Applied Epic is a cloud-based insurance agency management system from Applied Systems, described as advanced and scalable by the vendor, with available integrations with many 3rd party applications.
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EZLynx Agency Management
Score 10.0 out of 10
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EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.
EZLynx seems to be well suited for any size insurance agency. The capabilities seem to be endless with the only caveat being the integrated homeowner rating system. EZLynx fits all the categories that a management system should fit for any size insurance agency. About the only scenario I can think of that EZLynx would not be appropriate would be doing the financial books for an agency, but than again, what agency management does.
Account Management - I like the way the system organizes the data for each account. It is easy to search and find any client we are looking for and then once within that record, it is easy to navigate to the necessary policy or screen.
Task Management - once everyone was trained and on the same page, the ability to move tasks within the system from one person to the next really helps with the "passing the baton" from one team member to another. The task will come right up on the initial screen so the user knows they have something new to do.
Reporting - the system drives the majority of the reporting we do as an agency and it is great when working within the system.
It is very user friendly. You can go from beginner to efficient user in a short period of time. I like the option of a desktop application as well as the web app
Very user friendly software and they continue to improve it. We choose it as its "insurance centric" and most features are great. Training is good but some could be updated as they make changes. Would like to see some additional user options added for some tracking capabilities. But it works well for our agency
I have not necessarily used support from Applied Epic directly, but have gone to my trainer who has gone to support. I am usually able to get an answer relatively quickly, so I can assume the support team is very knowledgeable and prompt with their help.
While QQ Evolution was a very good agency management platform its time was coming to an end because of the lack of portability. Which is one of the reasons why we made the switch over to EZLynx. The other issue with QQ Evolution was the massive amount of time needed to do end of the month commissions. EZLynx has solved this problem with their much simpler and easier to use commission interface.
Consolidated from multiple systems to one for P&C - reduced spend on maintenance of those systems and centralized our support making life easier for IT.
Positive impact on the time spent actually putting information into the system. Previously TAM was used and that system was hard to navigate and use.
