automate your agency, elevate your success

Save time, reduce costs, build sales, and boost your bottom line.

automate your agency, elevate your success

Getting started never got easier

WHY CHOOSE LYNC CRM?


As insurance agents ourselves, we know the frustration of juggling multiple tools, wasting time on tedious tasks, and struggling to keep up with the latest technology. LYNC CRM was born out of our desire to simplify the insurance sales process and empower agents to achieve more, succeed faster.

LYNC streamlines your daily workflows, automates repetitive tasks, and works to free up your time, so you can focus on building relationships and closing deals without tasks falling through the cracks. We're committed to helping you grow your agency and achieve your full potential if you are open to LYNC.

WHAT WE BELIEVE

YOUR PLATFORM, YOUR CHOICE


LYNC CRM is FMO neutral, empowering agents to own their data and build their business without ties to any specific organization.

Why LYNC crm?


As insurance agents ourselves, we know the frustration of juggling multiple tools, wasting time on tedious tasks, and struggling to keep up with the latest technology. LYNC CRM was born out of our desire to simplify the insurance sales process and empower agents to achieve more, succeed faster.

LYNC streamlines your daily workflows, automates repetitive tasks, and works to free up your time, so you can focus on building relationships and closing deals without tasks falling through the cracks. We're committed to helping you grow your agency and achieve your full potential if you are open to LYNC.

We include the latest in TECH
LYNC your platforms in one

Say goodbye to scattered systems and endless tab-switching! LYNC CRM brings together all your essential insurance platforms — from Sunfire and Connecture to Medicare Center, RetireFlo, Health Sherpa, and beyond — all into one unified workspace.


Streamline your workflow & boost productivity by consolidating your lead providers, marketing tools, & insurance platforms under one roof with LYNC CRM. We're on a mission to simplify your agency's tech stack, so you can focus on what matters most: serving clients.

social media manager

Tired of having to post content to multiple platforms each day to keep up with your competition? Not anymore.

One calendar, all socials, schedule ahead, leave it alone. Use the AI content creator to even create you a post for your agency and an image to match. Post it on schedule and re-use as you like, when and where you like.

You can connect top social media giants such as Tik Tok, Facebook, Instagram, Messenger, Linked-In, X, YouTube, and Google My Business.

social media manager

Tired of having to post content to multiple platforms each day to keep up with your competition? Not anymore.

One calendar, all socials, schedule ahead, leave it alone. Use the AI content creator to even create you a post for your agency and an image to match. Post it on schedule and re-use as you like, when and where you like.

You can connect top social media giants such as Tik Tok, Facebook, Instagram, Messenger, Linked-In, Twitter, YouTube, and Google My Business, and more...

Work smarter, not harder.

Connect your calendar, set your availability, and let LYNC CRM automatically schedule appointments, send reminders, and help keep track of your schedule.


No need to start from scratch. Our pre-designed workflows trigger AI-powered appointment setting sequences the moment a lead enters your system.

You can set up calendars for webinars, round robin, service, annual reviews, classes, and more within LYNC.

Access on mobile & Pc

Having access to your leads and clients when you need it, you can rely upon LYNC CRM to come to the rescue with a robust app for Apple and Android devices.

Since our platform is built as software accessible on the internet, you can get to it from any PC, phone, tablet. We want you to be able to run your agency how and when you see fit, and now, with LYNC CRM, you can.

Unleash ai VOICE CALLING

Automate your outreach and qualify leads with AI-powered voice calling, available as an add-on service to LYNC CRM. Our insurance trained AI agents can handle initial conversations, determine interest, and schedule appointments, so you can focus on closing deals & automate with pre-built automation workflows.

Turn missed calls into closed deals with LYNC CRM's AI voice calling—your tireless virtual assistant.


*AI Voice Calling Agent Included In Cost. Phone number & usage billed separately.

LET US SHOW YOU HOW SIMPLE IT IS!

Book a Call to Discuss LYNC CRM & AI Agents

In this quick but informative Zoom call, you will learn exactly how LYNC is changing agents way of doing business for the better and improving their results.

We do a needs analysis with you on your business

We show you an overview of the system & features

We will let you make a live AI voice agent test call


Access our free 2025 compliance guide we designed to help agents

Having a good understanding of strict regulations around A2P, TCPA, PEWC, FTC, and FCC is the key to being able to avoid potentially future damaging fines for violations.

We have developed an easy to understand and reference guide that you can quickly download and share with your teams and other agents to stay up-to-date.

I Consent to Receive SMS Notifications, Alerts & Occasional Marketing Communication from LYNC, including AI communication by voice & text. Message frequency varies. Message & data rates may apply. You can reply STOP to unsubscribe at any time.

testimonials

Todd Wiley

"Lync has been interesting for me as I work alone. I used high level before, but nothing like this. My agent contact page with the new QR code creator has been great. and I am steadily getting new clients."

Jeremy Patterson

"This platform has been the literal lifesaver this AEP not only for my current clients but for having a simple and promotable page for all links and products I offer. I've booked over 120 appointments with Lync."

Casey Stephenson

"The automations are well thought out in the sense that they tie in to each stage of the pipelines I manage my leads and clients in. I am starting AI agents now so that should be great."

Frequently Asked Questions

What is LYNC CRM?

LYNC CRM is an all-in-one platform designed specifically for insurance agents. It combines powerful CRM capabilities with marketing automation, AI tools, website and funnel building, and more - all in one easy-to-use system. *Usage rates & access to premium features add.

Who is LYNC CRM for?

LYNC CRM is ideal for health, Medicare, and life insurance agents who want to streamline their business, automate tasks, and achieve greater success. Whether you're a solo agent or part of a growing team, LYNC CRM has the tools to support your growth.

What makes LYNC CRM different from other CRMs?

LYNC CRM is built by agents, for agents. We understand the unique challenges you face and have designed our platform to address them. We offer pre-built templates, workflows, and AI tools to help you get started quickly and achieve results faster. Plus, our all-in-one approach eliminates the need for multiple disjointed systems. Simplify.

How much does LYNC CRM cost?

Access to LYNC CRM is just $149 per month with no contracts. There is an additional cost for certain premium features such as AI chat and AI voice calling, however, those costs are only for usage (minus 3rd party). We believe in offering a low cost monthly rate and pay-as-you-need usage for these features. This is a direct benefit in savings to our clients and allows the system costs to scale with your business activities.

We also offer custom setup services for an additional fee, if you prefer a more hands-off a more hands off approach. AI voice outbound agents are not included in the $149 monthly access, but are an add-on option

What kind of support do you offer?

We're committed to your success. LYNC CRM provides comprehensive training resources, including video tutorials and guides. We also offer dedicated email support to answer your questions and help you get the most out of the platform and a Facebook community to ask others for support. Lastly, being our CRM is built on a worldwide known and trusted base platform, so we have thousands of support videos and users to help.

Can I try LYNC CRM before I commit?

We do not offer any trials at this time, but what we can promise is that we will never hold you down on contracts if you decide it is not a good fit for you or your agency. Just cancel when you don't need it. No-Contracts.

How secure is my data in LYNC CRM?

We take data security very seriously. LYNC CRM employs industry-standard security measures to protect your sensitive information. Your data is safe and confidential with us. Our system is HIPPA compliant, and our base provider follows SOC2 protocols. (Not SOC 2 Certified yet)

Can I integrate LYNC CRM with my existing tools?

Yes, LYNC CRM integrates with a wide range of popular tools and platforms, including email marketing services, calendar apps, and more. We're constantly adding new integrations to make your workflow even smoother. Anything with an API and webhook can work with LYNC.

What if I need help setting up LYNC CRM?

We've got you covered! Our team of experts offers custom setup services to ensure a seamless transition to LYNC CRM. Whether you need a complete top-to-bottom setup or assistance with specific areas, we have flexible packages to meet your needs.

Our support packages outside of our onboarding Zoom call are additional cost. Our rates are $70 per hour for consultation support services if you are looking for custom setup, integrations, forms, surveys, or additional custom services such as custom domain setups or website adaptations/updates. Let our team know how we can be of service.

Is AI voice agents or custom AI chatbots included in the $149?

Yes! We now include an AI chatbot and access to AI voice calling within your $149/month LYNC CRM subscription. Usage is additional, with chatbot responses averaging $0.04 each and AI voice calling just $0.26 a minute talk time only. This allows you to have an AI employee ready 24/7 on standby in which you only pay when your prospects and clients use it.

Empower Your Agency with AI: LYNC CRM's AI voice agents can revolutionize your lead generation, client engagement, and overall efficiency. Currently we offer inbound calling voice AI agents. Outbound available through a 3rd party provider that we setup & integrate for you.