Sales Center
The best insurance CRM is the one that turns leads into clients!
EZLynx Sales Center helps insurance agents grow their business by managing and providing more visibility into their sales pipeline. This tailor-made tool for insurance makes the most of new leads, so you can sell more effectively and close more deals.
And because we have innovative 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. It’s what makes EZLynx the total CRM solution of choice for so many insurance agencies.
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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
Product Features
Streamline Your Agency's Sales Pipeline
Have you ever quoted a lead you didn't write, or have trouble tracking x-dates, close rates, or point of sale information in your agency? EZLynx' newest product, Sales Center, is focused on growing your business by streamlining the agency's sales pipeline. From identifying missed sales opportunities to servicing existing customers, EZLynx' single platform helps you manage the full customer lifecycle, round accounts, and increase new business!
Easily Access Data
Easy access to pipeline data and relevant information, your sales managers can access the success of their producers and workflows. Sales dashboards allow you to quickly see close ratios for producers, deal aging, and assess your entire sales process to make informed decisions for your agency. Whether you are using Sales Center for true new business or rounding accounts, everything you need to know about an account is in one place.
Forecast Sales
Quote information from EZLynx fills into sales center to provide you with the estimated value of each deal. As it moves through the pipeline, the estimated value becomes more accurate. This allows you to forecast sales for your sales for the month’s end. Follow each producer to make sure they are on target to hit sales goals and maximize agency revenue!
Track & Manage Sales Task
Sales Center is part of the EZLynx one platform center, so all your data is in one place. Track and manage the sales tasks through the Agency Workspace. Sales managers can follow the progression of a customer through the entire process. This means that identifying opportunities, sales, quoting, customer management, and renewal management all happen in one system. No more need for cumbersome spreadsheets, multiple systems, or lost opportunities. All your data is managed from a single platform.
Focus on Generating Revenue
Each day, a producer comes to work knowing each opportunity to target and the next task to close the deal. This allows producers to focus on revenue-generating activities and maximize their time. Tasks can be assigned to anyone in the agency and managed through Sales Center. Everything is accessible from the customer’s main EZLynx account.
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?
- Translate customer relationships into sales
- Uncover and cultivate leads
- Boost agency performance and productivity
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.
Get more information about Sales Center.
Learn MoreQuestions?
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or get in touch:
- : (877) 932-2382
- : (972) 874-8910