Shifting Gears: How Classic Auto Modernized Insurance Operations with EZLynx


Client: Classic Automobile Insurance Agency (Classic Auto)
Industry: Speciality/Collector Car Insurance – www.classicins.com
Consultant: SFE Advisors, EZLynx Consulting & Digital Transformation

Overview: Classic Auto Insurance Agency, a 25+ year specialty car collector- insurance agency, reached a critical point in its operational evolution. After decades of relying on multiple homegrown systems, manual processes, and outdated technology, the agency partnered with SFE Advisors to modernize how they operate and serve customers.

Leveraging more than 20 years of experience across sales, ecommerce, customer success, revenue operations, and technology, SFE Advisors led Classic Auto through a comprehensive vendor selection process and guided the agency toward a unified, scalable Agency Management System (AMS), ultimately selecting EZLynx as the platform of choice.


Vendor Selection Process:
Classic Auto needed an AMS that could streamline operations, eliminate redundant systems, improve customer experience, and support long-term growth. SFE Advisors led a structured evaluation process that included:

1. Discovery & Requirements Gathering

  • Documented business needs across sales, service, marketing, and operations.
  • Interviewed team members across roles to understand daily workflows, pain points, and desired outcomes
  • Mapped existing systems and processes across the entire policy lifecycle

2. Technology Assessment – Classic Auto operated several fragmented systems, including:

  • Homegrown CRMs – separate tools for sales tracking and customer/agent commission data
  • Brevo – email marketing & communications
  • TechCanary – a partially implemented AMS that was sunset before full deployment
  • Sangoma – telephony system
  • Multiple carrier portals
  • DocuSign – eSignature workflows

This fragmented landscape created data silos, inefficiency, and operational drag.

3. Alignment to Future-State Vision – Using expertise in RevOps, automation, and insurance operations, SFE Advisors created a future-state model that aligned technology with:

  • A single source of truth for customer information
  • Automated renewal and follow-up workflows
  • Integrated communications
  • Improved sales tracking
  • Streamlined service processes
  • Scalable workflows for future growth

4. Vendor Evaluation & Selection – SFE Advisors evaluated multiple AMS options on criteria including:

Key Challenges Identified:
Before implementing EZLynx, Classic Auto faced significant operational barriers:

  • Integration capabilities (email, phone, carriers, eSignature)
  • Workflow automation strength
  • User interface & adoption readiness
  • Reporting and operational visibility
  • Scalability
  • Total cost of ownership

EZLynx emerged as the clear leader due to its:

  • All-in-one sales + service platform
  • Strong automation & task management
  • Integrated communication tools (email, text, notes, attachments)
  • Robust policy & renewal management
  • Ease of adoption
  • Alignment to Classic Auto’s long-term growth strategy

1. Multiple Systems & Redundant Work

  • Notes and client details were entered across three different systems
  • No centralized customer or policy history
  • Hard to identify the most accurate or recent information

2. Lack of Automation & Follow-Up

  • All follow-ups were tracked manually (often in personal notebooks)
  • No automated reminders or workflow triggers
  • Inconsistency in renewal and prospect follow-up processes

3. System Performance Issues

  • Slow load times in Tracker, TechCanary, and carrier portals
  • VPN/remote access challenges
  • System latency reducing productivity

4. Navigation & Accessibility Challenges

  • Team had to switch between multiple platforms to get a full account picture
  • Searching for client or prospect information was cumbersome
  • Difficult to maintain visibility into sales and service activities

Solution: EZLynx Implementation & Digital Transformation: By selecting EZLynx, Classic Auto is positioned to centralize systems, eliminate manual work, and transform its customer and policy management processes. Key areas of impact include:

Unified Customer & Policy Record: One source of truth for sales, service, communication, documents, and policy details.

Automated Workflows:

  • Follow-up tasks
  • Renewal activities
  • Prospect nurturing
  • Internal hand-offs

Integrated Communications: Email, text, and notes logged automatically with no more separate systems or notebooks.

Performance & Accessibility Improvements: Cloud-based access provides faster, more reliable performance without VPN issues.

Improved Navigation & Visibility: EZLynx dashboards and reporting give the team immediate insight into:

  • Sales activities
  • Renewals
  • Workload distribution
  • Aging tasks
  • Pipeline and service metrics

Early Outcomes & Expected Impact: While deployment is underway, Classic Auto is already seeing strategic benefits:

  • Reduction in redundant system usage
  • Clear visibility into client history
  • Streamlined workflows for sales and service
  • Stronger accountability through task tracking
  • Improved customer communication consistency
  • Better operational alignment across the entire team

As EZLynx goes live, Classic Auto is positioned to modernize operations, improve customer experience and create scalable processes through support long-term growth.

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