SmartOffice
EZLynx
Transfer contacts, companies, deals, and more from SmartOffice to EZLynx. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your SmartOffice to EZLynx migration based on your specific requirements.
Total contacts, companies, deals, and activities to migrate
Complex data structures and custom configurations
Relationships, attachments, and historical data depth
Standard or expedited migration scheduling
15-minute call • No commitment • Get instant estimate
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If any data is incorrectly migrated, we'll fix it for free, no questions asked. Your data integrity is our top priority.
A quick look at both platforms to help you understand your migration path
CRM for Advisors, Agents and BGAs for over 25 Years
SmartOffice by Zinnia (formerly Ebix) is a cloud-based CRM and agency management system for financial advisors, insurance agents, and brokerage agencies, offering contact management, investment tracking, and reporting.
Over 30 years of serving the financial advisory industry
All-in-One Agency Management System
EZLynx is a cloud-based agency management system and insurance CRM that enables agencies to streamline workflows, automate comparative rating across multiple carriers, and manage customer lifecycle from lead to policy. It includes real-time quoting, sales pipeline management, and policy synchronization.
Real-time comparative rating with 330+ carriers
"All-in-One Agency Management System"
EZLynx is a cloud-based agency management system and insurance CRM that enables agencies to streamline workflows, automate comparative rating across multiple carriers, and manage customer lifecycle from lead to policy. It includes real-time quoting, sales pipeline management, and policy synchronization.
Ideal for: Insurance agencies of all sizes seeking to automate multi-carrier quoting and streamline their agency management operations.
Real-time comparative rating with 330+ carriers
Advanced API solutions for custom integrations
Scalable architecture for high-volume quoting
Comprehensive policy management and tracking
Learn more at
ezlynx.com
See exactly which data objects transfer from SmartOffice to EZLynx
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from SmartOffice to EZLynx.
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