized, and reducing your E&O exposure.

Prioritizing Business Classification for CL Applicants

Selecting the right NAICS when classifying a business can be the difference between getting a quote or being declined. Business classification lookup is now the first step in the Commercial Applicant creation process, so you can be confident you’ve selected the correct class. You’ll save time, have more accurate reporting, and improve your commercial submission outcomes.

This business classification is powered by Ask Kodiak.

Underwriting Workflow Enhancements for Alliance Partners

We continue to improve the underwriting messaging workflow alliance partners and their member agencies count on to be productive and efficient every day.

• Drag-and-drop functionality is included within the underwriting messaging workflow, making it much easier to organize and manage files.
• DL# and VIN# information entered on the underwriting request screen now sync back to the Auto application, eliminating the need for duplicate entry.
• The assigned underwriter is now a required field in the system, ensuring ownership throughout the entire request.

Policy Sync for Personal Package Policies

Policy Sync is now available for personal package policies. This is a long-time feature of EZLynx Management System, giving you the ability to update a rating application from current policy information at renewal time for fast requoting.

When remarketing auto and home lines of business, you can quickly cross-check and update information from the policy in force to the application, ensuring more reliable and accurate data. The same time savings you were already enjoying with Policy Sync for individual home and auto applications, you can now count on for personal package policies.