Agency Suites Software

3.88 / 5 (25)

About Agency Suites


Agency Suites is a cloud-based workflow management solution from EZLynx that integrates user websites with consumer quoting and client centers. Users can connect to the solution from home, office or mobile devices. The retail packages include features like mobile access, real-time quoting, carrier defaults, auto and home pre-fills and google analytics access.

Agency Suites allow users to pre-fill and save quote templates with common answers, producer codes and underwriting information. Users can add more supportive features like predictive analytic risk assessments, premium-change summaries, renewal notifications, historical premium changes and pipeline management.

Agency Suites offers a real-time quoting platform where users can input data for multi-carrier submissions. Producers can rate, bind and issue policies from carrier websites and store ACORD forms. Support is offered via phone.



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Supported Operating System(s):

Mac OS, Web browser (OS agnostic), Windows 10

25 Reviews of Agency Suites

Average User Ratings

Overall

3.88 / 5 stars

Ease-of-use

4.0

Value for money

3.5

Customer support

4.0

Functionality

3.5

Ratings Snapshot

5 stars

(10)

4 stars

(8)

3 stars

(4)

2 stars

(0)

1 stars

(3)

Likelihood to Recommend

Not likely

Very likely

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Showing 1-20 of 25 reviews

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October 2018

Pramod from Pi Tech Solutions Pvt. Ltd.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Functionality

5.0

October 2018

EzLynx is best companion for agency

Pros

EzLynx is best solution for any insurance agent who is growing. EzLynx helps agency to streamline his work, manage his customer data and generate more business by focusing more on marketing. It saves lot of agent's time and efforts. EzLynx offers seamless integration with many carriers and Agency Management Systems. Prompt Defaults are time-saver for those repeated questions for carriers. Exporting data from EzLynx to your AMS is as easy as simple click. In EzLynx, your customer data is stored securely and permanently unless you delete it explicitly. EzLynx is must have solution for any independent insurance agency which wants to grow soon and fast.

Cons

Currently carrier specific questions are scattered throughout all pages. They need to be streamlined more and should be placed at one place if possible.

April 2019

Bob from bob korvas agency

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

3.0

Customer support

2.0

Functionality

4.0

April 2019

down hill ride - left in the dust

At first it was tough to get it set up. Then for about a year they got their act together now the last 6 months it's been VERY VERY poor the functionality - updates are more trouble than they're value. It seems that the way EZLynx tests it's software updates is throw it out to the customers. Wait for complaints then try to figure out how to fix them...You would think they would test them first.

Pros

I liked all the SIZZLE of marketing, quoting, ease of use, step savings functions promised 'at first'.

Cons

The past several months it's been down hill with updates that don't work. The primary solution is always what browser do you use? Then use the 'other' one. OR clear the cache...I've just lost my work 5 times today and cleared my cache each time. What does support do? What do you see when you close your eyes. That's what they do. VERY VERY disappointed with lack of support, no person to person accountability.

September 2018

Sagar from Pi tech Solutions Pvt. Ltd.

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

September 2018

Best all-in-one solution and rating sytem for agency

When I first started working for Insurance Agency, I used to fill up the customer data on every carrier website we represented manually and it used to take hours just to complete one quote for only handful carriers. Then came along EzLynx like a bliss. It was like a magic that time (in 2005) for us. What used to take 3-4 hours, we could do within just half an hour or less. Earlier EzLynx had its fair share of problems but their wonderful customer support always helped out us on every way. EzLynx also worked hard on improving system over years to perfect system, what it is as of today. My journey with EzLynx have been wonderful experience. It is must have system for all insurance agencies.

Pros

Easy to use, navigate quote rating system.
Supports most carriers and best integration with them.
Good intergration with HawkSoft and other agency management systems.

Cons

Must support more Line of Business quoting in Texas, like Dwelling Fire.

January 2019

Rebecca from Oakwood Insurance Agency

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4.0

Customer support

4.0

Functionality

5.0

January 2019

Good rater - not many problems

I prefer this rater to many others. It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.

Pros

This rater makes my job a lot easier. I am able to put most rating information in the rater once and get quotes back from many companies. There are rarely any issues. We are able to set both agency and personal preferences and create templates to make the work faster.

Cons

Tech support tickets are not as fast as I’d like to see. I’d also like to be able to rate other lines of mono-line business such as rental dwellings or snowmobiles. I would like to not have their marketing for their database system in my face all the time when I log in. I would like an opt-out option.

September 2018

Jim from Jim Steed Agency - Options Insurance

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

3.0

Value for money

2.0

Customer support

2.0

Functionality

2.0

September 2018

Unable to Retrieve Basic Reporting/Metrics Info

Competitive Rater = 100% satisfaction. AMS = 25% satisfaction.

Pros

Up-front d/base for downloading/bridging into carrier systems...after that it's basically worthless from my experience.

Cons

Virtually non-existent customer support with reporting problems; no one is empowered to do anything. Constant, repetitive reporting error messages. Unable to obtain the most basic metric data regarding my book of business despite purchasing the AMS reporting features. Numerous reported issues with inability to obtain metrics for MY DATA (housed in EZLynx) that I'm paying for that just die on the vine with no resolution after an initial interchange with customer support. No resolution.

June 2018

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

June 2018

Great features and online functionality.

Pros

The mobile versions are great. I love the texting ability and all the text messages sync with the insureds file. The documents are amazing, you can even upload your own custom fillible PDF documents and EZLynx will prefill information such as client name, address, phone number, and many other sections.

Cons

The software is great but there are many needed features that have been suggested and the company has yet to implement them. The e-signature document setup will sometimes glitch and you will have to exit the process and start over.

April 2017

Emily from Allstate

Company Size: 10,000+ employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

5.0

Functionality

4.0

April 2017

Great software!

I like Ezlynx. We just started to use this software, but I am really impressed! It is easy to use and very useful. It has a lot of features and saves a lot of my time! Not only I can input customer info and rate, I can upload files, I can create accord forms and send it via Email. It is all hosted in the cloud, so I can access Ezlynx anywhere and anytime. I especially love their customer service/tech support! They are very nice and helpful and respond really quick! Last time I called them, they solved my problem in 3 min! Overall, I love Ezlynx, and I would recommend this to anyone.

Pros

It is all hosted in cloud so I can access anywhere and anytime. It is very easy to use and very useful.

Cons

Nothing really.

August 2018

Anonymous

Verified Reviewer

Company Size: 201-500 employees

Review Source: Capterra


Ease-of-use

4.0

Value for money

4.0

Customer support

4.0

Functionality

3.0

August 2018

A step in the right direction but not completely there.

Pros

EZ Lynx has increased the productivity in our office significantly. The time it takes to quote a client is much better then our previous software. We also enjoy using the different tracking features to see how sales reps are doing and in calculating up their commission amounts each month. We also use the notes feature quite a bit to keep track of clients and where the last agent left off.

Cons

EZ Lynx charged us a big conversion fee when we switched over. They also could improve features on a more timely manner. We've been asking for some improvements for years and every time they tell us it's a good idea but we never get a follow through.

April 2018

Ryan from Williamson Insurance Services

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

April 2018

Easiest software to use to rate multiple companies at once.

Huge time saver!

Pros

The functionality of this software is great. Being able to connect all of our companies and quote them all at once is a huge time savor.

Cons

At times, the quote process fails but typically we have found that this isn't the software but at times the insurance company we are working with.

December 2017

Anonymous

Verified Reviewer

Review Source: Capterra


Ease-of-use

4.0

Value for money

3.0

Customer support

4.0

Functionality

3.0

December 2017

Good product but could be improved

Pros

It's a good organizational tool. It also is the quickest way to submit quote requests to multiple carriers.

Cons

I wish that dwelling fire policies were easier to quote. I also wish that ezlynx could tell you when a policy was ineligible with a carrier.

November 2018

Anonymous

Verified Reviewer

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

2.0

Customer support

2.0

Functionality

2.0

November 2018

Using EZLynx

Pros

The rater functionality is good with the Carriers that are available. There are also quite a few video tutorials available.

Cons

I find the reporting section underwhelming and lacking proper definitions or assistance. Billing is confusing and not specific enough as to what you are paying for in larger organizations. Also the support is very slow. Responses can take days or longer.

January 2018

Corey from Conestoga Insurance Partners, LLC

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

January 2018

Easiest multi rating system I have used

Makes getting multiply quotes at the same time way more easy!!

Pros

Straight forward and user friendly. They have put more thought into this than a lot of the major carriers have. It is simple and leads from one page to the next.

February 2018

Mercy from Allstate Agency

Company Size: 2-10 employees

Review Source


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

5.0

February 2018

Fast and easy way to quote multiple carriers

Pros

EzLynx makes it easy to quote multiple carriers at once. Simply input customer into system once and done. Upon renewal if you want to requote simply update any new information and run again.

Cons

Some carriers are not compatible so you have to quote them outside the platform.

November 2017

Travi from Insurance

Company Size: 2-10 employees

Review Source


Ease-of-use

3.0

Value for money