Quickly and easily update information in your EZLynx account through our Gmail integration. Match emails with EZLynx account records, and update email addresses right from Gmail. Agents can mark actionable items, add notes and reminders, and even manage tasks—all within Gmail. Add the Enhanced Workspace feature to mark a task as important and assign a due date and time.
Create a virtual paper trail in your agency by associating attached documents to specific applicants and even specific policies. Auto-log communication in a matched consumer record, mark emails with a sticky note, and add labels and notes in the system based on emails received to keep a clear record of communication.
Increase Customer Serviceability
Automatically match emails in your Gmail account to customers and prospects in EZLynx. Store email threads and attachments to the applicant's record and provide a complete history for each customers' communication-no matter who they contact.
EZLynx products are fully integrated, so you can update your Agency Workspace directly from your existing Gmail account. Drive customer engagement from a single, familiar platform and eliminate the need to switch back and forth between multiple software solutions.