Legacy Insurance Advisors has selected EZLynx, an applied company, as its agency management system in an effort to enhance efficiency and improve client service. By consolidating operations onto EZLynx’s all-in-one platform, the independent agency aims to simplify workflow management, reduce redundancies, and optimize customer interactions.
Centralized Data for Greater Efficiency
Prior to implementing EZLynx, managing client information at Legacy Insurance Advisors required navigating multiple systems, leading to inefficiencies and prolonged service times. With EZLynx, the agency can now store and access client data, policy details, and communications within a single, integrated system.
Danielle Jimison, principal owner and founder of Legacy Insurance Advisors, highlighted the impact of this transition: “Before EZLynx, I struggled to keep my client information organized and had to flip between multiple screens to take care of clients, making it time-consuming when resolving claims or answering coverage questions. Now, everything is streamlined in one location, and there are no more duplicate entries or interrupted workflows, saving my staff valuable time and allowing them to serve clients more efficiently.”
Features Designed for Growth
EZLynx offers a range of functionalities that support both customer retention and business expansion. The system includes:
- Comparative Rating Tools – Allowing agents to generate quotes from multiple carriers quickly
- Automated Workflows – Reducing manual tasks and improving productivity
- Commercial Submissions and Retention Tools – Helping agencies manage policies and renewals
- Consumer Quoting & Client Self-Service – Enabling clients to access their information independently
- Integrated Communication Channels – Including email marketing and text messaging
By leveraging these tools, agencies like Legacy Insurance Advisors can improve operational efficiency while focusing on long-term growth.
A Technology Partner for Independent Agencies
The adoption of EZLynx aligns with the company’s mission to help independent agencies operate more effectively. According to Michael Streit, president of EZLynx: “Agencies like Legacy shouldn’t have to spend valuable time tracking down the right information just to serve their clients. EZLynx’s all-in-one system keeps all information and workflows in one place, helping startup agents stay organized so they can focus on achieving long-term success from day one.”
As independent agencies continue to navigate a competitive insurance landscape, leveraging advanced agency management solutions can play a crucial role in driving efficiency and improving client satisfaction. By integrating EZLynx into its daily operations, Legacy Insurance Advisors is positioned to enhance service quality while streamlining its internal processes for future growth.
For more information on EZLynx and its agency management solutions, visit EZLynx’s website.