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Insurance Agency Integration

Capture Every Insurance Quote Request, 24/7

Marlie AI answers calls from prospects and policyholders, qualifies the request, and pushes the data into EZLynx via Zapier and webhooks — so your agency management system stays current.

An AI front-desk for insurance agencies running on EZLynx

An AI front-desk for insurance agencies running on EZLynx

EZLynx is the rater and management system at the core of independent insurance agencies. The phone is where most quotes start — but agents are usually deep in EZLynx itself, on another call, or off the clock when those calls come in.

Marlie AI picks up every call. New auto and home quote requests are qualified, existing policyholders are identified, and the data is pushed into EZLynx through Zapier and webhook flows. Your producers get warm, qualified leads instead of voicemail tag.

What You Get with Marlie + EZLynx

Everything you need to connect your phone calls with EZLynx — fully automated, zero manual work.

Quote Request Capture

Auto, home, and bundled quote requests are qualified by line of business, ZIP, and timing, ready to push into EZLynx.

Existing Client Lookup

Returning callers are identified by phone and routed to a service flow with their account context surfaced for the producer.

Zapier & Webhook Push

Calls are pushed into EZLynx through Zapier or your own webhook endpoint so leads land in the right producer's queue.

Call Notes & Transcripts

Every call comes in with a full summary, transcript, and recording link so the producer is briefed before calling back.

Source Attribution

Map phone numbers, ad campaigns, and referral sources to the correct lead source in EZLynx for accurate marketing ROI.

After-Hours Coverage

Marlie answers nights and weekends and qualifies the lead, so urgent requests don't wait until Monday.

How It Works

Get up and running with EZLynx in minutes — no coding required.

1

Connect Via Zapier

Use Marlie's Zapier app to push qualified calls into EZLynx through Zapier triggers and webhook endpoints supported by your account.

2

Configure Lines & Routing

Map call types — auto, home, life, commercial — to the right producers, queues, and EZLynx lead sources.

3

Marlie Answers The Call

Inbound calls are answered 24/7. Marlie qualifies the prospect, captures coverage data, and identifies returning clients.

4

EZLynx Stays Current

Quote requests and service calls land in EZLynx with full notes attached, ready for your producer or service rep to action.

Built for Real Scenarios

See how businesses use Marlie + EZLynx to capture more leads and streamline operations.

Independent Agencies

Scenario

A small independent agency runs Google Ads with a phone number and gets quote calls all day.

Outcome

Marlie qualifies every quote request — auto, home, bundled — and pushes the lead into EZLynx so producers spend their time quoting, not screening calls.

After-Hours Quote Requests

Scenario

Prospects call evenings and weekends after seeing an ad or comparing quotes online.

Outcome

Marlie qualifies and books a callback, and the lead lands in EZLynx ready for the next morning so no one starts their day from scratch.

Existing Client Service

Scenario

Policyholders call about ID cards, certificates, or coverage questions while service staff are buried.

Outcome

Marlie identifies the client, handles common service questions, and routes complex issues to the service rep with full context.

Frequently Asked Questions

Common questions about the Marlie AI + EZLynx integration.

Does EZLynx have a public developer API?

EZLynx doesn't publish a fully open developer API; integrations typically run through Zapier flows, webhooks, and partner-arranged endpoints. Marlie pushes qualified calls in via those supported pathways.

Can Marlie tell new prospects from existing clients?

Yes. Marlie matches callers to known clients by phone and email and routes them into a service flow, while unknown callers go into a quote-capture flow.

Can Marlie qualify auto, home, and commercial quotes?

Yes. Marlie can run separate qualification flows by line of business and capture the data points your producers expect before quoting.

Will Marlie respect source attribution?

Yes. Phone numbers, campaigns, and referral sources can each be mapped to specific lead sources so EZLynx reporting stays accurate.

Can Marlie handle Spanish-speaking callers?

Yes. Marlie supports dozens of languages and can run quote and service flows in Spanish. Notes are pushed into EZLynx in your preferred language.

Are call recordings stored inside EZLynx?

Transcripts and summaries are pushed in with the lead. Full recordings stay hosted in Marlie with a secure link from the EZLynx record.

Ready to connect Marlie AI with EZLynx?

Eligible new customers get 14 days free. Add a card at checkout with $0 due today, then place your first real phone test minutes later.

What Our Customers Say

“Marlie has dramatically improved our reservation process, reducing missed calls by 40%.”

Texas de Brazil Steakhouse

“Our takeout orders increased by 25% since implementing Marlie to handle busy call times.”

Burning Rice Restaurant

“Student enrollment is up 30% with Marlie handling after-hours inquiries about our programs.”

SoHo Driving School

“Marlie has become an essential part of our customer service strategy across all our places.”

Weiman Maclise Restaurant Group

“The AI voice agents integrate seamlessly with our existing systems, creating a truly omnichannel experience.”

Restaurant Powered by Shopify
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    Marlie AI + EZLynx Integration | AI Receptionist For Insurance Agencies