We are delighted to announce that the Client Center - Personal Quotes Proposal Beta is now available for Beta Users! If you are interested in participating in this Beta, check out our Participating Beta section of our Frequently Asked Questions - EZLynx article and choose the Client Center Personal Proposals. 


The Personal Quotes Proposal allows you to create a proposal directly from the Quote Results or Quotes page, select the quotes results you wish to show on the proposal, and select how the customer will be informed that a proposal is ready to be viewed in Client Center.


You can add a personal touch to your proposals by writing a custom message to the customer and embedding videos, leading to a more personalized and effective interaction. 


You can choose to send a message to the customer, informing them that a proposal is ready to view within their customer portal, including a link directly to the proposal. Within the Client Center, the customer will be able to interact with the proposal and you'll will be informed when they do via task in EZLynx. 


Designed with you in mind, this new feature is sure to transform and streamline your sales process. Harness the power of personalization and user-friendly solutions right at your fingertips!


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How to access


At this time, this Beta feature is only available for select Beta users. Be on the lookout for future releases for Beta Expansion!


If you are the lucky few in this Beta currently, to access this Beta feature, navigate to a Personal Lines Account. From there, find either the Quote Results page or the Quotes tab. There, you will find a new Create Proposal button/option for successful personal lines quotes.


On the Quote Results page, scroll to the bottom and select the Create Proposal button. This will take you to the Create Proposal page.




On the Quotes tab, select the Actions icon and choose the Create Proposal option. This will also take you to the Create Proposal page.


How it works


Once on the Create Proposal page, you can begin creating the proposal for your customer. On the Getting Started step, you can input the Proposal Name, Expiration Date, and the Lines of Business to include on the proposal. Select Continue when ready to move to the next step.




On the Carrier Quotes step, use the Carrier Quotes dropdown to select up to 3 carriers whose results you want to include on the proposal. Selecting the carriers will automatically update the bottom sections of this page.



Once you have picked your carriers, you can modify the premium amounts and choose the favored carrier you want to show in your proposal.




If needed, you can upload files from your computer to include in the proposal. When you are ready select the Continue button to move to the next step.




In our quest for adding uniqueness to your proposals, you can now add a personal touch with a custom message or add embedded videos. Input a message to your customer to explain any details about the proposal or simply to say hello! When ready, select the Continue button to move on to the next step.




Last-minute adjustments or improvements? No problem! Our new preview feature allows for final tweaks before sending proposals. Select the Open Preview button to see a preview of what the proposal will look like on the customer's side.



On the Preview & Send Proposal step, you can use email and/or text messages to send the proposal to the customer. Choose the preferred method and then input the message the customer will see when notified that their proposal is ready. This includes a link to the proposal directly. When you are ready, select the Send button.




When the customer gets the message, the included link will take them to the new section of Client Center - My Quotes. Customers will appreciate easy access to their proposals via the link in the message. Striving for a smooth, cohesive experience, the proposal page will carry the agency branding found in the Client Center. Every detail initially keyed in by you will be included in the proposal barring a disclaimer about premium and coverage guarantees. 



Empower your customers with our interactive platform. Client Center's uniqueness lies in its capability to respond to customers' interactions with proposals, notifying you via task within EZLynx. 




We've incorporated settings for task scheduling and email notification preferences to cater specifically to your needs. If you are a Client Center Admin, you can hover over the Settings icon and choose Client Center. This will take you the Client Center Settings page. On the General Settings tab, scroll down and you will find the new Proposal section. Make sure to select the Save Changes button on the bottom-right before navigating away from this tab or you'll lose your changes! 


Why is this important?


This significant update reaffirms our commitment to making the sales process more streamlined, personalized, and ultimately profitable for our agents. Level up your sales game with EZLynx. Happy selling! 

 

Streamlined Sales Process: Personal Quotes Proposals empowers you with efficient proposal management capabilities, improving the overall sales process in the agency. 


Customized Client Interaction: Enhanced personalization in communication is another key benefit, contributing to improved customer relations and satisfaction. 


We hope you are excited for this new feature and look forward to future releases for Beta expansion! Check out our related articles on the right-side of the page to learn more about mastering EZLynx.