EZLynx Partners with Neoteric Agent to Revolutionize the Proposal Process


EZLynx’s partnership with Neoteric Agent allows agents to send state-of-the-art, interactive proposals to prospective clients from inside EZLynx 5 software, using data from the Rating Engine.

Neoteric Agent allows agents to create proposals that their customers will love while also saving them time and converting more sales. These highly engaging and visually stunning proposals are cloud-based, allowing them to be viewed on any device.

Modern proposals sent through Neoteric Agent allow customers to watch personalized videos, review multiple options for easy comparison, ask questions, and even notify their agent that they are ready to move forward.

“Neoteric Agent really helps us close the loop on a superior experience for customers buying insurance,” said Derek Armentrout, product manager at EZLynx. “From quoting, to the proposal, to the decision to buy, Neoteric Agent and EZLynx make things easy for the agent.”

“In the past, Neoteric Agent users had to manually input data to create proposals,” said Grant Botma, founder of Neoteric Agent. “Now that data can be placed into a proposal automatically from the best personal lines rater in the industry – EZLynx!”

EZLynx 5 enabled users can access a free 30-day trial for Neoteric Agent through the Connect portal and learn more by visiting http://www.ezlynx.com.

Neoteric Agent is the latest addition to the EZLynx Connect platform. EZLynx Connect provides third-party businesses an avenue to distribute their products and services directly within the EZLynx platform. The EZLynx framework has been opened and carrier and vendors have been invited to work side-by-side with EZLynx’s technologists to innovate and integrate solutions to better the agency workflow.

About EZLynx

EZLynx is one of the leading software solutions for independent insurance agencies. In 2003, EZLynx pioneered real-time rating, enabling agents to generate quotes from multiple insurance carriers with a single data entry point. EZLynx has continued to create innovative software solutions that transform every facet of agency life, including agency management, client self-servicing, sales pipeline management, marketing and communications, accounting, eSignature, and more, all available on a unified, one platform solution. Over 20,000 agencies rely on EZLynx to provide more than 4 million home, auto, and package transactions every month. Learn more at ezlynx.com

About Neoteric Agent

Neoteric Agent was created by an Independent Insurance Agent for Independent Insurance Agents. Sending proposals to customers in long drawn out emails with attachments from carriers takes too much time and does not help conversion ratios. Neoteric Agent helps Agents to put together insurance proposals that clients actually enjoy! The proposals can be viewed from any device, are video compatible, and provide key insights and alerts about the client as they are engaging with the proposal. Neoteric supports personal and commercial lines. In less than 2.5 years there are over 2300 Agents on the platform with over 37,000 proposals that have been accepted by proposed insureds. Neoteric Agent saves Agents time and converts more sales.

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