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EZLynx Agency Management

Score10 out of 10

11 Reviews and Ratings

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What is EZLynx Agency Management?

EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.

Categories & Use Cases

Reviews

What users are saying about EZLynx Agency Management.
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EZLynx Agency Management Is A Great Software

Incentivized
Chris Beckel
Operations Manager at Beat Insurance Services, LLC. (1-10 employees employees)

Use Cases and Deployment Scope

We are a small independent insurance agency and we use EZLynx Agency Management for almost all of our day to day operations as we find its been the best software for our needs. We are able to keep all customer accounts up to date and all documents stored in one software. We find its very user friendly.

Pros

  • Policy Downloads
  • Policy Mangement
  • Policy Documents
  • Rater

Cons

  • Improve Sales Center
  • Increase Ivans Downloads
  • Reduce pricing for smaller agencies
  • Add Carriers to the Rater

Return on Investment

  • Has really helped with retention
  • Has helped with policy downloads
  • Has helped with keeping customers documents organized

Usability

Alternatives Considered

Salesforce CMS

Other Software Used

Nextiva, QuickBooks Online, ActivTrak, Amazon Chime

Quoting Multiple Carriers is a Breeze!

Incentivized
Angi Sierra
Licensed Agent at Insurance Piggybank (1-10 employees employees)

Use Cases and Deployment Scope

As an independent insurance agency, we use EZLynx Agency Management to quote all our carriers at the same time for each customer call we have. It makes it easier to get a general idea of what the rates will be instead of going into each carrier site individually for quoting, which can be quite time consuming. From there, we are able to select who shows the best rate of our carrier options and port the information directly to the carrier site.

Pros

  • Quotes multiple carriers at once
  • Easy port over options when a carrier is selected
  • Easy to manage existing policies

Cons

  • Sometimes, the system times out and we have to rerun the quote.

Most Important Features

  • Real-time quotes from our carriers
  • Policy management
  • Asks most discount questions to save customers the most money

Return on Investment

  • It makes quoting quicker.
  • Managing policies is easier.
  • Cancellations are easier.

Other Software Used

ChaseData, Aloware, HubSpot CRM

Its as Easy as EZLynx

Incentivized
Daryl PatrickView profile
Agent, Owner in Sales at Tampa Bay Insurance Center (1-10 employees employees)

Pros

  • EZLnyx has an integrated rater which is especially nice when insureds call and ask us to requote a policy renewal.
  • Downloading from carriers is easy and a snap.
  • Commission payout system is the easiest I've seen with any management system.

Cons

  • The integrated homeowner rater is weak and takes too much time to put in the info.
  • None of the raters that we use, QuoteRush and Applied Rater, offer exporting capability to EZLynx.
  • Can be a little costly if start adding all the capabilities.

Return on Investment

  • Unfortunately, I can't tell yet on this as I've only had EZLynx for 4 months now but from what I can see is that I will be saving tons of man hours on processing commissions.
  • I'm able to get more intuitive reporting which is a huge plus for marketing.
  • The inept integrated homeowner rater is just so bad we've given up on it which means I've had to spend extra dollars on a homeowner rater.

Alternatives Considered

QQ Evolution

Other Software Used

Applied Rater