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 Any commercial insurance agency that struggles with having their insureds manage schedules that are needed to make sure things are properly insured. So if you have fleets of vehicles and drivers, lots of inland marine equipment, multiple locations, Wunderite would be a great way to help your agency manage this for your insureds.
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 Schedule of vehicles, drivers, equipment Applications for renewals Property schedule with location data specific to each location. 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 Cross matching forms from the data that is stored. Be nice if the information populated into the supplemental forms Submission function - allowing for us to submit the forms & applications directly to the carriers from Wunderite API integration with more CMS's 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 Wunderite provides a cleaner user interface for our agency and our insureds. The ability to manage schedules with our insureds is a clear winner. We were looking for something we could use with our clients to manage their assets.
Broker Buddha was better at cross-form mapping, so their forms process is much better
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 Positive - ability to keep calibrate with our clients on their schedules. Helping us make sure we have the correct information insured. Positive - Ability to see renewal applications from one year to the next and not have to recreate the applications from scratch. Saving time and effort. Read full review ScreenShots