Quickly and easily update information in your EZLynx account through our Microsoft® Outlook integration. Match emails with EZLynx account records, and update email addresses right from Outlook. Agents can mark actionable items, add notes and reminders, and even manage tasks—all within Outlook. Add the Workspace Enhanced 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 Outlook 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 manage marketing campaigns or update your Agency Workspace directly from your existing Outlook account. Drive customer engagement from a single, familiar platform and eliminate the need to switch back and forth between multiple software solutions.