We’re excited to announce that with this release, we have released the new Label-Driven Workflows! With this new workflow, you will be able to organize your agency’s data more flexibly and intelligently through user-defined labels across core areas. This workflow introduces a powerful new way to categorize applicants, policies, documents, and notes in a manner that aligns with your agency’s unique processes.

Labels help bring greater clarity, consistency, and efficiency to everyday workflows, while unlocking new opportunities for segmentation, personalized engagement, and operational optimization. This foundational addition enhances the overall experience and sets the stage for even more dynamic and customizable data management capabilities moving forward.

TABLE OF CONTENTS What's in it for me? Settings Menu Improvements Accessing the Feature Default Labels Across Entities Create Labels Important considerations when choosing Label Access  Important considerations when Sharing a Label Managing Labels Assigning Labels Assign Activities Labels Assign Applicant Labels Assign Policy Labels Assign Document Labels System Log Automation: Label-Based Triggers & Filters Updated Activity Label Trigger New Applicant Label Added Trigger New Applicant Label Filters New Policy Label Added Trigger New Document Label Added Trigger New Applicant Filters for Email Campaign Recipient Lists Practical Applications

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What's in it for me?

• A more flexible organization system — Create labels that reflect your agency’s terminology, workflows, and priorities.
• Stronger collaboration — Shared labels help teams quickly understand account context and stay aligned across servicing, sales, and support.
• Smarter targeting & workflows — Easily filter, segment, and activate data for renewals, or internal processes.
• More efficient operations — Reduce time spent maintaining external lists or spreadsheets by centralizing data categorization within the platform.
• Ready for automation — Labels can now be used as triggers and filters for workflows, allowing tasks and follow-ups to run more seamlessly.

Settings Menu Improvements

As part of the Label Management Workflow release, the Settings menu has been cleaned up and reorganized. 

• Settings are now grouped by categories and sorted alphabetically for easier navigation.
  
• The following items have been removed the meu:
  • Email Suppression List - This was removed as the modernized Email Campaign Suppression List page is now located under the Email Campaigns section of the Communication Center menu. 
  • Campaign Settings - This was removed with the launch of the modernized Email Campaigns as Email Campaign Settings is now located under the Email Campaigns section of the Communication Center menu.

These updates improve discoverability of features and provides a more structured navigation experience within EZLynx. 

BEFORE	AFTER

Accessing the Feature

Admin Users can access the new Manage Labels page to create and manage labels that match your agency’s structure, ensuring consistency and a shared understanding across teams. 

Non-Admin Users will be able to assign labels to Activity Notes, Applicants, Policies, and Documents, but will not be able to access the new Manage Labels page to create and manage labels. Check out our Assigning Labels section of this article to learn more.

The new Manage Label page has replaced the previous Label Management tab in the Activity Settings page. This new centralized Labels Management is where admins can create, edit, and organize labels used across multiple areas. If you used Custom Labels before, any custom labels you created for your agency's notes workflow are still available. 

BEFORE

AFTER

As an Admin, to access the new Mange Labels page: 1. Hover over the Settings icon on the left navigation bar. 2. Under the EZLynx Management section, choose Manage Labels. This will take you to the new Manage Labels page.

Default Labels Across Entities

When accessing the page for the first time, you will not see an empty page. We've introduced new default labels across multiple areas to provide you with a starting point on how to use labels for your own needs. 

Default Labels for Activities are the same as before. We have added the following new default labels for the Applicants, Documents, and Policies:

You can identify system default labels by sorting the Last Modified By column, where they will display the EZLynx User.

Also if you hover over a default label name you will see a message stating that the label is an EZLynx default label and can be disabled at any time but cannot be edited.

Create Labels

Admins will be able to both create and manage labels on the Manage Labels page. As an Admin, to create a label, select the Create new label button. This will take you to the Create new Label page. 

Let's take a look at all the options available when creating a new label. Please note, that required fields are notated with a red asterisk. 

Option	Notes	Image
Label Name	Must be a unique name. Maximum of 20 characters. If the name already exists, you will see an error message indicating that the label already exists.
Label Description	Helpful for adding context or guidance on when the label should be used. Maximum of 100 characters. Hovering over an applicant label shows its description after a 1-second delay. If no description is entered, no tooltip will be displayed.
Label Color	Choose a color to assign to the outline of the label for easy visual recognition.
Label Access	Define where this label can be used.  Labels can be assigned to Activities, Applicants, Documents, and Policies. Check out the notes below for considerations around Label Access.
Sub-Branch Access	Labels are branch supported. If you choose to share a label with sub-branches, they will be able to use it based on the access you selected.  Check out the notes below for considerations around Sharing a Label.

Important considerations when choosing Label Access 

• When an area is enabled, users can assign the label to records within that area. For example, if only Activities access was enabled on the label, users will only be able to assign the label to Notes/Tasks. To be able to also assign the label to Applicants, the Applicants access would need to be enabled too.
• If you remove access to a particular area (i.e Applicants), the label will still display on existing records where it was previously assigned, but users will no longer be able to assign it to records in that area moving forward.
• Admins will always see the label in the management screen, along with the list of areas it is enabled for.
• If you re-enable access later, users will be able to use the label again.

Important considerations when Sharing a Label

• Sharing only works "downstream" meaning that only parent agencies can share "down" to their sub-branches. Sub-branches cannot share labels "up" to the parent agencies or to other sub-branches.
• Sub-branch users can assign the shared label in the accessible areas the label admin enabled.
• Sub-branch users cannot edit or delete the label they were granted access to.
• When an admin chooses to share a label with sub-branches, sharing may be restricted if at least one sub-branch already has a label with the same name. In that case, an error message will indicate that the label name already exists in another branch. In this case, the parent agency has two options:
  • Rename the label so its unique to the sub-branches  
  • Save the label without sharing to sub-branches as long as the name is unique to the parent agency
• If the Parent agency removes sharing from a sub-branch:
  • Where ever the label is already applied to records, sub-branch users will still be able to view, and filter where it was previously used.
  • Sub-branch users will no longer be able to assign the label to new records after sharing is removed.
  • In the Manage Labels page, sub-branch users they will see an info message saying, “This label was assigned by parent branch.”    

Once you have inputted all the information needed to create a label, select the Save button at the bottom and you will be taken back to the Label Management page. 

Managing Labels

On the Label Management Screen, you will have access to all your labels along with filtering options. 

• You can search for labels by typing in the name of the label in the Search for a Label search bar. 
• You can filter labels by which areas they are enabled in using the Enabled In drop-down and checking the areas in question. 
• Finally, you can filter labels by their status suing the Status dropdown and checking either Enabled or Disabled .

You will also see a Labels table that includes the following columns:

There are also two actions available for labels you create. 

Edit: Opens the Edit Label page, which is the same as the Create New Label page but comes pre-filled with the existing labels details.  Please note, if you have an existing label that is more than 20 characters, if you open the Edit Label page for that particular label, you will not be able to finalize any changes until you also adjust the Label Name so that it is 20 characters or less. Disable: Disabling a label removes it from being accessible by both parent and sub-branch agencies. It also removes it from any records it was previously applied to.

If you disable a label accidently, it can be restored at any time. To restore a label: 

1. Filter the Label table to look for the Status = Disabled. 

2. Select the Restore icon (Clock with an arrow). This will open a confirmation window.

3. Select Restore to finalize restoring the label. This will restore the label back to all the records it was previously applied to and become visible to use again.

Assigning Labels

With the new Label Management Workflow you can now assign labels to Applicants, Policies, and Documents along with Notes/Tasks which you could do before. You can assign a max of 5 labels total to an applicant, policy, or document. Assigning labels to Notes/Tasks works the same as before so you can still assign any number of labels to notes/tasks.

Up to 5 labels will be shown on the Applicant sidebar the documents tab, or the policy card. Hovering over a label shows its description after a 1-second delay. 

Assign Activities Labels

Will the release of the Label Management Workflow, we've made a few changes to the Activity Tab on an Applicant. 

1. Renamed the Notes tab to Activities in the Applicant Workspace.
2. Changed the Manage Labels icon to an +Add Label button. 

Besides the above changes, assigning labels to Activities remains the same as before.

BEFORE

AFTER

Assign Applicant Labels

There are two places to add and manage Applicant Labels:

1. On the Applicant Overview page, you can easily add and manage labels by clicking on Actions > Manage Applicant Labels.

2. On Applicant Details page for an existing customer and on the Create New Applicant page for both Personal and Commercial Lines accounts, you can easily add and manage labels through the new Add Applicant Label/Manage Applicant Label option located next to the VIP selection. Please note, when adding labels via the Applicant Details page, it’s important to remember to click save at the bottom of the page to save the applicant labels to the record. 

Using either of the options above will open the Manage labels side panel, where you can search, filter, and assign labels efficiently.

If no labels are available: Non-admins will see: “Please contact your administrator.” Admins will see: “Create new label” button, which opens the same Create Label panel described above. If labels are available:  When a label is selected, the chip with a remove option displays immediately.  Labels can be removed either from the chip directly, or by unchecking the box from the labels list. Label selection and deselection updates instantly, without needing to apply changes.  The label count updates automatically when labels are selected or deselected. You can browse an alphabetical list of labels, search by name, or toggle Show selected labels (Default: Off when no labels are selected). Up to 5 labels can be selected at once. You may also choose Unselect All, Apply, or Cancel.

Admin users will additionally see a Create New Label option, which expands into a creation form containing the following fields: Label Name (required, up to 20 characters) Label Description (optional, up to 100 characters; appears as a hover tooltip) Label Color (selectable from the system palette) Label Access: Applicants (default selected) Activity Notes Documents Policies Admins can also Share with sub-branches (Default: Off). Please note, when creating a new label from the side panel, we auto-select the area based on where the side panel from opened from. For example: If the side panel was opened from the Add Label at the Policy level, the Policy area will be auto-selected.

Once you have finished assigning labels to your applicant, make sure to select the Save button at the bottom of the page to finish save your work. If you do not, select the Save button the label will not finish assigning to the applicant.

After the labels are saved, the Applicant Labels section appears in the Applicant Sidebar under Applicant/Business Info and is visible on the Applicant Details page.

Since labels on the sidebar cannot be edited, a tooltip informs the user where to go: “To manage labels, go to Applicant Details page or the Actions menu.”

Assign Policy Labels

There are two places to add and manage Policy Labels - from the Overview tab or the Policies tab (card or table view).

Overview

Policies

When you select it, the Manage Labels side panel opens, where you can search, filter, and apply labels efficiently.  A maximum of 5 labels can be selected. You may also choose Unselect All, Apply, or Cancel. Admins will additionally see a Create New Label option, which changes to the Create new label side panel. When creating a label, the Label Access will default to Policies and the Sub-branch access will default to off.

Assign Document Labels

While on an Applicant's Documents tab, you can add and manage labels for your documents. Its important to note that labels can only be added to document files, folders do not support labels.  

There are two places on the Document's tab to add and manage Document labels - adding labels to existing files and when uploading new files. 

When you select add label, the Manage Labels side panel opens, where you can search, filter, and apply labels efficiently.  A maximum of 5 labels can be selected. You can browse an alphabetical list of labels or search by name. You may also choose Unselect All, Apply, or Cancel. Admins will additionally see a Create New Label option, which changes to the Create new label side panel. When creating a label, the Label Access will default to Documents and the Sub-branch access will default to off.

A new filter option has been introduced to the page to help locate labeled documents a lot more quickly. 

System Log

A new System Log entry will be created whenever labels are added, removed, enabled, or disabled. This functionality is available for both Personal and Commercial applicant types.

The System log format for added/removed labels is as follows:

Modify Account Details – [Month Day, Year], [Hour:Minute:Second AM/PM] – [User Name]

[Activity Notes/Applicant/Policy/Document] label “[Label Name]” was [Added/Removed] by [User Name].

When an Admin disables, or restores a label, in applicants where the label had been used at least once, the system will add a system log entry to capture that the label was disabled. The System log format for enabled/disabled labels is as follow: 

Modify Account Details – [Month Day, Year], [Hour:Minute:Second AM/PM] – [User Name]

Label “[Label Name]” was [Restored/Disabled] by [User Name].

Please note, the system log for Enabled and Disabled labels will only appear on applicant records that used to have the label assigned previously. 

Automation: Label-Based Triggers & Filters

As part of this release, automation capabilities have been expanded to support label-driven workflows. These updates ensure greater precision and flexibility when creating automated actions.

Updated Activity Label Trigger

The existing "Label Added" trigger has been renamed to "Activity Label Added" within the Management System section of the Workflow Editor.

Additionally, the preselected filter associated with this trigger has been updated from “Label” to “Activity Notes Label.”

This updated label terminology will also appear in the following areas:

• Workflow Editor — Workflow Sequencing Preview
• Dashboard — Top 5 Workflows
• Workflows table — Trigger column
• Workflow History — Trigger column

New Applicant Label Added Trigger

A new Applicant Label Added trigger is now available under the Management System section of the Workflow Editor.

This trigger includes a required, preselected filter Applicant Label. You must select a label value from your agency’s Applicant Labels list to proceed. This filter cannot be removed. Once the trigger is configured, you can continue building the workflow using the existing steps—such as adding filters, defining actions, and completing setup—just as you do today. 

The new trigger will appear in:

• Workflow Editor — Workflow Sequencing Preview
• Dashboard — Top 5 Workflows
• Workflows table — Trigger column
• Workflow History — Trigger column

New Applicant Label Filters

There are new filters when creating bot ha new workflow or editing an existing workflow. Within the Add Filters step of the Workflow Editor, two new filter options are now available under Select Filter:

• Applicant Label
• Preferred Language

New Policy Label Added Trigger

A new “Policy Label Added” trigger is now available under the Management System section of the Workflow Editor. 

The new trigger will appear in: 

Workflow Editor — Workflow Sequencing Preview  Dashboard — Top 5 Workflows  Workflows table — Trigger column  Workflow History — Trigger column

This trigger includes a required, preselected filter labeled “Policy Label.” You must select a label value from your agency’s Policy Labels list to proceed. This filter cannot be removed. Once the trigger is configured, you can continue building the workflow using the existing steps—such as adding filters, defining actions, and completing setup—just as you do today. The Policy Label filter is available as part of the Add Filters step for other applicable workflows.

New Document Label Added Trigger

A new “Document Label Added” trigger is now available under the Management System section of the Workflow Editor. 

The new trigger will appear in:  Workflow Editor — Workflow Sequencing Preview  Dashboard — Top 5 Workflows  Workflows table — Trigger column  Workflow History — Trigger column

This trigger includes a required, preselected filter labeled “Document Label.” You must select a label value from your agency’s Document Labels list to proceed. This filter cannot be removed. Once the trigger is configured, you can continue building the workflow using the existing steps—such as adding filters, defining actions, and completing setup—just as you do today. The Document Label filter is available as part of the Add Filters step for other applicable workflows.

New Applicant Filters for Email Campaign Recipient Lists

Will the release of the Label Management Workflow, we've added new a new Applicant Label multi-select filtering option for the Email Campaign Recipient Lists to help create more targeted. This filter is available when creating, editing, or copying a Recipient List. 

Practical Applications 

Track Key Workflow Statuses

• Use labels like “Needs Review”, “Renewal Priority”, or “Cross-Sell Opportunity” to quickly identify important accounts and manage workloads more effectively.

Enhance Marketing & Campaign Segmentation

• Tag records with labels such as “Seasonal Business”, “Multi-Line Prospect”, or “Renewing Soon” for more relevant and impactful outreach.

Improve Team Collaboration

• Labels like “VIP Account”, “New Lead”, or “Underwriting Follow-Up” provide instant shared context, helping teams work together smoothly and consistently across the customer lifecycle.

We hope you are excited for this Beta feature and look forward to our future releases for updates. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!