When it comes to running a successful agency, choosing the right management system is a big decision—but it’s just the first step. The real return on investment comes from using that system to its fullest: unlocking the tools, automations, and workflows that help your agency operate smarter, serve clients better, and grow faster.
We’ve all felt the frustration of getting stuck mid-task—trying to troubleshoot a feature or learn something new, only to waste valuable time scouring the internet for answers. Whether it’s digging through help forums, jumping between YouTube tutorials, or waiting for support teams to reply, it can feel like more time is spent searching than solving.
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That’s exactly why EZLynx created the Product Assistance Tool. A part of EZLynx Virtual Assistant (EVA), this feature gives your team instant, easy-to-understand answers to EZLynx-related questions. Whether you’re setting up a new automation or exploring how to customize client communication templates, Product Assistance empowers your team to work more efficiently and start realizing the full value of the EZLynx suite—right from day one.
Getting to Know EVA: Product Assistance
EVA’s Product Assistance Tool is your built-in guide to everything EZLynx. Whether you’re trying to set up a new workflow or just can’t remember how to find a feature, EVA Product Assistance gives you instant, step-by-step answers—all in a conversational format that’s easy to follow.
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Available 24/7, the tool ensures that help is always just a click away—no need to wait for business hours to get the help you need. Simply type in a question like, “How do I install the EZLynx Outlook plugin?” or “How can I set up an automated email for a client’s birthday?” EVA will walk you through it clearly, using the most up-to-date information available. You can also view a list of suggested prompts to help spark ideas or guide your first search if you’re not sure what to ask.
You can access the Product Assistance Tool from anywhere in EZLynx by clicking the AI icon in the top menu bar or through the Help Center by selecting the “Ask EVA” option. Once it opens, click the “Ask me anything about EZLynx” button to get started.
And when you find an answer especially helpful—or not quite right— you can provide direct feedback on EVA’s responses using simple thumbs-up or thumbs-down options, helping improve the tool for everyone.
Faster Onboarding and Continuous Support
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One of the biggest benefits of the Product Assistance Tool is its impact on training and onboarding. Instead of waiting for help or sitting through long walkthroughs, new hires can begin using EZLynx on day one with EVA as their personal guide.
Carlo Ferrera, Chief Operating Officer of StreetSmart Insurance Agency
“I was onboarding a new employee about a month ago who found the Product Assistance Tool on their own,” said Carlo Ferrera, Chief Operating Officer of StreetSmart Insurance Agency. “They began interacting with the tool, asking questions, and it helped them onboard themselves to the agency. For me, it was a huge win-win.”
Bill Richards, Chief Solutions Officer of Community Insurance LLC
EVA doesn’t just help new hires; it supports continuous learning for everyone. Whether you’ve been using EZLynx for weeks or years, chances are there might be features you haven’t yet explored. “EZLynx has great support. If we have an issue, we know our rep and we always get an immediate response,” said Bill Richards, Chief Solutions Officer of Community Insurance LLC. “Now, the addition of Product Assistance within EZLynx enhances that support even further.”
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The Product Assistance Tool makes it easy for everyone on your team to master EZLynx’s capabilities and learn system best practices —all without ever needing to leave the management system.
Built-In Help That Builds Your Bottom Line
When your team knows how to fully use your agency management system, everything runs more smoothly. With EVA Product Assistance, agents can quickly find the answers they need right inside EZLynx, helping them work more efficiently, support clients more effectively, and unlock the full value of the tools you’re already paying for.
Whether it’s learning how to build automated workflows, improving email campaigns, or discovering underused features, EVA makes it easier to run your agency with confidence and consistency. That means fewer delays and more opportunities to strengthen client relationships and grow your book of business.
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If you’re looking to maximize your investment in EZLynx and empower your team to work smarter, EVA Product Assistance is ready to help you get there—one question at a time.
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