Overall, I have had better experience with other management systems. I feel like there is just too much to process.

The rates come in very close and some are dead on. And if I have any questions, they are always quick to respond.

It has saved me so much time from going into each company and trying it myself, they make it quick and user friendly.

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.

Used the management system along with the web site. The web site development team is fantastic.

This is the worst operating system I have EVER used.

Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.

I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.

I especially love their customer service/tech support. They are very nice and helpful and respond really quick.

We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.

You start looking elsewhere and think about a divorce because you can't take the excuses, the apathy, unreliability, extra time and effort that affects your productivity.

Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.

I would give this five stars, it will save you a ton of time if you represent a large number of companies.

I like the compatibility this software has with multiple insurance companies and being able to rate policies fairly quickly.

The mobile versions are great. I love the texting ability and all the text messages sync  with the insureds file.

Obtaining accurate reports is very difficult. They are often broken and will timeout during download.

I was so hopeful and excited by the pitch and product potential. But just like romance, after the honeymoon you see what life with your partner is really like.

They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.

I expected disruption for 2 months-it's been over 4 so far.

Virtually non-existent customer support with reporting problems; no one is empowered to do anything.

Very easy to use and very helpful when extracting monthly reports.

I am imputing everything into the system myself. You say you pay for onboarding - it is a lot of works.

Trying to build a new report is even worse. The customer support for reporting is non-existent.

I love the concept of this product. The idea of receiving multiple quotes but only having to input information once is very appealing.

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.

I love that when you have leads that come in from a lead generator the information is automatically in EZlynx.

Overall, we enjoyed Ezlynx. Would recommend to other agencies.

Great, great system to have in our office to help quote.

Easy to use and integrates with Epic. It helps us review the current way we are doing things to make it an easier more efficient process.

At first it was confusing to navigate the site.

I love the ability to send an application to a client that is tailored to their organization. It is great to be able to make certain questions required.

There was not a lot of training when it was first implemented. Therefore, the first two months was just trail and error.

It was helpful and saved us time an money with sending applications and forms by mail.

Although I've only used the technology a handful of times it has been great. The training received when I expressed that i needed a bit more help was awesome.

I wished the software was compatible with internet explorer & Microsoft edge. Some of my clients do not know what browser they are using & this gets confusing for them.

The idea of this program is great, the ease of apps being able to share information will make a step in our process more efficient and effective.

My experience with Indio has been good. Easy to use, love to have the documents stored year after year, etc.

But once someone syncs it removes them. But I feel this is the best product on the market and it will get better if they listen to the users.

It has been a very easy transition for me. I love the ability to complete apps on line and save information. The only obstacle has been educating my clients.

The Applications are clean and precise and very presentable. Overall, this is a wonderful product to help us prepare for our Account Renewals.

It is a bit confusing when our clients go to sign one of our documents. It is confusing and it can appear that they have completed the document before it was actually signed.

Indio is a great Software to use with great customer service.

I also love that information rolls over to the following term, keeping record of signed applications. It is user friendly for our clients, which in turns makes doing business simple and easy.

The service and support team has been outstanding.

We have been thrilled with the way in which Indio has modernized and streamlined our Commercial Renewal Process.

The ease of use and integration of our customers information when filling certain apps.

It was super easy to use. I was an absolute skeptic - didn't want to learn new tricks but here I am in love with the ease of using this.

The renewal process can be a very in-depth and disruptive process for our insureds.

Indio is pretty easy to use and figure out. Helps me save time and the clients must like it because they are responding pretty quickly.

Client access capabilities are great, our clients love being able to view the documents we upload.

Customer Service and Implementation teams have been wonderful with training and support.

Overall, it has been a good experience, but wish it was better to make up for the overall cost for the services.

I like the ease of use as well as the simplicity of it from the insured's point of view.

I love the ease of doing business. I find this user friendly to use.

Perhaps there are some guidelines they are following on this, but it seems a bit odd and to me.

Ease of use and fast integration at out agency.

My only complaint is that we didn't implement this sooner.

I love the ease of uploading documents and then customers can come back and upload their own. It's like a little database of client information all in one place.

It is very easy to Pick up and the integration was easy to understand.

I have found that Indio is very user friendly. I have received very positive feedback from my clients, with how easy it is to navigate the website.

US Dollar

EZLynx provides innovative insurance software that streamlines your agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System™ is designed to meet the unique needs of your business in an easy-to-use interface that takes care of doing the work for you. 

From real-time home and auto quoting on your insurance agency website to email marketing, pipeline management, reporting, AI, and more, EZLynx has the integrated solution for you.

EZLynx drives the success of over 30,000 agencies with:

EZLynx Rating Engine
EZLynx Rating Engine™ is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler.

EZLynx Management System
EZLynx Management System™ leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads. EZLynx is a complete agency management solution, with all the tools you need to sell, service and grow your business. A single platform means your agency won’t be slowed down by disparate systems our multiple software vendors. Having all your agency’s data on a single platform makes every aspect of that data more visible, intelligent, actionable, and profitable. One, single system means no more duplicate entries, interrupted workflows, or bridging data between separate systems. Because you have a single view of the customer, you always have the most accurate and complete picture up on the screen.

EZLynx Client Center
EZLynx Client Center provides mobile-ready online customer self-service. Your clients are satisfied immediately with 24/7 remote access to their policies, change requests, ID Cards, claims and more.

EZLynx Automation Center
Automating processes represents a significant benefit in time savings to agencies - meaning they are not paying employees to do work that their management system can and should do for them. EZLynx anticipates and suggests what to do next, and will even automate these steps for your agency. Get more done in less time by automating sales, retention, servicing and client engagement across your entire agency. EZLynx Automation Center comes equipped with recommended workflow templates to help your agency realize the benefits of the tool immediately. These templates were built with the most common and time-saving agency use cases in mind.

EZLynx drives the insurance industry forward.
The expectations of today’s insurance shoppers are rooted in their online consumer experiences, across all industries. EZLynx solutions like EZLynx Virtual Agent, online customer self-service, and timely automated customer communication help your agency meet these new demands. Policy Compare provides a side-by-side comparison of the expiring and renewing policies, so you can quickly and meaningfully understand the difference in premium. Being able to better advise your clients at renewal time reinforces the trusted advisor relationship, which is all too important for the independent insurance industry. Carrier eDocs and Messaging workflows help agencies expand and strengthen the relationship between insureds, agents and insurers. The EZLynx Connect Marketplace provides development-free connectivity to third-party vendor solutions, advancing your agency immediately in targeted ways. Benefit from turnkey access to industry-leading integrations and cross-selling opportunities. 

LongDescription

Lifecycle Management

Insurance Policy Management

Comparative Insurance Rating

Insurance Rating

Customizable Reports

Document Storage

For Casualty Insurance

Digital Signature

Carrier Upload

Policy Management

MGA Administration

Customizable Fields

Customer Portal

For Homeowners Insurance

Automated Quoting

Data Import/Export

Multiple Line Rating

Self Service Portal

Lead Management

Email Marketing

Broker/Agent Portal

Commercial Lines

Real Time Data

Client Portal

Forms Management

For Personal Insurance

Email Management

Activity Dashboard

Alerts/Notifications

SMS Marketing

Reporting & Statistics

Customizable Templates

Billing & Invoicing

Accounting Integration

Single Data Entry

Customizable Branding

Commission Management

Claims Management

Customizable Forms

Multi-State

Quotes/Estimates

Drag & Drop

Third-Party Integrations

Campaign Management

Document Management

Search/Filter

Web browser (OS agnostic)

Please contact EXLynx directly for pricing information.

Email/Help Desk

FAQs/Forum

Knowledge Base

Phone Support

Chat

Self-Employed

2-10

11-50

EZLynx

Live Online

Webinars

Documentation

Videos

Indio is a cloud-based property and casualty insurance agency (P&C) solution, which helps manage and streamline insurance application and renewal processes. The platform comes with a form engine, which lets firms display conditional questions to gain client responses on specific fields. 


Key features of Indio include notes creation, automated data population, digital signature, file import and data security. Clients can leave notes for agents on unsure questions or share forms with different departments to collaborate on relevant fields by adding multiple contacts on the platform. Additionally, it allows users to upload and store all insurance documents and files in a secure digital repository.


Indio enables clients to create, edit and manage schedule workbooks and import or export them for future reference. Pricing is available on request and support is provided online.






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