CustomerIQ + EZLynx
Cloud-based agency management and rating platform for insurance agencies. Connect with CustomerIQ to automate data entry, sync all communications, and unlock AI-powered revenue intelligence.
What gets synced
The problem
EZLynx is powerful, but keeping it updated is a chore.
Staff skip logging emails and calls because it takes too long.
Incomplete activity history hurts your E&O defense.
No real-time visibility into team performance.
Three ways we make EZLynx work harder for you.
*there are many more, but we thought we'd ease you into it.
Complete Records
Automatic Activity Sync
Every client communication logged to EZLynx instantly. No manual entry.
Never Miss Follow-Ups
AI-Powered Tasks
CustomerIQ identifies follow-up needs and creates tasks automatically.
Team Visibility
Performance Dashboards
Track response times, activity volume, and client engagement in real-time.
Powerful features for EZLynx users
Everything you need to automate your workflow and gain actionable insights.
Unified Activity Log
All client communications automatically logged to EZLynx activity history.
Email & Call Sync
Emails and calls synced in real-time to the correct client and policy records.
Smart Follow-Ups
AI identifies follow-up opportunities and creates tasks automatically.
Performance Tracking
Track team activity, response times, and client engagement metrics.
Easy setup
Get started in minutes
Connect EZLynx to CustomerIQ in three simple steps.
Connect EZLynx
Authorize CustomerIQ to access your EZLynx account.
Map data fields
Configure how activities map to your EZLynx records.
Enable automation
Start syncing and let AI handle the data entry.
Why teams love CustomerIQ + EZLynx
Stop wasting time on manual data entry. Let CustomerIQ handle the busywork while you focus on what matters most - your clients.
- Save 2+ hours per day on data entry
- Never miss a follow-up or important detail
- Get AI insights on client health and risks
- Improve team response times by 40%
- Complete audit trail of all communications
- Seamless setup in minutes
Ready to connect EZLynx?
See how CustomerIQ can transform your workflow with a personalized demo.