Likelihood to Recommend 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 Sagitta is a mostly simple, get the job done, type of client management tool. It is best suited for insurance agencies with a big book of clients and also use ImageRight, the sister program to Sagitta. It is not appropriate if you also need a sales type tool for producers. This is definitely a back of house type of program.
Read full review Pros Quotes multiple carriers at once Easy port over options when a carrier is selected Easy to manage existing policies Read full review Simplicity. This software isn't the flashiest but it does store a ton of information and keeps it all in one place. Works well with a file storage system called ImageRight. That way you can jump over to the policy you're referencing with ease. Breadth of information. We have been able to add several tabs that make sagitta able to handle not only policy info, but claims, contacts, accounting, billing ,etc. Read full review Cons 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 Visuals. It is not a visually appealing software. Ability to handle info that doesn't fit existing fields exactly. Inability to save unless specific fields are input. Sometimes, information just isn't readily available and Sagitta will not let you save unless you have put something into certain fields. Read full review Alternatives Considered 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 I have very limited use of Epic but I did find it to be much more user friendly. I did not make the choice for Sagitta, that was done well above my role. People who I have met that have used both seem to prefer
Applied Epic . I like and am comfortable with Sagitta and would not stop someone from using it.
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 Continuity across offices makes work simpler. Ease of use with ImageRight to keep files tied together Read full review ScreenShots