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Your book of business is too valuable to be managing it all over the place.

As your book of business grows, it becomes increasingly important that your insurance policy management software enhances your daily workflows and operational efficiency. Your tech stack needs to manage every stage of the policy lifecycle end-to-end – from marketing, quoting, binding, claims, payments, servicing, and back to renewals. And your agency needs to be able to automate many of these business processes to make sure your time is focused on revenue-generating activities. With a single view of your business, you can find customer quotes, policy information, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily insurance company policy downloads.

Why Policy Management Matters to Your Business 

  • Manage your book in one place

    Stop wasting time managing your policies between different systems and manual paper methods. Get connected and get it all done in a single cloud-based location.

  • Simplify daily tasks

    Automate insurance agency workflows and define pre-built triggers to streamline daily policy admin tasks, like checking on quote proposals, claims updates, upcoming renewals and more.

  • Report on your business

    Visualize your business performance and drill down into all lines of business to better understand where you are winning, where you have capacity, and where you have opportunity to grow your business.


What the Numbers Say

  • 24%

    YoY growth when consistently using EZLynx Management System™

  • 42%

    median growth realized by agencies using EZLynx Management System™, EZLynx Sales Center™ and Retention Center®

  • 277K

    hours saved in 2023 from automating repetitive manual tasks with EZLynx Automation Center™

EZLynx is the perfect name for such a user-friendly, efficient, modern-day system. The system is so easy to navigate and understand. I have worked with three management systems in the past, and EZLynx is the most efficient system I have ever used. With today’s technology these guys have it all – even if you are not so tech savvy this system is for you as well. I couldn’t be happier with the tools and features EZLynx has implemented in making policy management so efficient. Kudos to your team!

Gracie Guerrero, Ulrich Sayler & Associates Insurance


Join the thousands of successful agencies who have chosen to make EZLynx their most productive employee.