A large portion of an agent’s day is spent servicing current customers, time that could be better spent selling new business. Our goal with EZLynx Client Center has been to create a platform that can quickly be linked or embedded on an agent’s website that will allow your customers the ability to log in and perform a variety of customer service tasks that would otherwise have to be dealt with over the phone.

It all starts with the login screen. Similar to our Consumer Quoting, the Client Center login screen can be linked or embedded on your website.  All the customer has to do is put in the email address that is associated with their applicant file in your EZLynx account. They will receive a verification link to that email address, and upon clicking the link will be prompted to answer a few security questions.

Once the customer is logged into Client Center, they see a basic overview of the agency and all of the active policies that have been added to their applicant file in EZLynx. Policy information is added automatically for agents that have our Management System with Policy Downloads. Customers can quickly expand their policies to see the details of their coverages.

The Document Center tab displays all of the documents that have been shared with the customer, including system generated documents such as ID Cards. Customers can easily upload new attachments and associate them with one of their policies.

One of the most requested features for the EZLynx Client Center was that we include more ways for customers to make change requests. We have added several of the most common changes that customers make to their policies in guided prompts, ensuring that the customer provides you with exactly what you need to know in order to make the change. It is important to note that these are only requests and not live changes, so we make sure that the user acknowledges this before they submit a change request.

You will be able to see from within EZLynx if the customer has logged into Client Center, and change requests are saved as activities, ensuring that you have clear records of what your customers are doing. When a customer makes a change request, you will receive an email that contains all of the details of the request.

EZLynx Client Center is part of a larger vision that we have for EZLynx. Our goal is to provide the solutions that help agents throughout the full life-cycle of their customers – from the website, to quoting, to servicing and retention. Our EZLynx Agency Suites offer bundled solutions at discounted prices, all with the goal of providing an agency-in-a-box solution.