Seattle, WA
Headquarters
3 Years
As an EZLynx Customer
Company Facts
Commercial lines: 20%
Personal lines: 80%
Putting retention and sales tools to work for proactive client service
FirstMark Insurance Group has built its reputation on a simple belief: Everyone deserves to feel confident about their insurance. To deliver on that promise, the Seattle-based agency needed technology that could keep pace with its client-first approach.
EZLynx® delivers the right data to FirstMark's team exactly when they need it. Leveraging EZLynx’s integrated retention and sales management tools, FirstMark can quickly identify at-risk clients with high premium increases, proactively remarket policies, and seamlessly track prospects as they move through the sales funnel. These insights help FirstMark serve clients with clarity and confidence.
FirstMark is also embracing AI through EZLynx Virtual Assistant™ (EVA), which Chief Operating Officer Christina Lynch says will be a “game-changer” for both current staff and onboarding new hires. For FirstMark, EZLynx isn't just a system; it's a forward-thinking partner that helps them operate more efficiently.
