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The Agency Management System Chosen by More Independent Agencies

EZLynx Management System

 

The all-in-one system that makes agencies more profitable 

From quoting and policy management to servicing, renewals, and reporting, everything lives in one connected system. No more switching between tools or rekeying data. With EZLynx, you get a smarter, simpler way to manage the full insurance policy lifecycle. 

Why insurance agencies choose EZLynx 

01

Fewer Manual Tasks, More Time for Growth

Built-in AI and automation eliminate repetitive work, freeing your team to focus on clients and revenue.

02

Less Time Rekeying Information 

Keep your data connected across quoting, servicing, renewals, and reporting so your team spends less time duplicating entries and more time driving results.

03

Better Digital Experiences for Clients

From self-service portals to personalized outreach, EZLynx helps you deliver the modern, connected experience today’s clients expect.

04

Smarter Decisions, Backed by Data

Real-time insights into performance, retention, and revenue help you make confident, data-driven decisions that move your agency forward.

Servicing and Policy Management 

Keep every policy organized and every insured interaction seamless. EZLynx gives your team the tools to manage servicing tasks quickly and accurately from one place. Plus, it allows you to offer 24/7 service through a self-service portal.  

  • View and update policies in real time 
  • Track client communications and activity 
  • Make your customer touchpoints faster and more informed with AI 

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Sales and Marketing 

Attract, nurture, and convert leads with built-in Customer Relationship Management (CRM) and marketing automation. From email campaigns to pipeline management, EZLynx helps you sell more policies and grow your book of business. 

  • Launch targeted email campaigns 
  • Visually track your pipeline through the entire lifecycle 
  • Craft engaging emails quickly with AI 

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Native Rating and Submissions

Deliver the speed, accuracy and seamless service your clients expect. EZLynx includes an embedded comparative personal lines rater (the industry’s #1!) and commercial submission tool, so you can quote, bind and remarket without leaving your AMS.

  • Quote personal and commercial lines in one place
  • Submit to multiple carriers with one entry
  • Use prefill and lookup features to save time

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Renewals and Client Retention

Stay ahead of renewals and strengthen client relationships with proactive, automated tools that help you retain more business. 

  • Keep your team focused on high-value opportunities with our Patented retention workflow 
  • Automate renewal quoting to save time and ensures competitive offers 
  • Empowers clients with 24/7 access and self-service options through the customer portal

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Payments and Accounting

Simplify your agency’s financial operations with tools that make billing, commissions, and payments easier to manage. EZLynx helps you stay accurate, efficient, and client-friendly all within your AMS. 

  • Track policy accounting seamlessly within your workflow 
  • Manage commissions with automated calculations and reporting 
  • Accept digital and self-service payments for faster, more convenient transactions 

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Agency management system screenshot.

Your entire insurance agency. One easy-to-use system.

EZLynx brings every part of your agency from quoting and servicing to renewals, marketing, and payments into one connected system. No more bouncing between systems, re-keying data, or missing opportunities. Just smarter workflows, stronger client relationships, and better results. 

Insurance agents like you use and love EZLynx

  • “Efficiency is the name of the game, and with EZLynx, we're about to take our operations to a whole new level. We feel like this user-friendly platform is designed to streamline our processes, making everything from quoting to policy management faster and more efficient than ever before. No more time wasted on cumbersome tasks or navigating through multiple systems – everything is right at our fingertips instead with EZLynx.”

    Amos Bright

    President, Bright Insurance Services

  • "The system we used before EZLynx was outdated and lacked integration with other platforms like Ivans and Outlook, which meant I had to waste time navigating between screens, matching client documents to the correct policies, and manually entering information from carrier sites, all while constantly worrying about making mistakes. EZLynx’s all-in-one system saves me hours of work and provides peace of mind by ensuring that all of our clients' renewal information is always available, accurate and up to date."

    Niklas Bloom

    Producer, Bloom Realty and Insurance

  • “Before switching to EZLynx, we were dealing with an old system that couldn’t integrate with other applications, which meant a lot of manual data entry and a lot of searching various places for information. EZLynx brought all of our client data into one system, allowing our workflows to build seamlessly from one stage of the policy to the next, giving us a clear view of prospects and customers to act on.”

    LeJuan Washington

    Managing Partner, Insurance Pros of Central Arkansas

  • “Despite having a rater and a management system, I was frustrated with the time-consuming, manual tasks they still required and knew that we couldn’t afford to have our team hopping in and out of different systems as we tried to scale our business. EZLynx is a game-changer because it’s an all-in-one system that helps our staff get more things done quicker and provide an even better experience to our customers.”

    Anthony Garner

    Agency Co-Owner, Boyd Insurance Services

  • “As someone new to the insurance industry, it was daunting to choose the best system for our business and help us develop into a successful independent agency. But EZLynx gives us a great place to start and meets our present needs while having the ability to adapt as our agency evolves in the future.”

    Tamara Wilson

    Co-Owner and Chief Marketing Officer, Ground Up Insurance

Agency management system FAQs

While some AMS vendors claim they offer “integrated solutions,” EZLynx truly is, with all features natively built-in versus separate, cobbled-together integrations. EZLynx supports policy management, personal lines rating, commercial lines submissions, marketing automation, accounting, reporting, and so much more. That means no more switching between systems or rekeying data, just a seamless experience from start to finish.

Yes! EZLynx offers a modern insurance Customer Relationship Management (CRM) tool that helps you identify the best targets and nurture prospects through the pipeline with automated email marketing campaigns. Even after converting a prospect to a customer, EZLynx ensures you keep those client relationships strong and nurtured for future upsell and cross-sell opportunities. Everything you need to manage your sales pipeline and provide targeted information and advice is within our single platform.

EZLynx’s patented customer retention software prioritizes at-risk policies, summarizes premium-bearing changes, and automates follow-ups so you can touch 100% of renewals. This helps you lower customer churn and boost customer satisfaction. 

EZLynx includes automation functionality that takes care of those repetitive but essential tasks so that you can focus on revenue-generating activities. Use it to capitalize on more sales opportunities, improve follow-up, reduce manual data entry, track and assign employee workflows, and even automate email campaigns. 

Getting started is simple. Our team will guide you through onboarding and setup, and because everything is in one system, your team will be up and running with less training and fewer headaches. 

EZLynx uses artificial intelligence (AI) to make your workflows smarter and more efficient. From intelligent automation that reduces manual tasks to data-driven insights that help you prioritize renewals and opportunities, AI is built into the platform to help your team work faster, stay proactive, and focus on what matters most your clients. 

Join the thousands of successful agencies who have chosen to make EZLynx their most productive employee.