Everything You Need. All-In-One CRM.

Insurance agents don’t need more software—they need a smarter system.

Built-In Quote Actuarial

Having the ability to inside your platform quote Medicare, health, final expense, and ancillary with top-rated carriers is key!

Internal App Marketplace

With access to over 400 internal apps you can choose from a massive supply of support tools and services for all uses.

Social Communication Hub

Schedule posts, send campaigns, track engagement, and manage appointments—all in one centralized system.

Open Integration & Workflow

Connect with your preferred tools via Make, Zapier, Pabbly, or direct API, we keep your processes flexible & your tech stack scalable.

24/7 Human Support Team

Our CRM supports you with levels from a robust knowledge base, to AI agents, to around the clock human certified reps.

AI Agent & Assistant System

Inbound AI voice agents, automated workflows, & conversational assistants give you 24/7 client engagement on autopilot.

THINK ABOUT THIS

“Why pay hundreds for tools that don’t talk to each other?”

With LYNC, you get AI voice agents, quoting tools, automation, texting, email, calendar booking, social media management, form builders, surveys, funnels, CRM, HIPAA security, and analytics—all in one system, for one low price.

No more stacking subscriptions. No more disconnected software. LYNC saves you thousands a year while giving you more power than any single platform could offer alone.

Want to know more?

Frequently Asked Questions

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

What platform is LYNC CRM built on?

LYNC is powered by the High Level CRM platform with added features, customizations, and support unique to our white-labeled ecosystem. We created our entire systematic approach to support agents on one of the world's most dynamic and compliant base business management platforms available. This is why LYNC is the solution for agents.

Is LYNC CRM truly HIPAA-compliant?

Yes—client data is stored and protected under HIPAA protocols. All of LYNC accounts are in a protected HIPPA approved server database with privacy guidelines in place to help ensure you are operating under a compliant CRM.

Can I integrate any of the tools I already use?

Typically, yes. Our CRM integrates with top-rated 3rd party middleware giants like Make, Zapier, Pabbly, or direct API access to integrate nearly any third-party app or internal tool. If your tool supports API/webhook, our CRM has automations built-in which allow you to integrate just about any tool out there.

What types of apps are available in the ecosystem?

Alongside our base providers massive 400+ app marketplace, LYNC offers exclusive partner solutions for quoting, marketing, compliance, reputation, and commission tracking. We have multiple other connections coming soon.

What is Com Track and how does it connect?

ComTrack is a commission tracking and downline management system used by many recruiting agencies. While not built into LYNC and having an additional cost to subscribe, we proudly affiliate with them and help users integrate systems for a complete agency solution. Check them out for more information.

Is there a cost for me to use the LYNC quoting actuarial engine?

Not at all. We strive to incorporate as many tools as we can within our subscription pricing to better support the value for our clients and make you more profitable. We offer this new quoting ability to all accounts and users. Simply request access once you have logged in and we will get you approved typically within 1-2 business days.