Determine your needs. Understand the benefits
EZLynx vision is to provide you a single, integrated platform with product capabilities that deliver benefits at each stage of the policy lifecycle. Check out a few of the major benefits for each capability below and see how each can impact your bottom line
Benefits
EZLynx Management System™ - Maintain a single view of your book of business and manage all stages of the policy lifecycle via our integrated Centers and capabilities in one system.
• Improve Productivity - Use one system to manage new applications, quote, create proposals, and complete ACORD forms and certificates without the pain of managing paper and rekeying data into different software tools.
• Simplify Insurance Agency Management - Multi-tasking and collaboration tools are built-in to streamline day-to-day activities. Reports and dashboards provide high-level views of activities and completion rates for tasks, so you quickly know where to focus staff time.
• Increase Profitability - Automating repetitive activities lowers your operating costs while giving you the time to focus on selling. Integrated personal lines and commercial lines rating and quoting tools make accessing markets quicker and growing your book of business easier.
• Enhance Your Winning Value Proposition - Stay competitive with an omnichannel approach for policy issuance and servicing. A robust set of communication and self-servicing tools allows your customers to get service their way.
EZLynx Sales Center™ - Streamline and strengthen your sales pipeline to close more business.
• Improved Pipeline Management - Sales dashboards allow you to quickly see close ratios for producers, deal aging, and assess all your sales processes and activities to make informed decisions.
• Superior Insurance Sales Experience - Industry-leading customer relationship management software streamlines the sales experience for your entire staff. No need for cumbersome spreadsheets and multiple systems. Manage all your opportunities and follow-ups from a single platform.
• Maximize Your Producers’ Time - The right sales CRM solution should have functionality that keeps the next steps in focus for every opportunity. This way, sales teams always know where time can be spent most productively. Workflow automation takes action in prescribed ways, keeping your clients engaged and focused.
• More Successful Prospecting & Lead Generation - Leverage lead list import integrations to bolster your prospecting efforts. Market to and qualify these prospects prior to moving them into your sales pipeline.
EZLynx Consumer Quoting™ - Introduce the online insurance shopper to your agency.
• Offer Online Quoting - Insurance shoppers can generate real-time comparative quotes directly on your agency’s website. Add a widget that allows consumers to access insurance policy quotes without contacting you directly and keep track of the data entered.
• Gain New Insights - Track quote statuses and record key analytics for analyzing consumer behavior. The activity report gives an overview of your lead activity, including details about who abandoned the process before submitting the form.
• Stay Organized - Consumer contact details, risk information, and all quotes automatically populate in EZLynx for easy access.
• Improve Lead Follow-Up - Set automatic follow-up emails for consumers who exit a non-completed quote form. New leads automatically create tasks and notifications within EZLynx.
• Capture Every Single Lead - Collect leads by allowing consumers to generate real-time comparative quotes on your website. The lead portal ensures you never miss out on a lead, even if they don’t answer all the questions! In addition to Homeowners and Auto insurance, you can also capture leads for additional lines of business, such as Commercial insurance, Healthcare insurance, and more.
EZLynx Communication Center™ - Market to your customers and prospects at the right time with the right message through drip and bulk email sends. Connect, view, and share emails via pre-built plug-ins for Outlook® and Gmail®.
• Omnichannel Communications - From postal mail, email, text messaging, and more, you’ll be able to communicate with clients across the customer journey in the way that works best for them through their preferred channels that integrate seamlessly within EZLynx.
• Drive Sales - Deliver targeted and timely communication to leads from your rating engine using personalized emails.
• Improve Retention - Run effective cross-selling campaigns to target customers' policies or a specific line of business.
• Increase Customer Interactions - Show you care and build stronger customer relationships by setting date-sensitive delivery for customers’ birthdays or policy terms.
• Perfect Your Message - Run reports on completed campaigns to understand which marketing messages are the most effective to streamline communications.
EZLynx Retention Center® - Keep more clients with a comprehensive, proactive retention process.
• Focused Strategy - Become proactive in your agency’s customer relationship management and retention process to review every policyholder’s account at renewal.
• Improved Customer Service - Communicate with every client before the renewal to reinforce your agency’s value, deliver a superior customer experience and foster long-term relationships. Customer acquisition costs will always be higher than retaining existing clients, so it pays to invest in customer loyalty.
• Greater Productivity - Use new technology and functionality to make conducting and managing the renewal process easy, without increasing staff.
• Expedite Remarketing - Rapidly update customer data and submit insurance policy quotes with the policy sync feature.
• Expand Insight into Every Policy Renewal - View a summary of premium-bearing changes between the insured’s current policy and the carrier’s renewal. Dig deeper with a side-by-side comparison of the two policies and all the pertinent differences highlighted.
• Boost Revenue - Increase your bottom line. In the insurance industry, each additional point of retention corresponds to a specific dollar amount parallel to your agency’s total commissions.
EZLynx Submission Center™ - Optimize commercial submissions with a centralized hub to organize, track and bind.
• Use Focused Workflows - Guided workflows help your insurance agency at every step of the policy lifecycle, from submitting to binding.
• Make Data-Driven Decisions - Submission data from multiple insurance industry sources provides a global view of behavior and patterns.
• Improve Accuracy - Enter risk data effectively with data lookups that provide exact descriptions and codes.
• Enjoy Powerful Integrations - Integration with EZLynx products, like EZLynx Sales Center™, means you have all the tools you need for submission success.
• Always Be In-the-Know - A centralized dashboard provides a comprehensive overview of the submission workflow.
• Improve Submission Outcomes - The NAICS lookup feature enables you to check insurance carrier appetite before submitting new business and renewals.
EZLynx Client Center™ - Meet your customers online 24/7 with a portal designed for you.
• Improve Customer Service - Customers can access policy information and documents on mobile devices and online. No mobile app needed.
• Exceed Expectations - Keep your insurance agency open to customers 24/7/365 and give them access to their own policies at their convenience.
• Rapid Response Time - Activity notifications are instantly sent to your agency when customers electronically request changes.
• Increase Satisfaction - Give customers the ability to interact with your agency with any method they choose in person or online. Whether auto, home or business insurance, your clients will appreciate remote access in today’s digital world.
• Increase Productivity - An online client portal reduces general service requests, freeing up time for agents to focus on more significant issues.
• Reduce E&O Exposure - Client activities and communication are logged in EZLynx for a clear audit trail.
EZLynx Automation Center™ - Automate routine workflows and trigger common tasks to operate more efficiently.
• Automate Tasks - Automate task creation and email campaigns based on download transactions and other types of events in EZLynx to establish best practices across your insurance workflows.
• Save Time & Increase Productivity - Let EZLynx manage your agency’s most repetitive and timeconsuming tasks and workflows. Process automation frees up your staff to focus on more important revenue-generating activities and the customer experience.
• Grow Your Business - Never miss an opportunity to win back a former customer or upsell existing policyholders during renewals.
• Improve Follow-Up - Make sure your CSRs and producers remember to review and follow up on insurance policy changes that come in through download.
• Stay Compliant - Ensure that the necessary touchpoints and follow-up tasks are in place to guarantee regulatory compliance with your insurance company partners.
EZLynx Agency Accounting™ - Simplify the management of your money.
• Build Profitability - Agency Accounting is integrated with EZLynx Management System for a 360° view of your agency's profitability. Use advanced reporting capabilities to stay on top of financial trends and quickly address any changes in your business.
• Accurate Records - Forget having to spend time constantly updating multiple spreadsheets. Opt for a more accurate, systematically updated option that automates many aspects of policy-specific accounting. Track commissions, open balances, payables, and much more.
• Save Time - Minimize the time spent tracking and recording basic accounting. A simple user interface blends efficiency with accounting features, making learning and operation easy. Automate your receivables and reduce the time-consuming process of commission reconciliation.
• Access & Integration - Manage accounting records through EZLynx with secure, cloud-based access 24/7. With Intuit® QuickBooks Online General Ledger integration, pull information directly from EZLynx to stay in compliance with an accurate record of premium trust account transactions.
EZLynx Reporting & Analytics™ - Make data-driven decisions for greater growth and profitability.
• KPIs at a Glance - Summary Reports allow stakeholders to see key agency metrics clearly at any time. Dive deep into all accessible data sources to optimize how your agency does business through actionable insights and data-driven decision-making.
• Easy Access to Info - Detail Reports provide data management with intuitive filters so you can create reports, like marketing lists for sales, in mere minutes to act upon quickly.
• Increase Productivity - Save your filter settings and automatically have the data ready and waiting for you the next time you need it. Make business intelligence a competitive advantage for your agency.
• Personalized Reporting - With your ability to save filters, create custom charts and summary tables, and add those to your dashboard, you have the power to make the reports your agency needs.
Agency Websites™ - Establish a local web presence.
• Develop a Digital Presence - Your website is the heart of your online business. Create a point of access for your customers, get found and capture leads.
• Meet Prospects & Leads Where They Are - Mobile insurance search queries have grown by 150% year over year. Our websites automatically adjust to fit and display beautifully on all screens.
• Make a Great First Impression - It only takes a fraction of a second for a customer to form an opinion about your website. With 60+ website design template choices and customization to match your branding and color scheme, you get a unique custom website.
• Get Professional Guidance - Insurance agency website specialists walk you through the set-up process, host your site, and monitor its performance. After your website launches, our insurance website design analysts will answer any questions and help you with any modifications you want.
• Let Them Help You Write Your Content - They provide custom content writing for product pages, service pages and monthly blog articles on topics important to P&C consumers like auto insurance. Update your website with state-of-the-art content management system.
Applied Pay - The insurance industry’s most versatile digital payments platform, provides a safe, convenient way for insureds to pay premiums.
• Repurpose Accounting Tasks - With automated workflows, days spent sending payment due date notifications and reconciling transactions back to core agency management systems are over. Instead, spend that time doing tasks that bring greater ROI to your agency.
• Cut Costs and Realize Profits Quicker - Shorten collection time, reduce check processing tasks, and speed up deposits. Automated accounts receivable reconciliation reduces workload inefficiencies and eliminates the need for specialized personnel to manage payments.
• Standardize All Payments Data into One Place - Gain insight into all agency bill data by viewing digital payment transactions in one place. Through Applied Pay’s Agency Portal, see transactions in real time. Offer refunds, send receipts, and issue notifications, from one easy-to-navigate dashboard.
• Reduce E&O and Increase Security and Compliance - Improve efficiency by reducing errors and omissions that occur with manual input. Operate stress-free knowing your data processing complies with both PCI and NACHA regulations. Safeguard against fraud with state-of-the-art security measures.
Tarmika
• Simplified Commercial Quoting Process - Integrated with EZLynx to prefill account and contact information into the Tarmika quote workflow to reduce duplicate data entry.
• Create Organizational Productivity - Collect data, find in-appetite markets and submit to markets all in one system to create a simpler, more connected commercial lines quoting experience.
• Grow Your Commercial Lines Business - Single data entry workflow provides the time savings you need to make working on small commercial policies profitable.
• Quote More Easily - Streamline the quoting process and quote multiple lines of business with multiple carriers using our single-entry solution.
• Increased Connectivity - Access to 35+ commercial markets to automate the quoting process saves time from re-keying data into multiple systems.
• Embedded Insurance Option - Direct-to-consumer, embedded insurance solution that enables the insured to submit quoting data to multiple insurers and receive bindable premiums, creating a simpler, more connected commercial lines quoting experience.
EZLynx Rating Engine™ - Quote home and auto insurance quickly with the most widely used comparative PL quoting tool.
• Carrier Access - Instantly link to more than 330 insurance carriers across the US for real-time quoting.
• Quick & Easy Quoting - Enter the applicant’s information once to generate quotes from multiple carriers for Auto, Home and Dwelling Fire.
• Streamlined Renewals - Customers can securely update their risk information online before re-quoting, which streamlines renewals.
• Simple Setup - Integrates with over 20 agency management systems and compatible lead-generators.
• Protects Customers - Quickly deliver premium and coverage options via email with a secure connection for customer safety.
• Increased Productivity - Prefill and save quote templates with common answers, producer codes, and underwriting information.
• Effortless Data Entry - Save time during quoting by pulling driver and vehicle data from sources like LexisNexis® and Fenris.
• Protects Agents - A 100% cloud-based system records and stores all user activities so you can avoid E&O claims.
Integrations
Extend the value of your technology with API Solutions and third-party partners. EZLynx Connect® is the easiest way to offer your products and solutions to EZLynx customers. It provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. We've opened the EZLynx framework and invited carriers & vendors to work side-by-side with our technologists to innovate and integrate solutions to better the agency workflow.
Keep a Pulse on Your Agency
Business insights delivered via monthly emails with Agency Pulse®. The automated agency report aggregates data from EZLynx Rating Engine and EZLynx Management System into easily readable charts, allowing principals to make targeted, and educated business and marketing decisions.
& Customer Management
Comprehensive Reporting & Analytics
Mobile-Optimized
Policy Downloads
Carrier Messaging with eDocuments
Commerical Quote Tracking
Commercial Policy Entry
Commercial Application Entry
Commercial Application Bundling
Commercial Imports & Exports
Commercial Forms Workflows
Commercial Proposals
Commercial Edit Downloads
Commercial Summary of Insurance
Commercial Certificates Management
Claims
Commissions
Premium Trust Accounting
Agency Pulse®
Set and Track Performance Goals
Carrier eDocuments (eDocs)
EZLynx Connect™
Additional fees may apply for product setup, data conversion or other services performed by EZLynx.
SUBMISSION CENTER
Appetite Discovery
Risk Data Lookups
Underwriter Management
Carrier Integrations
Real- Time Commercial Lines Quoting
CLIENT CENTER
Document Sharing
Policy Change Requests
ID Card Access
View Policies
Add Claim Information or Images
Request Certificates
Self-Service Certificates
Agency and Direct Bill Payments
Google Review Integration
Insurance Agent App™ Integration
AUTOMATION CENTER
New Customer
Applicant Created
Customer Lost
Policy Cancellation
Note of Cancellation
Policy Change
Additional Policy
Birthday
Sales Center Stages
eSignature Completed
Carrier Notification Received
Carrier Document Received
Claims
Manual Workflow
SALES CENTER
Pipeline Management
Detailed Sales Tracking
Automated X-Date Reminders
Lead Tracking
Zapier Integration
Mine Your Data - Agency Insights
Automation - EZLynx Automation Center™
CONSUMER QUOTING
Live or Data with Mobile Quoting
Enhanced Quoting
Lead Portal
Google Analytics Access
EZLynx WebSite Integration™ Add On Add On
COMMUNICATION CENTER
Email Campaigns: Drip Campaigns
Email Campaigns: Bulk Campaigns †
Text Messaging (SMS & MMS)
eSignature
Postal Mail
EZLynx for Outlook (Desktop & Office 365)
EZLynx Virtual Agent (EVA)
† Includes up to 500 recipients per campaign, additional fees occur over 500 recipients.
* Includes 50 enevelopes per month, then pay $0.50 per use thereafter.
RETENTION CENTER
Predictive Analytics Risk Assessment
Premium Change Summary
Policy Comparison
Renewal Notification
Historical Premium Changes
Commercial and Personal Lines
Automation - EZLynx Automation Center™
AGENCY WEBSITES
Mobile
Quarterly Updates
SSL Certificate
EZLynx University
Live Group Training ACCOUNTING
Invoicing
Commission Tracking
Premium Trust Balancing
Auditing Tools
Branch Accounting
Transaction Log
QuickBooks® Integration
Submit
DIGITAL CONNECTIVITY TO YOUR BUSINESS
Bridge to insurer portals
Compare commercial coverage options
Understand in-market appetite Pre-fill ACORD forms
Multiple payment methods (ACH, credit card, etc.)
Agency-branded payment hub Next-day funding
Quoting
Canopy Connect covie
Fenris
Salt
Applicant/Co-Applicant Swap
Quote Templates
Quote Estimator
EZLogin to Quote
EZLynx Connect – Rating Shelf
Google Maps® Integration
EZLogin™ to Carrier
EZLynx Integrations **
EZLynx Quote by Text™***
* Additional fees apply
** Additional Fees might apply
*** Requires Fenris integration
IAN Association Discounts
Products and Services
Applied & Ezlynx Software Upfront License Fees at Initial Purchase of Applied//Ezlynx BMS
Applied Software Upfront License Fees for Additional Purchase of user licenses. *Applicable to existing Applied Customers
License fees to migrate from an exizting Applied BMS to upgrade to Applied's most-current cloud-based BMS pacgage. (e.g., Applied Epic Standard, Ezlynx)
Setup Fees for Extended Solutions (Indio, Benefits Designer,Applied Etpic for Salesforce and Applied Pay)
Services - Includes Data Services, Data Backup & Decompression, Consulting and Private Traing Services.
Integrations
Insurance Agency Network (IAN) has partnerships with over 75 InsurTech Vendors to provide Associates “state of the art” technology solutions and services, at reduced/discounted costs enabling them to build new business models, processes, and systems that ensure longevity in today’s digital world. IAN and EZLynx™ partner with great organizations for Technology Solutions like:
Automation
Cross-Sell
Ivans® is the industry’s network where insurance professionals can plug into new ways to drive business. An easier way to connect to your carrier partners. Ivans is the industry’s superhighway, connecting more than 34,000 agents to 450 (and counting) carriers and MGAs to make market access and servicing your customers easy. The best part is Ivans solutions are free to agents just like you.
TARMIKA™ solves a major problem in independent insurance agencies: wasted time. Manual data entry, fluctuating insurer appetite, and shorter quoting windows make it difficult to be profitable when quoting small commercial business. TARMIKA delivers fast, accurate quotes to your clients while lowering overhead costs, maximizing premiums and streamlining the quoting process.
Customer Engagement
Insurance Agent App® platform primary purpose is to create a personalized experience that facilitates client engagement, service and retention. It empowers clients to handle low-value service needs, building trust through self-service. For features, functionality, and value, there’s no comparison! Your client list is worth a lot of $$$, which is why they will never reserve the right to sell your clients’ data.
AskKodiak™ gives you access to Commercial Insurance Carrier’s appetite and eligibility Instantly get insight into which carriers are interested in insuring risks based on risk code, state and premium. By saving time only submitting to carriers that have interest in insuring your risk, you can spend your time focusing on policies with the best chance of success.
Canopy Connect® insurance data intake platform makes it easy for clients to share their insurance information and allows agents to view verified coverages, premiums, limits, deductibles, dec pages and more so they can provide faster, more accurate quotes that win, and spend more time building rapport and guiding them through the coverages they need.
Lead Generation
Coivie® friendly platform provides a simple, clean user experience that provides access to the biggest names in insurance - all through a single interface - so users can get to where they’re going quickly. Start faster, quote accurately and win more business. Covie lets agents view prospects' existing policy declaration pages and see premiums.
Fenris Digital® enables a modern insurance sales process that is personalized, fast, and easy. A proprietary, purpose-built suite of predictive algorithms is easily integrated into your platform of choice. It makes it possible to optimize each customer journey, from lead to quote to retention and cross-sell. Shorten your sales cycle and reduce your costs.
SALT® understands the challenges independent agents face in an everevolving insurance landscape. Their Digital forms make it easy to collect the right information quickly, no matter where your prospects are or what time it is. You'll be able to provide a modern, customer-friendly experience that will help you close more deals and grow your business.
EverQuote® serves insurance agents as a trusted, all-in- one growth partner, enabling agents to achieve your goals faster with performance- driven products. Unlike other online lead vendors, EverQuote is a trusted partner with a platform designed specifically for agents. Discover their comprehensive suite of product options from Marketing Services to real-time Leads and Calls, and much more.
InsuranceLeads® will help fuel your pipeline with high-intent consumers to drive success for your business. Without a reliable source of insurance leads coming to an agent, their sales struggle and business dwindles InsuranceLeads.com spends millions of dollars monthly to capture hundreds of thousands of motivated prospects who are looking for insurance online.
QuoteWizard® is the preferred customer acquisition platform for the modern agent. Connects insurance agents, brokers, and carriers to active insurance shoppers with high converting insurance lead and call products and monitors customers close rates in order to optimize their experience. They realize the only way to grow their business is by helping customers grow theirs.
