Your book of business is too valuable to be managed on paper or across different applications.
That’s why it’s important to rely on an insurance agency management system to bring all account and policy information into one centralized, easy-to-use system. EZLynx is a cloud-based, all-in-one solution that allows independent agencies to maximize client acquisition and servicing across the entire policy lifecycle. Find customer quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from daily policy downloads. EZLynx does the heavy lifting for you by automating those repetitive tasks that software can perform faster and more effectively, freeing your staff to focus more on revenue-generating activities. Plus, it comes with an online customer portal that gives customers access to all their policy information and documents while keeping your agency connected across the insurance policy lifecycle.
How EZLynx helps you manage policies and service clients
-
Manage all lines of business in one place
Manage all lines of business in one place
There’s no need to waste time and money managing insurance policies between multiple systems. With EZLynx, you can manage all servicing and policy management workflows for personal lines and commercial lines in one system.
-
Accomplish more in less time with automation
Accomplish more in less time with automation
EZLynx lets you set up automated policy workflows for common scenarios in your insurance agency, like welcoming a new client or renewing a policy. Simply choose what should happen when a workflow is triggered, and EZLynx takes care of the rest.
-
Keep your agency open for business 24/7/365
Keep your agency open for business 24/7/365
Our online self-service portal lets policyholders access policies, generate certificates, submit change requests, view ID Cards, follow claims, and share documents from anywhere at any time.
-
Communicate with clients more effectively
Communicate with clients more effectively
Our built-in client communication solution makes it easy to connect with customers through their preferred channels, whether that’s phone, email, or text messaging.
-
Improve the way your agency issues certificates of insurance
Improve the way your agency issues certificates of insurance
EZLynx streamlines the way you create, manage and distribute certificates. Insureds can even issue their own certificates of insurance online in real time.
-
Focus your staff’s efforts with a collaborative system
Focus your staff’s efforts with a collaborative system
EZLynx is designed for agency-wide collaboration. It streamlines daily policy and servicing tasks and keeps your entire team on track with notes, tasks, checklists, reminders, and notifications.
The impact EZLynx has on your policy management
-
24%
YoY growth when consistently using EZLynx
-
42%
Median growth realized by agencies using EZLynx
-
277K Hours
Saved in 2023 from EZLynx’s workflow automation
Real insurance agents trust EZLynx
-
“Our agency has relied on paper records for decades, and while this may have served our needs in the past, it has become clear that a paper-based system makes it too easy for errors and omissions to occur. EZLynx will be a tremendous asset in creating a digital record that will keep our customer quotes, policies, claims, and documents all in one organized place, allowing us to be more efficient and reduce the potential for oversights.”
Agency Owner, Wilson Insurance Agency
Resources
-
Revolutionize Your Business with Next-Gen Agency Management System TechFind out how an all-in-one management system can streamline business processes, enhance productivity, and even boost client engagement.
Read Now
-
A Better Way to Manage Policies and Grow Your AgencyLearn how an agency management system can take the stress out of your day by automating tasks, centralizing data, and simplifying customer management.
Watch Now
-
How to Find the Best Insurance Agency Management SoftwareGet an explanation of an agency management system, the benefits of a good system and a checklist to assist you in shopping for the right one.
Read Now
Resources
-
Revolutionize Your Business with Next-Gen Agency Management System Tech
Find out how an all-in-one management system can streamline business processes, enhance productivity, and even boost client engagement.
Read Now
-
A Better Way to Manage Policies and Grow Your Agency
Learn how an agency management system can take the stress out of your day by automating tasks, centralizing data, and simplifying customer management.
Watch Now
-
How to Find the Best Insurance Agency Management Software
Get an explanation of an agency management system, the benefits of a good system and a checklist to assist you in shopping for the right one.
Read Now