Ecosystem · Lync Greetings

The retention asset most agents are still missing.

True handwritten cards, automated around the moments that matter — birthdays, renewals, welcomes, holidays. The opposite of silence between renewals.

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Lync Greetings logo

See it in 25 seconds

Real ink. Real impact. Watch exactly how it works.

Real ink. Real cardstock.

Robotic-pen handwritten cards — not printed font simulations. The category-defining difference.

AI-personalized copy

Copywriter-style messages tuned to welcome, renewal, birthday, holiday, or cancellation — with manual override always available.

Dry-run before every send

See exactly who's eligible and why anyone was skipped — by category (no credits, no address, duplicate, no recipient name).

Auto-topup with guardrails

Credits refill automatically; three consecutive failures auto-pause topup so cards never silently stop.

Why agencies switch

Pricing, integrations, and intelligence built around how you actually work.

Built for insurance — and beyond

Originally built for Medicare and P&C agents, now powering retention for any service business that lives or dies by relationships.

Free portal account — first greeting on us

Anyone can create a free Lync Greetings portal: send single or bulk cards, manage templates, view send history, and buy discounted top-up packs or set up auto-topup. Your first greeting is on us.

Plugs into the CRM you already use

Connect Lync Greetings to Lync CRM (HighLevel-based) or any HighLevel account and trigger cards from pipelines, workflows, or tags. Cards are always paid for through Greetings — packs, auto-topup, or a subscription.

Buy 1 card or 10,000 — credits last a year

No use-it-or-lose-it pressure. Credits stay valid for 12 months so seasonal sends (AEP, holidays, renewals) don't waste a dollar.

Subscriptions add the Lync Greetings CRM

Greetings subscriptions add a monthly card allotment plus the Lync Greetings CRM — a lightweight, BYOB CRM (contacts, lists, occasions, basic email/phone) that's separate from Lync CRM and built for agents who want simple card-driven retention without the bigger platform.

Smart guardrails before every send

Dry-run previews show exactly who's eligible — and why anyone was skipped (missing address, no recipient name, duplicate, out of credits) — so a bulk send never goes out wrong. Auto-topup auto-pauses after three failed charges so cards never silently stop.

Start free with a portal account, or subscribe to add a monthly card allotment and the Lync Greetings CRM.

A glimpse of the library

Hundreds of templates across every policy type, milestone, and moment.

Welcomes, renewals, birthdays, holidays, condolences, referrals, win-backs — and new designs added continuously across Medicare, P&C, life, health, and beyond.

Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template
Lync Greetings sample card template

Sample templates shown. Full library available inside Lync Greetings.

A 4-minute presentation

Why most business follow-ups get ignored — and how to get yours opened, read, and replied to.

The real reasons emails, texts, and printed mailers disappear into the noise — and how Lync Greetings turns follow-up into a moment your clients actually remember.

Provided by Lync. Insurance technology for agents, by agents — keeping GoAEP free for the industry.