This post is part of a series sponsored by Ezlynx.
Choosing the right management system is a major decision when operating a successful agent, but it is only the first step. The real return on investment comes from using the system to its maximum extent: unlocking tools, automation and workflows that help your agents operate smarter, better serve customers, and grow faster.
We are all frustrated and stuck in a difficult situation – trying to troubleshoot features or learn new knowledge is just wasting valuable time searching the internet for answers. Whether it’s digging on a help forum, jumping between YouTube tutorials or waiting for a reply from the support team, it may take more time to search rather than solve.
That’s why Ezlynx created product assistance tools. This feature is part of Ezlynx Virtual Assistant (EVA) for your team to instantly understand the answers to Ezlynx-related questions. Whether you are setting up new automation or exploring how to customize client communication templates, product assistance can enable your team to work more effectively and start realizing the full value of Ezlynx Suite, starting from day one.
Learn about EVA: Product Help
EVA’s product assistance tool is your built-in guide to all Ezlynx. Whether you want to set up a new workflow or don’t remember how to find a feature, the help of EVA products will provide you with instant, step-by-step answers – all in an easy-to-follow conversation format.
Available 24/7,,,,, The tool ensures that help is always just a click-free-to-wait for working hours to get the help you need. Just enter a question like “How to install the ezlynx Outlook plugin?” or “How to set up an automated email for your client’s birthday?” EVA will use the latest information to clearly guide you through it. You can also view a list of suggestions tips to help spark ideas or guide your first search if you are unsure what to ask.
You can access product help tools from anywhere in Ezlynx by selecting the “ask eva” option, by clicking the AI icon in the top menu bar, or by using the AI icon in the Help Center. Once opened, click the Ask me anything about ezlynx button to start.
And, when you find the answers that are particularly useful (or not entirely correct), you can help everyone improve the tool by using the simple thumb or thumb folding option to provide direct feedback on the EVA answer.
Faster onboarding and continuous support
One of the biggest benefits of product assistance tools is its impact on training and onboarding. Instead of waiting for help or sitting in a long walkthrough, new employees can use Ezlynx and EVA as their personal guide on the first day.
“About a month ago, I was on board a new employee who found the product assistance tool himself,” said Carlo Ferrera, COO of Streetsmart Insurance Agency. “They started interacting with the tools, asking questions, and helping them join the agency. It was a huge win-win for me.”
Eva can not only help new employees; it supports everyone’s continuous learning. Whether you’ve been using Ezlynx for weeks or years, there are features that may not be explored yet. “Ezlynx has a lot of support. If we have questions, we know our representatives and we always get a response right away,” said Bill Richards, chief solutions officer at Community Insurance LLC. “Now, adding product assistance in Ezlynx can further enhance support.”
Product Assistance Tools enable everyone on the team to easily master the capabilities of Ezlynx and learn system best practices – no one has to leave the management system.
Built-in help to build your bottom line
Everything runs smoother when your team knows how to fully use your proxy management system. With EVA product assistance, agents can quickly find the answers they need within Ezlynx, helping them work more effectively, support customers more effectively, and unlock the full value of the tools you have already paid for.
Whether it’s learning how to build automated workflows, improving email campaigns, or discovering unused features, EVA can make your agency more secure and consistent. This means fewer delays and more opportunities to strengthen customer relationships and grow your business books.
If you want to maximize your investment in Ezlynx and make your team work smarter, EVA product help can help you get there – one question at a time.
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