EZLynx Agency Management vs. Vertafore ReferenceConnect

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

Vertafore ReferenceConnect is well suited within an organization with many users, who are trying to turn out policy submissions and gain information quickly. It is also well suited for individuals who are trying to learn more specifically about classes of business, what types of insurance coverage is recommended, and what the policies are based on. It opened my eyes to a lot of exposures for class codes that I was not particularly aware of, due to the fact that I am a new agent, and I would recommend this be used for agents who have less than 5 years experience.

Incentivized

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

Incentivized

• It provides a variety of descriptions that allows for correct selection.
• It provides information not readily available like what a rate is based on.
• Gives market appetites with some carriers.

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

• Sometimes the site navigation is not the most fluid.
• Sometimes I get logged into a particular carrier's section and have to log out and log back in - not sure the reasoning.
• It does not always recognize my description so finding the class code is sometimes harder than expected.

Incentivized

I have not had to use the support for Vertafore ReferenceConnect.

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

Unfortunately, I have not used any additional software programs like Vertafore ReferenceConnect so I am unable to compare them. I do know that my insurance agency likes the capabilities that it has and is not looking for alternatives at this point - this can only speak to the benefit to the organization.

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

• Positive impact on rounding out accounts with additional lines of coverage.
• Positive impact on correctly classifying an account.
• Positive impact on learning as a new agent.

Incentivized