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I will setup agencybloc ams agency matrix a1 tracker ezlynx health cloud hawksoft cms
Elizabeth A
About this gig
If your insurance CRM is hard to manage, policy data is scattered, or renewals are missed, I can help.
I set up AgencyBloc, Agency Matrix, A1 Tracker, EZLynx, Health Cloud, and HawkSoft CMS for insurance agencies. Services include pipelines, client records, policy stages, renewal tracking, automation, integrations, and reporting.
Here's what my service includes:
- Pipeline setup
- Lead tagging
- Policy stages
- Renewal tracking
- Client records
- Agent routing
- Workflow triggers
- Email alerts
- SMS alerts
- Data mapping
- CRM audits
- AMS reporting
- API integrations
- Process docs
- Loom walkthrough
Platforms I work with:
AgencyBloc · Agency Matrix · A1 Tracker · EZLynx · Health Cloud · HawkSoft CMS · AMS360 · Applied Epic · NowCerts · QQCatalyst · AgencyZoom · InsuredMine · Better Agency · RadiusBob · Jenesis · Insly · Salesforce · HubSpot · Zoho CRM · Zapier · Make
I build workflows for leads, clients, policies, renewals, and follow-ups.
SELECT A PACKAGE TO START IMMEDIATELY OR MESSAGE ME FOR A CUSTOM QUOTE.
Get to know Elizabeth A
Elizabeth A
Expert
- FromNigeria
- Member sinceSep 2026
- Avg. response time3 hours
Languages
English
STREAMLINE YOUR INSURANCE OPERATIONS WITH SMARTER SYSTEMS.
Insurance teams lose time when client data, policies, quotes, renewals, and documents are scattered across disconnected systems. I help agencies set up, integrate, migrate, and automate CRM & AMS workflows for cleaner data and smoother operations.
I work with Applied Epic, AgencyBloc, EZLynx, HawkSoft, NowCerts, Jenesis, AMS360, AgencyZoom, QQCatalyst, Tarmika, Better Agency, InsuredMine, Vertafore, IVANS, Salesforce, HubSpot & Zoho CRM.
Need your insurance systems organized? Message me and let’s streamline your workflow.
My Portfolio
Other Software Development Services I Offer
FAQ
Can you set up my AgencyBloc, EZLynx, or HawkSoft CRM?
Yes. I can configure your AgencyBloc, EZLynx, HawkSoft CMS, Agency Matrix, A1 Tracker, or Health Cloud account with pipelines, fields, stages, client records, policy workflows, and other core settings based on your agency process.
Can you set up an insurance CRM for my agency or brokerage?
Yes. I work with insurance agencies, brokers, producers, and service teams. I can configure your CRM or AMS for lead management, client records, policy tracking, renewals, quoting workflows, follow-ups, and agent task management.
What is included in the Premium package?
The Premium package includes a full CRM or AMS setup, data migration, custom automations, dashboards and reporting, external API integrations, design customization, testing, documentation, and post-launch support for your insurance workflow.
Can you integrate my insurance CRM with other software?
Yes. I can connect supported insurance CRM and AMS platforms with external tools through available integrations, APIs, webhooks, Zapier, Make, or other suitable methods for notifications, data synchronization, lead routing, and automated workflows.
Which insurance software platforms do you support?
I can work with AgencyBloc, Agency Matrix, A1 Tracker, EZLynx, Health Cloud, HawkSoft CMS, AMS360, Applied Epic, NowCerts, QQCatalyst, AgencyZoom, InsuredMine, Better Agency, RadiusBob, Jenesis, and related insurance systems.
