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-...


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Supported Operating System(s):

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

54 Reviews of Agency Suites

Average User Ratings

Overall

3.63 / 5 stars

Ease-of-use

3.5

Value for money

3.0

Customer support

3.5

Functionality

3.5

Ratings Snapshot

5 stars

(18)

18

4 stars

(16)

16

3 stars

(10)

10

2 stars

(2)

2

1 stars

(8)

8

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 54 results

October 2018

Pramod from Pi Tech Solutions Pvt. Ltd.

Verified Reviewer

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

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.

January 2019

Rebecca from Oakwood Insurance Agency

Verified Reviewer

Company Size: 11-50 employees

Industry: Insurance

Time Used: More than 2 years

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.

October 2020

Lee from Lee Campos Insurance Services Inc

Company Size: 1 employee

Industry: Insurance

Time Used: Less than 12 months

Review Source: Capterra


Ease-of-use

1.0

Value for money

1.0

Customer support

1.0

Functionality

1.0

October 2020

DO NOT buy this software

The 1st and 2nd training call start like this, OK what do you want to learn or focus on? I answered EVERYTHING i need to know how to use the software i need help, You can probably guess what answer you recieve. Online TRAINING VIDEOS YEAH!!!!!!! So in conclusion if you are older than 30 then you probably will have a heck of a time and grow to resent everything about this software. I wish i could go on about this software but I dont know what else it does or doesnt do so good luck in your decision. I hope this helps you make an informed decision and yes i wrote this with an attitude and chip on my shoulder but i did so after 198 days of frustration.

Pros

the potential it has and many many features it offers

Cons

Where do I begin, I have been working with and trying to master this software for 8 months now and i am at the point of giving up. 1) Customer service is an absolute joke, dont ever plan on anyone answering the phone the hold times are 10-30-50 minutes long so you have no choiuce but to have someone call you back. The issue with this is as soon as you hang the phone up you are onto something else. When they do call you back you can be assured that they will help you with the one item you called in about and immediatly direcvt you to the online training videos that are 5-7 years old. you will feel the pressure to wrap up any question you might have so they can get off the phone and direct you to the videos and self learning. OH and if its close to the end of the day you can almost garuntee that you will be hung up on right in the middle of your conversation THIS IS LIKE CLOCKWORK DAILY. 2) Onboarding: this is a laughable, what this really means is that you pourchase the software and put down your $1,000 or $2,000 and then after a few days you are giving an appointment for a MONTH later to get started. So you ask what am i supposed to do until then after all your trying to start a business right. ANSWER: self training videos link YEAH!!!!!! 3) the trainig call when you do get onto the phone with the trainer after a month you have 100 questions and dont know where to start or what to ask.

Reasons for Choosing Agency Suites

I am brand new to the Independant side of the business and didnt know any better.

July 2020

Claire from Trust Us Insurance Agency

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 6 months

Review Source


Ease-of-use

2.0

Value for money

2.0

Customer support

1.0

Functionality

2.0

July 2020

Confusing-poor service

They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having. The links in service e-mail for training videos are outdated and waste of time watching them to find the videos don't match the actual platform. The service dept's stock answer is "it's the carriers fault, or that's the way the carrier wants it". I talked to 2 rep's and they were very upset that it's not working or rating correctly. They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.

Pros

When it works it makes quoting easy by moving information between the policy and the quote platform

Cons

Everything from trying to figure out who to call and what dept they work in when I don't understand the phone selections (I had to listen to the names under each phone extension, hang up and try to next to find anyone I need to talk to), I was told 2 months and it's been 4 and we still aren't up and running, Service blows off complaints that affect rating and after 5 weeks I FINALLY had someone actually look and I'm right and the selections to get an accurate quote missing. It's been 2 weeks and they haven't done anything to fix it yet. I was supposed to get 3 months free during conversion and have been charged. It's made double the work during a busy time and I don't see an end in sight. I expected disruption for 2 months-it's been over 4 so far)!

Reasons for Choosing Agency Suites

value

September 2018

Jim from Jim Steed Agency - Options Insurance

Verified Reviewer

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

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.