# Deal Sourcing & Screening for Insurance Brokers with EZLynx

> AI pre-screens deals against the fund's thesis in Applied Epic, 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.

- **Tool:** [EZLynx](https://calish.com/workflows/tool/ezlynx/)
- **Role:** [Insurance Broker](https://calish.com/workflows/for/insurance-broker/)
- **Specialty:** Commercial P&C Insurance
- **Category:** Reporting & Analytics
- **Canonical URL:** https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-broker-with-ezlynx/

## The Problem

Commercial P&C Insurance 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 Applied Epic, 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

1. **Audit your EZLynx configuration.** We map the specific EZLynx objects, custom fields, and workflows the automation needs to touch for your commercial p&c insurance practice.
2. **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.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in EZLynx with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Deal Sourcing & Screening for Insurance Brokers](https://calish.com/workflows/deal-sourcing-and-screening-for-insurance-broker/)
- AI pre-screens deals against the fund's thesis in Applied Epic, drafts a one-page summary per target, and pushes the top 10 to partner review — associate time goes to judgment, not triage.

## Other EZLynx Automations

- [Loan File Assembly for Insurance Brokers](https://calish.com/workflows/with/loan-file-assembly-for-insurance-broker-with-ezlynx/)
- [Conditional Approval Response for Insurance Brokers](https://calish.com/workflows/with/conditional-approval-response-for-insurance-broker-with-ezlynx/)
- [Conditional Approval Response for Insurance Agency Managers](https://calish.com/workflows/with/conditional-approval-response-for-insurance-agency-manager-with-ezlynx/)
- [Deal Sourcing & Screening for Insurance Agency Managers](https://calish.com/workflows/with/deal-sourcing-and-screening-for-insurance-agency-manager-with-ezlynx/)
- [LP & Investor Reporting for Insurance Agency Managers](https://calish.com/workflows/with/lp-and-investor-reporting-for-insurance-agency-manager-with-ezlynx/)

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