The Smart Data Hub for Your Agency

We believe that data is power when it's organized, visualized, and actionable. LYNC gives you the power.

Custom CRM Dashboards

Easily monitor your leads, clients, & policy performance—all from a personalized dashboard tailored for insurance agencies.

Form & Survey Analytics

Track submissions, response rates, & conversion patterns on every intake survey, helping you optimize what matters most.

QR Performance Tracking

Every QR code built is linked to detailed analytics showing where, when, & how often it’s scanned—perfect for marketing.

Social Media Engagement

See likes, shares, & comments across platforms. Know which topics resonate with your audience & use that to fuel your growth.

Website Tracking Metrics

Gain real-time insights into who’s visiting your site, what pages they interact with, and which calls-to-action convert best.

Lead Source Attributions

Get clarity on where your leads are coming from—ads, referrals, organic search, or social—and double down on what works.

THINK ABOUT THIS

"Are You Making Decisions Based on Gut… or Data?" Without visibility into performance, you may be spending time and money in the wrong places. Analytics let you pivot with precision, improve campaigns, and identify which agents or sources are driving your success.

LYNC HELPS YOU IN OPTIMIZE YOUR EFFICIENCY

Want to know more?

Frequently Asked Questions

We understand you have questions. Hopefully, these commons help you out.

Does LYNC CRM require third-party apps for analytics?

No. All core tracking features—like lead source attribution, QR scans, form submissions, and dashboard insights—are included natively. You can use our internal marketplace for more 3rd party tools however if you wish or integrate yours.

Can I customize my dashboard views?

Yes! You can create dashboards for specific metrics like Medicare leads, policy type performance, or even staff productivity. You can customize, specify, or simplify the metrics you want to see however you like essentially.

How accurate is the QR code tracking?

QR codes generated in LYNC are directly tied to your agent or agency links, offering real-time, trackable scan metrics you can view instantly. Generate unlimited QR codes at no additional cost and see where they are being used quickly.

Does LYNC integrate analytics with social media tools?

Yes. For clients using our social media service, post performance is tracked in the system, allowing you to monitor engagement without leaving the CRM. You do have to integrate your social media platforms you wish to track metrics.

Can I compare analytics across time periods?

Absolutely. Whether it’s monthly performance, campaign-specific analysis, or annual growth, LYNC CRM supports custom date ranges and visual comparisons.