Customer Success
Mid State Insurance
Simplify processes and enhance efficiency to empower client service with EZLynx
Columbia, TN
Headquarters
2 Years
As an EZLynx Customer
Company Facts
Personal lines: 30%
Commercial lines: 70%
Steven Samuel began his journey in the financial sector, but an opportunity to cross-sell between financial services and insurance led him to expand into insurance. Steven and his wife took over Mid State Insurance in Columbia, Tennessee, when the former agency owner retired, enabling them to seamlessly cross-sell insurance and investment products to their clients. To improve operational efficiency, Steven upgraded their tech stack with EZLynx® – a decision that transformed how their agency operated.
By consolidating quoting, policy management, and accounting into an all-in-one system, EZLynx eliminated repetitive data entry and made client information accessible with just a few clicks. The system’s integration with QuickBooks® simplified their accounting workflow, enabling data to flow seamlessly and making tax season stress-free. EZLynx’s onboarding process ensured a smooth transition, providing Steven’s team with video resources, personalized support, and the confidence to quickly adapt to their new tools. This upgrade not only streamlined their day-to-day operations but also empowered them to focus on serving clients and growing their agency.
I would say to those still considering bringing on technology, the sooner the better. Yes, there is a learning curve. Yes, there is some with anything new. There is a sense of being uncomfortable, and it's not the way I've always done it, but it is a better way to do it. Adopt and adopt early.