UGRU Financial
EZLynx
Transfer contacts, companies, deals, and more from UGRU Financial to EZLynx. 13 of 17 data objects fully compatible. 48-hour delivery with 100% accuracy guarantee.
Get a custom quote for your UGRU Financial 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
The complete CRM and financial planning suite for advisors
UGRU Financial is a FINRA-compliant CRM platform specifically designed for financial advisors and planners. It combines customer relationship management with integrated financial planning tools, accounting capabilities, and marketing automation.
FINRA-compliant with 256-bit encryption and automatic email journaling
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 UGRU Financial to EZLynx
Expert-handled migration: Our specialists manage all data mapping and transformations to ensure accurate transfer.
Common questions about migrating from UGRU Financial to EZLynx.
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Need to go the other way? We support bidirectional migrations.
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Prefer email? talk@ambrstack.com
