Your book of business is too valuable to be managed on paper or across different applications.
That’s why it’s important to rely on an insurance agency management system to bring all account and policy information into one centralized, easy-to-use system. EZLynx is a cloud-based, all-in-one solution that allows independent agencies to maximize client acquisition and servicing across the entire policy lifecycle.
How can EZLynx make policy issuance and servicing easier?
EZLynx gives you one organized place to find customer quotes, policies, claims, and documents. Plus, with daily policy downloads keeping information up to date, remarketing is easy!
- Automate those repetitive tasks that software can perform faster and more effectively
- Reach your customers where they want – in-person or online
- Access documents and communications at the account and client level
The value of using EZLynx to manage policies and service clients
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Manage all lines of business in one place
Manage all lines of business in one place
There’s no need to waste time and money managing insurance policies between multiple systems. With EZLynx, you can manage all servicing and policy management workflows for personal lines and commercial lines in one system.
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Accomplish more in less time with automation
Accomplish more in less time with automation
EZLynx lets you set up automated policy workflows for common scenarios in your insurance agency, like welcoming a new client or renewing a policy. Simply choose what should happen when a workflow is triggered, and EZLynx takes care of the rest.
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Keep your agency open 24/7
Keep your agency open 24/7
Our online self-service portal lets policyholders access policies, generate certificates, submit change requests, view ID Cards, follow claims, and share documents from anywhere at any time.
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Effectively communicate with clients
Effectively communicate with clients
Our built-in client communication solution makes it easy to connect with customers through their preferred channels, whether that’s phone, email, or text messaging.
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Improve certificates of insurance management
Improve certificates of insurance management
EZLynx streamlines the way you create, manage and distribute certificates. Insureds can even issue their own certificates of insurance online in real time.
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Prioritize your team’s time
Prioritize your team’s time
EZLynx is designed for agency-wide collaboration. It streamlines daily policy and servicing tasks and keeps your entire team on track with notes, tasks, checklists, reminders, and notifications.
Why choose EZLynx for policy management and servicing?
Manage Communications in One Place
Reach customers where they are, using an omnichannel communication approach.
Automate More of Your Work
Take steps out of your day-to-day policy management, freeing up time to focus on what matters most.
Meet Your Customers Online
Make it easy for insureds to interact with your business online, so they can feel covered no matter the hour.
The impact EZLynx has on policy management
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24%
YoY growth is realized by agencies consistently using EZLynx
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42%
Median growth is realized by agencies using EZLynx
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277K Hours
Saved in 2023 from EZLynx’s workflow automation
Real insurance agents trust EZLynx
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“Our agency has relied on paper records for decades, and while this may have served our needs in the past, it has become clear that a paper-based system makes it too easy for errors and omissions to occur. EZLynx will be a tremendous asset in creating a digital record that will keep our customer quotes, policies, claims, and documents all in one organized place, allowing us to be more efficient and reduce the potential for oversights.”
Agency Owner, Wilson Insurance Agency
Resources
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Revolutionize Your Business with Next-Gen Agency Management System TechFind out how an all-in-one management system can streamline business processes, enhance productivity, and even boost client engagement.
Read Now
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A Better Way to Manage Policies and Grow Your AgencyLearn how an agency management system makes your job easier by automating tasks, centralizing data, and simplifying client management.
Watch Now
-
How to Find the Best Insurance Agency Management SoftwareGet an explanation of an agency management system, the benefits of a good system and a checklist to help you choose the right one.
Read Now
Resources
-
Revolutionize Your Business with Next-Gen Agency Management System Tech
Find out how an all-in-one management system can streamline business processes, enhance productivity, and even boost client engagement.
Read Now
-
A Better Way to Manage Policies and Grow Your Agency
Learn how an agency management system makes your job easier by automating tasks, centralizing data, and simplifying client management.
Watch Now
-
How to Find the Best Insurance Agency Management Software
Get an explanation of an agency management system, the benefits of a good system and a checklist to help you choose the right one.
Read Now