EZLynx Product Guide

Management System • Rating Engine • Consumer Quoting Client Center • Agency Websites • Communication Center

One Platform Accomplish more, faster

The Complete Product Guide

Software solutions for the modern insurance agency

(877) 932-2382 sales@ezlynx.com

2

The Complete Product Guide

Software solutions for the modern insurance agency

Why Choose EZLynx?

4

Agency Suites

6

Rating Engine

8

Management System

10

Consumer Quoting

12

Client Center

14

EZLynx Accounting

16

Marketing Campaigns

18

Agency Websites

20

Communication Center

22

Text Messaging

24

EZLynx for Outlook

25

eSignature

26

The Complete Product Guide

3

Why do 19,500+ agencies rely on EZLynx every day?

EZLynxÂŽ develops industry-leading, cloud-based software that empowers modern independent insurance agents to operate their businesses more effectively.

Every day, since opening our doors over a decade ago, we strive to solve the challenges that face today’s independent P&C agent. How? By listening to the agents! In 2003, we learned that insurance agents were grappling with the inaccuracies of manufactured rates. To solve this problem, we created our flagship product, EZLynx Rating Engine, and in doing so, we pioneered the concept of real-time rating.

After the rater was established, we yearned to create more solutions that push the boundaries of technology.

With our mission to solve industry issues in mind, we’ve automated the exchange of information between the insurance carrier, independent agent, and consumer.

Today, EZLynx is much more than just a rating company.

We have expanded to include solutions that reach every aspect of the customer life cycle, including consumer-facing live quoting, customer self-service, policy management, automated email marketing, and agency websites.

EZLynx Rating Engine generates accurate quotes from multiple insurance companies with a single application submission. Our 19,500+ customers generate over 4 million auto, home, and package quotes every month - in 48 states from over 170 insurance carriers.

(877) 932-2382 sales@ezlynx.com

4

The Complete Product Guide

Our innovation drives your success.

One Platform EZLynx Agency Suites is an innovative, single-platform workflow management solution to help grow your agency. Each tool builds on the EZLynx Rating Engine and EZLynx Agency Management System to keep up with consumers’ changing needs by making your day-to-day process easier and more effective. This all-in-one webbased solution allows you to connect seamlessly from your home, office, or mobile device, improving customer interactions and streamlining agency productivity.

Agency Pulse EZLynx Agency Pulse provides agencies key metrics of their monthly insurance agency performance, derived directly from their EZLynx data to make targeted, educated business and marketing decisions. EZLynx, as the only industry leader in comparative rating that also has a full-featured agency management system, is uniquely positioned to provide rich, multi-dimensional agency reports that are unavailable in any other system.

Software solutions for the modern insurance agency

Why choose EZLynx?

The Complete Product Guide

5

Data Migration A common concern we encounter from our customers is the risk of losing their data when moving to a new management system. As you amass more information, maintaining your data becomes increasingly important. EZLynx has developed a proven process to help our customers migrate their data to EZLynx Management System – a process that our customers have been happy to talk about. Nothing is left behind due to EZLynx’s effective conversion process.

Most Popular & Fastest Growing The results of the biennial Future One and Independent Insurance Agents & Brokers of America’s Agency Universe Study are in, and EZLynx is the most popular comparative rater. However, rating penetration is only half the story. We are now the fastest growing agency management system. As a premier technology vendor who pioneered real-time rating, we are extremely gratified to see our name now in the top ranks for agency management systems.

Policy Compare & Policy Sync The Policy Compare feature makes it easy to compare two separate versions of the same policy or two separate policies of the same line of business. It works seamlessly for both personal and commercial lines. Policy Sync allows you to quickly quote your policies by syncing downloaded data with the EZLynx Rater.

eSignature EZLynx eSignature by AssureSign is a fully integrated electronic signature application in the EZLynx Marketplace.

With help from AssureSign, one of the leading providers of electronic signature software, EZLynx has developed a safe and secure way to send electronic documents for signature directly from the EZLynx Rating Engine.

Helping independent agents increase sales and save time for over a decade.

(877) 932-2382 sales@ezlynx.com

6

The Complete Product Guide

Bundled products to supercharge agency productivity.

Agency Suites Packaged solutions for the modern insurance agent.

BENEFITS

Save Valuable Time

Save Money, Make Money

Take it Easy

Spend less time entering data One-time data entry returns live, real-time rates, directly from multiple insurance carriers.

Packages for any budget With four suites to choose from, you’ll find the right fit for your agency and receive a 20-30% package discount.

Easily make informed decisions Use agency analytics reports to steer your agency in the right direction.

Stay up-to-date, automatically Let daily downloads update your records without lifting a finger.

Get more bang for your buck Leave overpriced, outdated legacy systems behind, and embrace state-of-the-art technology.

Automate customer service 24/7/365 customer self-service portal, accessible from the agency’s website.

High return-on-investment with drip and bulk email marketing Use email marketing campaigns for frequent automated communications, creating more time for sales.

Enjoy instant, online access to your agency’s data - from anywhere EZLynx is web-based, so no time spent installing software or updates.

Simply log in and start working.

Software solutions for the modern insurance agency

Increase retention Armed with powerful agency metrics, avoid common renewal issues and retain more customers.

Increase conversion rate Convert more prospects to customers with instant, live quotes from your website.

Leverage valuable data Monthly Agency Pulse metrics reports generated from your management system data can be used to make better business decisions.

Access all of your products and features with one login One platform means one system, one login, and zero headaches.

Be confident of future success EZLynx is in constant evolution, rolling out new products and evaluating and revamping agency tools.

Let us help you succeed Our famous support and training team is always available to help your agency prosper. That’s how they continue to maintain a 95% or higher satisfaction rating year after year.

The Complete Product Guide

Basic

Standard

Advanced

Enterprise

RATING ENGINE









MANAGEMENT SYSTEM









Agency Pulse™









Sold separately

Sold separately

Sold separately

Sold separately

CONSUMER QUOTING









Enhanced Quoting









Facebook Quoting









CLIENT CENTER









COMMUNICATION CENTER









Marketing Campaigns









Text Messaging









eSignature









EZLynx for Outlook









AGENCY WEBSITES



Bronze

Silver

Gold

Accounting

95%

customer approval rating FEATURES

7

(877) 932-2382 sales@ezlynx.com

8

The Complete Product Guide

The only rater with communication tools.

Rating Engine The leading realtime comparative quoting tool for home and auto insurance.

Connect with Carriers

Reach More Consumers

Save Valuable Time

Carrier access We offer rating with 170+ carriers in 48 states.

Email quotes to prospects and customers from within EZLynx Quickly deliver all premium and coverage options.

Pre-ďŹ ll new applications from carrier defaults Populate saved producer codes and carrier-specific underwriting information.

Access EZLynx data from anywhere Out of the office? No need to wait until you return because EZLynx is accessible from mobile devices and tablets.

Compare coverage scenarios Generate pricing for up to 4 sets of coverages from each carrier.

Integrate and upload Easily upload home and auto policy information from 20+ agency management systems.

Compare coverage scenarios Generate premiums for up to 4 sets of coverages from each carrier with one submission.

Package lines of business We offer complete support for packaged home and auto rates.

BENEFITS

Software solutions for the modern insurance agency

Quickly respond to hot leads Leads from compatible lead generators are sent directly to your EZLynx account.

Accurately remarket Invite customers to update their own information online before re-quoting.

Save and share templates with common quote application answers.

Automatically record account history Avoid E&O claims with EZLynx, as the system records all activities.

Monitor quoting activity Decide which people in your office can generate custom reports from agency data.

The Complete Product Guide

ACCESSIBILITY

QUOTE TEMPLATE CREATION

Web-based - no software to install or update

Save carrier defaults for producer codes and more

Mobile-optimized

Email quotes to consumers from EZLynx

9

Email links to collect updated application info

RATING Real-time rates

TRACKING & REPORTING

Single data entry for multi-carrier submission

Run criteria-based reports

Quote results displayed for easy comparison

Export reports to Microsoft® Excel

Available in 48 states

All activities automatically logged in EZLynx

Supports rating with 170+ carriers Built-in underwriting assistance

INTEGRATION

Quotes personal auto, homeowners, and package

Use data stored in EZLynx Management System Power quoting for EZLynx Consumer Quoting

FEATURES

SS

SS

ISSUANCE

Compatible with outside AMS vendors

Log in to carriers’ sites from EZLynx via EZLogin™

Integration with lead-generating vendors

Choose which finance companies to quote with

Kelly Blue Book values

Carrier and brokerage policy issuance systems

Integrated ACORD forms and carrier applications SS This product is sold separately. Setup fees may apply.

PRE-FILLING & AUTOMATION Driver license, SSN, and VIN lookup Look up with LexisNexis® Data Pre-fill (SAQ) Address validation Quote with multiple pre-set coverage scenarios

(877) 932-2382 sales@ezlynx.com

10

The Complete Product Guide

Gain, maintain, and retain: maximize your agency’s potential.

Management System Retain current customers while acquiring new business.

BENEFITS

Transition Painlessly

Increase Efficiency

Manage Your Money

Stop stressing Our data conversion team will import existing management system information with the utmost care.

Use data to pre-fill forms Pre-fill ACORD forms with downloaded and manually entered policies.

Know where your dollars are going Track your premiums and commissions.

Retain customer history Organized, searchable document storage in EZLynx helps you keep track of all emails, certificates, uploaded documents, and forms.

Remarket without re-keying Sync quoting application from the current policy download and re-quote.

Simplify paying producer commissions Support common commission scenarios with a flexible rule-based system.

Plan your day effectively Use daily reports, tasks, and notifications to prioritize tasks.

Use our Accounting piece that integrates with QuickBooks Use QuickBooks for your general ledger and EZLynx for insurance accounting.

Reduce E&O Exposure

Analyze Your Progress

Pamper Yourself

Record activities and communications automatically User activity is automatically recorded in the system activity logs.

Receive agency analytics reports Daily and monthly report summaries are delivered via email for a clear idea of where you’ve been to help you chart the road ahead.

Get out of the office Access your data from anywhere, anytime via mobile devices and tablets.

Easily recall key information Notes, emails, documents, and tasks are linked to applicant accounts.

Software solutions for the modern insurance agency

Take time off Effective time management for more time to spend where it counts — in both your business and personal life.

The Complete Product Guide

ACCESSIBILITY

TRACKING & REPORTING

Web-based - no software to install or update

All activities automatically logged in EZLynx

Mobile-optimized and VPN available

Suspense tracking

Cloud-based 24/7 availability

User tracking for E&O audit purposes

Native Mac-compatible

Active policies reports

11

Commissions payable reports

ACCOUNTING

Export reports to Microsoft速 Excel

Insurance premium accounting

Lost business reports

Direct bill support

New business reports

Split-commission tracking

Premiums payable reports

Sophisticated commission percentage rules

Sales production by employee reports

Commission downloads

X-date reports

Additional features with EZLynx Accounting

SS

INTEGRATION

FEATURES

AGENCY & CUSTOMER MANAGEMENT

Re-quote with EZLynx Rating Engine

Personal and commercial lines downloads

Store data from EZLynx Consumer Quoting

Commission downloads

Share policy data in EZLynx Client Center

Email directly from system

Use data with EZLynx Marketing Campaigns

Native personal and commercial lines support

Use data with EZLynx Bulk Campaigns

Certificate processing

Record communication in EZLynx for Outlook

Integrated library of fillable ACORD forms Import leads from EZLynx LeadManager

SS SS

SS SS

SS SS

PP This product is pay-per-use. Setup fees may apply.

SS

Documents signing with EZLynx eSignature

SS This product is sold separately. Setup fees may apply.

PP

(877) 932-2382 sales@ezlynx.com

12

The Complete Product Guide

Turn online insurance shoppers into clients.

Consumer Quoting Introduce the online insurance shopper to your agency.

Reach More Consumers

Collect Data

Turn Leads into Clients

Quoting on your website Collect leads by letting consumers generate real-time comparative quotes on your site.

Data automatically populates Information and quote results automatically populate your EZLynx account.

Reduce drop-offs Shortened forms decrease the likeliness of a drop-off and allow you to fill in the blanks.

Quoting on mobile devices Automatically detect and optimize the quoting experience for consumers on mobile devices.

Receive leads by email Notifications instantly let you know when a form is completed online.

Automate follow-up campaigns When consumers exit a noncompleted form, automatically send them a reminder email that they can pick up where they left off later.

Quoting on Facebook Take advantage of social media traffic by offering comparative quoting directly on your agency’s Facebook page.

BENEFITS

Want to do the selling yourself?

Allow consumers to input their data online and opt to be contacted to receive quotes from an agent instead.

Improve quote accuracy Pre-fill vehicle information from the consumer’s home address.

Record and track data Track quote statuses and record key analytics for analyzing consumer behavior.

Compare real home & auto quotes in just minutes!

Software solutions for the modern insurance agency

The Complete Product Guide CONSUMER QUOTING

ENHANCED QUOTING

Web-based - no software to install or update





HTML iframe support





Mobile-optimized





Facebook-accessible version









Shortened forms





Field customization



Subject to review, fees may apply

Vehicle information pre-fill



Pay-per-use, fees may apply

Displays live, real-time quotes





Coverages displayed for comparison





Defaults to a customized basket





Drop-off email campaign





Receive leads via email





All activities automatically logged in EZLynx





Track completed quotes





Google Analytics tracking





Incomplete quote lead reports













13

ACCESSIBILITY

DESIGN & CUSTOMIZATION Customized with agency’s logo and branding FORMS

QUOTING

COMMUNICATION

TRACKING & REPORTING

FEATURES

INTEGRATION Rating powered by EZLynx Rating Engine

SS

Embedded in all EZLynx Agency Websites

SS

(877) 932-2382 sales@ezlynx.com

14

The Complete Product Guide

Help your customers and boost your efficiency.

Client Center Deliver superior customer service without the hassle.

Improve Accessibility

Provide Better Service

Enjoy Accurate Records

Integrated on your website Provide select document and policy access to specific customers through your website.

Decrease response time Activity notifications are sent to agents for follow-up.

Receive updated information Keep your data up-to-date by offering customers the ability to electronically request changes.

Offer anywhere access Customers can access shared policy information and ID cards from any Internet-enabled device.

Stay “open” 24 hours a day Keep your online shop open to customers 24/7/365.

Keep customers safe Secure logins and document sharing protect customer information with the same security as the rest of EZLynx.

Forget your password EZAccess™ offers the convenience of self-service without having to remember a username and password.

Increase customer satisfaction Reducing service requests frees up time for agents to focus on sales.

BENEFITS

Software solutions for the modern insurance agency

Log customer-agent communication With all customer activities automatically recorded in EZLynx, agencies can reduce the likelihood of E&O claims.

The Complete Product Guide

ACCESSIBILITY

COMMUNICATION

Web-based - no software to install or update

Secure information exchange

Mobile-optimized

Two-way document sharing

15

EZAccess™ no-password login system

TRACKING & REPORTING DESIGN & CUSTOMIZATION

All activities automatically logged in EZLynx

Customized with agency’s logo and branding

INTEGRATION CUSTOMER ACCESS

Embedded in all EZLynx Agency Websites

View policy information

Uses EZLynx Management System’s customer and policy information SS

Download policy documents Print ID cards

SS

SS This product is sold separately. Setup fees may apply.

Request policy changes Send a message to agency Personal and commercial customer access

FEATURES

(877) 932-2382 sales@ezlynx.com

16

The Complete Product Guide

Keep your books balanced and your nerves calmed.

EZLynx Accounting Simplify the management of your money.

Easily Track Your Capital

Cultivate Accurate Data

Save Valuable Time

Run flexible reports Take advantage of advanced reporting capabilities to stay on top of financial trends and deviations.

Eliminate spreadsheets Break free from constantly updating inaccurate spreadsheets, and opt for an accurate, systematically updated option.

Always know where you stand With just a few clicks, you’ll know where you stand financially by viewing accurate, up-to-the-minute data.

Integrate with customer records With Accounting being fullyintegrated with EZLynx Management System, you’ll have a 360° view of your profitability.

Settle balances owed and due Track open balances in order to pay producers and carriers in a timely manner.

BENEFITS

Software solutions for the modern insurance agency

Improve data integrity Unprotected spreadsheets leave your financials exposed and vulnerable to inaccuracies.

Manage them in a passwordprotected environment.

Stay in compliance Keep an accurate record of premium trust account transactions.

Quickly export to QuickBooks Your favorite small business accounting software can easily pull information directly from EZLynx.

The Complete Product Guide

ACCESSIBILITY

TRACKING & REPORTING

Secure, cloud-based access available 24/7

Powerful reporting capabilities

ACCOUNTING

INTEGRATION

Agency bill invoicing and installments

Fully integrated with EZLynx Management System

Direct bill statements

Intuit速 QuickBooks General Ledger integration

17

Accounts receivable management Producer payables (commissions) Carrier payables Premium trust accounting

FEATURES FEATURES

Your data: error-free, up-to-date and accessable 24/7. $ $ $ $ $ $

(877) 932-2382 sales@ezlynx.com

18

The Complete Product Guide

Drive sales and improve customer retention.

Marketing Campaigns Deliver superior customer service without the hassle.

Easily Build Campaigns

Keep in Touch

Monitor Responses

Create logical steps Compose your email steps, and then set time intervals between each email.

“Set it and forget it” Add consumers on an individual basis, and let campaigns run in the background.

Use EZLynx for Outlook Identify a consumer’s campaign membership in Microsoft® Outlook along with his or her contact details.

Add people to campaigns As prospects and customers are worked, place leads not yet ready to buy on nurturing campaigns, and customers on cross-sell or up-sell campaigns.

Turn off completed campaigns When leads qualify by responding to nurturing campaigns, remove them from campaigns in EZLynx for Outlook.

Copy and re-use campaigns Choose to build campaigns from scratch or copy existing work-flows and edit with the easy-to-use editor.

Share campaign templates Choose to share templates with members of your agency or sub-agencies.

Leverage multiple campaigns Place long-time customers on cross-sell campaigns and send a yearly birthday e-card!

Run reports See which campaigns are the most effective by running reports on completed campaigns.

BENEFITS DAY 1

my

agency

Hi Steve!

I just wanted to thank you for your recent auto policy addition, and let you know that we are here to help with all your insurance needs.

Log in to your Client Center on our website to view your policy information, view/print documents, or to request policy changes.

Software solutions for the modern insurance agency

Don’t hesitate to call or email us if you have any questions.

Your Agent,

James Williams

123-456-7890 james@myagency.com

MONTH 3

my

MONTH 5

my

agency

Steve Allen, • Are your policy details still correct?

• Do you need to file a claim?

• Can I help you with anything?

Steve,

It’s been a couple of months since we’ve talked - just wanted to check in.

Your Agent,

Your Agent,

123-456-7890 james@myagency.com

James Williams

agency

It’s renewal time!

Here is a link to update your information so we can recheck your rates.

James Williams

123-456-7890 james@myagency.com

This message was intended for steve@web.com and is from My Agency Insurance, 123 Insurance Blvd. Suite 100,

The Complete Product Guide

ACCESSIBILITY

DELIVERY

Web-based - no software to install or update

Immediate delivery

19

Scheduled delivery for a future date

DESIGN & CUSTOMIZATION Email content customization

TRACKING & REPORTING

Auto-personalize emails with existing database fields (consumer’s name, city, etc.)

All activities automatically logged in EZLynx

Auto-personalize emails with sales personnel information (agent’s name, phone number, etc.)

Monitor open and click rates Export reports to Microsoft® Excel

Add social media connections Pre-built email campaign templates Copy and re-use campaigns WYSIWYG Editor

INTEGRATION Build lists with customers and prospects

SS This product is sold separately. Setup fees may apply. from EZLynx Management System SS PP This product is pay-per-use. Setup fees may apply.

RECIPIENT MANAGEMENT

SS This product is sold separately. Setup fees may apply.

Automatic removal upon consumer unsubscribe Manage list membership in EZLynx Manually choose list members to exclude Define lists based on consumer data

FEATURES

(877) 932-2382 sales@ezlynx.com

20

The Complete Product Guide

Providing a seamless user experience online.

Agency Websites Expert digital strategy designed for your agency.

BENEFITS

Establish a Web Presence

Stay Updated

Put Your Website to Work

Expand your local reach EZLynx Local Reach will list your agency with the top online local business directories.

Easily edit it yourself With a what-you-see-is-what-you-get editor, you’re able to quickly update content without the help of an IT team.

Service customers 24/7/365 Customers can log in and upload documents, download ID cards, and request policy changes.

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

Let us make changes for you Our developers are available to make design and content edits for you with packaged allotments of quarterly changes.

Let consumers run their own quotes Consumers can run comparative quotes directly from your website.

Show up locally As technology experts, we combine our knowledge of local optimization and consumer behavior to improve your local online presence.

Get set up, hosted, and monitored We walk you through the setup process, host your site on our servers, and monitor it on a regular basis.

Improve mobile visibility Our professional website designs automatically adjust to fit mobile devices.

Branded site design and content Customized to match your branding and filled with unique content for service pages and blog articles.

Software solutions for the modern insurance agency

Make decisions based on metrics We offer quarterly meetings to assess your website’s health and strategize improvements

The Complete Product Guide BRONZE WEBSITE

SILVER WEBSITE

21

GOLD WEBSITE

Great starter website

Ideal for most agents

Fully loaded and optimized website

Consumer quoting

Sold separately

Sold separately

Sold separately

Client Center

Sold separately

Sold separately

Sold separately

Website hosting







Mobile-friendly







Photos







EZLynx Local Reach







EZLynx Social Reach







Optimized code







Google My Business configuration







Google Maps integration







Lead capture forms







Custom forms







Unique content







Blog







Monthly blog entries







Quarterly site edits by EZLynx







Content management system (CMS)







Quarterly reviews with EZLynx







Google Analytics







Dedicated website consultant







24/7 website monitoring







EZLYNX INTEGRATIONS

BASICS

LOCAL OPTIMIZATION

FORMS

CONTENT

FEATURES

EDITING

REPORTING

(877) 932-2382 sales@ezlynx.com

22

The Complete Product Guide

Rate. Communicate. Dominate.

Communication Center Bundled products to help your agency connect with customers more effectively.

Reach Your Market

Keep in Touch

Boost Revenue Flow

Automate multi-step campaigns Use EZLynx Drip Campaigns for marketing messages like birthdays, renewal reminders, and other time-sensitive, multistep email campaigns.

Email prospects and customers Keep up with your direct email messages by utilizing EZLynx for Outlook.

Sign up new customers Speed up the setup process by sending new customers virtual “envelopes� of documents for signature before binding a policy.

Send mass email campaigns Utilize EZLynx Bulk Campaigns to blast marketing messages to targeted segments of your database.

BENEFITS

Software solutions for the modern insurance agency

Text message consumers Send consumers short, quick text responses without the fear of E&O claims with EZLynx Text Messaging.

Boost your marketing efforts Effectively reach your market with time-saving bulk and drip email campaigns.

Quickly process renewals Give loyal customers the gift of convenience by sending them documents to sign and return electronically.

The Complete Product Guide

Stand-alone

With Communication Center

EZLYNX MARKETING CAMPAIGNS





Drip campaigns





Bulk campaigns

Pay-per-use

Pay-per-use





Monthly envelope allotment

Pay-per-use

Unlimited

EZLYNX TEXT MESSAGING





Pay-per-use

Unlimited





EZLYNX ESIGNATURE

Monthly text allotment

EZLYNX FOR OUTLOOK

FEATURES

23

Communication Center Success Story “Agencies are keenly aware of the E&O issue caused by communicating with their customers via text messages because the courts find that if it’s not documented in the agency system, it never happened.

EZLynx Text Messaging helps to eliminate the E&O trap caused by texting with clients – all in one tightly integrated solution that no other insurance agency automation vendor has managed to pull off.”

Kaleb Demille, Main Street Insurance Agency

(877) 932-2382 sales@ezlynx.com

24

The Complete Product Guide

Quick & easy communication at your fingertips.

Text Messaging Easy and effective communication tools.

BENEFITS

Improve Communication

Reduce E&O Exposure

Accomplish More

Effective Text messages have a 97% open rate. That means those messages are more likely to be seen, and customers are more likely to respond faster and more often.

Auto-file and save time Received messages are automatically filed under consumers with matching numbers.

Keep yourself on task When setting up a task with a due date, you can opt to send yourself a text message reminder.

Never miss a notification Newly received text message alerts will show up as real-time notifications on your dashboard.

Unique agency phone number EZLynx provides your agency a unique phone number from which your agency will be able to send and receive text messages – directly from within EZLynx.

Software solutions for the modern insurance agency

Keep a clear audit trail Sent and received messages are automatically saved and logged as activities under the corresponding consumer.

Avoid unrealistic expectations Automatic disclaimers are sent regarding binding coverage via text messages.

The Complete Product Guide

Increase Productivity Auto-match or update emails When emails come in from prospects, it will auto-match with your EZLynx records.

Keep email addresses up-to-date When a consumer’s email changes, update the email address on file in EZLynx right from Outlook.

Complete Accessibility Fully integrated products Manage EZLynx Drip Campaigns for customers directly from your existing Outlook account. The plugin allows you to manage marketing communication from your email.

Agents can see an applicant’s Drip Campaign status and manage it without having to switch accounts.

25

Qualify Customers Modify marketing to qualified leads Automatically identify emails in your Outlook that are from customers or leads by matching the applicant’s email address. Agents can store email threads and attachments in the applicant’s account to help the agency have complete records for each customer’s communication— no matter who they contact!

Import email attachments Attachments from email can be easily uploaded and attached to the proper record in EZLynx.

Flag messages for follow up Mark actionable items and add reminders to complete the task later.

EZLynx for Outlook Connect, view, share, and update with the plugin for Microsoft Outlook.

BENEFITS

Creating a bridge between EZLynx and your inbox.

(877) 932-2382 sales@ezlynx.com

26

The Complete Product Guide

Safe & secure way to send electronic documents for signature.

eSignature Fully-integrated electronic signature application in EZLynx Marketplace

Increase Security

Save Valuable Time

Stay Compliant

Tracked, stored, and organized eSignature is a 100% web-based signing process that requires no additional software for any user.

Instant and secure Create time for other tasks and issues by getting your documents signed electronically.

All signed documents are authenticated, tracked, stored, and organized within the agency’s EZLynx Management System.

Agents and CSRs can cut down on time wasted on printer, scanner, and fax machine use by digitally packaging all action items.

Documents are sent instantly and securely, reducing the time you spend waiting on signatures.

Legally binding Legality is important for any insurance agent. AssureSign, LLC guarantees full compliance with the E-SIGN Act and the Uniform Electronic Transmission Act, making the records legally binding with the same enforceability as manual signatures and paperbased transactions for P&C forms.

BENEFITS

Software solutions for the modern insurance agency

The Complete Product Guide

27

ACCESSIBILITY Consumers can receive and sign documents from mobile devices

SECURITY Two-part authentication Certified signatures Electronic Signatures in Global & National Commerce Act (ESIGN) compliant Uniform Electronic Transactions Act (UETA) compliant

FEATURES

Legal, binding signatures in all 50 states.

(877) 932-2382 sales@ezlynx.com

Management System • Rating Engine • Consumer Quoting Client Center • Agency Websites • Communication Center

One Platform The wind behind your sales

What would you do with more free time?

EZLynx provides innovative insurance software that helps streamline your agency’s workflow, so you can increase productivity without increasing hours on the clock.

Software solutions for the modern insurance agency

(877) 932-2382 sales@ezlynx.com