Templates Built With You In Mind

With over 80+ insurance templates plus hundreds more in our library, you have a bank of knowledge to share

Pre-Written for Insurance

Includes lead follow-ups, client check-ins, T65 outreach, lost leads, annual renewals, and more—saving you time and effort.

Automations That Work

Automate birthday & holiday messages, new client onboarding, renewal reminders, and policy updates to stay connected year-round.

Convert & Retain Clients

80% of sales require 5+ follow-ups—our templates ensure you stay engaged without missing opportunities on potential sales.

Completely Customizable

While our templates are ready to use, every message can be tailored to fit your brand’s voice and client needs with little adaptation.

Access to Hundreds More

Along with our 80+ insurance-specific templates, LYNC offers hundreds of additional templates for agents.

Save Time Consistently

Stay ahead of the competition by using pre-built compliance-friendly messaging to communicate faster and more efficiently.

THINK ABOUT THIS

78% of leads go with the first agent who follows up—yet most agents waste hours crafting emails and texts from scratch. Meanwhile, top-performing agents use proven, automated templates to reach prospects faster and close more deals. Use LYNC to grow your success!

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 templates are included in LYNC CRM?

LYNC CRM provides 80+ pre-built templates tailored for Medicare, health, and life insurance agents, including lead follow-ups, client check-ins, renewals, T65 outreach, holiday & birthday messages, and more.

Can I customize the templates to fit my brand?

Absolutely! Every template is fully editable, allowing you to personalize messages with your branding, client details, and custom call-to-actions.

How do these templates help improve conversions?

Speed to follow-up is crucial—78% of clients choose the first agent who responds. Our templates help you reach leads instantly with proven, high-converting messaging, so you never lose a deal due to slow responses.

Can I automate these templates into my workflows?

Yes! LYNC CRM allows you to plug templates directly into automations, ensuring timely follow-ups, appointment reminders, and client engagement—all without manual effort.

Do I have to pay extra for more templates like other platforms?

No! Unlike other CRMs that charge hundreds or even thousands for access to premium templates, LYNC CRM includes them at no additional cost—giving you a huge advantage from day one.