Average Ratings 1 Rating

Total
ease
features
design
support

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

CP Manager was developed in response to the urgent needs expressed by agencies for an effective agency management system. This innovative platform was crafted by an insurance automation consultant, ensuring that adding clients and policies is straightforward, and client servicing is seamless. We've even hosted a webinar to showcase how we achieved such an intuitively designed system. Before its official launch, we provided several customer service representatives access to CP Manager without any formal training, and the feedback we gathered helped us refine the system for enhanced usability. In this discussion, you will discover the design principles behind CP Manager and the strategies we employed to foster a highly efficient system, empowering your agency to manage a larger portfolio of clients. Furthermore, considering the high volume of emails exchanged daily by you and your team, we have integrated email functionality directly into CP Manager, streamlining the communication process and minimizing the number of steps involved. This integration not only saves time but also enhances overall productivity within your agency.

Description

Every EZLynx product seamlessly connects with our comparative rater and agency management system, creating a unified platform for users. You have the option to bundle products for enhanced efficiency or to acquire them individually based on your agency's specific requirements. EZLynx offers cutting-edge insurance software designed to optimize your agency's operations. Whether you choose to bundle products for a productivity boost or select them separately, each one integrates with our comprehensive platform to effectively manage customer interactions throughout their entire life cycle. From instant home and auto quotes available on your insurance agency's website to integrated email marketing solutions, EZLynx has everything you need. The cloud-based infrastructure empowers agents to enhance both client acquisition and service through every stage of the client relationship. You can conveniently access all your customers' quotes, policies, and documents in one centralized location. By utilizing EZLynx, agencies can experience a significant transformation in their operational efficiency and customer satisfaction.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Aline
Axis LMS
Canopy Connect
Dial Your Leads
Nekton.ai
SPLICE Dialog Suite
Simplii
Sonant
vBots

Integrations

Aline
Axis LMS
Canopy Connect
Dial Your Leads
Nekton.ai
SPLICE Dialog Suite
Simplii
Sonant
vBots

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

No price information available.
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

Agency AutomationTEAM

Website

www.agencyautomationteam.com

Vendor Details

Company Name

EZLynx

Founded

2003

Country

United States

Website

www.ezlynx.com

Product Features

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Product Features

Business Process Management

Access Controls / Permissions
Alerts / Notifications
Business Process Automation
Business Rules Management
Collaboration
Process Change Tracking
Process Mapping
Process Modeling & Design
Visual Workflow Management

Insurance Agency

Claims Management
Commission Management
Contact Management
Document Management
Insurance Rating
Life & Health
Policy Management
Property & Casualty
Quote Management

Insurance Underwriting and Rating

Broker / Agent Portal
Carrier Upload
Commercial Lines
Comparative Insurance Rating
Customer Portal
For Casualty Insurance
For Health / Medical Insurance
For Life Insurance
For Personal Insurance
Multi-State
Multiple Line Rating

Alternatives

Alternatives

Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software
Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software
Macaw AMS Reviews

Macaw AMS

Nest Innovative Solutions
WorkSmart Reviews

WorkSmart

Vertafore
Applied Rater Reviews

Applied Rater

Applied Systems
TurboRater Reviews

TurboRater

Insurance Technologies