About EZlynx

EZLynx is an insurance agency management software that streamlines all agency workflows. It provides back-office management features, CRM, and marketing automation tools that help agents strengthen relationships with customers and prospects. It includes an automated commission processing feature, which supports the agents. It is suitable for all size agencies and helps them maintain healthy business relationships.

It helps improve sales and marketing efforts and monitors the performance of the insurance agency. The cloud-based management system stores information such as policy documents, statements, notes and more. With the reporting tools you can analyze the status of client’s accounts.

The client center provides your customers with access to ...


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Supported Operating System(s):

Windows 10

52 Reviews of EZlynx

Average User Ratings

Overall

3.69 / 5 stars

Ease-of-use

3.5

Value for money

3.5

Customer support

3.5

Functionality

3.5

Ratings Snapshot

5 stars

(18)

18

4 stars

(16)

16

3 stars

(9)

9

2 stars

(2)

2

1 stars

(7)

7

Likelihood to Recommend

Not likely

Very likely

Showing 1 - 5 of 52 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.

August 2019

Jed from J. Edward Norton Insurance Services

Company Size: 2-10 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

4.0

Value for money

2.0

Customer support

5.0

Functionality

4.0

August 2019

Decent large software for an agency

Pros

I would say that the reason for buying it would be the multirater, and if you buy the agency software its because of the multirater. 98% of the time the multirater works and it works great but the times it doesn't, it can be a pain figuring out what the error is from the carrier and how to fix it in the application. So as long as you don't encounter any issues this software is a dream but how many of you know anyone that never has software issues? Yeah none. So if you are savvy with software or have an IT team or network admin that you can use to troubleshoot with EZLynx than it is the software for you!

Cons

When the multirater failed due to an error (likely from my own making), however, not knowing how to fix it was annoying and then to have to call our MGA and then have them call EZLynx was a nightmare waiting in insurance purgatory for an answer! Otherwise its very easy to use and if you don't encounter issues the software is great! I would say the only other con is that its a little confusing when you have a client in the system to re-submit an app since you keep using the original quoting information and never re-submit a new application (except for re: to the quote--that is new) otherwise you just enter over previous information which is disconcerting because it doesn't appear you have previous application information.

Reasons for Choosing EZlynx

They have a multirater but we went with NowCerts because it was cheaper and they were quicker to respond with customer service and tech support complaints. However we solely use EZlynx for our multirater needs.

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 EZlynx

value

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 2019

Steve from Priority Risk Management

Company Size: 2-10 employees

Industry: Insurance

Time Used: More than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

3.0

Customer support

5.0

Functionality

1.0

October 2019

Need integration with Infusionsoft and NowCerts

See above

Pros

The rater is easy to use. I like the rater.

Cons

The software does not integrate with my crm or agency management system, therefore I have to do double entry. I cannot import a lead from a form. You do have email campaigns to replace Infusionsoft but it is not as robust feature wise as infusionsoft. When you purchase all your addons like sales center etc, the program becomes way too costly for a 3 man shop. I've had the customer prefill for years and it has never worked. I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.