One place for every client conversation
Texts, calls, and emails all sit on the client's record — so you (or your team) can pick up right where you left off.
Ecosystem · Lync CRM
One place for your entire agency.
Lync CRM keeps every client, call, text, email, appointment, and follow-up in one place — with an AI assistant that helps you know who to call next and what to say.
Request a demo →
See it in action
One platform that answers, follows up, and keeps your book organized — while you focus on clients.
Your Monday morning game plan
Every Monday, a one-page brief tells you who to call, who's slipping, and what to focus on this week.
Smart nudges, not awkward mistakes
Lync watches each client and tells you the next best move — and quietly stops you from pitching the wrong plan to the wrong person.
Leads that route themselves
New leads go to the right agent automatically, get re-scored each week, and never sit in someone's inbox forgotten.
Calendars that stay in sync
Personal, team, and public booking calendars with two-way Google sync. If you also subscribe to LyncCIS, your appointments and contacts can sync between the two.
Familiar to HighLevel users
Lync CRM is built on the HighLevel platform, so HighLevel users will feel right at home — and agencies already on HighLevel can move over or extend without a rip-and-replace.
Everything in one place
Everything an insurance agency runs on — already connected.
AI that answers calls and chats, ready-made follow-ups for Medicare, health, and life, a clean agent website, QR codes for senior marketing, real handwritten cards, reviews, social posts, e-sign, forms and surveys, a built-in phone system, calendars, and a mobile app — already wired together so you don't have to be the tech person.
A real marketing platform, pre-set for insurance
Everything you'd expect from a top marketing system — already set up for Medicare, health, and life agents the day you log in.
AI that answers calls and chats
A friendly AI assistant trained on insurance — answers the phone, replies to texts and web chats, qualifies leads, and books appointments while you're with clients.
90+ done-for-you follow-ups
Ready-made follow-up sequences for Medicare, health, and life — welcome new clients, work AEP, handle T-65s, recover no-shows, win back lapsed clients, and more.
A ready-to-go agent website
A clean, senior-friendly website with your name and photo on it — ready the day you sign up, easy to share with clients and on social.
QR codes for seniors who scan
Create QR codes for events, mailers, flyers, and door hangers. When a senior scans, the lead drops straight into your follow-ups — and you can see what's working.
Lync Greetings card integration
Connect your own Lync Greetings account and send single, bulk, or fully automated handwritten cards right from inside Lync CRM. Cards are always purchased through Lync Greetings — top-up packs, auto-topup, or a Greetings subscription. Cards are not included with Lync CRM.
Reputation management
Ask happy clients for reviews, see new ones as they come in, and reply from one place — on Google and the sites seniors actually check before they call.
Social posts done in minutes
Plan and schedule posts to Facebook, Instagram, and the rest — with help writing them and on-brand images, all from one screen.
Send and sign documents
Send agreements, Scope of Appointment, and disclosures for electronic signature — stored neatly with a date-stamped record if you're ever audited.
Build your own helper tools
Want a quick calculator, intake form, or simple app for your team? Describe what you need and Lync helps you build it — no tech background required.
Forms, quizzes, and surveys
Insurance-ready intake forms, needs quizzes, and client surveys — already wired into your follow-ups so nothing slips through the cracks.
A real phone system, built in
Business phone numbers, voicemail, call recording, press-1 menus, and ring groups for your team — all inside Lync. No extra phone service to manage.
Calendars and online booking
Personal and team calendars with public booking links your clients can use — and two-way sync with your Google calendar.
Mobile app for the road
Text, call, check your calendar, and work your follow-ups from your phone between appointments — your agency in your pocket.
Real-human support, 24/7
Day or night, real people answer on chat, send you a quick video walkthrough, or hop on Zoom — backed by 3,000+ step-by-step help articles.
A few things are billed as you use them — AI calling minutes, text and email volume, phone numbers, e-sign sends, and Lync Greetings cards — and aren't included in the base subscription. Full pricing details are on the Lync CRM site.
Learn more at lynccrm.com →Support & Knowledge Base
3,000+ articles. Real humans.
24/7, around the clock.
Every part of the platform is documented with step-by-step articles, screenshots, and walk-through videos at support.lynccrm.com — and when you need a person, our team is on chat, Loom, and Zoom any time of day or night.
Visit support.lynccrm.com →3,000+ articles
Searchable guides with images and embedded video for every feature.
Live chat, 24/7
Real humans on chat any time — not a deflection bot.
Loom walkthroughs
Need a visual? Get a recorded, personalized walkthrough.
Zoom on demand
Hop on a live screen-share when chat isn't enough.
.png)
