
EZLynx integrates a premier comparative rater with robust CRM tools to streamline prospecting and client retention. The platform connects to 350+ carriers across the country and includes services such as real-time home and auto quoting, beautifully designed insurance agency websites, and more. The insurance agency management system has been adopted by over 37,000 agencies across the United States. User reviews indicate a 75% User Satisfaction Rating, with users consistently praising the clean UI and strong integrations that simplify client management and streamline quoting processes. The platform's automation features significantly reduce manual tasks.
Comparative Rater and Agency Management Systems for Insurance Professionals.
Funding
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CRM for financial advisors, by financial advisors - part of comprehensive wealth management platform.
Starting Price
AdvisorEngine CRM is a cloud-based wealth management software specifically designed for financial advisors, investment advisors, brokerage firms, and banks. AdvisorEngine delivers a complete wealth management platform that brings together CRM, portfolio management, rebalancing, client portal, digital onboarding, and business intelligence.
Mobile-first sales engagement platform for financial institutions
Vymo is a mobile-first, intelligent personal sales assistant app focused on driving CRM adoption, auto-collecting clean behavioral data, and recommending the right course of action to every sales rep. It specializes in serving banking and insurance sectors with modular applications including OnboardIQ and EngageIQ.
AI-native mortgage technology for digital loan processing
Founded
Starting Price
Zeitro is an AI-native mortgage technology company that provides digital software solutions for mortgage professionals, including loan origination, pre-qualification automation, and AI-powered scenario analysis.