EZLynx is an insurance agency management solution that simplifies all agency processes. It offers marketing automation, CRM, and back-office management tools to enable agents to bolster relationships with prospects and customers. The software also presents an automated commission processing function to support agents. It is ideal for agencies of all sizes and assists them to achieve robust business relationships.
EZLynx enables you to enhance marketing and sales initiatives and can track your insurance agency’s performance. This cloud-hosted management platform stores info such as notes, statements, policy documents, and more. You can use the reporting features to assess the status of your clients’ accounts.
EZLynx is an agency management application that you can use to increase your agency’s potential by retaining existing customers while gaining new business. You can find all your customers’ documents, policies, and quotes in a single organized location. Further, you can effortlessly remarket with updated info that is synchronized from your everyday policy downloads.
Data conversion specialists will painlessly import current management system data.
Automatically record everything. All tasks, emails, documents, and notes are connected to your customer’s file.
Utilize reminders, tasks, and sticky notes to streamline your processes and boost productivity.
Use synced carrier info and pre-filled forms to save time and focus on expanding your agency.
Insurance accounting monitors commissions and premiums to allow you to comprehend your book and make plans for the future.
Automate email campaigns and tasks based on policy download events and other kinds of transactions in EZLynx.
At renewal, swiftly update your customer's application in Rating Engine with the latest policy information. The Policy Sync function permits you compare policy information and applications side-by-side – simply select the information to sync and you can readily re-quote.
EZLynx Agency Pulse is an accurate and simple automated email report that delivers precise business insight to agency principals. It includes aggregate data from both Management System and Rating Engine. You can leverage it to make informed, targeted marketing and business decisions.
EZLynx pricing information is not publicly available. Contact the firm directly to get accurate pricing details.
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