EZLynx: The go-to solution for streamlining agency workflows

The insurance management software boasts an impressive 93% client retention rate

EZLynx: The go-to solution for streamlining agency workflows

Technology

By Nicole Panteloucos

This article was created in partnership with EZLynx 

As customer expectations evolve, Software as a Service (SaaS) has become vital in the insurance industry, enabling agencies to swiftly adapt to changing needs.

One standout tool driving this change is EZLynx, an insurance technology platform which offers comprehensive agency management solutions, including comparative rating tools, client management features, and automated workflows.

At the recent Applied Net conference in Nashville, president of EZLynx Michael Streit, (pictured above left), noted that three times as many new agencies have chosen EZLynx over competitors, stating, “At the rate we're going, we will power more than half the market in a few years.”

With the platform welcoming over 2,000 new users, bringing its current total to 8,000, EZLynx is well on its way to becoming the go-to tool for agents, brokers, and agency staff.

As EZLynx highlights the importance of staying proactive and avoiding complacency, the question remains: how will the company maintain its leadership in the industry?

Investing in innovation

While some software companies prioritize short-term financial gains and may avoid investing in new product development, EZLynx is taking a different approach.

The company has expanded its engineering team by over 20% in the past year and has doubled the size of its customer success team. This investment underscores EZLynx's commitment to innovating for the next wave of industry challenges, ensuring they stay ahead in delivering exceptional solutions to their clients.

“There are some software companies focused on delivering bare-bones solutions at the lowest cost. Others seek to provide relatively narrow solutions that require extra integrations. Those aren't necessarily bad missions, but they're not for us. Our mission is to provide a powerful all-in-one solution to agents,” said Streit.

The vision for an “agency in a box” reflects the core mission of EZLynx. Recognizing that agents often waste valuable time navigating multiple carrier sites and re-entering data for quotes, the company aimed to revolutionize this process. Their goal was straightforward yet impactful: to enable agents to obtain three quotes in just 15 minutes, transforming a once-tedious task into a streamlined experience.

“Agents aren't typically tech experts, nor should they have to be," said Breanna Johnson, (pictured above right), vice president of product management at EZLynx. "They shouldn’t need to struggle with systems or worry about technology. Instead, they should have a tool that works seamlessly, doing everything they need, so they can focus on what they do best—building relationships and selling insurance.”

What are the benefits of EZLynx?

  • Consolidate tools: EZLynx consolidates essential functionalities into a single platform. As Streit shared, “A lot of our agents don’t want to spend the time hooking up a bunch of different technology solutions,” emphasizing the platform’s ability to minimize technology fragmentation.
     
  • Maximize data potential: The EZLynx platform leverages consolidated data to enhance opportunities. Johnson explained, “We have a product called Agency Insights for Sales Center that mines your book of business and quote data and can surface opportunities for cross selling or closing sales.”
  • Speed up workflows: EZLynx’s seamless integration of data reduces errors and streamlines workflows.  Streit said, “When everything is native and on the same system it eliminates errors and makes workflows run faster and smoother.”

This commitment to efficiency and service hasn't gone unnoticed, as the firm recently reported an impressive 93% client retention rate.

A commitment to customer insights

Another factor behind EZLynx’s success is its commitment to innovation, driven by continuous customer feedback loops. The company constantly gathers insights from agents through structured beta releases, annual surveys, and quarterly product team customer visits, ensuring its platform evolves to meet real agent needs.

“We are only as successful as we help make our agency partners,” explained Johnson. This customer-centric mindset ensures EZLynx anticipates and solves real-world challenges, helping agents thrive in a competitive market.

Streit echoed this sentiment, stating, “We ask a lot of probing questions. It's our responsibility to understand how to best solve agents' problems, which requires us to actively listen and empathize with our customers.”

Curious to know more? Click here to explore how EZLynx can streamline your agency’s operations.

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