New leads push to EZLynx for multi carrier quoting. Bound policies pull back into the CRM with policy data, x dates, and premiums.
Most agents manually rekey lead data into EZLynx. Then manually rekey policy data back into the CRM. Double entry everywhere.
Producer types the lead into EZLynx, 3 minutes each time.
Post bind, producer rekeys policy number, premium, x date into CRM.
Renewal tracking manual, x dates get missed.
CRM lead pushes to EZLynx with one click, pre populated.
EZLynx comparative quotes pull back into CRM lead record.
Policy number, premium, x date, carrier pull back on bind.
Every bound policy creates a renewal deal 90 days out.
60 days out, renewal re quotes trigger in EZLynx.
Endorsements, cancellations, and reinstatements sync bi directionally.
Already quoting in EZLynx, want CRM sync.
Auto and home multi carrier comparative quoting.
Rate 5 plus carriers per quote.
Need to stop double entry.
CRM with lead management, renewal tracking, review generation.
Adds AI receptionist, EZLynx integration, advanced automations.
Book a 20 minute demo. We will show you the EZLynx integration and quote to bind workflow.