EZLynx 5 enabled agents can win more business by engaging clients with exciting proposals.
LEWISVILLE, TX (September 29, 2020) EZLynx’s partnership with Neoteric Agent allows agents to send state-of-the-art, interactive proposals to prospective clients from inside EZLynx 5 software, using data from the Rating Engine.
Neoteric Agent allows agents to create proposals that their customers will love while also saving them time and converting more sales. These highly engaging and visually stunning proposals are cloud-based, allowing them to be viewed on any device.
Modern proposals sent through Neoteric Agent allow customers to watch personalized videos, review multiple options for easy comparison, ask questions and even notify their agent that they are ready to move forward.
“Neoteric Agent really helps us close the loop on a superior experience for customers buying insurance”, said Derek Armentrout, product manager at EZLynx. “From quoting, to the proposal, to the decision to buy, Neoteric Agent and EZLynx make things easy for the agent.”
“In the past, Neoteric Agent users had to manually input data to create proposals,” said Grant Botma, founder of Neoteric Agent. “Now that data can be placed into a proposal automatically from the best personal lines rater in the industry – EZLynx!”
EZLynx 5 enabled users can access a free 30-day trial for Neoteric Agent through the Connect portal and learn more by visiting https://www.ezlynx.com.
Neoteric Agent is the latest addition to the EZLynx Connect platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. The EZLynx framework has been opened and carrier and vendors have been invited to work side-by-side with EZLynx’s technologists to innovate and integrate solutions to better the agency workflow.