Case Study: FirstMark Insurance Group achieves proactive service and stronger retention with EZLynx

FirstMark Insurance Group boosts proactive service with EZLynx after 3 years

FirstMark Insurance Group, a Seattle-based agency, needed technology to support its client-first approach and help them operate more efficiently. They partnered with EZLynx to gain access to integrated retention and sales management tools.

EZLynx provided solutions like its Retention Center and Sales Center, which enabled FirstMark to proactively identify at-risk clients and track sales prospects. This led to improved client retention and more efficient operations. The agency also implemented EZLynx Virtual Assistant (EVA) to aid with staff onboarding.

FirstMark Insurance Group

Christina Lynch

Chief Operating Officer