EZLynx
14 Case Studies
Case Study: Compass Insurance achieves freedom and streamlined growth with EZLynx Management System
A EZLynx Case Study
How one agent found freedom with EZLynx Management System
Compass Insurance Group, led by owner Brian Burns in Denver, felt trapped by its legacy agency management system — limited access to data, high and punitive licensing costs, and vendor lock‑in made switching seem risky and difficult. That frustration drove Burns to look for a system that would free the agency to grow without penalties.
After migrating to EZLynx Management System, EZLynx evaluated Compass’s data, recommended the right approach, and delivered a unified customer‑lifecycle platform (rating engine, management, website, support). The move required little training, added live‑chat help and quarterly performance reviews, eliminated growth‑penalizing fees, and proved an “overwhelming success” — Compass now runs a $10M book with over 5,000 customers on EZLynx.
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Compass Insurance
Brian Burns
Founder & CEO