EZLynx means innovative solutions, designed with today’s insurance shoppers in mind. Manage your agency with cloud-based software to accelerate growth, prioritize retention and streamline your agency’s workflows.
EZLynx Management System can grow and scale with your agency. Manage your entire book of business, automate agency workflows, optimize commercial submissions, and service your clients with the modern, digital experience they’ve grown to expect.
What's New in EZLynx
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April 2025
Simplified Lead Importing
Simplified Lead Importing
You need to maximize the value of purchased leads. That means getting them inputted, qualified, and into the sales funnel as quickly and smoothly as possible.
To speed up the process, we’ve improved the way leads are imported in bulk, including the addition of a familiar EZLynx® step-by-step workflow to guide the way.
We’ve also improved the process for how your agency handles duplicates. When leads match applicants already in your system, a prescribed intake identifies duplicates to prevent them from cluttering your active funnel.
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April 2025
Text Messaging Personalization
Text Messaging Personalization
Great news! We’ve added dynamic personalization to text messaging. Autofill customer-specific content like name, preferred nickname, or assigned producer for automated and one-off texts alike.
It’s no secret that personalized messages are more meaningful and engaging. Now you can drive better results with clients, while saving time across your agency.
While you’ve long been able to use Personalization Tags for email campaigns, a similar capability has not been available for text messaging – until now.
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January 2025
New AI Features!
EVA (EZLynx® Virtual Assistant) represents a whole family of AI-fueled features, each of them sure to enhance the way your agency engages with clients. EVA helps your agency solve real-world problems, improve employee productivity and strengthen the way your business operates each day.
The three latest features accessible through EVA are:
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EVA Email Content Assist: Need a hand crafting the perfect email communication? Purpose-built for insurance agents, EVA Email Content Assist streamlines the email creation process, ensuring clear, concise, and engaging communication. Prompts make it easy to decide the length, tone and subject matter. Review the content, make any necessary edits and send the email.
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EVA Account Summarization: Leverage AI to better inform all your customer interactions. EVA Account Summarization collates information from the account activity log – including emails, texts and agent notes – to provide an immediate summary of your agency’s communication history with the client. Summaries can comprise various timeframes from one week up to three months, and EVA can even recommend next steps. Just think of the time you’ll save no longer having to scan through these previous interactions to get caught up manually!
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EVA Product Assistance: In-product ‘Help’ is not new for EZLynx, but sometimes the sheer quantity of educational materials can be overwhelming. Now AI can be leveraged to find just the right piece of how-to content. Ask EVA how to do something in EZLynx, and the system will reply with detailed responses, including step-by-step instructions where appropriate.
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January 2025
Accounting Payables Overview
Accounting Payables Overview
In EZLynx Agency Accounting™, a new Payables overview screen provides a comprehensive, high-level view of your agency's payables, including:
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Total payables
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Producers and billing companies with payables due
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Carriers' direct bill sweep amounts
Customers with branch accounting are also able to drill down into the overview for a specific agency.
Bringing all things Payables together in one place provides clarity, sharpens workflows, and drives accounting efficiency.
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January 2025
Enhanced Timing Controls for Automation Center
Enhanced Timing Controls for Automation Center
Tailor when automated communications are sent, with considerations for time of day, weekends, and holidays. This means aligning emails and text messages to match up with your customers’ schedules and preferences.
This additional layer of intelligence will make all your automated communications seem more personal, ultimately driving higher engagement and an improved client experience.
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September 2024
Interactive Personal Lines Quote Proposals
Interactive Personal Lines Quote Proposals
Send digital, engaging personal lines proposals to insureds through your customer portal (EZLynx Client Center™).
Include coverage and premium options with your recommendation highlighted. With these interactive proposals, consumers can accept a proposed coverage or request changes. From there, this reply will create tasks in EZLynx®, ensuring immediate follow-up.
Personalized video messages enhance your recommendation and emphasize the value your agency brings.
Stand out from the crowd and close more business faster with a streamlined, modern approach to presenting customer quote proposals.
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September 2024
Improved Experience for Agency Insights for Sales Center
Improved Experience for Agency Insights for Sales Center
Agency Insights® for EZLynx Sales Center™ is more accessible and even easier to use.
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New placement improves accessibility from the left menu navigation, keeping it top-of-mind for all your producers.
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Screen updates make pursuing these automated prospecting opportunities more intuitive for your staff, including new summaries of uncovered opportunities, simplified searching, and improved filtering to prioritize and drive prospecting.
Reminder: Agency Insights automatically generates potential prospects from your quote data and book of business, giving you the information needed to recapture, win, and cross-sell opportunities before the X-Date. If you’re not already familiar with this part of EZLynx Sales Center, there has never been a better time to get acquainted.
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September 2024
Custom Keywords for Quote By Text
Custom Keywords for Quote By Text
Quote By Text is a ground-breaking new product, helping your agency attract insurance shoppers who prefer the ease, convenience and simplicity of text-based interactions.
To further align this solution with your brand, you can designate a custom keyword, specific to your agency, for shoppers to use to initiate the quoting process.
Text “customkeyword” to 555.123.4567 to get a fast and easy auto quote.
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September 2024
Sales Performance Dashboard
Sales Performance Dashboard
Monitor the health of your sales pipeline and drill down into the market factors and producer results that impact your agency’s revenue. Analyze results and monitor progress toward sales targets and strategic objectives with insight into key performance metrics like premium sold by producer, opportunities by source, premium sold by line of business, and largest opportunities.
Harness this data to:
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Identify top performing producers
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Uncover opportunities in need of additional support
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Make thoughtful decisions for resource reallocation
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Monitor the results of your marketing investments
The Sales Performance Dashboard is part of the new Reports 5.0 Beta. This dashboard is now available in “Early Access” for all EZLynx Sales Center™ customers.
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September 2024
Policy Transactions Rematch
Policy Transactions Rematch
The unmatched policy transactions page now features a Rematch button, which will attempt to match all unmatched policies against the data in the system at the time.
This functionality is ideal for situations where policies have downloaded into EZLynx® prior to the insured’s account information being updated or added.
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June 2024
Automated Renewal Quoting
Automated Renewal Quoting
Keep more business at renewal time with automated remarketing for at-risk clients in EZLynx® Retention Center®. Automated Renewal Quoting streamlines the remarketing workflow by automatically quoting the risk with alternate carriers, eliminating up to 15 minutes of effort with every at-risk renewal.
This new feature can be employed in two ways:
- A simple button press initiates the process. Quoting is performed in the background, in real time.
- The process can be completely automated through EZLynx Automation Center™. Remarketed rates automatically appear for at-risk accounts.
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June 2024
Quote By Text Enhancements
Quote By Text Enhancements
Quote By Text is a ground-breaking product, helping your agency attract insurance shoppers who prefer the ease, convenience, and simplicity of text-based interactions.
We’ve made the consumer’s interaction with the solution even more intuitive, including more straightforward address entry and the option to include an agency phone number for shoppers to call and get assistance from your staff.
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June 2024
In-Workflow Automation Suggestions
In-Workflow Automation Suggestions
If your agency staff is still spending valuable time on activities that EZLynx Automation Center™ could be performing instead, this enhancement is for you!
When the software recognizes that your staff is performing a task in EZLynx® that could benefit from agency automation, the system will suggest preconfigured automation workflow templates that can be reviewed and implemented with just a few clicks.
For security, if the user is not an Automation Center Admin, the automation workflow will first be submitted to the admin role for review and approval.
Agency automation is the secret to improving the client experience while freeing up your staff for more revenue-generating activities.
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June 2024
Expanded Agency Insights for Sales Center (Commercial Lines)
Expanded Agency Insights for Sales Center (Commercial Lines)
On the commercial side of insurance, there are many different types of policies that can be written, and most businesses require multiple policies. With this in mind, suggesting potential cross-sell opportunities can be a great way to increase your agency’s revenue and improve retention with existing commercial clients.
To help, we have expanded Agency Insights® for EZLynx Sales Center™ to include commercial lines opportunities.
Agency Insights automatically generates potential prospects from your agency data, giving you the timely information needed to realize more business from your existing clients. Up until now, this long-standing capability has only been available for personal lines.
The addition of commercial lines opportunities to Agency Insights means fresh, actionable cross-sell suggestions for commercial auto, property, and umbrella.
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June 2024
Renewal Management in the Customer Portal
Renewal Management in the Customer Portal
Stay ahead of the game by automatically reminding insureds to review their policy details prior to upcoming renewals. Driving this activity through your customer portal (EZLynx Client Center™) keeps initial steps low-touch, invests insureds in the renewal process, and provides a modern customer experience.
Clients can request any changes directly in your agency’s online customer portal, saving time for your staff, and triggering all the necessary next steps within your agency.
NOTE: EZLynx Retention Center™ is required for this feature.