Applied Epic vs. EZLynx Agency Management

Overview
ProductRatingMost Used ByProduct SummaryStarting Price
Applied Epic
Score 8.2 out of 10
N/A
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.N/A
EZLynx Agency Management
Score 8.7 out of 10
N/A
EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.N/A
Pricing
Applied EpicEZLynx Agency Management
Editions & Modules
No answers on this topic
No answers on this topic
Offerings
Pricing Offerings
Applied EpicEZLynx Agency Management
Free Trial
NoNo
Free/Freemium Version
NoNo
Premium Consulting/Integration Services
NoNo
Entry-level Setup FeeNo setup feeNo setup fee
Additional Details
More Pricing Information
Community Pulse
Applied EpicEZLynx Agency Management
Top Pros
Top Cons
User Ratings
Applied EpicEZLynx Agency Management
Likelihood to Recommend
8.0
(5 ratings)
8.0
(2 ratings)
Support Rating
7.0
(2 ratings)
-
(0 ratings)
User Testimonials
Applied EpicEZLynx Agency Management
Likelihood to Recommend
Applied Systems
[Applied] Epic is great for holding information but it does take time to enter data correctly if you want to be able to complete reports accurately[.]
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EZLynx
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
Applied Systems
  • 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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EZLynx
  • Quotes multiple carriers at once
  • Easy port over options when a carrier is selected
  • Easy to manage existing policies
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Cons
Applied Systems
  • Some of the questions in the applications are repetitive.
  • The manual is not especially user-friendly - our agency is working on a new one for easier navigation.
  • Better integration with our other software programs would be beneficial to our agency.
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EZLynx
  • 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.
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Support Rating
Applied Systems
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.
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EZLynx
No answers on this topic
Alternatives Considered
Applied Systems
I think it's much easier to use applied epic then TAM. More user-friendly and more intuitive. I feel Applied Epic is a much more productive solution.
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EZLynx
Before EZLynx Agency Management, I would go into each carrier site to do the quotes. EZLynx Agency Management saves time, which saves money, by quoting all carriers at once.
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Return on Investment
Applied Systems
  • Positive - ease of login/home screen.
  • Positive - ease of search tool.
  • Positive - financial reports.
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EZLynx
  • 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.
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