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A Citizens-provided EZLynx® Rating experience is now available for all Florida agents.  Start Rating

 
 

EZLynx® provides the cloud-based insurance software you need to manage the entire customer lifecycle with the highest operational efficiency. Discover industry-leading solutions for new and growing agencies.

Key features of EZLynx software include tools that leverage automation to streamline tasks, simplify policy management, and improve the customer experience. EZLynx offers the best personal lines and commercial lines rating software in the insurance industry, marketing and retention software for small businesses, and an efficient customer relationship management solution. Every tool integrates seamlessly into our insurance agency management system so you can access all your data and customer information in one organized place.

 

Policy Management

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In our all-in-one cloud-based agency management system (AMS), you can streamline the entire customer lifecycle, from marketing to quoting, binding, claims, payments, servicing, and retention. With a single view of your business, you can easily find customer quotes, policy information, claims, and documents.

Our rater integrates seamlessly with every EZLynx management system tool, so you never have to switch between platforms to complete agency tasks. When you’re away from the office, the EZLynx Mobile dashboard allows you to stay connected to your management system with access to policy details, quotes, documents and an overview of upcoming tasks. Policy administration has never been easier.

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Rating & Quoting

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EZLynx has solutions to deliver personal and commercial lines quotes to policyholders in no time. Our personal lines rater gives insurance agents real-time quotes from hundreds of insurance carriers in 48 states. The EZLynx commercial lines comparative rating system brings you the broadest panel of standard commercial risks from national, superregional and niche markets.

Our rating solutions integrate with our agency management platform so quote data is available in your management system when needed. Whether you’re looking for personal or commercial solutions, we’ve got you covered with tools that streamline quoting workflows to help you build your book of business?

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Servicing & Renewals

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Build customer relationships by delivering the personal touch that lets clients know they’re essential to your agency.  Today’s insureds expect round-the-clock access to their policy information. Give clients 24/7 access to your business with an online portal where they can update coverage or get certificates, ID cards or other insurance policy documents.

When it comes to customer retention, use automation to reach out to every policyholder through email so no one slips through the cracks. Patented predictive analytic risk models identify which clients are most at risk and call them to your attention with a summary of premium-bearing changes. The change summary gives you the information you need to remarket effectively. This personalized outreach at renewal time lets clients know they’re in good hands, making them more likely to renew.

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Payments & Financial Services

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Give your customers the superior payments user experience they deserve. With EZLynx, you can eliminate the overhead of manual payments and give insureds the option of paying digitally in real time.

Online payment options reduce or eliminate the hassle of collecting and processing checks for agencies. They make it easy for customers to pay anytime via credit card, debit card, ACH, or their preferred method. Meanwhile, automation takes care of your back-office reconciliation process to save you time.

With our payments portal, you can minimize time spent notifying customers of payment due dates and reconciling transactions to focus your team on other revenue-generating activities. Our payments solution even reduces errors and omissions and security risks. It minimizes the human errors that occur with manual input and keeps data safe with state-of-the-art security measures.

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Sales CRM & Marketing Automation

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You need a scalable sales strategy to win new business and round out existing accounts. EZLynx brings you CRM software that helps you prospect and cross-sell more effectively and increase conversions. With EZLynx, you can build client relationships with targeted email marketing to attract new clients and offer additional products to current policyholders.

Measure and improve your performance by leveraging your sales data. Our CRM solution allows you to set growth targets, measure their success through easy-to-read dashboards, and track to completion. To make sales more effortless, the software automatically mines your management system’s data to generate leads for your sales funnel.

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