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.

The only downside I can see was there wasn't a mobile app but they have listened to our feedback and added this within the past few months.

I remain awestruck as it took an excellent grasp of complex circumstances to accomplish the generation of a high-value report - one that saves time and effort across multiple departments.

The technical support was outstanding with follow up and regular conversations as we developed the program to fit our specific industry contracts and documents database needs.

Cobblestone is a great system that allows me to manage our contracts, find documents and complete tasks in a timely manner. Customer support is wonderful, always very responsive.

We love the seamless integration with MS Word and Excel. Cobblestone has a prebuilt plug-in with Word and Outlook.

Great Software, very user friendly, and powerful at the same time.

Lag time and inability to remove/hide out-of- the-box fields/modules; however, the accustomed to the platform a user becomes, the less those elements are noticed.

The software is very user friendly. If you're ever stuck, help is just a phone call or email away.

I inherited the contracts management for my company. I refused to manage contracts using tons of spreadsheets.

The staff are awesome and always ready to help.

Cobblestone has been a wonderful contract management tool. Its extremely easy to navigate.

Accurately capturing metadata to generate useful reports was a concern - the implementer listened carefully to those concerns and provided a thorough education while offering solutions then, viola.

The Cobblestone staff is extremely efficient and friendly. The Help Desk portal to place tickets for technical assistance is great.

A little difficult to navigate at first, but this was likely due to the need for learning the system and its functionality rather quickly.

Customization allowed capture of specific data to generate useful reports for multiple departments.

CobbleStone's staff is so responsive to my questions and continue to support my ability to improve how I use the software.

Overall I would say that my experience has been positive, as I set out to find a contract repository, and ended up with a system that can do it all in one.

Robust, flexible and cost-effective platform gets the job done.

The customer service is wonderful and I received excellent live training from my instructor Richard. Brad has also been available from the very beginning of our business relationship.

Best choice for features-to-price ratio, great customer support.

That is really the only thing we don't like about it.

For us, it has also been a game-changer to have the ability to quickly search and retrieve contracts based on particular criteria.

Your team is working hard to help me make the changes necessary for it to be more user friendly to our users going forward.

What I love most about Cobblestone is the ease it brings to managing my contracts and how quickly I was able to adopt it as a way of administering them.

I like how Cobblestone can be tailored to your internal processes.

Utilizing the alerts and management tools build within Cobblestone, we will be keeping the documents updated and ensure that we execute the documents more affectively.

Our Cobblestone representative took time to work with Legal directly to design the required workflows.

The system is extremely user friendly with training new employees, keeps excellent data of important data for our contracts as well as upcoming reminders that will need to be sent out.

Great software and excellent customer service. Support team is always able to help.

Also very patient since this purchase got deferred by a year. Our implementer is great.

Later, we launched a new contract policy and both our representative and software team was able to  integrate our policy's contract notice requirements and the required workflows into our system.

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

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

CobbleStone Contract Insight provides enterprise CLM software that has been selected by thousands of contract and procurement professionals spanning the globe. CobbleStone’s award-winning software, Contract Insight, is fully configurable, flexible, and provides users with better governance over their contracts in a user-friendly, easy-to-navigate contract management system. 

CobbleStone Contract Insight also offers standard named user licensing or concurrent user licensing for larger organizations. There are three editions of the solution with different pricing tiers and levels of functionality.

Contract Insight is backed by artificial intelligence to optimize your organization’s contracts fully and can be hosted as a SaaS or deployed solution. It offers user-friendly contract tracking, contract drafting, auto task and e-mail alerts, document management, intelligent workflows, electronic signatures, user-defined fields, flexible permissions, easy document searching and reporting, budget alerts, and more.

File Management

Optical Character Recognition

Deadline Management

Document Templates

Case Management

Status Tracking

Document Check-In/Out

Access Controls/Permissions

Activity Tracking

Contract/License Management

SSL Security

Pre-built Templates

Electronic Signature

Single Sign On

Approval Process Control

Data Extraction

Document Capture

Specialty Contracts

Calendar Management

Collaboration Tools

Full Text Search

Template Management

For Legal Professionals

Document Classification

Contact Management

Audit Trail

Version Control

Configurable Workflow

Completion Tracking

Compliance Management

Real-Time Data

Two-Factor Authentication

Buy Side (Suppliers)

Real Time Notifications

Workflow Management

File Sharing

Reminders

Document Review

Document Automation

Audit Management

Government Contracts

Compliance Tracking

Reporting/Analytics

Monitoring

Contract Drafting

Client Management

Secure Data Storage

Purchasing & Receiving

Team Collaboration

Archiving & Retention

Sell Side (Customers)

Contract Lifecycle Management

Task Management

Document Generation

Windows 7

Windows Vista

Windows XP

Mac OS

Web browser (OS agnostic)

Windows 2000

Windows 8

Windows 10

CobbleStone offer plans from $59 per month per user for the Express Online Edition.  Please contact CobbleStone at Sales@CobbleStoneSoftware.com or 866-330-0056 for an Enterprise Edition quote and free demo.

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