Marketing to the right audience and building a healthy pipeline are essential for growing your business.
However, knowing who to target and nurture at what time can be tricky, especially if you’re still using paper or multiple systems. This is where EZLynx steps in with built-in sales and marketing automation that can help you gain, maintain, and retain more clients than ever. Our modern insurance Customer Relationship Management (CRM) tool helps you identify the best targets and nurture prospects through the pipeline with automated email marketing campaigns. Our card-based sales funnel manager is easy to use and lets you seamlessly move prospects through your defined sales stages. 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.
How EZLynx ups your sales and marketing game
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Boost prospecting and lead generation with automation
Boost prospecting and lead generation with automation
EZLynx streamlines the way your agency imports bulk leads so that none fall through the cracks. Once in the system, automation quickly qualifies these prospects and moves them into your sales pipeline.
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Know who to target, when, and for which products
Know who to target, when, and for which products
EZLynx finds prospects for you! How? By analyzing your agency’s quote history and book of business. It then gives you the information needed to create a customizable pitch to recapture, win, and cross-sell opportunities before the X-Date.
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Deliver timely, relevant communications
Deliver timely, relevant communications
Drip campaigns can be set up to send time-sensitive messages for clients’ birthdays or anniversaries to show them you care. Need help writing emails? Jumpstart your creative juices with native AI features that can draft emails based on your prompts.
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Visualize each stage of your sales pipeline
Visualize each stage of your sales pipeline
Having all your information in one spot lets you see what's going on with your entire sales process in real time. You can monitor the health of your sales pipeline and dig into the market factors and producer results that impact your agency’s revenue.
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Focus on closing deals with sales automation
Focus on closing deals with sales automation
Our CRM solution shows the next steps to close the deal, so your producers can focus their time productively. Workflow automation takes action in prescribed ways, keeping your clients engaged and focused.
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Modernize your approach to presenting quote proposals
Modernize your approach to presenting quote proposals
Interactive proposals with tailored coverage options and premium suggestions can be sent through your customer portal. Consumers can accept or request changes, and their reply will create tasks in EZLynx for quick follow-up.
The impact EZLynx has on your sales and marketing metrics
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42%
Median growth realized by agencies consistently using EZLynx
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8 Points
Median growth realized by agencies consistently using EZLynx
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89%
Of agencies cited referrals as their key method for acquiring new customers
Real insurance agents trust EZLynx
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“EZLynx lets you set up drip campaigns, texts, emails, and reminders at each stage. I've found my clients really engage with these, and it's lowered our time to conversion by about 40%.”
Owner, MyInsuranceGuy
Resources
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An EZGuide on How to Sell Without SellingLearn strategies for increasing sales, like segmenting marketing campaigns and identifying pain points, so that you can offer insurance policies that match customers’ needs.
Read Now
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Mastering Sales Success: Best Practices for Insurance AgentsGet tips on prospecting and selling like a pro, including how to find quality leads, win over those leads, and use a CRM platform to do it all faster than ever before.
Watch Now
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Digital Marketing Strategy Best Practices for Insurance AgenciesDiscover how to establish your agency’s online presence, reach potential customers, and increase brand awareness with a solid digital marketing strategy.
Read Now
Resources
-
An EZGuide on How to Sell Without Selling
Learn strategies for increasing sales, like segmenting marketing campaigns and identifying pain points, so that you can offer insurance policies that match customers’ needs.
Read Now
-
Mastering Sales Success: Best Practices for Insurance Agents
Get tips on prospecting and selling like a pro, including how to find quality leads, win over those leads, and use a CRM platform to do it all faster than ever before.
Watch Now
-
Digital Marketing Strategy Best Practices for Insurance Agencies
Discover how to establish your agency’s online presence, reach potential customers, and increase brand awareness with a solid digital marketing strategy.
Read Now