This article is part of a series sponsored by EZLynx.
We had an incredible time at Applied Net 2025, where innovation, learning, and collaboration took center stage for EZLynx® users. With over 350 EZLynx customers and over 50 passionate EZLynx team members on site, it was the perfect space to network, share ideas and learn together.
The conference features over 25 learning sessions tailored specifically for EZLynx clients, which means if you attend, there’s a good chance you’ll gain new strategies and ideas to strengthen your agency. The best part? Attendees can explore the EZLynx zone and participate in roundtables and one-on-one personalized training with the team.
It’s always rewarding to connect with our community, but we’re equally excited about the innovations that will take center stage at this year’s conference. From tackling line-of-commerce challenges to rolling out advanced AI capabilities, modern customer engagement tools and upgraded sales funnel customizations, we’re constantly striving to meet our users’ most pressing needs.
With that in mind, let’s dive into the amazing new solutions designed to make agency life easier, faster, and more efficient.
Addressing business line challenges
Let’s talk about commercial lines, which are often a pain point for agents. At Applied Net, we’re excited to launch our new Commercial Series application and submission workflow that changes the way agencies handle submissions.
We focused on common issues faced by agents and introduced a single-stream submission workflow to make the entire process easier. It clearly outlines the data that agents need to collect, which is a game changer for those just getting started with commercial product lines. Meanwhile, experienced agents benefit from faster submissions.
Most importantly, the system utilizes App Book Generator Recommend coverage to ensure your customers get the right product for their needs. Additionally, with embedded commercial ratings, agents can instantly determine if a risk can be rated directly within the workflow! What if not? Don’t worry. EZLynx automatically fills out all necessary forms with the data provided to prepare it for the operator. Talk about saving time and reducing headaches!
Game-changing new AI features
We bring you the future AI-driven tools EZLynx Virtual Assistant (EVA™) can make your life easier.
Imagine your inbox magically giving you a summary of your emails. EVA now compresses email threads and client communication history into simple, easy-to-understand snippets that you can access directly from Outlook or Gmail. It’s like having a helpful assistant who knows exactly what you need!
That’s not all. Our new After Hours SMS Reply means you can set up EVA to respond to customer inquiries after hours. This enables conversations to continue 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 soon be able to use artificial intelligence to automatically fill out quote requests. Whether extracting data from PDFs, handwritten notes or even audio recordings, this tool can save you tons of time while reducing errors.
Make sales channel management a breeze
Good news! We enhance the way you manage your sales pipeline, giving independent agencies smarter tools Our insurance CRM software Take your process to the next level.
First, the new lead onboarding workflow streamlines the process of bringing new leads into the system. With built-in smart filtering and duplicate detection, cluttered lists are a thing of the past. Once you have a lead, our customization tool lets you tailor your pipeline with custom stages and tags. Want to organize by business line, geography, manufacturer or specific focus areas? Go for it. Everything is in your hands!
Because team morale is so important, we introduced sales celebrations. Now, every time a team member completes a deal, they receive a congratulations banner in the system in real time. It’s a fun and impactful way to keep everyone motivated and feeling appreciated while promoting your organization’s success.
Build better customer relationships
Customer engagement continues to increase, and EZLynx is helping agencies stay ahead of the curve with modern tools that keep communications personal and effective.
For email marketing enthusiasts, campaign creation is now easier than ever. We’ve added streamlined workflows and a new performance dashboard so you can launch targeted marketing campaigns and track results as easily as a pro.
For those personal touches, our enhanced SMS functionality allows for automatic insertion of customer details such as their name or assigned producer. This will make your outreach feel genuine and require no extra effort.
Best of all, we’ve launched a one-click Google review request tool that makes it incredibly easy for your clients to leave glowing feedback about your agency. With just a text message or email, you can build a positive online reputation and build stronger relationships with your customers.
Provide extended training to organizations
At EZLynx, we believe that when our users thrive, we thrive too. That’s why we’re taking the training experience to the next level.
We’re rolling out a personalized onboarding experience for new users to ensure everyone gets off to a great start. For continuous learning, our expanded training options now include online tutorials, webinars, and forums designed to fit your schedule and preferred learning style.
One of our most exciting new training tools is EVA-led coaching. With AI-powered help, EVA will guide you on how to use the EZLynx platform, answer questions and ensure you’re getting the most out of every feature. It’s like having a digital coach by your side when you need it most.
Summary of this year’s application network
Applied Net 2025 brings innovation and inspiration to the EZLynx community, showcasing new insurance agency software that streamlines processes, saves time and helps businesses thrive. From smarter workflows to AI tools, personalized customer engagement features and expanded training opportunities, EZLynx continues to deliver technology designed for agencies like yours.
We’re proud to be your partner in helping you transform the way you work, communicate and grow. Don’t worry if you didn’t make it to the conference; there’s still plenty to explore.
access EZLynx.com Learn more about our latest features and promotions, and pave the way for your agency’s success!
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InsurTech Agency
