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EZLynx® offers intuitive, easy-to-use software that makes each stage of the insurance policy lifecycle – from starting quotes to moving prospects through the funnel, finding policy information, and servicing your clients – simple. Whether you’re a start-up agency or a well-established one looking to make the right investments for your next growth chapter, we have tools that fit your needs and can be learned and put into action quickly.  

Choose an agency stage or solution below to learn how EZLynx can transform the way you work day to day.

Explore EZLynx solutions by agency stage  

New Agency

Build a strong foundation from day one. EZLynx provides everything a new agency needs to sell, service and grow without the cost and complexity of managing multiple systems. 

  • One login for everything: rating, CRM, AMS and more 
  • Affordable and scalable for small teams 
  • Built-in automation to get more done without increasing staff

Explore EZLynx solutions by agency stage  

New Agency

New Agency

Build a strong foundation from day one. EZLynx provides everything a new agency needs to sell, service and grow without the cost and complexity of managing multiple systems. 

Scaling to Grow

Scaling to Grow

Scale confidently with policy workflows that grow with your agency. EZLynx provides structure, visibility and automation to help you onboard clients faster, close more deals, and maintain excellent customer service as you expand.  

Newly Independent

Newly Independent

Make your transition to becoming an independent agency smooth. EZLynx has everything you need to run your agency independently and get connected to new markets with applications to stay competitive, compliant and efficient.

Expanding Commercial Lines

Expanding Commercial Lines

Grow your agency’s commercial book faster and more profitably. EZLynx has tools to streamline the way you build submissions and obtain quotes. We’ll even do the heavy lifting when servicing these clients, including certificates, change requests, remarketing, rewrites, and renewals.

Enterprise

Enterprise

Unify operations across locations and teams. EZLynx supports complex enterprise needs through automation, multi-branch visibility and advanced reporting. Directly connect to EZLynx (via API) to push or pull data, retrieve policy information, and use EZLynx Rating Engine™ for high-volume automated quoting.

Servicing and Policy Management

EZLynx has embedded capabilities for managing daily policy and servicing tasks for PL and CL from one organized place.  

  • Automated policy workflows 
  • Seamless document management 
  • Client portal for convenient self-service 

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Native Rating and Submissions

EZLynx includes an embedded comparative personal lines rater and commercial submission tool that allows you to quote, bind and remarket without leaving your AMS.  

  • Real-time access to quotes from anywhere 
  • Data pre-fill and lookup capabilities 
  • Centralized dashboard to track carrier submissions

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Renewals and Client Retention 

EZLynx makes it easy to stay on top of renewals with a comprehensive, proactive approach to retention that works for your entire insurance agency.  

  • Automatic remarketed rate retrieval  
  • Client renewal reminders 
  • Policy comparison and premium change summaries 

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Payments and Accounting  

EZLynx comes with an insurance-specific accounting solution that automates receivables, streamlines commission reconciliation, and tracks balances and payables. It also integrates with the leading digital payments platform to simplify premium collection.  

  • Automated account reconciliations
  • Commission tracking
  • Convenient and secure way for insureds to pay premiums

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Sales and Marketing

EZLynx has a built-in Customer Relationship Management (CRM) tool that helps you identify the best targets and nurture prospects through the pipeline with automated email marketing campaigns.  

  • Automatic data mining to find prospects
  • Real-time pipeline visibility
  • Automated email marketing campaigns

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