Likelihood to Recommend
A new thing we love about TAM is the opportunity section. You can create an opportunity for your producer when you get a prospect -and it really keeps track of the progress and also his book of business. This is one area that works well for my department. I love the search/filter as well. This program is SO user-friendly. It's a great tool all around no matter which department you are in.
Read full review
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.
Read full review Pros TAM saves my work by letting me attach documents directly to policies or activities so I can have it for documentation or to review at a later time. I also love the expiration report. It lets you know which accounts are coming up for renewal so you can be prepared to talk with your clients. Creating activities is another another plus. It keeps my work organized and also is a great reminder when something is coming due or needs attention. Read full review Quotes multiple carriers at once Easy port over options when a carrier is selected Easy to manage existing policies Read full review Cons After I attach something there is always a pop up telling me that "doc" has been attached. It pops up at the bottom of my screen and I constantly have to "x" out of it. It's not too big of a deal-just an inconvenience. Read full review 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. Read full review Alternatives Considered
I've used applied tam and EPIC. I believe EPIC is the NEW TAM? I love both products. I think Epic is a little bit more user-friendly and less clicking. TAM wanted to make an "activity" for everything-where Epic I feel like the choice is yours, which really frees up some clutter/space on my home screen. I love both products though.
Read full review
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.
Read full review Return on Investment 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. Read full review ScreenShots