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An All-in-One AMS for Independent Insurance Agents

Maximize your agency’s potential with our easy-to-use, all-in-one cloud-based management solution. EZLynx Management System™ comes complete with intuitive tools for agency management and automation, retention, policy management, personal lines rating, commercial lines submissions, eSignature, email marketing, text messaging, online client self-servicing, and so much more. Streamline daily tasks with automated workflows and easily access customer quotes, policies, claims, and documents in one organized place. Let EZLynx insurance software be your most productive employee, so you can focus on selling, servicing and growing your agency to drive the best results.

Key Benefits

  • Improve Productivity

    Use one system to manage new applications, quote, create proposals, and complete ACORD forms and certificates without the pain of managing paper and rekeying data into different software tools.

  • Simplify Insurance Agency Management

    Multi-tasking and collaboration tools are built-in to streamline day-to-day activities between various roles at your agency. Reports and dashboards provide high-level views of activities and completion rates for tasks so you quickly know where to focus staff time. Commission tools simplify the tracking and management of payments.

  • Increase Profitability

    Streamlining and automating repetitive activities lowers your operating costs while giving you the time to focus on selling. Integrated personal lines and commercial lines rating and quoting tools make accessing markets quicker and growing your book across more lines of business easier.

  • Enhance Your Winning Value Proposition

    Stay competitive with an omnichannel approach for policy issuance and servicing. A robust set of communication and self-servicing tools allows your customers to get service their way.

 

Latest Feature

Performance Goals

Data insights to help you better manage your agency’s performance and growth metrics. Allows you to set agency growth targets, measure progress in visible ways, and track goals to completion. Its intuitive dashboard displays the exact goals your team should focus on each day. Goals can be set up as absolute increases, percentage increases, or target numbers to be reached in three key business areas: policies in force, annualized, and written premium.

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Product Features

  • Accounting

    Premium trust accounting accurately tracks your income, receivables, and payables, all integrated with the management system. Track commissions and producer payments for both direct and agency bill.

  • Automation Center

    Automates repetitive tasks that software can perform faster and more effectively, so your agency can get more done and consistently deliver richer customer experiences. Lets you set up automated workflows for common scenarios in your insurance agency. Select what should happen when a workflow is triggered (using defined filters and appropriate actions), and then let EZLynx take care of the rest.

  • Client Center

    Differentiates your agency with online customer self-service. Through this customer portal, clients can access policies, generate certificates, submit change requests, view ID Cards, follow claims, share documents and more from anywhere, anytime.

  • Communication Center

    Lets you connect with clients more effectively, and includes solutions for email, text (including MMS), eSignature, Outlook®/Office® 365 integration, and even postal mail. Expand your reach and drive more new business with targeted and timely email marketing campaigns.

  • Reporting & Analytics

    Provides a 360° view of your agency’s metrics, so you can make more data-driven decisions. A monthly report called Agency Pulse® highlights key data and trends for your agency and its growth. Peer benchmarking highlights the growth and profitability metrics of your agency and compares them with those of peer agencies.

  • Retention Center

    A single, focused user interface with all the tools you need to investigate, proactively communicate, and manage renewals with your insureds. Patented predictive analytic risk models identify which clients are most at risk and calls them to your attention, including a summary of premium-bearing changes between the insured’s current policy and the carrier’s renewal offer.

  • Sales Center

    A sales pipeline management and CRM tool tailor-made for the insurance business, helps your agency stay focused on each opportunity – and the next steps needed to close the deal. Agency Insights® for Sales Center automatically generates potential prospects from your quote data and book of business, giving you the information needed to recapture, win, and cross-sell opportunities before the X-Date.

  • Submission Center

    Centralizes your commercial lines submission workflows with guided workflows to help you through every step of the process from submit to bind. Product and appetite guidance helps improve your commercial submission outcomes.

 

Put Our Management System in Your Pocket

The EZLynx Mobile dashboard is your hub for staying productive and keeping connected to your management system 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 policy details, quotes, activity log, and documents. You can even bring up their address on your native mobile map apps and upload photos right from your camera!

 
 

Migrate Your Agency Data in Weeks, Not Months

Switching insurance management systems doesn’t have to be a painful process. If you’re feeling trapped by your outdated, overpriced system but are worried about converting your data to EZLynx, don’t be.