EZLynx Agency Management vs. Life Design Analysis

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

We recently showed a "potential client" who is now a client a comparison of an insurance product he was sold to a strategy we would have recommended and they were blown away at the difference. So much so, they cancelled the current product and went with our recommendation. The presentations are very powerful.

Incentivized

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

Incentivized

• Comparisons
• Quotes
• Needs Analysis
• Policy notifications for updates, renewals, anniversary dates
• Online client presentations
• In Force policy automation
• Lead Generation

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

• It can be pricey for a start up to get access to all the features, however the payback is worth it.
• Learning curve - As with any new software, there is a learning curve but training is available.
• So many features - make sure you take the time to find out all the features available and how to use them.

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

I have never seen another product like Life Design Analysis and I don't believe there is another one out there that can do the same. If there is one, I would have a hard time believing it has the same features and capabilities as Life Design Analysis. (LDA) The reports are unmatched.

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

• This software has paid for itself many times over
• Has doubled conversion rates
• It has upped our financial planning game

Incentivized