What Would You Like to Automate First?

Our CRM solution is loaded full from day one with insurance automations for

60+ Pre-Built Workflows

Ready-to-use automation workflows tailored for Medicare, health, life, appointments, lost leads, surveys, AI responses, & more.

Master of Lead Nurturing

Set up sequences that send texts, emails, and reminders automatically, increasing response rates and conversions.

Instant Engagement

Leverage AI replies to handle client inquiries, answer questions, and book appointments—without manual intervention.

Automated Renewals

Retaining existing clients is 5x more cost-effective than acquiring new ones—automation makes it simple.

Fully Customizable to You

Want something unique? Modify existing workflows or build new automations tailored to your agency’s needs.

Expert Setup & Support

We don’t just give you the tools—we provide custom workflow setup support to ensure automations fit your exact business model.

THINK ABOUT THIS

What if your agency ran itself—with follow-ups happening automatically, renewals never slipping through the cracks, and leads engaging with you 24/7? Imagine the time you’d free up, the stress you’d eliminate, and the growth you’d unlock.

The question isn’t whether automation can change your business—it’s whether you’re ready to build the agency you’ve always envisioned.

LYNC HELPS YOU IN YOUR PATH TO SUCCESS

Want to know more?

Frequently Asked Questions

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

What types of automations are included in LYNC CRM?

LYNC CRM provides over 60 pre-built workflows designed specifically for Medicare, health, and life agents, including lead follow-ups, lost lead recovery, appointment scheduling, policy renewals, surveys, AI responses, and more.

Can I customize the pre-built workflows to fit my agency's needs?

Absolutely! You can modify existing workflows or create entirely new automations from scratch, allowing you to tailor processes to your agency’s unique way of operating.

How do automations help me grow my business?

Automations free up your time by handling repetitive tasks like follow-ups, appointment reminders, and renewals—allowing you to focus on selling, scaling, and building client relationships.

Do I need technical skills to build my own automations?

Not at all! Our workflows are designed to be user-friendly, with drag-and-drop customization and step-by-step guidance. Plus, our team offers custom setup support if you ever need help and there are hundreds of guides online.

How does automation impact my client experience?

Clients receive faster responses, consistent follow-ups, and personalized engagement, making them feel valued and increasing retention rates—without adding extra work to your plate.