EZLynx Features

Allows users to search, filter, sort and select items to be added to quote

Based on answering questions about customers the configurator automatically selects the best fit products

Rules ensure that users select only compatible options and that all required items are included

Pricing is displayed during configuration process so that users can quickly see how configuration changes impact the price

Images can be displayed of options to enable users to visualize product options as it is being configured

Ability to support multiple pricing models for one-time, recurring, and other items

Ability to manage discounts at quote and line level; ability manage discounts based on volume and customer agreements

Allows rules to be written in commercial process so that users don't make errors in pricing, terms, and other commercial considerations

Ensure that users automatically include the right terms based on items being quoted

Users can submit quotes, contracts, etc for approval and obtain appropriate approvals quickly

Allows users to renew existing contracts based on contracted pricing and existing assets already owned

Ability to easily group items on quotes; apply and manage discounts and pricing by group

Provides abilty for versions to expire, allows users to create new versions, revert to old versions and track changes from version to version

Generate professional proposals with desired branding, product descriptions, pricing, terms, and visuals in desired format (pdf, xls, word)

Enables users to seemlessly convert quotes to orders with appropriate validations, workflow, and integration

Ability to convert accepted quotes into contracts; set up of required assets and contracts

Manage the process of evaluating documents or requests submitted for approval

Easily build and maintain configurator; flexibility to easily embed all desired business logic

Can easily build and maintain pricing logic required by business

Easily build and maintain workflows, misc commercial fields, commercial rules

Ability to easily build, update, customize, and maintain quotes, contracts, and other document outputs

Manage, organize, and store contact information

Track products that are for sale at a reduced price or part of coupon promotions

Create and manage digital catalog of products/services with their details, specifications, and price

Track, store, and access client contracts or licenses

Manage and track the renewal process for various services, subscriptions, contracts, or licenses

Track and manage the profit margin between the cost of a product and its selling price.

Manage and track customer orders for goods, investments, or any other purchases

Supports users working on a mobile devide (phone and/or tablet)

Provides functionality for channel partners to configure, price, quote and buy products in a self service environment

End customer users can configure, price, and buy products in a self service environment online

CRM integration is flexible and easy to maintain

System provides API's that can be used to easily integrate to financial and other 3rd party systems

System support multiple currencies and languages to enable business in multiple countries

Provides ability for very large quotes, number of products, users, rules, required by enterprise level customers

Easily generate desired reports and dashboard on configurations, pricing, and quoting

ERP integration is flexible and easy to maintain

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Set up connections to third-party platforms to improve business processes

Tracking and reporting various financials

Storing and organizing client contact information

Calculating and administering percentages of policy premiums to be paid to sales representatives on closing a deal

Organizing sales representatives' pipelines and tracking the sales process

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Processing credit card and bank payments

Accessing and sending emails via the platform

Assigning tasks to employees in order to organize and track productivity

Set up connections to third-party platforms to improve business processes

Integrate with a third-party accounting system

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Track and manage schedules and meetings via an integrated calendar

Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc.

Tracking, calculating, and paying commissions and earnings to employees

Manage, store and organize emails within the system or via third-party apps

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Store, manage and track all forms in a centralized location

Captures invoice data and maintains comprehensive records for auditing and reporting purposes

Create, design and manage workflows for repetitive tasks

Store, manage, and track all electronic documents in a centralized location

Centralized database of stakeholders and their contact information such as names, address, phone number etc.

Organizing and processing customers' insurance claims

Create, administer and manage insurance policies for various customers and insurance lines

Creating and organizing insurance invoices and payment receipts

Sending electronic documents to clients to sign and return electronically

Manage contact details and communication with clients

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Generate personalized quotes and proposals that corresponds with each customer's tailored preferences and buying behavior

Analyzes data to suggest price adjustments instantly based on competitor pricing, demand, market prices, production costs, and other factors

Enhances guided selling by learning customer preferences and suggesting the most suitable products and services based on their individual needs

Private online space that lets businesses securely share documents and provide information access to clients

Define levels of authorization for access to specific files or systems

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

A record of all activities within the system, including user access, changes made, etc.

Search and filter data across systems to locate required information by entering keywords or certain criteria

Calculate employees' commissions based on certain rules

Track and document all activities across devices, networks, and other systems

Application programming interface that allows for integration with other systems/databases

Pre-designed layouts that can be customized to match preferences and requirements

Add customized logos and colors to align with company branding

Store and organize documents in a centralized system

Specialized for companies in property and casualty (P&C) insurance sector

Configure existing workflows to meet your organization's needs

Businesses operating within the life and health insurance sectors

Observe and track the demand, usage, progress or quality of a system, product, or user

Track the status over time for a request, process, asset, or transaction

Customize contracts and forms to collect specific information

Use AI to generate content in the form of text, images, videos, etc.

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Online portal through which end users can access the system, manage tasks, or obtain information

Timed notification for any upcoming task, deadline, appointment, or activity

Alter the layout and content of reports

Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access

Customize data fields to support various needs and use cases

Log and store the source of contacts/leads

Generate quotes or estimates for customers

Initiate collection and analysis of known risks

Create and send email blasts/campaigns

Calculate rule-based prices for a product/service

Graphical representation of data

It is a logic or a condition that executes business rules in a runtime production environment

Receive data and information in real time

Generate quotes or estimates for customers

A record of all activities within the system, including user access, changes made, etc.

Assemble applications and processes by dragging over and arranging pre-built components

Define levels of authorization for access to specific files or systems

Automate processes to manage leads, contacts, opportunities and sales activities

Store and organize documents in a centralized system

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system

Pre-designed layouts that can be customized to match preferences and requirements

Customize the specifications of a finished product to meet the particular needs of a customer

Online portal through which end users can access the system, manage tasks, or obtain information

Form predictions based on past and present data/trends

Material list of manufacturing parts and associated costs

Manage and handle various international currencies

Use AI to generate content in the form of text, images, videos, etc.

Add customized logos and colors to align with company branding

Digitally sign online documents

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Manage, store and organize emails within the system or via third-party apps

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Manage, organize, and store contact information

Create and send email blasts/campaigns

Process of submitting and following up on claims with insurance companies

At least a username and password is required to access the system

Specialized for organizations who focus on commercial projects and processes

Tracking, calculating, and paying commissions and earnings to employees

Manage the review process to determine financial risk on a loan or application

A record of all activities within the system, including user access, changes made, etc.

Create, administer and manage insurance policies for various customers and insurance lines

A website or login for customers to access information

Alter the layout and content of reports

Consolidation of data from multiple sources, products, and systems to manage the reinsurance process.

Generate quotes or estimates for customers

Timed notification for any upcoming task, deadline, appointment, or activity

Set up connections to third-party platforms to improve business processes

Store and organize documents in a centralized system

Use AI to generate content in the form of text, images, videos, etc.

Track revisions and updates made to files and navigate between different versions

Store, manage, and track all electronic documents in a centralized location

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Import and export data to and from software applications

Manage the process of evaluating documents or requests submitted for approval

Store information about leads or contacts and track, manage and nurture them throughout the sales process

Create, manage and track all task activities and progression

Manage user accounts, profiles, roles, permissions, and other details across applications, devices or networks

Electronic signing method that validates the authenticity and integrity of a digital document

Create, manage, and send invoices or bills to customers

Track and manage adherence to policies for any service, product, process, or supplier

Electronically collect payments for goods or services

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Search and filter data across systems to locate required information by entering keywords or certain criteria

Application programming interface that allows for integration with other systems/databases

Online portal for brokers/agents to add, edit, update or access required information

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Create, design and manage workflows for repetitive tasks

Intended to be used by insurers

Store, manage and track all forms in a centralized location

Initiate collection and analysis of known risks

Upload documents provided by Insurance Carriers

A virtual assistant that uses AI to pursue goals and complete tasks on behalf of users

Search and filter data across systems to locate required information by entering keywords or certain criteria

Timed notification for any upcoming task, deadline, appointment, or activity

Specialized to handle cases of health or medical insurance based on various factors related to the insurer

Plan, schedule, and execute organization's accounts and assets to ensure compliance with policies and laws

Generate quotes or estimates for customers

Use AI to generate content in the form of text, images, videos, etc.

Pay employees in multiple states with correct tax deduction amounts in each

Collection, analysis, and representation of numerical data and generation of reports to understand various patterns

Create, manage, and track policies and procedures within an organization

Rate insurance claims based on comparative instances

Store, manage, and track all electronic documents in a centralized location

Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges

Specifically for long term care providers

Set up connections to third-party platforms to improve business processes

Store and organize documents in a centralized system

At least a username and password is required to access the system

Integrate with a third-party accounting system

Create, design and manage workflows for repetitive tasks

Tracking, calculating, and paying commissions and earnings to employees

Process of submitting and following up on claims with insurance companies

Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance

Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file

Electronically collect payments for goods or services

Online portal through which end users can access the system, manage tasks, or obtain information

Reports specific to sales analysis for trends and strategies

Online portal for brokers/agents to add, edit, update or access required information

A website or login for customers to access information

Manage, store and organize emails within the system or via third-party apps

Alter the layout and content of reports

Dashboard to view the status of ongoing processes, identify current incidents and track past activities

Manage the review process to determine financial risk on a loan or application