Agency Suites software


15 reviews(4.0/5)
15 reviews(4.0/5)

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.

Supported Operating System(s):
Mac OS , Web browser (OS agnostic) , Windows 10

15 Reviews of Agency Suites

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  • Jim from Jim Steed Agency - Options Insurance

    Number of employees: 2-10 employees

    September 2018

    Unable to Retrieve Basic Reporting/Metrics Info

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Verified Reviewer

    Number of employees: 201-500 employees

    August 2018

    A step in the right direction but not completely there.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    June 2018

    Great features and online functionality.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Ryan from Williamson Insurance Services

    Number of employees: 11-50 employees

    April 2018

    Easiest software to use to rate multiple companies at once.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Michael from MI

    March 2018

    This is the worst operating system I have EVER used.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Cons

    Nothing about ezlynx is simple. Our process has only been slowed down by using this system and good luck getting and real help from their team. It can't even get the protection class right more than half the time. Sending out an application? Maybe you'll finish it by tomorrow...

    This review was submitted organically. No incentive was offered
    Review Source: Capterra
  • Mercy from Allstate Agency

    Specialty: Property & Casualty (P&C)

    Number of employees: 2-10 employees

    February 2018

    Fast and easy way to quote multiple carriers

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This review was submitted organically. No incentive was offered
    Review Source
  • Travis from Douglas and Lanier Agency, Inc.

    February 2018

    EZlynx has its pros and cons, but I find it very useful for newer agents.

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Saves time from inputting personal info into each carrier's system.

    Pros

    What I like most about this software is that you input all of the client's information which is then seeded to each carrier.

    Cons

    What I like least about this software is that sometimes the info you input doesn't translate well to the carrier site and therefore the rates are only accurate when you review from the carrier's website and finish the quote.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Corey from Conestoga Insurance Partners, LLC

    January 2018

    Easiest multi rating system I have used

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Verified Reviewer

    December 2017

    Good product but could be improved

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    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.

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source: Capterra
  • Travi from Insurance

    Specialty: Property & Casualty (P&C)

    Number of employees: 2-10 employees

    November 2017

    EZ Lynx

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money
    Pros

    -Ability to add and quote multiple carriers
    -Ability to have multiple users in the office
    -Pretty simple to use

    Cons

    -Sometimes difficult to use because questions are not all specific to carriers
    -Rates are not always correct
    -A tad bit slow

    This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.
    Review Source
  • Emily from Allstate

    Number of employees: 10,000+ employees

    April 2017

    Great software!

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    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.

    Review Source: Capterra
  • Jimmy from TWFG

    Number of employees: 2-10 employees

    December 2016

    Very nice rater

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    Been using ezlynx for 5 years and it has been a game changer. Some raters only give you access to auto but ezlynx lets you do both.

    Pros

    Very intuitive.

    Cons

    Sometimes it doesn't rate and you don't know why.

    Review Source: Capterra
  • Michelle from TKO Insurance Agency

    Number of employees: 2-10 employees

    July 2016

    Transformed my agency

    Ease-of-use
    Functionality
    Quality
    Support
    Value for Money

    EZLynx is so easy to use. The UI is intuitive, the training is excellent and I actually love their tech-support. The features are robust and allow us to run our agency from a single platform.

    Review Source: Capterra
  • Oleg from NW Family Insurance Agency

    November 2015

    Awesome Software

    Ease-of-use
    Quality
    Support

    This product has saved me lots of time! The rates come in very close and some are dead on. And if I have any questions, they are always quick to respond. I would recommend EZLynx to anyone!

    Review Source: Capterra
  • Morgan from Morgan Hege insurance Agency

    October 2014

    2.0 is revolutionary

    Ease-of-use
    Quality
    Support

    We started with Ezlynx specifically for its realtime rater. When we needed a crm it was natural to just extend into ezlynx crm. Earlier this year they upgraded to version 2.0 of the crm. It is all hosted in the cloud, and it is very easy to use and has many powerful features. (and no, I don't work for ezlynx)

    Review Source: Capterra
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