Today’s agencies are clamoring for innovative ways to win new business and round out existing clients. EZLynx has you covered.
And because we have tools for the complete customer lifecycle, you’ll be able to leverage the priceless data in your agency management system every step of the way.
Follow a prescriptive path to success
Automatically generate leads for your sales funnel
Keep prospects engaged
Accelerate your sales pipeline
Experience strong, sustained, scalable growth
Sales Automation
Product Features
EZLynx Rating Engine
It starts with the industry’s #1, most intelligent comparative rater. EZLynx Rating Engine is loaded with intuitive, time-saving features, so you can deliver winning quotes faster. The platform is optimized for mobile users, so you can get real-time quotes on any mobile device—even your phone!
For agencies eager to grow their business in new and exciting ways, the EZLynx Connect Marketplace provides cross-sell opportunities for markets not available to the agent previously.
Automated Workflow Templates
Agency automation is the secret ingredient to keep opportunities moving forward with urgency.
EZLynx Automation Center features pre-built templates for each stage of your sales workflow. With these templates, software automatically takes action in prescribed ways, keeping your clients engaged and focused on next steps.
When you can count on software to perform best practices automatically, your staff with have more time to focus on those critical value adds only your agency provides.
Text or Email
Clients have a growing preference for texting, so your agency’s automated communication can flow via text or email. Text messages have a 97% open rate, so messages are more likely to be seen and customers are more likely to respond.
With EZLynx, text messages can even include attachments, such as images or videos.
Agency InsightsTM
Who doesn’t need more leads?
Agency Insights automatically mines your agency’s existing data for prospects to recapture and cross-sell. Agency Insights can also help you go after the prospects you didn’t win the first time around.
It’s your agency’s data. Use it!
When you let EZLynx find prospects for you, your agency will know who to target, when, and for which products. These new, actionable sales opportunities are even added to your sales funnel automatically.
Cross-Sell Campaigns
Winning agencies place a focus on rounding out their existing clients, and EZLynx makes the process so much simpler with cross-sell email campaigns already loaded and ready to use.
EZLynx reporting makes it easy to pick your target list. From there, set up the email campaign and reach out to all your recipients at once.
Cross-Selling in EZLynx Client Center
Leverage your customer portal to win more business!
In addition to being a robust self-servicing tool for insureds, EZLynx Client Center can also be set up to offer complementary personal lines products to insureds—automatically. Customers can be presented with the traditional Home + Auto scenarios, as well as offers for Flood Insurance, Home Alarm Systems and more!
Deliver Quote Results Automatically
When you run quotes in your comparative rater, you want to get those results in front of your prospect as soon as possible. An instant follow-up keeps your agency in front of the prospect, with next steps identified.
Before you even hang up the phone, EZLynx Automation Center can email prospects with the carrier and premium options from the completed quote, as well as details for your agency’s choice of Full Pay, Monthly or EFT payments.
This automated workflow is also great for proactively reaching out to clients at renewal time.
Performance Goals
Like any good agency, you already have business goals – but how can you ensure results along the way? You need daily visibility into the specific metrics that define your agency’s success.
Performance Goals taps into data insights in EZLynx Management System to manage your agency's performance and growth metrics better than ever before! Set growth targets, measure their success through an easy-to-read dashboard, and track to completion.
Get more information about EZLynx Automation.
Learn MoreQuestions?
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or get in touch:
- : (877) 932-2382
- : (972) 874-8910