Why agencies use this integration

  • Quote where you intake

    Run intake and quotes in Quotamation across your connected carriers.

  • Applicants without retyping

    Client details from a completed quote can be sent to EZLynx as an applicant, with a direct link to that account in Quotamation.

  • Two systems, one workflow

    Keep EZLynx workflows where your team is comfortable; keep comparative quoting in Quotamation.

How it works

  1. Intake & quote

    Capture client information and quote in Quotamation.

  2. Send to EZLynx

    After a successful quote, send the client to EZLynx Connect, either manually from the client record or automatically if your agency enables it.

  3. Continue in EZLynx

    Pick up the applicant account in EZLynx for your existing workflows; return to Quotamation whenever you need to quote again.