I will insurance agency CRM ezylnx agencybloc agencyzoom gohighlevel CRM automation


About this gig
DYNAMIC INSURANCE AGENCY CRM | EZLYNX | AGENCYBLOC | AGENCYZOOM | GOHIGHLEVEL
Dear Results-Focused Fiverr Community,
Insurance leads are expensive. Losing one because of a slow follow-up, missed renewal, or disorganized CRM isn't just frustratingit's lost revenue. The agencies growing fastest today aren't chasing leads manually; they're leveraging automation to convert, retain, and scale.
I help insurance agencies build automated CRM ecosystems using EZLynx, AgencyBloc, AgencyZoom, GoHighLevel, AMS360, HawkSoft, Better Agency, Zoho CRM, HubSpot, Salesforce, Zapier, Make, and n8n.
I've helped agencies improve lead response times, increase policy retention, automate renewals, streamline onboarding, reduce admin workload, strengthen client relationships, and create scalable workflows that support long-term growth.
WHAT'S ALSO INCLUDED:
- Insurance CRM automation
- Lead capture & pipeline management
- Client onboarding & renewal workflows
- Quote & policy automation
- Email, SMS & task automation
- CRM migration & integrations
- Forms, calendars & booking systems
- Contact & Policy Migration
- Workflow Audits & Optimization
- API Integrations
More policies. More renewals. Less manual work.
Get to know AMANDA
CRM EXPERT
- FromNigeria
- Member sinceJan 2024
- Avg. response time1 hour
- Last delivery3 weeks
Languages
Spanish, French, German, Portuguese, English
Other Software Development Services I Offer
FAQ
What does this service include?
Custom CRM automation and workflow setup for insurance agencies looking to scale efficiently.
Which platforms do you support?
EZLynx, AgencyBloc, AgencyZoom, and GoHighLevel (GHL).
Can you automate lead management?
Yes. Leads can be captured, assigned, tracked, and followed up automatically.
Will this reduce manual work?
Absolutely. Automation eliminates repetitive tasks and saves valuable time.
Can you connect multiple platforms together?
Yes. I create seamless integrations to keep your systems working as one.
Do you build custom workflows?
Yes. Every automation is tailored to your agency's sales process.
Can you fix broken CRM automations?
Yes. I can audit, troubleshoot, and optimize existing setups.
Will this help me respond to leads faster?
Yes. Automated workflows ensure no lead is left waiting.
Do I need technical knowledge?
No. Everything is handled for you from setup to testing.
Why choose this service?
Because successful insurance agencies grow with automation, not manual follow-ups.
2 reviews for this Gig
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Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
F fctsct

United States
Great Experience working with Amanda. As she did an excellent job automating our Ezlynx crm workflows, including lead follow-ups and renewal reminders. Everything just worked as expected and communication was also smooth throughout. I'll highly recommend her for your project, anytime, anyday! Amanda...
Up to $50
Price
4 days
Duration
Helpful?C csrtsz

United States
Excellent experience with Amanda. And according to what she said at first which she fulfilled. The CRM is well organized and has already improved how we manage clients and policies. Would be using her again.
Up to $50
Price
1 day
Duration

A 
Seller's Response
Helpful?
2 reviews for this Gig
| (2) | ||
| (0) | ||
| (0) | ||
| (0) | ||
| (0) |
Rating Breakdown
- Seller communication level
- Quality of delivery
- Value of delivery
Sort By
F fctsct

United States
Great Experience working with Amanda. As she did an excellent job automating our Ezlynx crm workflows, including lead follow-ups and renewal reminders. Everything just worked as expected and communication was also smooth throughout. I'll highly recommend her for your project, anytime, anyday! Amanda...
Up to $50
Price
4 days
Duration
Helpful?C csrtsz

United States
Excellent experience with Amanda. And according to what she said at first which she fulfilled. The CRM is well organized and has already improved how we manage clients and policies. Would be using her again.
Up to $50
Price
1 day
Duration

A 
Seller's Response
Helpful?

