EZLynx Mobile

Get Started with EZLynx Mobile

The EZLynx Mobile dashboard is your hub for staying productive when you’re away from the office. At a glance, see where you stand with your upcoming and overdue tasks. Find client details in seconds using the same quick search feature you’ve come to love in EZLynx desktop; Plus, you’ll have access to those client’s policy details, quotes, activity log, and documents. You can even upload photos right from your camera-equipped mobile device!

Create Notes and Tasks with Ease

You’ll have convenient access to frequent actions from the applicant overview screen – call, text, email, and even bring up their address on the map! Quickly create notes and tasks for your clients with a few finger swipes. It’s easy to assign a note to a user in your agency, set reminders, and keep your tasks organized with labels. You’ll always know the status of your own tasks from the EZLynx Mobile dashboard.

Fully Integrated with EZLynx Text Messaging

Another exclusive EZLynx feature, integrated text messaging makes it possible for you to communicate with your prospects and clients via SMS text messaging using a unique customer number, yet still have the conversation safely stored in your EZLynx account. This powerful tool is completely integrated into both the desktop and mobile versions of EZLynx, allowing you to text with your clients from anywhere, at any time.