About EZLynx

EXLynx is a cloud-based solution that helps insurance agencies streamline processes related to online quoting, lead management, customer retention, email marketing, and more. With the rating engine, users can store Association for Cooperative Operations Research and Development (ACORD) forms, generate pre-filled cost valuations, and submit quotes on a centralized platform.

EzLynx enables businesses to build custom forms with information including name, email, address, and required quotes, in order to help enhance lead retention. It comes with a policy compare functionality, which allows agents to collate and analyze any changes between expired and renewed policies. Managers can generate reports to gain insight into agent performance, daily marketing activities, and customer behavior. Plus, users can create and run various email marketing campaigns related to birthdays, renewal reminders, and more.

EzLynx comes with an application programming interface (API), which lets businesses integrate the system with several third-party solutions. Agents and customers can utilize the eSigning capabilities to validate documents such as certificates, policy details, or forms. The client portal lets end-users upload and access insurance details such as claims images, ID cards, and policy changes, among other information.

Key benefits of EZLynx

• EZLynx allows insurance agencies to organize and store customers' polices, quotes, documents and other information in a centralized repository.
• Businesses can use tools such as tasks, reminders and sticky notes to streamline workflows, optimize productivity and improve overall customer service.
• It helps organizations communicate with leads via personalized emails and launch marketing campaigns based on customer-specific policies to enhance retention rates.
• Insurance agencies can maintain a track of commissions, payables, open balances or other accounting records and communicate with customers via text messages.

Devices

Business size

S M L

Markets

United States

Supported Languages

English

Images

EZLynx setting up drip campaigns
EZLynx applicant details
EZLynx quote results
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EZLynx video
EZLynx screenshot: EZLynx setting up drip campaigns EZLynx screenshot: EZLynx applicant details EZLynx screenshot: EZLynx quote results

Features

Total features of EZLynx: 50

  • API
  • Accounting Integration
  • Accounting Management
  • Activity Dashboard
  • Analytics
  • Automatic Notifications
  • CRM Integration
  • Campaign Management
  • Certificate Management
  • Client Portal
  • Commission Management
  • Communication Management
  • Custom Fields
  • Custom Forms
  • Customizable Reporting
  • Customizable Templates
  • Data Import
  • Data Import/Export
  • Digital Signage
  • Digital Signature
  • Document Automation
  • Document Management
  • Document Storage
  • Drag & Drop Interface
  • Drip Marketing
  • Email Integration
  • Email Marketing Management
  • Forms Management
  • Lead Capture
  • Lead Management
  • Lifecycle Management
  • Mobile Integration
  • Performance Metrics
  • Performance Reports
  • Policy Management
  • Productivity Reporting
  • Quote Management
  • Real Time Analytics
  • Real Time Comparisons
  • Real Time Data
  • Reporting & Statistics
  • Retention Management
  • SMS Marketing Managment
  • Search Functionality
  • Secure Data Storage
  • Self Service Portal
  • Social Advertising
  • Text Editing
  • Third Party Integration
  • Web Analytics

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Reviews

Overall rating

3,6 /5
(54)
Value for Money
3,2/5
Features
3,3/5
Ease of Use
3,5/5
Customer Support
3,3/5

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Showing 5 reviews of 54
Pramod N.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Likelihood to recommend 10.0 /10

EzLynx is best companion for agency

Reviewed on 2018/10/17

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.

Rebecca D.
Overall rating
  • Industry: Insurance
  • Company size: 11-50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 9.0 /10

Good rater - not many problems

Reviewed on 2019/01/31

I prefer this rater to many others. It’s better to call tech support with EZLynx than sending in a...

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.

Gretchen F.
Overall rating
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

EZ Rater

Reviewed on 2021/01/07

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

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

Pros

So easy to use, screens are easy to manage and maneuver through. Bridges the quotes to all our carriers

Cons

Sometimes if you go back in to review quote, it bridges over again to the carrier and you have a lot of quotes

Claire M.
Overall rating
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Confusing-poor service

Reviewed on 2020/07/29

They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's...

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)!

Jim S.
Overall rating
  • Industry: Insurance
  • Company size: 2-10 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 4.0 /10

Unable to Retrieve Basic Reporting/Metrics Info

Reviewed on 2018/09/10

Competitive Rater = 100% satisfaction.
AMS = 25% satisfaction.

Competitive Rater = 100% satisfaction.
AMS = 25% satisfaction.

Pros

Up-front d/base for downloading/bridging into carrier systems...after that it's basically worthless from my experience.

Cons

Virtually non-existent customer support with reporting problems; no one is empowered to do anything. Constant, repetitive reporting error messages. Unable to obtain the most basic metric data regarding my book of business despite purchasing the AMS reporting features. Numerous reported issues with inability to obtain metrics for MY DATA (housed in EZLynx) that I'm paying for that just die on the vine with no resolution after an initial interchange with customer support. No resolution.

Showing 5 reviews of 54 Read all reviews

EZLynx FAQs

Below are some frequently asked questions for EZLynx.

EZLynx offers the following pricing plans:

  • Pricing model: Subscription
  • Free Trial: Available

Please contact EXLynx directly for pricing information.

EZLynx offers the following features:

  • Accounting Integration
  • CRM Integration
  • Commission Management
  • Customer Service Integration
  • Document Management
  • Email Integration
  • Lifecycle Management
  • Multi-State
  • Policy Management
  • Quote Management
  • Self Service Portal

EZLynx has the following typical customers:

Small Business, Large Enterprises, Mid Size Business

EZLynx supports the following languages:

English

EZLynx supports the following devices:

Android, iPhone, iPad

EZLynx integrates with the following applications:

Aline, Velocify

EZLynx offers the following support options:

Phone Support, Online Support, FAQs, Knowledge Base, Forum

Related categories

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