In cases like this, the fix would be to create an applicant then match the download. For example, if a customer is written directly on a carrier site, when downloaded to EZLynx, Policy Management would find that customer to be unmatched. In Policy Management, “Matched” downloads are those that have automatically matched against a single EZLynx customer through the 3 matching criteria:Īn “Unmatched” download really means that the download is either unmatched to a single EZLynx customer, or is matched to multiple EZLynx customers (Multiple-Matches). The ability to receive quotes for 2017 models.Also, when answering “Vehicle Involved”, it is now optional to specify which vehicle. As an improvement to the Incidents tab, the number of violations that can be entered is increased to 10 per driver.When adding additional drivers, there are now two additional options “Non Rated” and “Never Licensed”.We’ve introduced a message box to confirm the applicant’s birth date for more accurate reporting and rating.We have made a few enhancement to our flagship product, EZLynx Rating Engine, including an updated application process to help track and receive the best quote results. This new menu gives administrators the ability to control the notification and task creation defaults for Client Center for your agency. Client Center Settingsĭon’t forget, if you’re an administrator at your agency and you do not have the Client Center option in your Settings menu in EZLynx, be sure to reach out to your support rep so that they can turn this feature on for you. Other contacts, however, have to be manually enabled by the agent. Within the Edit window, there is a check box that can be toggled to disable or enable that particular contact from being able to login to Client Center.īy default, Primary Applicants and Co-Applicants are enabled for Client Center. Account Access ControlsĪgents can now navigate to the Contacts page for a particular applicant and choose the Edit option for any Primary Applicant, Co-Applicant, or Contact that exists in the list. Once the client has successfully validated their identity, these users will now see an account selection screen that will allow them to navigate between the accounts for which they have been given access. This will be especially useful for Commercial accounts. Multi-Account Accessįor clients that are associated with multiple applicants, these users will no longer be excluded from Client Center access. The client will enter the validation code right there on the login page to complete the process. However, if the email address is valid, the client will receive a 6-digit validation code by either email or SMS Text Message. Your clients will continue to initiate the login process by providing the email address that is associated with their account. This latest update to Client Center brings an enhancement to the login process for your clients. General Liability: Locations are moved to the bottom of the page coverage limits and deductibles are found at the top. We have also re-structured the order of data to streamline coverage information more effectively for each policy.Ĭommercial Property: now includes a Location Details button for viewing detailed property information for each building.Ĭommercial Auto: includes Coverage Limits, Vehicles and Coverages sections. The newly enhanced policy summary page provides quick access to detailed personal and commercial policy information. New ability to edit policy #s for pending policies.Option to bulk delete multiple transactions at once convenient if a carrier downloads duplicate transactions.Merge the transaction with an existing policy.Create a new applicant account and policy in one step, or.Quickly match to a suggested account as a new policy, or.New workflows for matching Unmatched and Multiple Matched transactions.Customize policy transaction page columns – display and order.Expand & collapse policy transaction details.The search filters are now dynamic available options update as search criteria is refined. This re-design of our policy transaction page allows a more efficient way to filter, search, update, and match policies. Interested in participating in the BETA phase? Click Here. Ability for agents to enable/disable Client Center access for primary applicant, co-applicant and/or contactsĮnhancements New Policy Transaction Interface (Beta phase).Customers with multiple applicant accounts have global access to all accounts.
Changes to the login process, including Text Message security verification options.New Policy Transaction Interface (Beta phase).Next week we will roll out EZLynx 4.16.05, which includes BETA opportunities for the information rich Policy Transaction and Policy Summary pages, a new EZLynx Client Center login format, and EZLynx Rating Engine enhancements.
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