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The Best Insurance CRM System 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. With this tailor-made lead management tool for the insurance industry, you can get the most out of new leads by using automated workflows to sell more effectively and close more deals. Use sales automation in this software solution to speed up the selling motion and surface new opportunities.

EZLynx has innovative tools for the complete customer lifecycle, so you can leverage the priceless prospect and customer data in your agency management system every step of the way. It’s what makes EZLynx the best CRM software for so many insurance agencies.

Key Benefits

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    Improved Pipeline Management

    Sales dashboards allow you to quickly see close ratios for producers, deal aging, and assess all your sales processes and activities to make informed decisions.

  • Superior Insurance Sales Experience

    Industry-leading customer relationship management software streamlines the sales experience for your entire staff. No need for cumbersome spreadsheets and multiple systems. Manage all your opportunities and follow-ups from a single platform.

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    Maximize Your Producers’ Time

    The right sales CRM solution should have functionality that keeps the next steps in focus for every opportunity. This way, sales teams always know where time can be spent most productively. Workflow automation takes action in prescribed ways, keeping your clients engaged and focused.

  • More Successful Prospecting & Lead Generation

    Leverage lead list import integrations to bolster your prospecting efforts. Market to and qualify these prospects prior to moving them into your sales pipeline.

 

Latest Feature

Agency Insights Integration with Automation Center

Agency Insights® for Sales Center already leverages EZLynx Automation Center™ to generate prospects from your quote data and book of business. But now, as Agency Insights identifies leads, you can leverage EZLynx Automation Center to contact the prospect and kick off the sales process to increase the number, velocity, quality, and success of your cross-sell and upsell opportunities.

Product Features

  • Streamline Your Agency’s Sales Pipeline

    Sales Center is CRM software that’s focused on growing your business by streamlining insurance agencies’ sales pipeline. From identifying missed sales opportunities to servicing existing policyholders, EZLynx’s single platform helps you manage the entire customer experience, round accounts, and increase the number of new insurance policies.

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    Easily Access Data

    Our insurance industry-specific CRM gives you easy access to pipeline data and relevant information, so your sales managers can assess the success of their producers and workflows. Get real-time visibility into every aspect of your sales process with all your information available 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. Follow each producer to make sure they are on target to hit sales goals and maximize agency revenue.

  • Track & Manage Sales Tasks

    Sales Center is part of the cloud-based EZLynx Management System™, so all your data is in one place. Track and manage opportunities, sales, quoting, policy management, and renewal management, all in a single intuitive system.

  • Agency Insights for Sales Center

    Agency Insights® for Sales Center automatically generates potential prospects from your quote data and book of business. It then gives you the information needed to create a customizable pitch to recapture, win, and cross-sell opportunities before the X-Date. This data mining helps your agency capitalize on the information already in your management system. Leverage marketing automation to reach out to these new leads and initiate the sales process.

 

An EZGuide on How to Sell Without Selling

In the insurance business, there’s so much to know about how to sell, and not all of it is obvious. In our guide, we go over the crucial but often overlooked strategies that can increase your sales. Key features include how to segment marketing campaigns and identify pain points so that you can offer insurance policies that match clients’ needs.

You’ll also learn about setting yourself apart from other insurance agencies by identifying underserved markets. Get tips on leveraging CRM features that keep your business front and center for clients. Find out how to offer the information and support consumers are looking for; whether you’re sharing valuable content through email marketing or helpful online articles, your reps will have a much easier time closing deals when you demonstrate that your agency is a trusted source. We’ll also go over how to improve retention and sales by using the right strategies and the right CRM platform to keep customers and prospects engaged.

Check It Out
 
 

Do You Want More Visibility into Your Sales Pipeline?

Never miss an opportunity to win more sales with EZLynx Sales Center.

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