Skip to content

Applied Systems acquires Planck to drive value in the next-generation of the digital roundtrip of insurance.  Learn More

 
 

Self-Service Quoting Right from Your Website

Turn online shoppers into clients with automated recording, tracking, and follow-up. EZLynx Consumer Quoting™ lets consumers get a quote and pricing directly from insurance agency websites. Today’s consumers crave 24/7 access and instant gratification, so make sure your agency delivers the digital experience they demand with insurance quoting tools.

Key Benefits

  • Offer Online Quoting

    Insurance shoppers can generate real-time comparative quotes directly on your agency’s website. Add a widget that allows consumers to access insurance policy quotes without contacting you directly and keep track of the data entered.

  • Gain New Insights

    Track quote statuses and record key analytics for analyzing consumer behavior. The activity report gives an overview of your lead activity, including details about who abandoned the process before submitting the form.

  • Stay Organized

    Consumer contact details, risk information, and all quotes automatically populate in EZLynx for easy access.

  • Improve Lead Follow-Up

    Set automatic follow-up emails for consumers who exit a non-completed quote form. New leads automatically create tasks and notifications within EZLynx.

  • Capture Every Single Lead

    Collect leads by allowing consumers to generate real-time comparative quotes on your website. The lead portal ensures you never miss out on a lead, even if they don’t answer all the questions! In addition to Homeowners and Auto insurance, you can also capture leads for additional lines of business, such as Commercial insurance, Healthcare insurance, and more.

Product Features

  • Integration

    Fully integrated with EZLynx Agency Websites™ to provide a seamless customer experience and aid in converting visitors from leads to customers.

  • Accessibility

    The responsive user interface detects when consumers use mobile devices to streamline the quoting experience for that device.

  • Optimized Forms

    Customized consumer-tested forms are optimized to reduce drop-offs during the quoting process. These forms allow visitors to provide personal information and receive quotes from multiple insurance companies instantly and quickly. Utilizing vehicle pre-fill aids even more in reducing drop-offs and increasing accuracy.

  • Automated Contact

    Workflow automation ensures emails are automatically sent to leads who leave before completing the quoting process. The emails are spaced at specific intervals to remind the lead to finish the quoting process. Security is never an issue. A secure link lets consumers access their information and pick up where they left off.

  • Agent Options

    Want to do the selling yourself? Use the Consumer Quoting form to collect consumer data online and allow them to be contacted with accurate quotes directly from an agent. The system will notify you via email every time a lead gets a quote, whether they receive quotes or ask to be contacted by the agent.

  • Lead Capture

    Seamlessly capture leads on your agency website and re-quote and remarket to them through email marketing campaigns.

  • Tracking Analytics

    Track quote statuses and record key analytics for analyzing consumer behavior. Powerful cloud-based tools analyze consumer quote traffic to refine and better target your marketing message, saving you marketing dollars. Incomplete lead reports allow you to identify and contact potential customers directly.

 
 

Want to Offer Online Quoting Directly From Your Website?

Meet customers where they are with EZLynx Consumer Quoting.