This article is part of a sponsored series by EZLynx.
Independent insurance agents are always looking for smarter ways to serve their customers and run their businesses more efficiently. At this year’s Applied Net conference, attendees raved about the EZLynx® tools they rely on every day. Whether you’re a long-time agency owner or an enthusiastic newcomer, one thing is clear: EZLynx is changing the way agents get their jobs done.
In this article, we’ll take a closer look at the EZLynx feature that has everyone at Applied Net buzzing. From streamlining workflows to winning new clients, these tools are reshaping agency operations. If you’re curious about improving your agency’s efficiency and client satisfaction, read on to learn what sets EZLynx apart.
One platform, unlimited possibilities
EZLynx’s all-in-one management system is a tool that’s exciting for insurance professionals. For institutions we’ve heard of, continued use of AMS has resulted in: A year-on-year increase of 24%. Agents are particularly impressed with how the platform brings everything together, from ratings and customer communications to policy management. a unified system. No more juggling multiple software systems or messy spreadsheets; everything you need is in one easy-to-use interface.
Agents at Applied Net love the way the solution connects personal and business accounts in a single profile, easily opening up opportunities for cross-sell and up-sell. They share how intuitive design reduces work time while creating room to grow.
The Secret Weapon to Maintaining Customer Loyalty
If there’s one feature agents here on Applied Net can’t stop talking about, it’s Retention Solutions from EZLynx. The update functionality in EZLynx is very efficient and provides Policy retention rate increased by 8 percentage points On average compared to institutions that do not use EZLynx retention tools.
These tools are praised for providing daily renewal insights that help agencies stay ahead of the curve in today’s challenging market. Agents appreciate that retention tools allow them to identify rate changes early and shop clients for better options, long before insureds consider switching providers.
The ability to combine these insights with automated reminders and email campaigns makes maintaining strong relationships effortless. Agents agree: this feature is a must-have to keep customers happy and loyal.
“Our institution has really made significant progress in retention. Being able to use the Retention Center and get those insights is huge for us. We’ve become really proactive instead of reactive and just providing more personalized service.”
Christina Lynch, CEO, FirstMark Insurance
Simplify business line submission
Advances in EZLynx Commercial insurance workflow Get agents excited about the future. Many attendees were interested in innovative tools designed to simplify line quoting and submission for small and medium-sized businesses. These features do for commercial insurance what EZLynx’s comparison rater does for personal lines: make the process faster, easier, and more efficient.
New commercial product line innovations are designed to streamline processes for agents, making it easier to interact with customers and sell commercial insurance. By solving key pain points, such as reducing quote-to-demo time, EZLynx will significantly streamline commercial insurance workflows. Because we are making our workflow more efficient, the time saved and the fact that we are eliminating the guesswork makes selling business insurance more profitable. This advancement is particularly exciting for agencies looking to expand their commercial line operations or improve existing processes.
“Just like EZLynx revolutionized personal lines years ago with its comparative evaluator, the new business line submission workflow has the opportunity to do the same for small and mid-sized businesses.”
Andy Kirkham, Director of Operations, Firefly Agency
EZLynx The Power of Artificial Intelligence
Applied Net attendees also praised the AI-driven approach EZLynx Virtual Assistant (EVA™) Workflows are being streamlined, from writing professional emails to automatically responding to service-related queries. EVA helps agents craft clear, engaging emails based on length, tone, and topic preferences. With AI-generated drafts that employees can easily review and refine, perfect emails can be crafted and sent almost instantly.
Agencies are particularly excited about EVA’s potential to ease the burden of training new employees. With EVA’s content assistance capabilities, new employees (or experienced employees) can ask EVA how to perform specific actions in EZLynx and receive instant, step-by-step instructions to complete any task with confidence.
Account summaries in EVA also provide agents with a complete, instant summary of customer communication history by organizing emails, texts, notes and activity logs. This is an excellent resource for new hires who want to stay up to date or agents who want a refresher before talking to clients or attending meetings. With these AI capabilities, improving service quality and team productivity has never been easier.
“If we don’t adopt AI in our agency, we’re going to be left behind. So this is a huge initiative for me, and has been over the years, and moving forward. I love that EZLynx is in the same mind-frame as our agency and trying to adopt AI. It makes our employees more efficient. It’s going to help with onboarding as we train. How it’s going to change the way we do business.”
Christina Lynch, CEO, FirstMark Insurance
Handling Difficult Automations
Automation tools are also becoming must-have solutions for organizations aiming to maximize productivity. EZLynx automation saves organizations average 558 hours per month, Attendees at Applied Net love how it saves hours of time that would otherwise be spent on repetitive tasks – whether it’s sending reminders, scheduling follow-ups, or managing emergency claims during disasters like hurricanes.
The real magic of EZLynx automation is how it helps agencies scale without losing their personal touch. By automating day-to-day processes, agents can focus on what matters most—building client relationships and growing their business. Applied Net attendees emphasized that this feature is preferred for agencies looking to increase efficiency while maintaining a hands-on approach.
“[EZLynx automation] Helps me to be able to focus on what I need to do while the system is working in the background. With the help of an automation center, you can offload those somewhat tedious tasks. “
Suzanne Sansom, Agent Owner, Suzanne Sansom Insurance Services Inc. and State Director, Smart Choice
Tools that redefine insurance success
At Applied Net, EZLynx proves why it’s the favorite solution among independent insurance agents. From intuitive all-in-one management systems to time-saving automation tools, EZLynx enables agencies to stay organized, efficient, and ahead of customer needs. Whether your focus is on retention, commercial insurance workflows, or leveraging artificial intelligence, EZLynx offers features to help your agency grow.
Applied Net attendees left energized and ready to take their success to the next level – and with EZLynx, it’s clear they’ve found a partner who is as committed to their goals as they are.
Ready to thrive with the tools that help your agency succeed? access EZLynx.com Explore the possibilities today!
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