What users are saying about

Applied Epic

5 Ratings
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Score 8.2 out of 101

EZLynx Agency Management

1 Ratings
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Score 9 out of 101

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Likelihood to Recommend

Applied Epic

Agency management for larger P&C driven agencies that are looking for standardization across their business. The system really allows you to track and see when activities are being created and completed, where an account is in the marketing process (or renewal process). It also is a great data warehouse when looking to consolidate.
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EZLynx Agency Management

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.
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Pros

  • 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.
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  • EZLnyx has an integrated rater which is especially nice when insureds call and ask us to requote a policy renewal.
  • Downloading from carriers is easy and a snap.
  • Commission payout system is the easiest I've seen with any management system.
Daryl Patrick profile photo

Cons

  • Employee Benefits Agency Management - we found that Epic could not be used to support our EB business and as such now have a bridge between the two systems. It would be fantastic if that was all integrated into one.
  • Contract Management - its hard to management/update account specific contacts especially for large companies that have changed and many points of contact
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  • The integrated homeowner rater is weak and takes too much time to put in the info.
  • None of the raters that we use, QuoteRush and Applied Rater, offer exporting capability to EZLynx.
  • Can be a little costly if start adding all the capabilities.
Daryl Patrick profile photo

Alternatives Considered

Applied Epic was more robust than some of the other systems we looked at. It had the ability to be configured to work with very large fortune 1000 companies all the way down to personal lines business which was advantageous for us.
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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.
Daryl Patrick profile photo

Return on Investment

  • 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.
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  • Unfortunately, I can't tell yet on this as I've only had EZLynx for 4 months now but from what I can see is that I will be saving tons of man hours on processing commissions.
  • I'm able to get more intuitive reporting which is a huge plus for marketing.
  • The inept integrated homeowner rater is just so bad we've given up on it which means I've had to spend extra dollars on a homeowner rater.
Daryl Patrick profile photo

Pricing Details

Applied Epic

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details

EZLynx Agency Management

General
Free Trial
Free/Freemium Version
Premium Consulting/Integration Services
Entry-level set up fee?
No
Additional Pricing Details