Mastering Efficiency: How EZLynx and Salesforce Integration Reshapes Insurance Agency Success

Jenna Trott  |  August 23, 2023  |  5 Minute Read

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Within the world of insurance, every decision made carries significant weight. Whether it’s ensuring a policy protects a sixteen-year-old’s first car, tailoring coverage that aligns with new homeowners’ aspirations, and guiding clients through the intricate claims process following the loss of a loved one—the role of insurance professionals is paramount.

However, beneath the surface of these pivotal moments lies a fundamental catalyst: data.
A study conducted by Accenture reveals that many companies are really just scratching the surface of data analysis with only 12 percent being utilized, leaving a staggering 88 percent of potentially critical information to sit idly. So for insurers, who are tasked with being the safeguards of individuals’ and families’ most valuable assets, how can they transform this untapped potential into actionable insights? The solution lies in integrating EZLynx and Salesforce, which works to not only reshape the insurance industry but also modernize the entire quoting process. Let’s take a look at how.

EZLynx – what does it do?

At the intersection of technology and insurance lies EZLynx, a dynamic company offering insurance agency management solutions that streamline agency workflows. Having mastered the art of tailored solutions, EZLynx has established itself as the go-to partner for insurance agencies in search of streamlined operations, elevated customer experiences, and that coveted edge in an ever-evolving market. Insurers can find endless value with the EZLynx Rating Engine, designed to streamline and simplify the process of generating insurance quotes for various types of insurance policies, including auto, home, commercial, and more. Perhaps most notable is the EZLynx Rating Engine’s ability to interface with multiple insurance carriers’ systems, allowing agents to access real-time rates and coverage options from different insurance companies all in one place. Other key features include:

Efficient Quoting: Agents input client information once, and EZLynx Rating Engine automatically populates the necessary data across various carriers’ systems, minimizing manual data entry and reducing the chances of errors.

Comparative Quoting: This feature allows agents to display quotes from different insurance carriers side by side, making it easier for clients to compare rates and coverage options.

Real-Time Data: EZLynx Rating Engine provides access to current rates, ensuring that the quotes provided to clients are accurate and reflective of the most up-to-date information.

Time Savings: By automating and streamlining the quoting process, EZLynx Rating Engine helps save time, empowering agents to optimize their workflow and serve a broader clientele with unwavering effectiveness.

Consistency: EZLynx Rating Engine ensures that all quotes are generated using consistent data, reducing discrepancies and improving the overall customer experience.

Data Analytics: The Rating Engine comes with reporting and analytics capabilities, allowing agencies to analyze quoting trends, customer preferences, and other valuable insights.

A Winning Combination with EZLynx and Salesforce Integration

To work within the world of insurance is to work with people’s most valuable assets and often the most intimate details – thus, insurers cannot afford to be relying on outdated or inaccurate data. And with the rate that data is being created, captured, copied, and consumed globally (surpassing 64.2 zettabytes in 2020), insurers must leverage smart and efficient solutions to stay up to speed. This is precisely where the integration of EZLynx and Salesforce comes into play. This powerful combination not only modernizes the management of data but revolutionizes the quoting process for customer relationships that resonate. Integrating EZLynx and Salesforce helps drive success for insurance professionals by:

Modernize the Quoting Process with EZLynx and Salesforce. Gone are the days of toggling between disparate systems and grappling with duplicated data entry. Now, insurance professionals have the power to access EZLynx’s superior Rating Engine directly within the Salesforce platform, completely eliminating the need for system-switching and repetitive data entry. The result? A streamlined and efficient quoting process that provides accurate results, every single time.

Superior Customer Relationship Management becomes a breeze for agents and brokers by gaining a holistic view of client interactions, policy details, and quotes all within one comprehensive system. This consolidated approach paves the way for more personalized and targeted client interactions. By harnessing intelligent insights, agents and brokers can build and cultivate relationships based on accuracy and backed by trust.

Make Intelligent, Data-Driven Decisions thanks to next-level synchronization. With data being the cornerstone of informed decision-making, EZLynx and Salesforce ensure its accuracy with bidirectional updates. This continuous flow of accurate information fuels invaluable analytics and reporting capabilities, enabling access to customer preferences, sales trends, and overall performance.

Empower Your Clients with the ability to make informed decisions effortlessly. The integration of EZLynx and Salesforce enables agents and brokers to present various coverage options directly within the Salesforce platform. This seamless process not only enhances client interactions but also fosters more educated choices, resulting in higher customer satisfaction and trust.

Put simply, integrating EZLynx’s Rating Engine with Salesforce isn’t merely a technological alliance; it’s a strategic move that amplifies operational efficiency, elevates customer experiences, and fuels data-driven success.

Company Case Study

Let’s take a look at the case of Steven.


Meet Steven, a busy professional who just purchased his first home and has an insurance policy with a local company. Right from the start, Steven sensed that handling policies and claims resembled navigating a complex maze. Frustration brewed to the point of boiling over due to the incessant need for repetitive information and the prolonged wait for policy updates. Ultimately, Steven began contemplating leaving this company for one that could provide a more efficient and reliable insurance experience. Other challenges included:

Repetitive Manual Information Entry caused Steven to question the efficacy of this company as he was repeatedly asked for the same details whenever requesting policy changes or updates.

Delayed Turnaround from the absence of real-time data synchronization led to delayed policy updates and communication. Steven quickly grew tired of the time-consuming processes for simple actions.

A Lack of Personalization made Steven feel like no more than a number to this company due to the absence of a comprehensive customer profile and generic automated messages.

Inaccurate Quotes created significant feelings of mistrust for Steven. With a quoting process that involved manual calculations, there were numerous errors in provided quotes and inconsistencies throughout. This left Steven feeling deceived, leading to a total loss of trust in the insurance provider’s credibility.


As Steven’s policy was up for renewal, he switched to another company that leveraged the integration of the EZLynx Rating Engine and Salesforce. Steven’s first interaction with this company transformed his perception of insurance services. The seamless integration translated to an entirely new experience for him:

Automated Data Entry provided by EZLynx and Salesforce integration eliminated the need for Steven to repeatedly input information by seamlessly syncing data across platforms.

Accurate and Instant Quoting occurred in real-time enabling Steven to not only make quick decisions but feel confident in them too.

Real-Time Updates to Steven’s policy occurred across platforms, enabling access to accurate information and timely communication from his insurers.

Comprehensive Customer Profiles gave agents a holistic view of Steven’s history, allowing for hyper-personalized interactions and suggestions that left Steven with the feeling that he was a truly valued member.


In switching to an insurer that leveraged EZLynx Rating Engine and Salesforce, Steven’s journey underwent a transformative shift. With streamlined processes and increased accuracy, the quality of his interactions with his new insurance company increased exponentially:

  The integration of EZLynx and Salesforce allowed Steven to obtain instant quotes without hassle.

  The accuracy of his policy information across the board translated to peace of mind and confidence in his coverage.

  Steven appreciated the personalized touch in customer interactions, where agents could promptly address his questions and concerns.

  With real-time access to accurate data, Steven felt empowered to make well-informed decisions about his financial journey.

Ultimately, the integration’s ability to provide timely actions based on accurate data underscores its role as a cornerstone for building trust, efficiency, and satisfaction in the insurance experience.

Why AGG?

Insurance companies look out for their clients, safeguarding their dreams and protecting against the unforeseen contingencies that shadow them. But who has insurers’ backs? Selecting the right allies, those who share your goals, become paramount in the journey to build that trust. This is precisely where Access Global Group excels, offering a unique blend of global deployment expertise coupled with the agility of a boutique firm. With a remarkable track record spanning over 15 years in diverse industries and holding the prestigious Summit (Platinum)-level partner status, AGG ensures that your financial institution’s needs and expectations are not only met but exceeded throughout the entire integration process.

AGG’s unparalleled proficiency in integrating EZLynx and Salesforce with various insurance companies is truly invaluable. We possess a one-of-a-kind project methodology that places our clients at the forefront of every decision, ensuring that their requirements and aspirations drive our solutions. Our extensive experience working with Salesforce and the financial services industry further underscores our ability to deliver the finest solutions tailored specifically for your business.

What challenges is your company currently facing? Reach out to us, and together, we can suggest curated solutions to address your unique needs effectively!

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