With this release, we are excited to announce some impactful enhancements to our Rating platform!


We've added a new Split Account feature, you can create a new account from an existing account without having to reenter required details. This will not only lead to time savings, but also reduce the errors which could arise from manual data entry. 


We've also added a way to identify if applicant or co-applicant is deceased and have up to date status of the account. As you are trusted confidant of your customers, having accurate events on that account will equip you to handle delicate conversations more thoughtfully.


TABLE OF CONTENTS


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How it works  

With the following enhancements, we are committed to enhancing the efficiency and effectiveness of our Rating platform. Let's check them out!



Split Account

With the new Split Account feature you can split existing accounts to create new accounts. Under the Actions button on the Overview page of a customer's account that has an applicant and a co-applicant, you can find the Split Account option under the Additional Actions menu.



You can select the specific details you want to transfer to the new account, such as address, drivers, vehicles, and coverages. If you have multiple drivers to move to the new account, you need to select one as the applicant for the new account. Additionally, you have the option to link the two accounts for future references. 



Attention! - This functionality is only available for Rating Applications and there must be two or more drivers available in the existing account.



Deceased Indicator

You will now be able to mark an applicant or co-applicant as deceased after their death. Once you mark them as deceased, an indicator will show on the left panel showing them as deceased. 




Vehicle Assignment Percentage

If there is a single applicant/driver and multiple vehicles, you no longer have to enter the Vehicle Assignment Percent for second vehicle. Since there is only one driver, all the vehicles will automatically show 100 % as vehicle assignment. 




Move Current Address to Prior Address

You will now be able to move a current address to be the previous address on a customer's account. This will be helpful in cases where the applicant has moved to a new address, and you have to update your records. You can move the address with the click of a button and then enter the new address. 




Email Field shown by default

You will now see the Email Address field by default while creating a new customer account and will have the option of adding other email address by clicking on ADD EMAIL button.


We've also moved the "Bridge email address to carriers when rating" question. Originally, it was displayed as part of carrier specific questions. Now, it is on the Details page underneath the 'Add Email' button.




New Quote Template Fields

We've added new fields to the Quote Templates feature. The below fields will now save on the Quote Template and apply to these fields when using templates.


  • Home Template  
    • Dwelling info
      • Roof UL Classification
      • Dead bolt
      • Fire detection
      • Sprinkler
      • Smoke detector
      • Multipolicy Discount
      • Visible to neighbor 
    • Coverages
      • Hurricane Deductible 
    • Endorsements
      • Replacement Cost Content 


  • Dwelling Fire Template
    • Dwelling info
      • Dead bolt
      • Fire detection
      • Sprinkler
      • Smoke detector
      • Multipolicy Discount
      • Visible to neighbor 
    • Coverages
      • Hurricane Deductible 

Why is this important?


At EZLynx, we are committed to enhancing the efficiency and effectiveness of our Rating platform. We are constantly adding new features which we believe will bring lots of value to our customers and solve their day-to-day problems by reducing many of the manual processes. 


Increased efficiency on Creating a new Account via Split: Utilize Split Account feature to create a new account. This may be useful to your agency when co-applicant and drivers split from original account in situation where creation of a new account is required such as divorce, etc. After a new account is created, you will find the details already filled up (that you choose during splitting the original account) and this will result in time-savings as well as reduce data entry errors. 


Helping maintain an accurate representation of your clients: You would be able to identify if applicant or co-applicant is deceased and have up to date status of the account. As you are trusted confidant of your customers, having accurate events on that account will equip you to handle delicate conversations more thoughtfully. 


We hope you enjoy these new features and look forward to our future releases! If you are looking for training on Rating Engine, check out the related articles on the right side of the page.