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Insurance Customer Communication Management Software

Reach customers where they are

 

Interacting with customers (how they want) just got easier

These days, customers want to connect with businesses on their terms. To keep up, independent agencies need to have an omnichannel communication strategy that lets people reach out through their preferred channels, whether that’s phone, email, or text. EZLynx includes a cloud-based customer communication management solution that lets you send text messages, run email marketing campaigns, get signed documents from policyholders using eSignature and save email attachments right from Outlook® and Gmail®. By meeting customers on the channel they feel most comfortable with, you can enhance engagement, satisfaction, and, ultimately, retention rates

One solution, multiple ways to connect with clients

Text Messaging

Send and receive text messages, including attachments like claim photos, and have them automatically save to the client record.

Emails Campaigns

Create multi-step drip campaigns to keep clients engaged and your agency top-of-mind for prospects.

Outlook and Gmail Add-Ons

Link EZLynx to your inbox to save emails and attachments to client accounts or associate them with tasks, notes, or reminders.

eSignature

Send electronic documents for signature securely using EZLynx, eliminating the need for printing, scanning, or faxing.

Postal Mail

Select any PDF or ACORD form from your client’s document library in EZLynx and easily print and mail it to the client with just a few clicks.

EZLynx communication platform in action

Our user-friendly software makes setting up email campaigns quick and easy.  

Step-by-step workflows help you:

  • Choose the right audience
  • Craft personalized communications
  • Schedule for optimum impact 
  • Monitor campaign performance
  • Refine messages to improve results 

What can a built-in communication solution do for your agency?

EZLynx tracks client milestones – from birthdays to renewals and policy change notices – and automatically reaches out at the right time. This set-it-and-forget-it approach delivers the personal touch that nurtures client loyalty while giving your staff extra time for other work. 

No more struggling to find the right words. EZLynx Virtual Assistant (EVA), you’re AI-powered sidekick, drafts the right message for you. You remain in the driver’s seat and have the power to make any edits before the email is sent  

Once a campaign is completed, run a report to see how it performed. We show you key metrics like open rates, click-throughs and unsubscribes so you can adapt messages for effectiveness. 

EZLynx automatically records all inbound and outbound communication, protecting insureds and your agency from the repercussions of errors and omissions.  

Quote By Text lets insurance shoppers request a quote by texting a custom keyword to your agency. It then gathers necessary info and returns results from the three lowest-priced carriers. All interactions are saved to EZLynx, generating valuable leads for your agents. 

Our customers say it best

We asked real insurance agents who use EZLynx to share how our communication software helps them.

  • “The automated communication touchpoints within EZLynx are going to be a game-changer because they help us stay connected with our clients and drive renewal management on our behalf so we can get ahead of the renewals conversation, keep our clients covered and happy, and ultimately help boost our bottom line.” 

    Kurt Wolff

    Owner, Wolff Insurance Agency

Do you have the tools to engage customers across various channels?

Make customer interactions simple with EZLynx.