Improved Pipeline Management
Sales dashboards allow you to quickly see close ratios for producers, deal aging, and assess your entire sales process to make informed decisions.
Superior Sales Experience
Industry leading CRM software streamlines the sales experience for your entire staff. No more need for cumbersome spreadsheets and multiple systems. Manage all your opportunities and follow-ups from a single platform.
Maximize Your Producers’ Time
Keep next steps in focus for every opportunity, so sales teams will always know where time can be spent most productively. Workflow automation takes action in prescribed ways, keeping your clients engaged and focused on next steps.
More Successful Prospecting
Leverage lead list import integrations to bolster your prospecting efforts. Market to and qualify these prospects prior to moving them into your sales pipeline.
Sales Center
Agency InsightsTM for Sales Center
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.
Agency Insights for Sales Center leverages analytic models to predict sales opportunities from your agency's existing data set. The software uncovers new sales potential, including who to target and for which products. It's your agency’s data-shouldn't you be capitalizing on it?
What is Agency Insights?
Agency Insights leverages data science across EZLynx's ONE PLATFORM to suggest improvements for agencies. Agency Insights enhances our base products to expose data driven intelligence that agencies may have otherwise missed. It's like having a full-time consultant on staff 24/7/365.