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.

When I have a question, the customer service department is always helpful.

The customer service is great and they go out of their way to answer your question and to make sure you use the platform to your advantage.

The online University is also helpful, it includes prerecorded video walkthroughs for different tasks. I used that quite a bit.

Although out of contract and able to cancel at any time, they have continued to charge my card for 5 months. Each time telling me they would issue a refund the next billing cycle.

This has really increased productivity in the office. The reports can be adjusted to whatever you need to be testing and measuring to help focus on the details.

I hate how I had to have the software downloaded on the computer and if i had issues during weekend I was screwed.

This has been an ongoing issue most recently we've not been able to merge emails for 10 days. As a work around we are having to cut and paste from Outlook making the management system worthless.

I like that it keeps all of my due dates in order and is very user friendly. It helps keep me on track to make sure our  agents are compliant.

I would change to Hawksoft but the concern has been we might lose data. I suspect it would be a wise to simply make the change, but ten years is significant fearing change.

As a busy agent, this software saves me time when quoting. I can put all the customer's information into the system and can get the best quote within seconds.

Example is their commercial rater which is worthless and because of that they do not allow integrations with established commercial lines raters in the market.

If you input the data right, I like how quick/easy it to generate forms in the future for projects or for requests from the customer.

I love how easily it integrates with my email and phone systems. When a client calls in, our phone system recognizes the phone number and pops up a new tab with the client information.

This is a very hard program to learn. My first year of using it was very rough because it has a very antiquated feel to it.

I like that functionality of this software, it can do everything you want it to as long as you know how to use it.

This makes my job more efficient and organized. It's a great tool to have.

I have even had them login to my system, and take over the screen to fix settings, problems, etc.

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

Vertafore Agency Platform is a cloud-based insurance management solution designed for insurance companies of all sizes. It offers accounting, customer management, document management, policy management and reporting within a suite. Android and iOS apps available.


Vertafore Agency Platform features business process navigation, which assists users in documentation and provides forms involved in the processes. The product also features a built-in reference library, which users can refer to in difference stages of the insurance filing and business processes.


Vertafore features its "National Comparative Rating" tool, powered by PL Rating, which provides users with quotes for different types of insurance claims, such as for automobiles, home and natural disasters.


Vertafore is available in three different pricing tiers: Essentials, Professional and Enterprise. The product also offers integration with Microsoft Office Suite. The vendor provides phone and live chat support, and also offers online case submission.



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