Agencies are transforming with the new ezlynx

This post is part of a series sponsored by Ezlynx.

We had an amazing time at Net 2025, where innovation, learning, and collaboration take over the EZlynx® user center. With over 350 ezlynx customers in attendance and over 50 enthusiastic Ezlynx team members on site, it was the perfect space to connect, share ideas, and learn.

The conference featured more than 25 learning sessions designed specifically for Ezlynx customers, which means if you’re dropping by, there’s a good chance you’ll gain new strategies and ideas to improve your agency. The best part? Attendees can explore the ezlynx site and participate in interactive and one-on-one and group training.

Connecting with our community is always rewarding, but we’re just as excited about new ideas taking center stage at the conference this year. From addressing the challenges of commercial pipelines to incorporating advanced AI features, modern client engagement tools, and custom Pipeline development, we have worked hard to address the most pressing needs of our users.

With that in mind, let’s dive into some amazing new solutions designed to make agency life easier, faster, and more productive across the board.

Addressing the challenges of commercial lines

Let’s talk commercial lines, often a pain point for agencies. On the platform used, we were pleased to unveil a new marketing plan and dynamic workflow that transforms the way frameworks handle presentations.

We simply tap into the common issues faced by agents and present one consistent workflow that makes the entire process much easier. It clearly reveals what data agents need to gather, which is a game changer for those just starting out in commercial lines. Meanwhile, targeted agents benefit from faster detection.

On top of that, the pension system Used book builder Recommending coverage ensures that your customers receive offers that match their needs. And, with an embedded trade measurement, agents can quickly see if risk is being measured within the workflow! And if not? Don’t worry. Ezlynx automatically fills in all the required forms and data provided, so it is convenient for carriers. Talk about saving time and reducing headaches!

New features of AI AI

We bring the future to you with AI-enabled tools Ezlynx Virtual Assistant (EVA ™) is here to make your life easier.

Imagine your inbox magical by providing email summaries. EVA now enables email threads and customer communication history into simple, digestible summaries that you can access directly from Outlook or Gmail. It’s like having a personal assistant who knows exactly what you need!

It’s not all. Our new after-hours text responses mean you can set up EVA to answer customer questions after hours. This keeps the conversation moving 24/7 while allowing agents to respond directly to customers when they are available during business hours.

We’re also testing a really exciting feature: EVA will be able to quickly autofill quote apps using AI. Whether it’s pulling data from PDFs, handwritten notes, or voice recordings, this tool will save you a lot of time while reducing errors.

Making sales pipeline management a breeze

Good News! We’ve improved the way you manage your sales pipeline, providing independent agencies with sharp internal tools Our CRACREAS CRM software to elevate processes to the next level.

First, a new guided lead import workflow streamlines the process of bringing new prospects into your system. With built-in filtering and double detection, dirty lists are a thing of the past. Once your leads are in, our custom tools allow you to apply the corresponding pipelines with categories and labels. Want to sort by line of business, geography, manufacturer, or specific areas of focus? Do it. Everything is in your hands!

And because Team Morale is everything, we’re introducing a self-trigger feature. Now, any time a team member closes a deal, they will receive a congratulatory banner in the program in real time. It’s a fun and effective way to keep everyone motivated and feeling valued while increasing the success of your organization.

Building better client relationships

Customer engagement has evolved, and Ezlynx helps agencies stay connected with modern tools that keep communication personal and efficient.

For email marketing enthusiasts, creating a campaign is now easier than ever. We’ve added workflow-based workflows and a new performance dashboard, so you can easily launch targeted campaigns and track results like a Pro.

For contacts, our advanced messaging features allow the automatic entry of client details such as their name or assigned manufacturer. This makes your access feel real without extra effort.

To top it all off, we’ve introduced a one-click Google Review application tool, making it super easy for your clients to leave glowing feedback about your agency. With text or email, you’re on your way to building a stellar online reputation and strong relationships with your customers.

Agencies enable extended training

At Ezlynx, we believe that when our users thrive, so do we. That’s why we’ve taken our training experience to the next level.

We’re rolling out a personalized onboarding experience for new users, making sure everyone starts off on the right foot. And with continuous learning, our expanded training options now include online tutorials, webinars and forums, carefully designed to fit your schedule and preferred learning style.

One of our most amazing new training tools is the EVA-LED Redation. With AI-driven assistance, EVA will guide you through how to use the ezlynx platform, answer questions and make sure you get the most out of every feature. It’s like having a digital coach by your side when you need it most.

Closing Thoughts on the net used this year

The Net 2025 event brought both unity and inspiration to the EZLYNX community, showcasing new insurance software that simplifies processes, saves time, and helps businesses thrive. From intelligent navigation to AI tools, customized customer engagement features, and scalable training opportunities, Ezlynx opportunities continue to deliver technology tailored for agencies like yours.

We are proud to be your partner in transforming the way you work, communicate, and grow. If you didn’t make it to the Summit, don’t worry; There is still so much to explore.

Visit Ezlynx.com Learn more about our new features and promotions, and set your organization’s path to success!

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