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6 Minute Read

EZLynx Sales Center: Your Insurance Agency CRM Platform

Date Published: March 14, 2024

Samantha Lawson.

By: Samantha Lawson

Advice

6 Minute Read

EZLynx Sales Center: Your Insurance Agency CRM Platform

Date Published: March 14, 2024

Samantha Lawson.

By: Samantha Lawson

 
 
 

Do you know the best way to grow your business? It’s with EZLynx Sales Center™, an insurance CRM with everything you need to find new customers and close more sales. And with recent updates, EZLynx Sales Center is more effective than ever with additional features to turn every prospect into a policyholder. 

What Makes Good Insurance CRM Software?

Before we go into the exciting new updates in EZLynx Sales Center, let’s review the features that make up a high-quality CRM system. A CRM (Customer Relationship Management) system is software that helps you manage customer and prospect relationships, including client communication, lead management and customer data tracking. A great insurance CRM system (like EZLynx Sales Center) does much more, with tools to identify and sell to higher numbers of potential customers. Having the right CRM features to close more deals is a crucial factor in your agency’s profitability and growth.

The best CRM software should be able to capture and leverage leads from across your agency’s operations, including:

  • Cold calls
  • Referrals
  • Website visits
  • Purchased lists

What Makes EZLynx Sales Center the Best?

Once you have new leads, the highest quality CRM systems will also give you the tools to leverage every single lead into a sale. As an insurance-specific pipeline management tool that agencies have relied on to streamline sales and win more deals since 2016, EZLynx Sales Center does just that. The value added to your agency by EZLynx Sales Center is immediate because the software lets you keep next steps in focus for every opportunity, meaning sales teams will always know where time can be spent most productively. No more need for cumbersome spreadsheets and multiple systems – you can manage all your opportunities and follow-ups from a single platform.

Introducing an Updated EZLynx Sales Center for Your Insurance Agency

As incredibly powerful as EZLynx Sales Center was before, we’ve now made it even better. We’ve updated EZLynx Sales Center with features that make it more intuitive and strengthen the sales pipeline so you can close even more deals.

These new features include: 
  • A new card-based interface that promotes more focused, intuitive workflows. With “drag-and-drop” functionality, you can advance opportunities through the pipeline with ease. It’s also customizable — with an enhanced table view for insurance agents who prefer this working style.

  • The ability to tailor visible data, including some new fields, so that you can better target your sales activities.

  • Streamlined sales stages with fewer status options, color coding, and updated terminology that better fits the way producers sell.

  • Improved handling of “not closed” opportunities – because no lead should ever go to waste. There’s now a distinct area to retain these opportunities for future follow up (as their X-dates approach) without clogging today’s active sales pipeline.

Screenshot of Sales Center user interface showing the table view with columns representing new, contacted, quoted, and reviewed opportunities, each containing example opportunities.
 
 

Industry-leading Sales Center software.

Learn more about what EZLynx Sales Center can do for your agency when you watch a FREE Demo today.

Get a Sales Center Demo

 
 

A CRM Solution with the Same Great Features You’re Used To

In addition to the many new features we’ve added to EZLynx Sales Center, the same great tools you’ve always enjoyed are still there too, including:

  • Agency Insights® automatically generates potential prospects from your quote data and book of business, giving you the information needed to recapture, win, and cross-sell opportunities before the X-Date. Know who to target, when, and for which products.

  • Marketing automation that brings you easy contact management so you can kick of the sales process with prospects while eliminating manual steps – helping you jump on opportunities faster. This happens daily, so imagine waking up to opportunities in progress – automatically!

  • Data mining and sales automation combine to increase the number, velocity, quality and success of your cross-sell and upsell opportunities.

  • A streamlined sales experience for your entire staff when you manage all your opportunities and follow-ups from a single platform – keep next steps in focus for every opportunity so sales teams always know where time can be spent most productively. Workflow automation takes action in prescribed ways, keeping your clients engaged and focused for an improved customer experience.

  • Lead list import integrations to bolster your prospecting efforts.

  • The ability to track close ratio metrics and transform your selling behaviors accordingly.

Let’s Recap!

The updated EZLynx Sales Center has all the features you’d expect in a top-of-the-line CRM system with the ability to generate leads and convert them into sales. New capabilities that make handling the sales pipeline even easier in addition to the same great features it already had, make EZLynx Sales Center the software solution your agency can always get more out of to increase lead generation and win additional sales. 

Learn more about what EZLynx Sales Center can do for your agency when you watch a FREE Demo today.

  • Samantha Lawson.

    Samantha Lawson

    Samantha Lawson, a seasoned Product Manager with over 7 years experience in insurance and insurtech, is passionate about leveraging CRM solutions to optimize sales processes and drive business success. Her deep understanding of how agents utilize technology enables her to design tailored solutions that enhance efficiency and productivity.

 
 

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