Insurance operations for real estate teams
Everything connected for policies, claims, files, emails, tasks, and teams.
Lynq brings commercial real estate insurance work into one organized portal, so managers, employees, and read-only stakeholders can find the record, document, conversation, and deadline they need without digging through inboxes and folders.
Tenant-based access
Microsoft 365 sign-in
Azure-backed storage
Core features
Built around the actual work, not a generic CRM shape.
Properties and acquisitions
Track active properties, new acquisitions, proposals, ownership details, managers, and related files.
Coverage, claims, and lawsuits
Connect policies, claims, lawsuits, deadlines, counsel, carriers, brokers, reserves, and key notes.
Files and email threads
Store documents, imported Outlook conversations, email attachments, folders, and audit-backed metadata.
Tasks, calendar, and messages
Assign work, coordinate internally, sync calendar items to Outlook, and keep users notified.
Demo preview
See how Lynq feels before touching production data.
Use a guided demo tenant with sample properties, policies, claims, lawsuits, documents, and email conversations. The demo keeps real customer data separate while showing the full workflow.
Schedule a walkthrough1Import records from Excel
2Attach Outlook conversations
3Assign tasks and deadlines
4Review audit history
Security and control
Designed for tenant isolation and administrator control.
Microsoft 365 sign-in
Users sign in through their company Microsoft account and receive access based on assigned roles.
Role-based visibility
Admins can control which tabs and workflows are available to each user role.
Audit history
Important record, document, message, and admin activity is recorded for operational review.
Azure storage and backups
Files and database backups are structured for business continuity and controlled recovery testing.
Ready to connect the work?
Request a Lynq demo.
Tell us about your portfolio, current insurance workflow, and Microsoft 365 setup.
