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.

Add new policy
Add new policy

Add new policy

Dashboards

Dashboards

Retention center overview

Retention center overview

Sales center reports

Sales center reports

Supported Operating System(s):

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



17 Reviews of Agency Suites

Overall rating

4.5 / 5 stars

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Showing 1 - 17 of 17 reviews

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Pramod from Pi Tech Solutions Pvt. Ltd.

Number of employees:  11-50 employees

Ease-of-use

Functionality

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.

Review Source: Capterra

Sagar from Pi tech Solutions Pvt. Ltd.

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Jim from Jim Steed Agency - Options Insurance

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra
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Verified Reviewer

Number of employees:  201-500 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Ryan from Williamson Insurance Services

Number of employees:  11-50 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Michael from MI

Ease-of-use

Value for money

Customer support

Functionality

March 2018

This is the worst operating system I have EVER used.

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...

Review Source: Capterra

Mercy from Allstate Agency

Agency type:  Property & Casualty (P&C)

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source

Travis from Douglas and Lanier Agency, Inc.

Ease-of-use

Value for money

Customer support

Functionality

February 2018

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

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.

Review Source: Capterra

Corey from Conestoga Insurance Partners, LLC

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra
LinkedIn icon
Verified Reviewer

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Travi from Insurance

Agency type:  Property & Casualty (P&C)

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

November 2017

EZ Lynx

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

Review Source

Emily from Allstate

Number of employees:  10,000+ employees

Ease-of-use

Value for money

Customer support

Functionality

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.

Review Source: Capterra

Jimmy from TWFG

Number of employees:  2-10 employees

Ease-of-use

Value for money

Customer support

Functionality

December 2016

Very nice rater

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

Ease-of-use

Value for money

Customer support

Functionality

July 2016

Transformed my agency

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

Ease-of-use

Customer support

November 2015

Awesome Software

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

Ease-of-use

Customer support

October 2014

2.0 is revolutionary

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

Displaying 1 - 17 of 17 reviews