Deal Sourcing & Screening for Insurance Agency Managers with EZLynx
The Problem
Independent P&C Agency associates screen 200 deals to fund 2 — the screening work is where deals get missed and where junior time gets burned.
What We Build in EZLynx
AI pre-screens deals against the fund's thesis in AMS360, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage. Purpose-built for teams running EZLynx — uses the native API or agent integration so nothing leaves the system of record.
EZLynx Integration Approach
Audit your EZLynx configuration
We map the specific EZLynx objects, custom fields, and workflows the automation needs to touch for your independent p&c agency practice.
Build on the EZLynx API or agent
Integration happens inside EZLynx — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in EZLynx with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your EZLynx instance
30-minute call. We'll look at your actual EZLynx setup and show exactly how this workflow fits.