EZLynx - EZLynx Management System

EZLynx Management System is an all-in-one cloud-based management solution for independent insurance agents. EZLynx Management System allows agencies to: 

Simplify insurance agency management through reports and dashboards that provide high-level views of activities and completion rates for tasks across all roles. Commission tools simplify the tracking and management of payments.  

Improve productivity by leveraging one system to manage new applications, quote, create proposals, and complete ACORD forms and certificates without rekeying data.  

Increase profitability by streamlining and automating repetitive activities. Integrated personal lines and commercial lines rating and quoting tools make accessing markets quicker and growing their book across more lines of business easier. 

Optimize serviceability that helps agents stay competitive with an omni-channel approach to policy issuance and servicing.  



EZLynx Management System product functions and features: 

Accounting: Tracks income, receivables, and payables, all integrated with the management system. It also tracks commissions and producer payments for both direct and agency bill. 

Client Center: Through this unique customer portal, clients can access policies, generate certificates, submit change requests, view ID Cards, follow claims, share documents and more from anywhere, anytime.   

Reporting & Analytics: Provides a 360° view of agency metrics, so agents can make more data-driven decisions. A monthly report highlights key data and trends for agency growth, with peer benchmarking comparison for profitability indexes. 

Automation Center: Automates routine tasks and enhances customer experiences by creating automated workflows in insurance agencies via workflow triggers. 

Communication Center: Lets agents connect with clients more effectively, and includes solutions for email, text (including MMS), eSignature, Outlook®/Office® 365 integration, postal mail alongside targeted and timely email marketing campaigns. 

Retention Center: One cohesive user interface for agents featuring investigation, communication, and renewal management tools for insureds. Patented analytics detect high-risk clients and premium differences. 

Sales Center: A sales pipeline management and CRM tool tailor-made for the insurance business. Agency Insights® automatically generates potential prospects from quote data and book of business, for agents to seize, recapture, and cross-sell opportunities. 

Submission Center: Centralizes commercial lines submission workflows with guided workflows to help agents through every step of the process from submit to bind.