EZ LYNX Brochure

Everything you need to manage your agency, anywhere.

We’re all in it together 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.

EZLynx® gives agents one login to access all their agency solution tools that work together like a well-oiled machine, ,instead of the patchwork of products that sort of talk to each other that most vendors offer,. ONE PLATFORM - for comparative rating, agency management, accounting, eSignature, consumer quoting, email marketing, text messaging, client self-servicing, and so much more! Having all the tools you need on a single platform streamlines your agency's workflow, cuts costs, and increases productivity. Can your current vendor do this?

One-time data entry in EZLynx® yields dozens of comparative quotes in just seconds. You can even log into your EZLynx® account on your mobile device to access quotes on the go.

Rating Engine

Consumer Quoting

Give your prospects and customers access to get a quote directly from your website without contacting you directly while providing automated recording, tracking, and follow-up.

Client Center

Help customers and boost your by giving your customers 24/7/365 access to their policy documents and ID cards and share other confidential documents easily and securely online.

Communication Center

Communication Center is a bundle of unique add-ons to enhance communication with consumers and expand your marketing reach and stay in-touch and up to date with targeted and timely communications.

Agency Websites

Independent Agents don’t want just any website.

EZLynx® websites enable your agency to develop a web presence and create a point of access for your customers so your agency can get found and capture leads.

Management System

EZLynx® Agency Management System allows you to maximize your agency's potential by increasing your ability to retain current customers while acquiring new business

It's a collaboration between professional’s common goals and success in mind.

Rating Engine Easy Comparative Cross-Carrier Quoting EZLynx® spent their early days perfecting the game of real-time quotes and in doing so created the leading rater in the industry. Web-based technology allows you to get instantaneous quotes from 330 carriers in 48 states.

Comparative cross-carrier quoting has never been this easy.

The days of entering consumer information individually into each carrier's system is over. One-time data entry in yields dozens of comparative quotes in just seconds. You can even log into your EZLynx account on your mobile device to access quotes on the go.

Key Benefits Carrier Access - Instantly link to your carriers and support with 330 carriers across the continental US.

Simple Setup - Integrates with over 20 agency management systems and compatible lead-generators.

Quick & Easy Quoting - Pricing for up to 4 sets of coverages from each carrier including home & auto packages.

Protects Customers - Quickly deliver premium & coverage options via email with a secure connection for customer safety.

Streamline Renewals - Customers can update risk information securely online prior to re-quoting to streamline renewals.

Increased Productivity - Pre-fill & 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 LexisNexis® Data Pre-fill.

Protects Agents - Cloud-based system records all user activities for custom reports and to avoid E&O claims.

Features •

Mobile Access - Access your EZLynx account from your mobile phone.

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Real-Time Quoting - Instant, live carrier quotes from carrier sites.

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Carrier Defaults - Ability to set default answers to carriers’ underwriting questions, and they will prefill new rating applications for home and auto.

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Quote Templates - Quote templates allow you to set common answers to the questions in an auto or home rating application. These answers will pre-fill a new rating application when the template is used.

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Quote Scenarios - Quote Scenarios are unique to EZLynx and allow you to get up to three additional premiums from each carrier based on different coverage baskets. This tool is very useful for upselling.

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EZLogin to Carrier - EZLogin is a convenient and quick way to access a quote on a carrier site. Click the button to automatically log into the carrier site and land on the quote.

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Auto & Home Pre-Fills* - Auto and home rating applications will pre-fill based on the default answers set to carrier underwriting questions.

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*Add on feature

Consumer Quoting Turn Shoppers into Clients EZLynx® Consumer Quoting with Enhanced Quoting allows consumers to get a quote directly on your website.

Those familiar with Consumer Quoting will find the Enhanced Quoting add-on which integrates superior features much more powerful.

Key Benefits Capture Leads - Collect leads by providing consumers option to generate real-time comparative quotes on your website.

Retain Mobile Leads - 30% of people seeking quotes are on mobile devices. Our system detects & optimizes their quoting experience.

Maximize Social Media Impact Offer comparative quoting directly on your agency's Facebook page to increase social media leads.

Improve Customer Service Set automatic follow up emails for customers who exit a noncompleted quote form.

Stay Organized - Consumer risk information and all quotes automatically populate in your EZLynx account for easy access.

Save Money - Powerful tools analyze agency's consumer quote traffic to save money by refining & targeting your marketing.

Increase Form Fills - Shortened customer forms decrease the likeliness of a drop-off and allow you to fill in the blanks.

Satisfied Customers - Pre-fill consumers' vehicle information from their home address to improve accuracy of quotes.

Features •

Live Quoting - Once a consumer completes and submits their own rating application via the agency’s website, they receive instant live quotes from multiple carriers’ websites every month.

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Mobile Quoting - Ability to run quotes on EZLynx Rating Engine from a mobile device.

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Enhanced Quoting Consumer Quoting with additional reporting, automatic drop-off campaigns, vehicle pre-fill and a shorter quoting process to reduce drop-offs.

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Google Analytics - Access A feature of Enhanced Consumer Quoting. Run reports to monitor your agency’s CQ activity, like the number of quotes, agent contact requests, selected carrier quotes and more.

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Automated Drop-Off Campaigns - When a visitor doesn’t complete and submit a rating application via Consumer Quoting, they are automatically sent an email asking them to come back and finish the process. Security is never an issue. A secure link is provided for customers to access their information and pick up where they left off.

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Lead Portal - Use the Consumer Quoting form to collect customer data online and allow customers to be contacted with quotes directly from an agent. The system will notify you via email every time a lead gets a quote, whether they receive quotes or ask to be contacted by the agent.

Client Center Deliver Superior Customer Service EZLynx® helps your customers and boost your efficiency by giving your customers 24/7/365 access to their policy documents and ID cards. With Client Center, your customers can print & share confidential documents easily and securely online, as well as request policy changes and view coverages.

Key Benefits Improve Customer Service Customers can access policies on mobile devices & desktops from any Internet enabled device.

Exceed Expectations - Keep your online shop open to customers 24/7/365 and give customers access to their own policies.

Decrease Response Time Activity notifications are instantly sent to agents when customers electronically request changes.

Increase Satisfaction - Provide the ability to interact with your agency any method they choose—in person or online.

Increase Productivity - Reducing general service requests frees up time for agents to focus on larger issues.

Reduce E&O Exposure - Client activities and communication are logged in the agency's EZLynx system for quick access.

Features •

Secure Information - Customers have peace of mind, because personal information is safe and it reduces the need for insecure forms of communication such as email or fax communication, which can be easily hacked and stolen.

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Document Sharing - Easy two-way document sharing with your client, ensuring that confidential information is securely transferred and accurately logged in your system.

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Policy Change Requests - Don’t waste time on the phone by letting your clients submit common policy change requests online. A task will be created in EZLynx so that you are sure to follow up.

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ID Card Access - Your auto policy holders will have immediate access to their auto id card in Client Center, allowing them to download their cards from both their desktop or mobile devices 24/7/365.

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View Policies - Each applicant can view a snapshot of their active policies in Client Center.

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Add Claims Information or Images - Clients can quickly upload important claims documents from their documents or mobile devices and they will be saved directly in EZLynx.

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Add Certificate Holders - Your more advanced clients can be enabled to add holders to a shared certificate master themselves.

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Generate Certificates - Clients can request new certificates in seconds, with new requests immediately creating a task in EZLynx.

Communication Center Rate. Communicate. Dominate.

EZLynx® Communication Center is a bundle of unique add-ons to enhance communication with consumers.

Enjoy E&O friendly Text Messaging, expand your marketing reach with Marketing Campaigns, quickly retrieve signed documents from customers with eSignature, and save email attachments and modify email campaign membership in EZLynx for Outlook.

Key Benefits 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' specific policies or a specific line of business.

Build Loyalty - Show customers you care 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.

Features •

Bulk Campaigns - Bulk emails, newsletters, special offers, event invitations, mass email, and promotions via email to targeted segments of your database.

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Drip Campaigns - Autoresponders and marketing automation; a set of marketing emails sent automatically on a schedule – for birthdays, renewal reminders, or multi-step, time-sensitive campaigns.

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Text Messaging - Send text messages to applicants, co-applicants and contacts directly from their EZLynx accounts. Both incoming and outgoing texts are automatically recorded on applicants‘ EZLynx accounts. Can be used for E&O purposes.

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eSignature - Send electronic envelopes to have one or multiple people sign one or multiple documents from EZLynx. User is notified of progress throughout signing and final documents are automatically saved in EZLynx.

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EZLynx for Outlook - A bridge between EZLynx and your inbox, use the Outlook Plugin to easily save emails and attachments to applicant accounts or associate them with tasks and notes.

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Emails can also be enhanced with reminders, labels or sticky notes. Add the Workspace Enhanced feature to mark a task as important and assign a due date and time.

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Postal Mail - Select, print, and mail documents within EZLynx in only a simple few clicks.

Agency Websites Seamless, Mobile-Optimized User Experience.

EZLynx® team of insurance web designers create beautiful websites that work on mobile phones, tablets and web

browsers. As an insurance agent, you don’t want just any website. You want a website that helps you run your agency more efficiently, and that is part of your marketing strategy.

Key Benefits Retain Leads - 50% of all insurance shoppers are on a mobile device.

Our designs automatically adjust to fit all screen sizes.

Expand Your Reach - Get found in 50 local online business directories consumers use to find professionals like insurance agents.

Great First Impression - With 30+ website designs choices and customization to match your branding, you get a unique site.

Promote Inbound Marketing Custom content written service pages and monthly blog articles on topics important to insurance shoppers.

Expert Digital Strategy - Quarterly meetings with a website analyst to assess your website's health and local performance.

Professional Guidance - Website specialists walk you through the setup process, host your site, and monitor its performance.

Features •

Mobile-Optimized - Mobile friendly website designs.

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Website Editor (CMS) - Easily edit your EZLynx Website yourself.

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Unique Design Choices - With 30+ website designs/choices and customization to match your branding, you get a unique site.

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Multi-page Websites - Insurance specific product pages.

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Unique Website Content - Unique website content that‘s insurance related.

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AgentInsure Lead Network - Lead capture forms for different lines of business.

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Multilingual - A website language translation widget.

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Quarterly Updates – Quarterly meetings with a website analyst to assess your website.

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Dedicated Website Consultant - Website specialists walk you through the setup process, host your site, and monitor its performance.

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Local Reach - A large portion of people using search engines to find local businesses find their way to a local directory, so it’s important to make sure your business is listed.

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Social Reach - EZLynx Social Reach uses social media to place your agency website in front of consumers, creating brand awareness for your agency.

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Performance Reviews - Your analyst will present your website statistics and will answer any questions you may have related to your EZLynx Agency Website on a quarterly basis.

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Insurance Blog - Fresh & unique localized insurance content to your website every month.

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SSL Certificates - SSL Certificates help keep your website secure.

Management System Maximize your agency’s potential with a cloud-based easy-to-use management system.

EZLynx® Agency Management System allows you to maximize your agency's potential by increasing your ability to retain current customers while acquiring new business. As your book of business grows, it becomes increasingly important that your data aids in your daily workflow rather than hinder it. Find all your customer's quotes, policies, and documents in one organized place and easily remarket with up-to-date information that is synced from your daily policy downloads.

Key Benefits Keep Existing Data - Stop stressing. Data conversion experts will import existing management system information painlessly.

Reduce E&O Exposure - Record everything — automatically. All notes, documents, emails, and tasks are linked to your client's file.

Improve Customer Service - Use sticky notes, tasks, and reminders to streamline your workflow and maximize productivity.

Grow the Business - Reduce time with pre-filled forms and synced carrier information so that you can focus on growing your business.

Track Profits - Accounting tracks premiums and commissions so that you can understand your book and plan for the future.

Agency Automation - Automate task creation and email campaigns based on policy download transactions and other events.

Features •

Agency Workspace - An agency collaboration tool that includes, notes, tasks, reminders, and notifications.

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Agency Pulse - A monthly analytics report that provides performance metrics to monitor and improve agency health.

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Policy Sync - Update a rating application from current policy information at renewal time for fast requoting.

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Policy Compare - Tool for viewing policy transactions side-by-side comparison to explain premium increases and more.

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Policy Downloads - Customer policy data is downloaded to the EZLynx account and automatically matched to existing personal and commercial customers.

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Commercial Quote Tracking - Ability to manually record commercial quotes in applicants‘ EZLynx accounts.

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Commercial Policy Entry - Record Commercial policy information based on ACORD standards.

Guides agent to ACORD forms needed for each specific line of business.

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Commercial Application Entry - Enter application data into EZLynx once in order to automatically create ACORD form.

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Commercial Proposals - Automatically create commercial proposals for multiple LOBs to present to prospective customers.

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Claims - Record policy claims in customers‘ EZLynx accounts.

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Commissions - A percentage of policy premium that is paid to an agency/agent for selling a policy for a carrier.

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Document Management - Ability to manage required insurance documents in an organized and efficient manner in EZLynx.

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Accounting - Track commissions earned, owed, and paid for both agency bill and direct bill policies.

Keep your premium trust in balance and manage receivables and payables.

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Retention Center* - Patented tool using predictive analytics to identify and manage high risk renewals for an agency.

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Sales Center* - Pipeline management tool to simplify the supervision and tracking of the sales process.

*Sold separately EZLynx Management System on Mobile Get Started with EZLynx Mobile - The EZLynx Mobile dashboard is your hub for staying productive when you’re away from the office. Immediately, 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; Plus, you’ll have access to those client’s policy details, quotes, activity log, and documents. You can even upload photos right from your camera-equipped mobile device!

Create Notes and Tasks with Ease - You’ll have convenient access to frequent actions from the applicant overview screen – call, text, email, and even bring up their address on the map! Quickly create notes and tasks for your clients with a few finger swipes. It’s easy to assign a note to a user in your agency, set reminders, and keep your tasks organized with labels. You’ll always know the status of your own tasks from the EZLynx Mobile dashboard.

Fully Integrated with EZLynx Text Messaging - Another exclusive EZLynx feature, integrated text messaging makes it possible for you to communicate with your prospects and clients via SMS text messaging using a unique customer number, yet still have the conversation safely stored in your EZLynx account. This powerful tool is completely integrated into both the desktop and mobile versions of EZLynx, allowing you to text with your clients from anywhere, at any time.

Retail Packages Everglades Yellowstone Pricing Initial setup Monthly Recurring Contract Required

Includes Users Additional User Enable Companies Locations

Features Rating Engine Mobile Access

Real Time Quoting Carrier Defaults Auto and Home Prefills Quote templates Quote Scenarios EZLogin to Quote

Consumer Quoting Live Quoting Data with Mobile Quoting

Enhanced Quoting Google Analytics Access Automated Drop-Off Campaigns

Lead Portal

Client Center ** Document Sharing Policy Change Requests ID Card Access View Policies

Pay Per Use

Denali

Everglades Yellowstone

Denali

Client Center ** Add Claim Information or Images Add Certificate Holders Generate Certificates

Communication Center Email Campaigns: Drip Campaigns Email Campaigns: Bulk Campaigns

Pay Per Use

Text Messaging Send and Receive Multimedia Messages EZLynx for Outlook eSignature*

Additional Costs Could Apply

Postal Mail

Pay Per Use

Agency Websites

Bronze

Silver

Gold

Design Choices

13

25

34

Number of Pages

7

15

20

8

13

3

6

3 Hours

5 Hours

Mobile Optimized Website Editor (CMS) SSL Certificate

Unique Website Articles AgentInsure Lead Network Lead Capture Forms for Other Lines of Business Lead capture forms for different lines of business.

Multilingual Quarterly Updates Dedicated Website Consultant Local Reach Social Reach Performance Reviews Insurance Blog Consumer Quoting

* Includes 50 envelopes per month, then pay per use thereafter.

** Requires Management System

Management System Pricing Initial setup Monthly Recurring

$1,400.00 $499.00

Includes Users Additional User

3 $25.00

Enable Companies

Unlimited

Locations

Unlimited

Features Agency Workspace Agency Pulse Policy Sync Policy Compare Policy Downloads Commercial Quote Tracking Commercial Policy Entry Commercial Application Entry Commercial Proposals Claims Commissions Document Management Accounting Retention Center

Additional Costs Apply

Sales Center

Additional Costs Apply

Cloud Based Comparative Rater Integration Consumer Portal eSignature Marketing Campaigns

CONTACT INFORMATION MANAGEMENT TEAM

SALES TEAM

MIKE HALLER

KIM SIMONIAN

Chief Administration Officer – CAO E-mail: mhaller@insuranceagencynetwork.com Cell: 425-681-0996 Office: 425-448-9190 Fax: 425-868-2411

Sales Manager – Western Region E-mail: ksimonian@insuranceagencynetwork.com Cell: 559-696-8386 Fax: 425-868-2411

ERIC GRANDBERG Chief Operating Officer - COO E-mail: egrandberg@insuranceagencynetwork.com Cell: 206-300-5714 Office: 425-448-9190 Fax: 425-868-2411

SEAN DORAN Marketing Manager E-mail: sdoran@insuranceagencynetwork.com Cell: 425-293-6643 Office: 425-448-9190 Fax: 425-868-2411

TED WEASE Sales Manager – Eastern Region E-mail: tedw@abdins.com Cell: 503-998-9411 Fax: 425-868-2411

CRAIG PHAIR Sales Manager – Midwest Region E-mail: cphair@klamathinsurance.com Cell: 541-891-9551 Fax: 425-868-2411