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Here you’ll find everything you need to succeed with LYNC. From training resources to compliance guidance, we’ve got you.

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.

MARKETING LIKE NEVER BEFORE

We now offer an exclusive service with LYNC where we curate you a personalized AI 2-person podcast, tailored to the specs that you provide us within your intake survey.

Use this AI agent podcast to promote yourself on your social media, website, and if an user with LYNC, right on your on personal agent LYNC page. We offer them for agents, agencies, FMO's, and brokerages currently.

3 Business Day Delivery. Provided MP4 Format.

MARKETING LIKE NEVER BEFORE

Our AI is like having a small team behind you when you need them. No sick time, holiday pay, or licensing required. These agents are here to help keep your calendar busy and your phone ringing for more sales. Your team does the rest.

We have found that agencies that can provide both up to date training tools and resources to make them successful in pair with a well-defined tech stack can produce higher results and happier agents. This is serious.

Good help is hard to come by, so offering them the best chances at success is imperative during their journey with your agency. Making sure that each of your team have access to a robust automation platform can skyrocket your results.

With all that you can do within the LYNC platform, it seems a no-brainer.

RESOURCES

LYNC INTERNAL SUPPORT TOOLS

LYNC VIDEO TRAINING LIBRARY

📺 Access on-demand video tutorials to help you get the most out of LYNC. If no login yet, simply sign up for free to get access.

ACCESS OUR LIBRARY

LYNC COMMUNITY

💬 Join the conversation, ask questions, and share ideas with fellow LYNC users in our exclusive community group for clients.

FACEBOOK COMMUNITY

Join our business Facebook community if you would like to be part of the social conversation. This is for clients and non-clients.

MARKETING ANALYSIS REPORT

If you have not ran your agency or business assessment report to see your internet exposure, this is your opportunity for free.

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.

Legal compliance resources
National do not call list

The Do Not Call Registry is one of the primary compliance tools you can utilize to help check your lead and client numbers against to determine if you have the proper permission to contact them if located on this list.

While we do not require this use nor are we responsible for your activities, we highly recommend becoming familiar with this site and its ability to support you staying compliant with proper consent to contact.


LYNC is not responsible for your compliance. Please ensure proper consent before using our CRM for outreach of any kind as you are responsibly liable.

FTC Advertising and Marketing Guidelines

Understanding and adhering to advertising and marketing guidelines is critical for ensuring your campaigns remain compliant and effective.

The Federal Trade Commission (FTC) provides comprehensive resources to help businesses navigate legal requirements, including truth-in-advertising standards, endorsements, and disclosure rules.

This resource is provided for informational purposes only and does not constitute legal advice. Please consult with a legal professional to ensure compliance with applicable laws and regulations.

CAn-spam act compliance

Email marketing is a powerful tool, but staying compliant with legal standards is essential to protect your business and maintain client trust.

The CAN-SPAM Act Compliance Guide outlines the rules for sending commercial emails, including requirements for clear subject lines, opt-out mechanisms, and avoiding misleading information. Following these guidelines will help ensure your email campaigns meet federal compliance standards while engaging your audience effectively.

Prior Express Written Consent

Obtaining and documenting Prior Express Written Consent (PEWC) is a crucial step in ensuring your communications are legally compliant, especially when reaching out to clients via calls or text messages.

PEWC helps protect your business by providing proof of client authorization, as required under regulations like the TCPA. For detailed guidance, please refer to the Guide to PEWC Requirements.

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.