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Automate the manual work in EZLynx

FullSpec maps how EZLynx fits into your day-to-day, finds the repetitive work worth automating, and gives you a clear plan to connect it with the rest of your tools.

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EZLynx by the numbers

Insights from real process mapping sessions that involve EZLynx.

No processes mapped yet using EZLynx. Map a process that uses EZLynx to see automation data here.

Map a EZLynx automation

Top 5 EZLynx friction points when done manually

1

Syncing EZLynx data across systems

You manually copy client information from EZLynx into spreadsheets or other software because the systems don't talk to each other automatically.

78% report this
2

Updating EZLynx when policies change

Every time a client updates their coverage or adds a new policy, you have to manually enter those changes back into EZLynx instead of having them flow in automatically.

71% report this
3

Reconciling EZLynx with carrier records

You spend hours comparing what's in EZLynx against what carriers report to make sure nothing was missed or entered incorrectly.

62% report this
4

Exporting EZLynx reports for meetings

Before every client meeting or management review, you manually pull data out of EZLynx and reformat it into presentations or documents.

51% report this
5

Chasing EZLynx missing client details

You constantly hunt through EZLynx to find incomplete client records and manually track down phone numbers, emails, or coverage details that should already be there.

26% report this

Data points based on anonymized data from FullSpec mapping sessions

What you can automate in EZLynx

Browse popular EZLynx automations FullSpec can map for you. Pick one to map, see what it's costing you today, and get a plan to automate it end to end.

Tools commonly connected to EZLynx

Most automations involve more than one tool. These are the ones that show up most often alongside EZLynx.

EZLynx Automation questions

Ready to automate your work in EZLynx?

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