EZLynx Agency Management vs. Vertafore Agency Platform

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

It is user friendly. Vertafore needs to offer more free new user training - the videos are helpful but not as good as a real person.

Incentivized

• Policy Downloads
• Policy Mangement
• Policy Documents
• Rater

Incentivized

• Documentation of products/features
• Support response time

Incentivized

• Sometimes, the system times out and we have to rerun the quote.

Incentivized

• notes function does not automatically show user entering note
• need ability to search activities (I think this is coming soon)
• too many premium fields in policy data

Incentivized

Very user friendly software and they continue to improve it. We choose it as its "insurance centric" and most features are great. Training is good but some could be updated as they make changes. Would like to see some additional user options added for some tracking capabilities. But it works well for our agency

Incentivized

Its very good. They have teams for each software product they offer. They have specific teams available for specific tasks such as data migrations, upgrades, etc. The employees they hire for their support teams are always knowledgeable about their products and are good to work with. They also speak clear english which is a plus when details matter and an incorrect or misunderstood word/phrase could cause issues.

Incentivized

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.

Incentivized

We selected Vertafore Agency Platform after considering it's ability to provide detailed reports on everything from line of business to company comparison. We also visited another agency that was using Vertafore Agency Platform and received positive reviews from them.

Incentivized

• It makes quoting quicker.
• Managing policies is easier.
• Cancellations are easier.

Incentivized

• On the IT side, their support teams make my life easier by taking care of issues that come up.
• The numbers I've seen for support appear high, however, I myself have nothing to compare this to - maybe they are average.

Incentivized