Name: EZLynx Agency Management
Rating: 9.9 (11 reviews)
Author: Applied Systems

Help Desk

Web and Video Conferencing

Customer Support

Beta Testing

Continuous Integration

Development

Alumni Management

Education

Business Intelligence (BI)

Collaboration

Contract Analysis

Demand Planning

Emissions Management

Knowledge Management

Online Notary

Payment Facilitation

Enterprise

Accounting

Travel Management

Finance and Accounting

Applicant Tracking

Corporate Learning Management

HR Management

HR Service Delivery

Payroll

Talent Intelligence

Talent Management

Workforce Analytics

Workforce Management

Human Resources

AIOps

API Design

App Development

Cloud Storage

Data Center Backup

Data Center Networking

Data Center Outsourcing (Canada)

Data Integration

Data Replication

Database-as-a-Service (DBaaS)

Enterprise Printing

Fraud Detection

Integration Platform as a Service (iPaaS)

Managed Detection and Response (MDR)

Mobile Data Security

Network Performance Monitoring

Secure Access Control

Service Virtualization

Value Stream Management

Information Technology

A/B Testing

Ad Serving & Retargeting

All-in-One Marketing

Content Management

Content Marketing

Creative Management

Ecommerce Personalization

Email Marketing

Market Research

Marketing Automation

Marketing Resource Management

Social Media Analytics

Social Media Management

Survey & Forms Building

Web Analytics

Marketing

Project Management

Professional Services

Customer Onboarding

Customer Relationship Management (CRM)

Point of Sale

Predictive Sales Analytics

Sales Consulting

Sales Dialer

Sales Incentive Compensation Management

Sales Training

Sales

Virtualization Security

Security

Financial Services CRM

Hospital Management

Medical Office EMR & EHR

Revenue Cycle Management (RCM)

Shipping

eDiscovery

Vertical-Specific

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EZLynx in Texas offers their Agency Management System as a system for centralizing and managing customer information and automation for the daily workflow.

Formerly from Ebix, Zinnia SmartOffice is a practice and agency management solutions for financinal service providers and banking institutions, offering CRM features, client engagement, note logging, financial document and data management, and related features.

Single User Performance License

Advisor Bundle

Producer Bundle

Zinnia SmartOffice

Beginner

Advanced

BlueMind

EZLynx Agency Management

Insurance Agency Management Systems support the day-to-day operations of insurance agencies with back-office automation and customer relationship management features. These systems often include marketing automation, and at least include data management (customer data and policy document management) and analytics to support sales and revenue processes.

Insurance Agency Management

Insurance

Beat Insurance Services, LLC.

Operations Manager

Likelihood to Recommend

Usability

Salesforce Sales Cloud

Nextiva

QuickBooks Online

Amazon Chime

ActivTrak

Salesforce CMS

EZLynx Agency Management 2025-01-06 14:08:00

HubSpot CRM

DialedIn

Aloware

Licensed Agent

EZLynx Agency Management 2022-06-29 12:15:36

Applied Rater

Agent, Owner

EZLynx Agency Management 2018-03-13 12:24:35

TrustRadius is a technology and business research firm based in Austin, Texas. The company is known as a review platform for verified B2B technology and software reviews through a proprietary algorithm and human verification.

TrustRadius

Takes too much

Little costly

Management system

Home

Insurance Agency Management Systems

We are a small independent insurance agency and we use EZLynx Agency Management for almost all of our day to day operations as we find its been the best software for our needs. We are able to keep all customer accounts up to date and all documents stored in one software. We find its very user friendly.

Policy Downloads
Policy Mangement
Policy Documents
Rater

Improve Sales Center
Increase Ivans Downloads
Reduce pricing for smaller agencies
Add Carriers to the Rater

Has really helped with retention
Has helped with policy downloads
Has helped with keeping customers documents organized

Nextiva, QuickBooks Online, ActivTrak, Amazon Chime

As an independent insurance agency, we use EZLynx Agency Management to quote all our carriers at the same time for each customer call we have. It makes it easier to get a general idea of what the rates will be instead of going into each carrier site individually for quoting, which can be quite time consuming. From there, we are able to select who shows the best rate of our carrier options and port the information directly to the carrier site.

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

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

Real-time quotes from our carriers
Policy management
Asks most discount questions to save customers the most money

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

We use EzLynx as our main agency management system to keep all our clients' information and documents stored. Every department in our agency uses EZLynx. EZLynx addresses many of our needs from policy and document management to accounting and billing. One of the bigger problems EzLynx solves is the commission payout. Our prior system was archaic and required quite a few man-hours to process commissions.

EZLnyx has an integrated rater which is especially nice when insureds call and ask us to requote a policy renewal.
Downloading from carriers is easy and a snap.
Commission payout system is the easiest I've seen with any management system.

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.

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.

EZLynx Agency Management

Overview

What is EZLynx Agency Management?