Stay Connected. Stay Productive. Anywhere.

For busy insurance agents, business doesn’t just happen at a desk.

Manage Clients On-The-Go

Access your full contact list, view lead history, check tags, notes, and trigger automations directly from your phone.

2-Way Texting & Call Routing

Reply to inbound texts, send quick follow-ups, or push live calls directly to your mobile device for instant response when you need it.

AI Chabot Built-In the App

Let your AI engage with leads while you’re away. View conversations, take over, or let the bot do the qualifying for you.

Access Appointments 24/7

Schedule, reschedule, confirm, & view all your appointments in real-time—including automated reminders & alerts built in.

Live Dashboard for Tracking

Get a snapshot of your current leads, appointments, stages, and campaign performance—wherever you are.

Quick Campaign Launches

Trigger workflows, drop leads into pipelines, or send a review request—all from the palm of your hand. It's that simple with LYNC!

THINK ABOUT THIS

“How many sales are missed just because you weren’t at your computer?”

With the LYNC mobile app, you’re always in the loop. From lead alerts to AI responses, from call routing to instant booking—you stay productive, visible, and responsive, even on the busiest days.

Insurance agents using mobile CRM access respond to leads 78% faster, close more appointments, and experience fewer dropped opportunities—all by staying connected where it counts.

Want to know more?

Frequently Asked Questions

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

Is the mobile app available for both iOS and Android?

Yes! The LYNC app is available for download via the App Store and Google Play under the name Lead Connector.

Do I get the full CRM inside the app?

The mobile app includes core features like contacts, conversations, calendar, pipelines, and AI chat—but some desktop-only tools like funnel editing or advanced automation building are not yet available.

Can I respond to clients from the app in real time?

Absolutely. You can reply to SMS, see incoming calls, push calls to your cell, or let your AI assistant respond automatically when you’re unavailable.

Can I manage multiple calendars or user accounts through the app?

Yes. Agency owners can switch between users or sub-accounts with ease, though advanced configuration is best done via desktop.

Does the AI chatbot work inside the mobile app?

Yes, in the newest update to the app you can now use conversational AI within the app. You can view and manage your AI assistant’s conversations, take over chats manually, and monitor lead responses directly within the app.