This partnership will allow Cold Creek Insurance Agency to handle the entire commercial lines policy lifecycle without needing to exit the system, thereby enabling staff to concentrate on enhancing the client experience and driving business expansion.
Kerry Sexton, President at Cold Creek, commented:”We launched Cold Creek Insurance Agency in December 2023 with the aim of equipping our team with technology that would not only optimise their time but also offer our clients a seamless experience that ensures they return. The integration of EZLynx and Tarmika has been a tremendous time-saver, cutting down about two hours per ACORD form, which has set us up with efficiencies and a growth trajectory right from the start.”
EZLynx’s comprehensive agency management platform offers a range of integrated tools including comparative rating, agency management, commercial submissions, retention tools, consumer quoting, email marketing, text messaging, and online client self-servicing.
The system is designed to help agencies maximise their potential by enhancing customer retention and facilitating new business acquisition. By providing a centralised location, EZLynx enables agents to generate and store quotes, policies, and documents, and to easily remarket with synchronised, up-to-date information from daily policy downloads. With advanced automation and seamless connections to both insurers and clients, EZLynx boosts productivity, simplifies management tasks, enhances serviceability, and increases profitability.
Tarmika, a single-entry commercial lines quoting application, allows agencies to quote multiple small commercial markets simultaneously through their Direct and Market Access carrier appointments. Integrated directly with Applied Epic and EZLynx, Tarmika enables agents to pass key risk data between applications, streamlining the quoting process while tracking important details directly in the management system. This creates a more efficient and connected commercial lines quoting experience, improving both productivity and speed to market.
Michael Streit, President of EZLynx, concluded: “Time is the most valuable resource for any agency, particularly new ones, making it essential to optimise policy management and servicing workflows through technology. The integration between EZLynx and Tarmika allows Cold Creek Insurance Agency to stay within their daily workflows throughout each stage of the customer journey, saving crucial time during new business and remarketing processes, and supporting growth now and in the future.”
