Agency Suites Software


 

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.

 

Agency Suites - Add new policy
 
  • Agency Suites - Add new policy
    Add new policy
  • Agency Suites - Dashboards
    Dashboards
  • Agency Suites - Retention center overview
    Retention center overview
  • Agency Suites - Sales center reports
    Sales center reports
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

13 Reviews of Agency Suites

 

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Software Advice Reviews (2)
More Reviews (11)

Showing 1-2 of 2

Mercy from Allstate Agency
Specialty: Property & Casualty (P&C)
Number of employees: 2-10 employees Employees number: 2-10 employees

February 2018

February 2018

Fast and easy way to quote multiple carriers

Ease-of-use

Functionality

Product Quality

Customer 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.

Review Source
 
 

Travi from Insurance
Specialty: Property & Casualty (P&C)
Number of employees: 2-10 employees Employees number: 2-10 employees

November 2017

November 2017

EZ Lynx

Ease-of-use

Functionality

Product Quality

Customer 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

Review Source
 
 
 
Showing 1-11 of 11


June 2018

June 2018

Great features and online functionality.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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 Employees number: 11-50 employees

April 2018

April 2018

Easiest software to use to rate multiple companies at once.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

March 2018

March 2018

This is the worst operating system I have EVER used.

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 

Travis from Douglas and Lanier Agency, Inc.

February 2018

February 2018

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

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

January 2018

January 2018

Easiest multi rating system I have used

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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
 


December 2017

December 2017

Good product but could be improved

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support
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
 

Emily from Allstate
Number of employees: 10,000+ employees Employees number: 10,000+ employees

April 2017

April 2017

Great software!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

If you have any problems, use tech support/customer service. They are very helpful and they respond really quick.

Review Source: Capterra
 

Jimmy from TWFG
Number of employees: 2-10 employees Employees number: 2-10 employees

December 2016

December 2016

Very nice rater

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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.

Advice to Others

Use tech support.

Review Source: Capterra
 

Michelle from TKO Insurance Agency
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2016

July 2016

Transformed my agency

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

Ease-of-use
Usability
Functionality
Functionality
Product Quality
Quality
Value for Money
Value
Support

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

November 2015

Awesome Software

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
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

October 2014

2.0 is revolutionary

Ease-of-use

Product Quality

Customer Support

Ease-of-use
Usability
Product Quality
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