EZLynx Agency Management vs. Zywave Sales Cloud - Agency Management

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

prospects easy to find; however not all current information is listed. The process for importing prospect lists into the agency management system could be streamlined.

Incentivized

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

Incentivized

• It's very flexible. You can add custom fields easily and create/update workflows and activities quickly.
• The layout is easy on the eye. The dashboard is laid out well and helps you stay on track with renewals and activities.
• Emails attached to an activity are easily viewed and housed within the activity on a separate tab.
• Adding and reviewing policy info is simple. The tabs make it helpful to find and view info quickly.

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

• Training for new employees and follow up for all employees.
• Importing into agency management system is several steps.
• Not all information on prospects is given, although most have adequate information.

Incentivized

The Zywave Customer Support team is phenomenal! Never any complaints. They resolve things quickly. You can call and talk with a real person, submit a chat question, or email them. Their training videos are good—short and sweet. We still use multiple Zywave products in our Benefits, Commercial Lines, and Marketing departments. They are a great company to work with. The implementation/onboarding for all products has been amazing! Training for products has always surpassed the training we received from other vendor partners.

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

We moved from BrokerageBuilder (BKB) to Epic in June 2019. Epic pros over BKB: You can use Epic for CL, PL, Bonds, and Benefits—one system for your whole agency has a lot of advantages. In Epic, you can drag and drop emails and documents to clients, policies, and activities. Epic has an auto-save feature. Reporting in Epic is better. Epic cons compared to BKB: The design aesthetic of Epic is not as nice as BKB. Navigating Epic is clunky—everything is in multiple layers. Epic is less flexible for custom fields. Epic is designed for CL/PL, so it's not ideal for a Benefits user, although they are improving/investing in the benefits side. BKB is just better for a Benefits user.

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

• Sales team reluctant to use.
• Initial training was fine but could use some follow-ups.
• ROI has not been measurable.

Incentivized