Marketing to the right audience and building a healthy pipeline are essential for growing your business.
However, knowing who to target and nurture at what time can be tricky, especially if you’re still using paper or multiple systems. This is where EZLynx steps in with built-in sales and marketing automation that can help you gain, maintain, and retain more clients than ever. Our modern insurance Customer Relationship Management (CRM) tool helps you identify the best targets and nurture prospects through the pipeline with automated email marketing campaigns.
How can EZLynx up your sales and marketing game?
Our card-based sales funnel manager is easy to use and lets you seamlessly move prospects through your defined sales stages.
- Manage your sales pipeline and provide targeted information and advice within one platform
- Visualize your full sales cycle and easily move prospects between stages
- Convert prospects to customers and nurture relationships for future upsell and cross-sell opportunities
The value of using EZLynx to manage sales and marketing
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Boost prospecting and lead generation
Boost prospecting and lead generation
EZLynx streamlines the way your agency imports bulk leads so that none fall through the cracks. Once in the system, automation quickly qualifies these prospects and moves them into your sales pipeline.
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Target with more accuracy
Target with more accuracy
EZLynx finds prospects for you! How? By analyzing your agency’s quote history and book of business. It then gives you the information needed to create a customizable pitch to recapture, win, and cross-sell opportunities before the X-Date.
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Deliver timely, relevant communications
Deliver timely, relevant communications
Drip campaigns can be set up to send time-sensitive messages for clients’ birthdays or anniversaries to show them you care. Need help writing emails? Jumpstart your creative juices with native AI features that can draft emails based on your prompts.
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Visualize your sales pipeline
Visualize your sales pipeline
Having all your information in one spot lets you see what's going on with your entire sales process in real time. You can monitor the health of your sales pipeline and dig into the market factors and producer results that impact your agency’s revenue.
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Close deals with sales automation
Close deals with sales automation
Our CRM solution shows the next steps to close the deal, so your producers can focus their time productively. Workflow automation takes action in prescribed ways, keeping your clients engaged and focused.
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Modernize your quote proposals
Modernize your quote proposals
Interactive proposals with tailored coverage options and premium suggestions can be sent through your customer portal. Consumers can accept or request changes, and their reply will create tasks in EZLynx for quick follow-up.
Why choose EZLynx for sales and marketing?
Let Artificial Intelligence Help
Never start with a blank page; use AI to kickstart your marketing communications.
Automate More of Your Work
Take steps out of your sales processes, decreasing the time to close deals.
Gain More Reporting Insights
Monitor your sales pipeline to make sure your agency is driving the best results.
Manage Communications in One Place
Take advantage of templated communications to send content at just the right time.
The impact EZLynx has on sales and marketing metrics
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42%
Median growth is realized by agencies consistently using EZLynx
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8 Points
Higher customer retention is experienced by agencies using EZLynx
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89%
Of agencies cited referrals as their key method for acquiring new customers
Real insurance agents trust EZLynx
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“EZLynx lets you set up drip campaigns, texts, emails, and reminders at each stage. I've found my clients really engage with these, and it's lowered our time to conversion by about 40%.”
Owner, MyInsuranceGuy
Resources
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How to Sell Without SellingLearn how to plan and execute effective customer communication strategies to maximize your profits with minimal effort.
Read Now
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Mastering Sales Success: Best Practices for Insurance AgentsGet tips on prospecting and selling like a pro, including how to find leads, win them over, and use a CRM platform to do it faster than ever.
Watch Now
-
Digital Marketing Strategy Best Practices for AgenciesDiscover how to establish your agency’s online presence, reach prospects, and increase brand awareness with a digital marketing strategy.
Read Now
Resources
-
How to Sell Without Selling
Learn how to plan and execute effective customer communication strategies to maximize your profits with minimal effort.
Read Now
-
Mastering Sales Success: Best Practices for Insurance Agents
Get tips on prospecting and selling like a pro, including how to find leads, win them over, and use a CRM platform to do it faster than ever.
Watch Now
-
Digital Marketing Strategy Best Practices for Agencies
Discover how to establish your agency’s online presence, reach prospects, and increase brand awareness with a digital marketing strategy.
Read Now