How AI Drives Success for EZLynx Agencies

Successful agencies look to improve their workflows in two ways: by making them more meaningful for clients and being able to accomplish them faster. That is where artificial intelligence (AI) comes in as a game-changing ally. Let’s take a look at an interview with Saurabh Hooda, Director of Product Management at EZLynx® and Anoop Bargur, Product Manager at EZLynx to discover how EZLynx agencies are already finding success with our AI tech.

How Should Agencies Look to AI to Give Them a Competitive Edge?

Saurabh Hooda: People are concerned that their jobs will be threatened by AI, but your job is not threatened by AI. Your job is threatened by someone else in your field who is using AI. Many agencies are going to use AI to gain a competitive edge; those that don't will be left out.

How Will EZLynx AI Features Drive Agency Productivity?

Saurabh Hooda: The features that we are building, or that we already have in EZLynx, are already saving a substantial amount of time for agents. And if up to 25 minutes a day is saved now, by the end of 2026, these AI features could save up to three hours a day.

So just imagine – the agents in an agency that use all the AI features will become more productive than those in other agencies. They will be more efficient, be able to reply to customers faster, save time, and save costs. So obviously, they will be far more competitive.

Anoop Bargur: An agency’s main task is to sell more policies. It's not to learn software or workflows better. The main job is to sell policies and let the tools handle the difficult day-to-day tasks much faster. Any agency that can use AI tools to master workflows would automatically have more time to sell policies.

Who is EVA?

Anoop Bargur: EVA is an acronym for EZLynx Virtual Assistant.

This tech ties into our overarching goal of being twice as productive and EZLynx being the most productive employee within the agency. As an agent, you need an assistant who's really smart, and that’s EVA. EVA can handle workflows, answer questions, perform reconciliation, and generate content for you. But the overarching thematic goal for us is to make sure that EVA is the most productive employee in your agency and to use EVA to help your business become twice as productive.

Saurabh Hooda: Our intention is to have an always available assistant that you can delegate all your routine tasks to. EVA is a readily available assistant that will do all your chores so that you can focus your energies on building a connection with insureds.

What Agency Operations Are EZLynx Looking to Improve with AI?

Anoop Bargur: EZLynx aims to streamline and accelerate agency processes across the board, saving time and boosting efficiency with more meaningful, faster communication and account summaries.

We look at it from a holistic view of where agencies are spending their time on a daily basis. Are you spending too much time on tasks that don’t involve selling policies, helping customers, or building relationships?

EZLynx AI will help you with the day-to-day administrative tasks, getting answers faster, gathering information faster, and processing information faster. It processes the different sources of information that come to an agency, synthesizes them, and provides agents with a way to enter that information into EZLynx without spending a whole lot of time.

We are also looking at rating workflows, both personal lines and commercial lines. What we found was that agencies spend a good portion of their time just entering information. So, our focus is on reducing that to minutes instead of hours.

How does EVA Content Assist deliver more meaningful, faster communications?

Anoop Bargur:  EZLynx helps agents draft better, more personalized emails, faster than ever before. Those emails can also be translated into various languages – allowing agencies to more easily communicate with clients who speak English as a second language.

Agents can refine messaging simply by asking EVA:

• “Put this email in better words.”
• “Make it less formal.”
• “Translate this into Spanish.”

Alternatively, EVA can craft personalized emails for more tailored communication. For example, if an agent says:

“Hey, I’m looking to send out an email to this customer. He’s a big fan of the Dallas Cowboys and is sad about them losing all the time. I also want to remind him that his home renewal is coming up. Can you include both and create an email for me?”

EVA delivers a well-written email that combines customer connection with key policy reminders – saving agents time and generating impactful messages.

Saurabh Hooda: EVA's probably going to write better than most of us. Instead of only being able to get around five emails written in an hour, now you can get 15. EVA is adding all that manpower that you wouldn't have yourself so that you can get more done.

How Does EVA Account Summarization Deliver Faster Insights?

Anoop Bargur: EVA Account Summarization helps agents process multiple data sources and quickly draft meaningful responses. With this tool, any agent can answer questions for an applicant, and they don’t have to be the same agent who was working on the policy before.

So, anyone who gets a call from a customer can just request a quick summary from EVA and they’ll see what the last conversations with the client were about. This allows any agent to pick up right where the customer left off, making it much easier to service those policies.

Saurabh Hooda: Until 2025, agents used to spend a lot of time searching for information, digesting the information, and then replying. But now, they have all the data ready at their fingertips.

Now you can use EVA to summarize everything that has happened in the last 12 months with an insured’s account, so you know immediately what you need, and have the context of the full account history.

EVA reminds agents in 30 seconds of everything that’s transpired between any staff member and customer in the last 12 months. So, you can have a more meaningful conversation right away instead of spending several minutes fishing through all the inessential information to find what you need.

What Is Ask EVA (Announced at Applied Net and Slated for 2026 Release)?

Saurabh Hooda: Ask EVA is an AI assistant that helps agents get instant, accurate answers based on their customers' and agency data. For example, if you’re talking to an insured who says, “Hey, I just broke the glass of my car, is it covered in my policy or not?” With Ask EVA, you don’t need to search for that insured’s name, search for their specific auto policy, open that auto policy, and search for the coverages, which would take 3 to 5 minutes.

You can just ask “Is this insured covered for glass or not?” And you will get an answer.  You don't need to spend time on it. You just ask EVA and she will be able to give you an intelligent, precise answer immediately. And it’s all auditable; each answer has a link to the source of the information so that you can always verify the answer.

How is AI Being Leveraged to Connect Agents to Winning Quotes Faster? 

Anoop Bargur: EVA AutoFill is coming soon. It saves time for agencies by extracting data from uploaded docs/files (e.g., Dec page, quote sheet, email, voice call, etc.) and automatically filling quote fields. This gets rid of manual data entry and speeds up the quoting process.

Which 2026 EZLynx AI Tools Are You Most Excited About? 

Saurabh Hooda: In various surveys, we’ve found that manual data entry is one of the biggest time sinks for agents. Today, agents often spend more than 15 minutes typing information from a Dec page or quote sheet into EZLynx just to get a quote. 

We’re excited about EVA AutoFill, which we discussed earlier, because it lets agents upload documents and have AI instantly extract the needed information from files (including voice call recordings) to create an application in seconds. This means quotes go out faster, policies can be bound sooner, and agencies can close business much more quickly, dramatically improving the customer experience. 

Is There Anything You’d Like to Add or Highlight? 

Saurabh Hooda: AI is here to augment, not replace, the work agents do. The relationship-driven nature of insurance will always require human expertise and empathy. AI simply clears the clutter so agents can focus on those high-value moments.  

EZLynx is transforming the way agencies operate, helping them become twice as productive through advanced AI innovation. With EZLynx AI, your agency can optimize workflows, save valuable time, and focus on what truly drives success – building strong relationships and growing your business. Agencies that embrace AI today will gain an extraordinary advantage over competitors and lead the way in a rapidly evolving industry. The future is here, and EZLynx is ready to help your agency thrive!

Visit the EZLynx AI Solutions page to learn more about how you can get ahead – and stay ahead – with the power of EZLynx AI.