Organization Meets Efficiency with the EZLynx Management System

Many software programs are designed to help insurance agencies manage their offices and daily administrative needs. But with the EZLynx Management System, insurance agents can do even more – including focus more of their efforts on expanding profits and acquiring new customers.

What is EZLynx Management System?

EZLynx Management System is an integrative agency management tool that redefines the industry norm for office managment systems, supporting agents and delivering components that were only dreamed of just a few years ago. The advanced system seamlessly transitions into any insurance agency, even integrating with Microsoft Outlook to match incoming emails with existing clients. System administrators and agents can log on from the office or from a remote location, and access policy comparisons and information with the click of a button.

As an added benefit, agents can accurately document the process of communication with each prospective and existing client, allowing for greater organization and better consistency between calls and visits. With EZLynx Management System, agents can make custom notes, document client activity and view client center log-ins and quote requests for each customer. When agents understand what their clients are looking for, they are better equipped to deliver.

When a client purchases a policy, EZLynx Management System goes to work helping reconcile new and renewing agent commissions. The office management platform also serves as a powerful remarketing tool from which agents can upsell or cross-sell new policies to existing clients as their needs change over time.

The added power of EZLynx Agency Suites
The most dynamic improvements are seen when an agency implements EZLynx Agency Suites into the office. Agency Suites is a complete solution to the day-to-day demands of maintaining a functioning workplace, processing policy renewals, converting new customers and handling field operations.

Agencies that integrate Agency Suites enjoy a streamlined, collaborative workflow that capitalizes on each of the innovative services available through EZLynx. By using EZLynx Management System alongside Agency Suites, an agency can:

  • Maintain a professional website
  • Acquire new leads
  • Remarket or re-quote new leads
  • Provide instant, online consumer quotes
  • Display real-time rates
  • Streamline policy management
  • Maintain regular contact with customers via automatic emails
  • Free up time by allowing clients to access their policies and insurance cards online

EZLynx Management System and the other products available through EZLynx have transformed the way insurance agencies do business. The program facilitates maximum client acquisition and servicing from an easy-to-use software platform accessible from anywhere in the world.

If your agency could use a tune-up, it’s time to find out how EZLynx can help you. Experience all our software has to offer and step into a revolutionized way of managing your office with the EZLynx Management System today.