Everything you need to manage your agency, anytime, anywhere.
Everything you need to manage your agency, anytime, anywhere.
Solutions for the modern insurance agent.
Technology is the number one external force impacting today’s insurance market. Technologies such as agency management, social media, digital platforms, telematics, and analytics are redefining our market, impacting marketing, distribution, customer service, pricing, and the purchasing of insurance. Insurance Agency Network is working to bring a “new” technology platform to our associates and prospects directly or as a service to their agency.
For Independent Agents to survive, they must meet carriers,’ customers,’ and prospects’ expectations and still carve out a window of opportunity. Technology is the tool that will enable them to carve out this opportunity and succeed. Transform and implement today to ensure a more competitive and successful tomorrow.
A Full-Lifecycle Solution
EZLynx® began with independent agencies in mind. They broke into the industry with our real-time, comparative rating tool EZLynx Rating engine, and haven't slowed down since then. Continually monitoring the insurance market from the independent agent's point of view to expand a line of solutions to meet the needs of the modern insurance agency. Continually improving and expanding their toolbox of solutions, the independent agent can rest easy knowing that EZLynx is going to strive to offer the best total solution for their agency.
Accurate Rates - The most accurate home & auto rating on the market. Learn more with EZLynx Rating Engine!
Sales and Marketing Engine - Get new faces in the door and manage them through your sales pipeline with ease. Go from stage to stage with EZLynx Sales Center.
Business Managed on One Platform - Have productive, efficient days with organized data. Experience this with EZLynx Management System!
Happy Customers - Give customers access to their information anytime. Help your customers and boost your efficiency with EZLynx Client Center!
Anywhere Access at Any Time - Access your products and information anywhere, any time. Because EZLynx is 100% cloud-based and mobile-friendly, you can stay productive and connected even when you’re away from the office!
EZLynx® provides the cloud-based insurance software you need to manage the entire customer lifecycle with the highest operational efficiency. Discover industry-leading solutions for new and growing agencies. Key features of the software include tools that leverage automation to streamline tasks, simplify policy management, and improve the customer experience. Offers the best rating software in the insurance industry, marketing and retention software for small businesses, efficient customer relationship management solution and tool integrates seamlessly into their insurance agency management system so you can access all your data and customer information in one organized place.
EZLynx® has innovative tools for the complete customer lifecycle, so you can leverage the priceless prospect and customer data in your agency management system every step of the way. This brochure will take you through each tool necessary to grow your business.
• Policy Management
• Websites
• Rating & Quoting
• Sales CRM & Marketing Automation
• Servicing & Renewals
• Additional Solutions
• Integrations
Policy Management
EZLynx™ has intuitive tools for agency management and automation, retention, eSignature, email marketing, text messaging, online client self-servicing, and so much more. Your book of business is too valuable to be managing it all over the place and as your book of business grows, it becomes increasingly important that your insurance policy management software enhances your daily workflows and operational efficiency. Let EZLynx be your most productive employee, so you can focus on selling, servicing and growing your agency Maximize your agency’s potential with our easy-to-use, all-in-one cloud-based management solutions.
Why Policy Management Matters to Your Business
Manage your book in one place - Stop wasting time managing your policies between different systems and manual paper methods. Get connected and get it all done in a single cloud-based location.
Simplify daily tasks - Automate insurance agency workflows and define pre-built triggers to streamline daily policy admin tasks, like checking on quote proposals, claims updates, upcoming renewals and more.
Report on your business - Visualize your business performance and drill down into all lines of business to better understand where you are winning, where you have capacity, and where you have opportunity to grow your business.
Policy Management Solutions
Agency Management System
EZLynx Management System™ is an all-in-one solution that gives you every tool you need to sell, service and run your business in one place. Use the AMS to handle retention, policy management, personal lines rating, commercial lines submissions, eSignature, email marketing, text messaging, online client self-servicing, and more. Automation speeds up processes so you can get more tasks done faster agency-wide.
Key Benefits
• 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.
Goals
Data insights to help you better manage your agency’s performance and growth metrics. Set agency growth targets, measure progress in visible ways, and track goals to completion. Intuitive dashboard displays goals your team should focus on each day with target numbers to be reached in three key business areas: policies in force, annualized, and written premium.
Automation Center
A Management System in Your Pocket
The EZLynx Mobile dashboard is your hub for staying productive and keeping connected to your management system when you’re away from the office. At a glance, see where you stand with your upcoming and overdue tasks. Find client details in seconds using the same quick search feature you’ve come to love in EZLynx desktop.
EZLynx Automation Center™ automates important but repetitious tasks and business processes so insurance agents have more time to focus on revenue-generating activities. Use it to take advantage of more sales opportunities, improve follow-up, reduce human error from manual data entry, and even automate email campaigns. Automation Center also establishes best practice workflows and ensures that these practices are followed each and every time across your insurance operations. Automate your agency’s workflows to boost productivity and your bottom line.
Key Benefits
• 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.
Latest Feature
Automate Google Reviews and Referrals
Google reviews and client referrals are key ingredients to growing your agency, but manually prompting your customers to make them is timeconsuming. To streamline the process, you can now use Automation Center to automate requests for Google reviews after designated trigger events.
Client Retention
EZLynx™ brings you a retention solution designed to help you reach out to every renewal – easily through oneof-a-kind patented workflow automation and analytics. Automated emails let you easily message low-risk customers during renewal time. High-risk renewals are brought to your attention with a summary of premium bearing changes, so you have the information needed to remarket right at your fingertips.
Key Benefits
• 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.
Websites
EZLynx Websites™ provide a seamless, mobile-optimized user experience with expert digital strategy. EZLynx has everything you need to build and scale your business. That includes website designs to help you reach more customers online with a complete web presence and API (application programming interface) solutions to connect and speed up processes agency-wide. give your agency a beautiful web design that scales to mobile devices and web browsers. API architecture's scalability paired with the EZLynx carrier library’s size, delivers the highest level of efficiency, quoting accuracy, and security.
Why a Website Matters to Your Business
• Makes You Easy to Find - People can discover and locate practically any business they're looking for online.
• Helps to Seal the Deal - Serves - to engage, to inform and provide value, and to lead customers to the finish line of conversion.
• Legitimacy and Credibility Are Key - You need to be taking advantage of every tool that shows policy shoppers you're legit.
• Crucial First Step to Building an Online Presence - A high performing marketing channel, a tool for building brand awareness, a means of discovering more information about the people who are looking for you online, and so much more.
Websites
Websites
EZLynx Agency Websites™ give your agency a beautiful web design that scales to mobile devices and web browsers. One of your business’s biggest challenges is losing customers because your website should be more appealing and responsive. Web designers create beautiful new websites for independent insurance agents that scale to mobile devices and web browsers. They are loaded with every feature you need, like uniquely written insurance content to promote your agency online.
Key Benefits
• 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 - We 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.
Get the Most Out of Your EZLynx Website
A website is essential, but a complete web presence is vital. Watch this video to see how EZLynx can help get your agency online, mobile, and ready to generate online leads. Get noticed with digital marketing that works with EZLynx Agency Websites.
API Solutions
EZLynx API (application programming interface) solutions allow agencies to pull data, retrieve policy information, and leverage EZLynx Rating Engine for high-volume automated quoting. The API architecture's scalability paired with the EZLynx carrier library’s size, delivers the highest level of efficiency, quoting accuracy, and security.
Key Benefits
• Speed and Scale - Leverage high-volume, enterprise-grade API connections to bridge data, automate processes, and avoid the rekeying of data.
• Tailored Experience - Customer-developed solutions mean a perfect fit for your business model –your design, workflow, consumer experience, and agency needs.
• Grow Your Business - EZLynx Web Services are not just for insurance agencies. Car dealerships, credit unions, banks, mortgage brokers, loan processors, loan originators, payroll processors, lead providers, and other insurance adjacent institutions can drive additional revenue streams from their existing customer base.
• Increase Value at the Point of Sale - Automated quoting helps you turn customer data into insurance quotes, so you can turn those insurance quotes into sales.
Why EZLynx Is Different
EZLynx reduces the overall QAS development effort by allowing agencies/vendors to create templates. These templates allow 80%+ of all EZLynx fields to be defaulted based on business requirements. The templates also permit selecting the desired carriers, based on their risk profile and default answers. This reduction in programming is a substantial cost savings because enabling carriers is reduced to a straightforward UI selection.
Rating & Quoting
EZLynx is the place to be to make both personal lines and commercial lines quoting easy. Independent insurance agents can get real-time quotes from hundreds of insurance companies across 48 states on any device. The integrated commercial lines comparative rating system provides the broadest panel of standard commercial risks from national, superregional, and niche markets. Rating functionality ensures your business stays competitive with the best products and streamlines renewals and remarketing, so you keep your book of business healthy and growing. From start to finish, the cross-carrier insurance quoting process has never been so intelligent and simple.
Why Comparative Rating Matters to Your Business
• Access the most complete inventory of carriers - Instantly link to more than 330 carriers across the US for real-time personal lines quoting.
• Quick & easy personal lines quoting - Save time by updating risk information online once before re-quoting to make the personal lines renewal process as simple as possible.
• Grow your commercial business - Integration with the industry’s leading commercial lines quoting tool allows you to collect and store data, find in-appetite markets, quote and submit to multiple carriers or MGAs in a single agency management system workflow versus visiting individual carrier portals.
Rating & Quoting Solutions
Personal Lines Rating
Get Real-Time Quotes from Hundreds of Carriers - EZLynx has been a pioneer in personal lines quoting for over two decades, and it’s only improved with age. EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler. Search lines of business and consumer quoting availability by carrier and state.
Key Benefits
• 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 requoting, 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.
Commercial Lines Rating
Seamless Quoting for the Independent Agent - EZLynx knows commercial lines quoting can be timeconsuming and clunky, but today’s modern technology changes this narrative. Tarmika™, the industry’s leading commercial lines quoting tool, integrates with EZLynx, meaning you can access a broader range of markets while eliminating duplicate data entry and increasing quote accuracy. Find a better way to quote commercial lines with Tarmika.
Key Benefits
• Streamline the Quoting Process - Submit commercial lines policies to multiple carriers within a single submission. Application data is prefilled to Tarmika from the management system, eliminating the need to rekey.
• Create Organizational Productivity - Stay in your EZLynx workflow to manage commercial quoting without leaving the system.
• Simplify Commercial Submissions with Quote Comparisons - Get quote comparisons, dynamic carrier selection options, and ACORD form generation to make your commercial quoting as simple as possible.
• Grow Your Commercial Business - Access a wide range of markets through Tarmika, integrated with EZLynx, to provide greater choice for your clients.
• Efficiently Remarket - Prefill Tarmika with existing policy data from EZLynx to eliminate rekeying when retrieving rates from new carriers.
Consumer Quoting
Self-Service Quoting Right from Your Website - Turn online shoppers into clients with automated recording, tracking, and follow-up. EZLynx Consumer Quoting™ lets consumers get a quote and pricing directly from insurance agency websites. Today’s consumers crave 24/7 access and instant gratification, so make sure your agency delivers the digital experience they demand with insurance quoting tools. Meet customers where they are with EZLynx Consumer Quoting.
Key Benefits
• 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.
Commercial Lines Embedded Quoting
Self-Service Quoting Your Customers Will Love - Quick and easy self-service options are becoming the expectation. Tarmika Insured™ allows customers to get quotes commercial lines from your website, creating a more connected commercial quoting experience. A fully customizable online interface to meet customers where they are and help them get the information they need quickly. Tarmika Insured interacts with buyers where they are – in an environment they trust – with a fully customizable interface. Are You Ready for Seamless Commercial Quoting?
Key Benefits
• Grow Your Commercial Lines Business - With quoting embedded on your website, you can quickly capture commercial lines leads.
• Simplify Your Commercial Lines Process - A reduced question set, data pre-fill and custom field mapping makes the application process quick and easy.
• Quote New Business Faster - Eliminate the back and forth with your clients, creating a quicker submission process and getting rates back from carriers in minutes.
Latest Feature
Quote By Text
Texting has become the preferred method of communication. Attract today’s text-savvy consumers by offering Quote By Text. This new touchpoint meets those insurance shoppers where they are. A simple text message initiates the selling process. From there, Quote By Text engages with the consumer until enough information is gathered for the system to provide a quote. Straightforward prompts and responses make the entire process easy and familiar.
• Attract insurance shoppers who prefer the ease, convenience, and simplicity of textbased quoting.
• Differentiate yourself from the competition and win more business.
Sales CRM & Marketing Automation
EZLynx™ has innovative tools for the complete customer lifecycle, so you can leverage the priceless prospect and customer data in your agency management system every step of the way. EZLynx helps insurance agents grow their business by managing and providing more visibility into their sales pipeline. With this tailor-made lead management tool for the insurance industry, you can get the most out of new leads by using automated workflows to sell more effectively and close more deals. It’s what makes EZLynx the best CRM software for so many insurance agencies.
Why Sales and Marketing Matters to Your Business
• Standardize your funnel management - Automatically mine your agency’s existing data to generate leads for your sales funnel and follow a prescriptive sales funnel to drive higher closed-won ratios.
• Generate the best leads for your business - Prospect and cross-sell through targeted email campaigns that can easily be built and pre-loaded to reach and nurture more prospects at once.
• Measure performance - Leverage data to better measure sales performance and growth metrics. Set growth targets, measure their success through easy-to-read dashboards, and track to completion.
Sales CRM & Marketing Automation Solutions
Communications Center
EZLynx Communication Center™ is your one-stop shop customer communications management solution. With our cloud-based CCM software, enjoy text messaging without the fear of error and omissions claims, expand your marketing reach with marketing campaigns, quickly retrieve signed documents from policyholders with eSignature, and save email attachments directly from your inbox with EZLynx® for Outlook® and EZLynx® for Gmail®.
Key Benefits
• 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.
Latest Feature
EZLynx for Gmail
Drive customer engagement from a single, familiar platform – the Gmail add-on creates a bridge between EZLynx and your inbox. Emails are automatically matched to applicants or can be searched for and associated manually. From there, you can mark actionable items, add notes and reminders, and even manage tasks – all from within Gmail.
Sales Center
EZLynx Sales Center™ helps insurance agents grow their business by managing and providing more visibility into their sales pipeline. EZLynx knows the best insurance CRM System is the one that turns leads into clients. With this tailor-made lead management tool for the insurance industry, you can get the most out of new leads by using automated workflows to sell more effectively and close more deals. Use sales automation in this software solution to speed up the selling motion and surface new opportunities.
Key Benefits
• 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.
Latest Feature
Agency Insights Integration with Automation Center
Agency Insights® for Sales Center already leverages EZLynx Automation Center™ to generate prospects from your quote data and book of business. But now, as Agency Insights identifies leads, you can leverage EZLynx Automation Center to contact the prospect and kick off the sales process to increase the number, velocity, quality, and success of your cross-sell and upsell opportunities.
Submission Center
EZLynx Submission Center™ is the All-in-One CL Insurance Solution for complete policy management. Want a smarter way to manage the commercial submission process? Optimize commercial submissions with a centralized cloud-based software solution to easily organize, track, and bind. The functionality lets insurance agents automate commercial lines submission workflows, obtain product and appetite guidance, and improve commercial submission outcomes, all in one submission management platform.
Key Benefits
• 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.
Latest Feature Commercial Lines Rating with Tarmika™
Streamline the quoting process by quoting multiple lines of business with multiple insurance companies, MGAs and wholesalers from a single-entry solution. Tarmika works with EZLynx to eliminate duplicate data entry, increase quote accuracy, and deliver winning commercial lines quotes faster.
Servicing & Renewals
EZLynx™ helps your insurance agency meet your customers where they are - online. Build customer relationships by delivering the personal touch that lets customers know they’re important to your agency. Give clients 24/7 access to your business with an online portal where they can update coverage or get certificates, ID cards or other insurance policy documents. When it comes to renewals, use automation to reach out to every customer through email so no one slips through the cracks. Raise the level of customer service and outreach with EZLynx.
Why Servicing & Renewals Matter to Your Business
• Elevate your trusted advisor role - Meet your customers where they are – online or in-person – to deliver an exceptional customer experience and always keep your trusted advice top of mind.
• Keep more business - Patented predictive analytic risk models identify which clients are most at risk and call them to your attention, including a summary of premium-bearing changes between the insured’s current policy and the insurance company’s policy renewal offer.
• Automated remarketing - Proactive renewal policy management provides an instant view into price and comparison of the current policy and renewal to identify any changes and ensure the best coverage.
• Boost renewal revenue - Each additional retention point corresponds to a specific dollar amount parallel to your agency’s increase in profit.
• Turn your customers into your best salespeople - Make it easy for your customers to generate reviews to enhance your insurance agency’s brand trust and awareness and boost your web search results ranking.
Servicing & Renewals Solutions
Client Center
EZLynx Client Center™ delights your customers and boost satisfaction with a secure Online Self-Service Portal. This online customer self-service portal gives your clients 24/7/365 access to their policy documents and ID cards on any device. Client Center lets your customers print and share confidential documents easily and securely online, request policy changes and view insurance coverages.
Key Benefits
• 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.
Latest Feature
Interactive Personal Lines Quote Proposals
Send digital, personal lines proposals to insureds through your customer portal. Include coverage and premium options with your recommendation highlighted. With these interactive proposals, consumers can accept a proposed coverage or request changes, and a reply will create tasks in EZLynx, ensuring immediate follow-up. Enhance your recommendation, emphasize the value of your agency brings and stand out from the crowd with a streamlined, modern approach to presenting customer quote proposals.
Retention Center
EzLynx Retention Center™ is a powerful software solution to help your insurance agency keep customer retention rates high through patented workflow automation and analytics. You can stay ahead of and streamline renewals by implementing a comprehensive, proactive retention process at scale across your entire agency. Reduce churn rates and increase customer satisfaction by using tools to prioritize at-risk policies, summarize premium-bearing changes, and leverage automation to touch 100% of renewals.
Key Benefits
• 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.
Automated Renewal Quoting
Keep more business at renewal time with automated remarketing for at-risk clients.
Automated Renewal Quoting automatically retrieves remarketed rates for at-risk renewals and displays them alongside the renewing policy details. Streamline the remarketing workflow by automatically quoting the risk with alternate carriers, eliminating up to 15 minutes of manual effort with every renewal. That’s huge!
Accounting
EZLynx Agency Accounting™ boosts profitability and saves time. Made for your insurance-specific accounting needs with real-time integration in your EZLynx Management System™. Boost profitability, save time, and maximize efficiency and accuracy. Agency Accounting has all the tools you need for record-keeping, tracking, and automation to gain complete insight into your agency’s financial health.
Key Benefits
• 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.
Latest Feature
Additional Applied Pay Reconciliations in EZLynx Agency Accounting
They’ve added additional Applied Pay® ; reconciliations in Agency Accounting. Give your clients a superior payment experience with Applied Pay, then avoid manually processing reversals and voided transactions twice – in the Applied Pay portal and in Agency Accounting.
Reporting and Analytics
EZLynx Reporting & Analytics™ is an advanced Analytics Platform for Modern Insurance Agencies. Use it to make data-driven decisions that help your agency stay on track and make the right decisions. Streamline access to important information, KPIs at a glance, and in-depth analytics to measure your performance and target higher profitability. With this powerful reporting engine and insurance data analytics solution, you’ll get a view of your agency inside and out in real-time to ensure that it is on course and ready to meet its goals.
Key Benefits
• 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 Pulse Report
Agency Pulse® is a monthly business insights report, highlighting key data and trends for your agency and its growth. The Peer Benchmarking section compares your agency's metrics against those of peer agencies across the insurance industry.
Additional Solutions
EZLynx Applied Pay® offers your business a simple, versatile and integrated online payment experience that is easy for your customers and connects to your business to eliminate the overhead of manual payment reconciliation. Meanwhile, automation takes care of your back-end reconciliation process. Applied Pay provides a safe, convenient way for insureds to pay their premiums online from any device and integrates seamlessly with EZLynx. Collecting premiums should never be the most challenging part of what you do. Give your customers the superior payments experience they deserve.
Why Simple Payments Matter to Your Business
• Move money to make money - Shorten collection time, reduce check processing tasks, and speed up deposits.
• Provide customer payment choice - Paying online anywhere, anytime via ACH, credit/debit card, etc., digital payments meet your customers where they are with flexibility.
• Maximize security and reduce your own risk - Reduce the human error and omissions that often occur with manual input. Safeguard data integrity and avoid fraud/liability with state-of-the-art security measures.
• Focus staff’s time on the tasks that matter most - Take away the time spent notifying customers of payment due dates and reconciling transactions back to your general ledger and focus your team on other revenue-generating activities.
Additional Solutions
Applied Pay
Applied Pay®, the insurance industry’s most versatile digital payments platform, provides a safe, convenient way for insureds to pay premiums. Customers get a satisfying user experience with the ability to pay online from any device. Applied Pay integrates seamlessly with EZLynx and reduces the effort, errors and liability associated with agency bill pay.
Key Benefits
• 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.
Why Commercial Lines Rating Matters to Your Business
• Offers a Better Customer Experience - Gives customers better service, brings you quotes from multiple carriers and offers an all-in-one customer experience that shows clients other lines of insurance.
• Simplify Remarketing - Store customer quotes and data so that when it’s time for renewals, you save yourself the effort of putting in the same data all over again. Copy an old quote and run the new rates to get a new quote in a couple of minutes.
• Sync with Your Agency Management System - Work faster, which means you can sell more. Rater and management system integration lets you have a more connected user experience where you don’t have to switch between platforms.
Tarmika
Tarmika® is a single-entry rating platform for quoting small business commercial insurance. The system is designed to allow for independent insurance agents to enter in the basic information necessary for quoting once, and then connect directly to their appointed carriers to receive quote responses back in real-time via API technology. Tarmika’s integration with EZLynx allows you to pass the Submission details from EZLynx into Tarmika to prefill parts of the quote flow to further eliminate duplicate entry. Then, after a quote is submitted, the response details will be passed back into EZLynx.
Key Benefits
• 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.
Integrations
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. They have 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.
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
Rating Pre-Fill
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.
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.
Lead Generation
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 ever-evolving 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.
