The EZLynx Solutions Insurance Agents Love Most

Independent insurance agents are always searching for smarter ways to serve their clients and run their businesses more efficiently. At this year’s Applied Net conference, attendees couldn’t stop raving about the EZLynx® tools they rely on every day. Whether it was a long-time agency owner or an enthusiastic newcomer, one thing was clear; EZLynx is changing how agents get things done.

In this post, we’ll take a closer look at the EZLynx features that had everyone buzzing at Applied Net. From making workflows simpler to winning new clients, these tools are reshaping agency operations. If you’re curious about elevating your agency’s efficiency and client satisfaction, read on to learn what makes EZLynx stand out.

One Platform, Infinite Possibilities

One tool that had insurance professionals excited was EZLynx’s all-in-one management system. For the agencies we’ve heard from, consistent use of the AMS resulted in 24% YOY growth. Agents were especially impressed with how the platform brings together everything, from rating and client communications to policy management, all in one unified system. No more juggling multiple software systems or cluttered spreadsheets; everything you need is right there in one easy-to-use interface.

Agents at Applied Net loved the way the solution connects personal and commercial accounts in a single profile, opening opportunities for cross-selling and upselling effortlessly. They shared how the intuitive design cuts down on work hours while creating room for growth.

The Secret Weapon for Keeping Clients Loyal

If there’s one feature agents couldn’t stop talking about at Applied Net, it was EZLynx’s retention solution. The renewal features in EZLynx are so effective that they deliver 8 points higher policy retention on average compared to agencies that don’t use EZLynx retention tools.

These tools were praised for helping agencies stay ahead in today’s challenging market by offering daily insights into renewals. Agents loved how retention tools allowed them to identify rate changes early and shop for better options for clients, long before insureds considered switching providers.

The ability to pair these insights with automated reminders and email campaigns makes maintaining strong relationships effortless. Agents agreed: this feature is a must-have to keep clients happy and loyal.

“Measurable improvements for our agency have been in retention for sure. Being able to use Retention Center and just having those insights for us is huge. We've turned into being really proactive rather than reactive and just a more personalized service.”

Christina Lynch, CEO, FirstMark Insurance

Streamlined Commercial Lines Submissions

EZLynx’s advancements in commercial insurance workflows had agents excited about the future. Many attendees were intrigued by the innovative tools designed to simplify quoting and submissions for small and medium-sized commercial lines. These features are set to do for commercial insurance what EZLynx’s comparative rater did for personal lines: make the process faster, easier, and more effective.

The new commercial lines innovations aim to simplify the process for agents, making it easier to engage with clients and sell commercial insurance. By addressing key pain points, such as reducing the time from quoting to presentation, EZLynx is set to streamline commercial insurance workflows significantly. Because we're making the workflow more efficient, those time savings and the fact that we are taking out the guess work make selling commercial lines insurance more profitable. This advancement is particularly exciting for agencies looking to expand their commercial lines business or improve their existing processes. 

“It seems as though the same way EZLynx revolutionized personal lines quoting years ago with the comparative rater, the new commercial lines submission workflow has the opportunity to do that for small and medium commercial as well.”

Andy Kirkham, Director of Operations, Firefly Agency

The Power of EZLynx AI

Applied Net attendees were also raving about how AI-powered EZLynx Virtual Assistant (EVA™) is simplifying workflows, from writing professional emails to responding to service-related inquiries automatically. EVA helps agents craft clear, engaging emails tailored to length, tone, and subject preferences. With AI-generated drafts, staff can easily review and refine to craft and send the perfect email in almost no time at all.

Agents were especially excited about EVA's potential to reduce the training burden on new hires. With EVA’s content assist feature, new hires (or experienced ones) can ask EVA how to perform specific actions in EZLynx and receive instant, step-by-step instructions to accomplish any task confidently.

Account summarization in EVA can also give agents a complete, instant summary of client communication history by collating emails, texts, notes, and activity logs. This is a fantastic resource for new hires looking to get caught up or for agents who want a refresher before speaking with a client or attending a meeting. 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 get left behind. So that's a huge initiative for me and has been for years, and moving forward. I just love that EZLynx is in the same mind frame as our agency and trying to adopt that. It makes our employees more productive. It's going to help with onboarding as we're training. It's just infinite on how it's going to change the way that we do business.”

Christina Lynch, CEO, FirstMark Insurance

Automation That Handles the Hard Stuff

Automation tools also stood out as a must-have solution for agencies aiming to maximize productivity. EZLynx automation saves agencies an average of 558 hours per month, and Applied Net attendees loved how it frees up hours of time that would otherwise be spent on repetitive tasks – whether it’s sending reminders, scheduling follow-ups, or managing urgent claims during disasters like hurricanes.

The real magic of EZLynx automation is in how it helps agencies scale without losing the personal touch. By automating routine processes, agents can focus their energy on the things that matter most – building client relationships and growing their business. Applied Net attendees emphasized this feature as a top pick for agencies looking to boost efficiency while maintaining a hands-on approach.

“[EZLynx automation] helps me be able to concentrate on the things that I need to be doing while the system is doing work in the background. With Automation Center, you can take those tasks that are a little bit tedious and let it offload into that.”

Suzanne Sansom, Agency Owner of Suzanne Sansom Insurance Services Inc. and Smart Choice State Director

The Tools Redefining Insurance Success

At Applied Net, EZLynx proved why it’s a favorite solution among independent insurance agents. From its intuitive, all-in-one management system to its time-saving automation tools, EZLynx empowers agencies to stay organized, efficient, and ahead of client needs. Whether your focus is retention, commercial insurance workflows, or leveraging AI, EZLynx has the features to help your agency grow.

Applied Net attendees walked away energized and ready to take their success to the next level – and with EZLynx, it’s clear they’ve found a partner that’s just as dedicated to their goals as they are.

Ready to thrive with tools that deliver agency success? Visit EZLynx.com to explore what’s possible today!