EZLynx occupies a genuinely different position from Applied Epic and HawkSoft: it is a comparative rater and a management system in the same platform. For automation purposes that combination is the whole story.
The asset nobody else has
In most agencies, quote data and policy data live in separate systems that disagree with each other. In an EZLynx agency they share a home. That means the automation can see something unusually valuable: everyone who was quoted and did not bind.
For a typical personal lines agency this population is large — frequently several times the number of policies actually written. These are people who wanted coverage, supplied their information, and received a price. Then, in most agencies, nothing further happened.
This is the highest-return automation available to an EZLynx agency, and it is the one we build first.
Quote follow-up, specifically
The structure that works:
- Hours after the quote — the quote itself, presented clearly, with an obvious way to proceed
- Day 2 — a different angle: what the coverage actually does, or a comparison against what they have now
- Day 4 — a direct, short message from the producer
- Day 8 — a question rather than a pitch, usually about what is holding the decision
- Day 14 — a close-out that leaves the door open and records an x-date for later
- At their x-date — re-approach, because a prospect who declined in March is a live prospect again in the following February
Every step exits immediately on any reply, and the whole sequence suppresses if the policy binds.
Handling unbound quotes carefully
The same abundance that makes quote data valuable makes it dangerous. Quote records in EZLynx outnumber policy records substantially, and they include abandoned sessions, duplicate attempts by the same person, and test quotes run by staff.
Before any of it drives outreach, the data needs deduplication against existing clients, exclusion of internal test records, and consent checking. Emailing an existing client as though they were a cold prospect is the fastest way to lose confidence in an automation.
What we read
- Client and policy records from the management system
- Quote records including carriers approached, premiums returned, and outcome
- Activity history, for context and suppression
- Producer assignment, so follow-up comes from the right name
Renewals and cross-sell
Quote follow-up is the differentiator, but the standard work still applies: renewal sequences timed off the x-date at 60/30/14/7, and a cross-sell queue targeting monoline clients — of which personal-lines-heavy EZLynx books have plenty.
Because EZLynx agencies quote at volume, they also tend to have the strongest case for instant lead response. Leads arrive continuously, including evenings and weekends, and the sub-60-second first touch is worth more here than in almost any other agency profile.
Rollout
Week 1 — Extracts configured for both policy and quote data; deduplication and exclusion rules built and reviewed against a hand-checked sample.
Weeks 2–3 — Quote follow-up sequence live in review mode. This goes first because it produces measurable bound premium fastest, which funds everything after it.
Weeks 4–5 — Renewal sequences and cross-sell queue added; instant lead response connected to the inbound sources.
Week 6 onward — Weekly review of bind attribution, so the agency can see exactly which touches are producing revenue rather than taking it on faith.