Ebix SmartOffice vs. EZLynx Agency Management

It is excellent for account opening, document aggregation and storage, tracking and correspondence. It is lacking in its interface and is often not intuitive or user friendly. I have had difficulty running specialized reports in the past and have had to call customer service for issues that should be easy to solve on one's own. There sometimes be a tremendous delay when interfacing with other programs like Microsoft Word.

Incentivized

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.

Incentivized

• organized
• user friendly
• effective
• helpful
• transparent

Incentivized

• Quotes multiple carriers at once
• Easy port over options when a carrier is selected
• Easy to manage existing policies

Incentivized

• The interface could be more user friendly
• Some of its functionality is hard to use and/or hard to find
• There are alot of field that we do not use that do not appear to be able to be deleted
• It can sometimes be difficult to add new functionality

Incentivized

• 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.

Incentivized

While we have considered making a change we did not see the merit in considering any other companies. Additionally, the pricing is so attractive it is hard for other companies to compete for our business. At no point in the last 10 years have we seriously considered making a change

Incentivized

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.

Incentivized

• organization
• productivity
• effeciency

Incentivized

• 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.

Incentivized