AI tools that work with EZLynx
Canopy Connect
Intake & formsCollects current/prior insurance data from prospects, normalizes it and sends it to comparative raters, CRMs and AMSs.
Applied Epic · writes backHawkSoft · writes backEZLynx · writes backAgencyZoom · writes backApplied Systems · listedVertafore · listedClientCircle
MarketingMarketing automation, CRM and communications platform built for insurance.
HawkSoft · writes backApplied Epic · confirmedMomentum (NowCerts) · confirmedEZLynx · confirmedVertafore · listedCooper AI
CSR assistantAI coworker that fills raters, completes applications and handles pre- and post-bind servicing.
Applied Epic · writes backAMS360 · writes backHawkSoft · writes backEZLynx · confirmedApplied Systems · listedEcoLink
AI receptionist & phoneConnects callers to their account agent, shows call history on a live dashboard and logs transcripts and documents back to the AMS.
Applied Epic · writes backEZLynx · confirmedApplied Systems · listedFenris
Intake & formsPrefill data API for auto, home and commercial quote flows using predictive AI.
EZLynx · confirmedGaya
QuotingBrowser extension that autofills client data into carrier portals, AMS, ACORD forms and PDFs.
Applied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backHawkSoft · writes backInsurGrid
Intake & formsCollects client policy documents and extracts coverage data to build comparisons, flag gaps and automate certificates.
HawkSoft · writes backEZLynx · writes backAgencyZoom · confirmedLiberate
AI receptionist & phoneAI agents across voice, SMS, email and digital: answer calls, collect quote info, handle FNOL and policy service.
HawkSoft · confirmedEZLynx · confirmedLightspeed
AI receptionist & phoneCloud phone system with AI transcripts, summaries, sentiment and automatic AMS call logging.
HawkSoft · writes backApplied Epic · writes backAMS360 · writes backQQCatalyst · writes backMomentum (NowCerts) · writes backEZLynx · writes backAgencyZoom · listedApplied Systems · listedVertafore · listedReFocus AI
Retention & cross-sellPredictive retention analytics that flag policies likely to cancel and deliver a prioritized renewal list.
AMS360 · confirmedHawkSoft · confirmedApplied Epic · confirmedEZLynx · confirmedQQCatalyst · confirmedAgencyZoom · confirmedSembley
Intake & formsCompletes ACORDs and supplements with an intake that auto-populates data from prior documents and third parties.
QQCatalyst · confirmedAMS360 · confirmedEZLynx · confirmedHawkSoft · confirmedMomentum (NowCerts) · listedSonant
AI receptionist & phoneAI receptionist for inbound calls: routine service, quote intake, routing, and notes written back to agency systems.
Applied Epic · writes backHawkSoft · writes backAMS360 · confirmedQQCatalyst · confirmedEZLynx · confirmedMomentum (NowCerts) · confirmedApplied Systems · listedXILO
QuotingAI agents for intake, quoting and proposal generation.
Applied Epic · writes backAMS360 · writes backEZLynx · writes backHawkSoft · writes backApplied Systems · listed