Who Uses This Software?

Independent insurance agents seeking to expand their agency's productivity and streamline workflows.


Average Ratings

29 Reviews

  • 4 / 5
    Overall

  • 4 / 5
    Ease of Use

  • 3.5 / 5
    Customer Service

Product Details

  • Starting Price
    Not provided by vendor
  • Free Trial
    Yes
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
  • Support
    Online
    Business Hours

Vendor Details

  • EZLynx
  • www.ezlynx.com
  • Founded 2003
  • United States

About EZLynx

EZLynx provides a single platform solution to help independent insurance agents keep their competitive advantage. The cloud-based Management system, real-time rating engine, and agency website provide a seamless foundation to maximize your agency's potential. Increase your ability to retain current customers while acquiring new business for both personal and commercial lines of business.


EZLynx Features

  • Claims Management
  • Commission Management
  • Contact Management
  • Document Management
  • Insurance Rating
  • Life & Health
  • Policy Management
  • Property & Casualty
  • Quote Management
  • Broker / Agent Portal
  • Carrier Upload
  • Commercial Lines
  • Comparative Insurance Rating
  • Customer Portal
  • For Casualty Insurance
  • For Health / Medical Insurance
  • For Life Insurance
  • For Personal Insurance
  • Multi-State
  • Multiple Line Rating

Vendor has not completed this information.


EZLynx Reviews Recently Reviewed!


Capterra loader

EzLynx is best companion for agency

Oct 17, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: EzLynx is best solution for any insurance agent who is growing. EzLynx helps agency to streamline his work, manage his customer data and generate more business by focusing more on marketing. It saves lot of agent's time and efforts. EzLynx offers seamless integration with many carriers and Agency Management Systems. Prompt Defaults are time-saver for those repeated questions for carriers. Exporting data from EzLynx to your AMS is as easy as simple click. In EzLynx, your customer data is stored securely and permanently unless you delete it explicitly. EzLynx is must have solution for any independent insurance agency which wants to grow soon and fast.

Cons: Currently carrier specific questions are scattered throughout all pages. They need to be streamlined more and should be placed at one place if possible.

down hill ride - left in the dust

Apr 04, 2019
3/5
Overall

3 / 5
Ease of Use

4 / 5
Features & Functionality

2 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: I liked all the SIZZLE of marketing, quoting, ease of use, step savings functions promised 'at first'.

Cons: The past several months it's been down hill with updates that don't work. The primary solution is always what browser do you use? Then use the 'other' one. OR clear the cache...I've just lost my work 5 times today and cleared my cache each time. What does support do? What do you see when you close your eyes. That's what they do. VERY VERY disappointed with lack of support, no person to person accountability.

Overall: At first it was tough to get it set up. Then for about a year they got their act together now the last 6 months it's been VERY VERY poor the functionality - updates are more trouble than they're value. It seems that the way EZLynx tests it's software updates is throw it out to the customers. Wait for complaints then try to figure out how to fix them...You would think they would test them first.

Best all-in-one solution and rating sytem for agency

Sep 26, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Easy to use, navigate quote rating system.

Supports most carriers and best integration with them.

Good intergration with HawkSoft and other agency management systems.

Cons: Must support more Line of Business quoting in Texas, like Dwelling Fire.

Overall: When I first started working for Insurance Agency, I used to fill up the customer data on every carrier website we represented manually and it used to take hours just to complete one quote for only handful carriers. Then came along EzLynx like a bliss. It was like a magic that time (in 2005) for us. What used to take 3-4 hours, we could do within just half an hour or less. Earlier EzLynx had its fair share of problems but their wonderful customer support always helped out us on every way. EzLynx also worked hard on improving system over years to perfect system, what it is as of today. My journey with EzLynx have been wonderful experience. It is must have system for all insurance agencies.

Capterra loader

Good rater - not many problems

Jan 31, 2019
4/5
Overall

4 / 5
Ease of Use

5 / 5
Features & Functionality

4 / 5
Customer Support
Likelihood to Recommend: 9.0/10 Not
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Pros: This rater makes my job a lot easier. I am able to put most rating information in the rater once and get quotes back from many companies. There are rarely any issues. We are able to set both agency and personal preferences and create templates to make the work faster.

Cons: Tech support tickets are not as fast as I'd like to see. I'd also like to be able to rate other lines of mono-line business such as rental dwellings or snowmobiles. I would like to not have their marketing for their database system in my face all the time when I log in. I would like an opt-out option.

Overall: I prefer this rater to many others. It's better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.

I love EzLynx

Apr 26, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality
Likelihood to Recommend: 10.0/10 Not
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Pros: EzLynx uploads my policies within 24 hours of issuance, keeps track of my book of business daily and I am able to get updated reports on renewals and cancellations very quickly. I can upload any accord form that is needed for an app into 1 document so that I can save the app within 1 document rather than filling out several accord forms into separate docs. I love that I can fill out the forms within there system so I don't have to do it all by hand, so that saves a lot of time for me.

Cons: I do have carriers that don't upload directly into EzLynx yet so I have to manually insert policies myself in order to get a correct premium count for my annualized premium. They do have a lot of carriers that auto update, but I wish that they had every carrier in the insurance industry available.

Capterra loader

Unable to Retrieve Basic Reporting/Metrics Info

Sep 10, 2018
4/5
Overall

3 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 4.0/10 Not
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Pros: Up-front d/base for downloading/bridging into carrier systems...after that it's basically worthless from my experience.

Cons: Virtually non-existent customer support with reporting problems; no one is empowered to do anything. Constant, repetitive reporting error messages. Unable to obtain the most basic metric data regarding my book of business despite purchasing the AMS reporting features. Numerous reported issues with inability to obtain metrics for MY DATA (housed in EZLynx) that I'm paying for that just die on the vine with no resolution after an initial interchange with customer support. No resolution.

Overall: Competitive Rater = 100% satisfaction.

AMS = 25% satisfaction.

Great features and online functionality.

Jun 20, 2018
5/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The mobile versions are great. I love the texting ability and all the text messages sync with the insureds file. The documents are amazing, you can even upload your own custom fillible PDF documents and EZLynx will prefill information such as client name, address, phone number, and many other sections.

Cons: The software is great but there are many needed features that have been suggested and the company has yet to implement them. The e-signature document setup will sometimes glitch and you will have to exit the process and start over.

Great software!

Apr 20, 2017
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: It is all hosted in cloud so I can access anywhere and anytime. It is very easy to use and very useful.

Cons: Nothing really.

Overall: I like Ezlynx. We just started to use this software, but I am really impressed! It is easy to use and very useful. It has a lot of features and saves a lot of my time! Not only I can input customer info and rate, I can upload files, I can create accord forms and send it via Email. It is all hosted in the cloud, so I can access Ezlynx anywhere and anytime. I especially love their customer service/tech support! They are very nice and helpful and respond really quick! Last time I called them, they solved my problem in 3 min! Overall, I love Ezlynx, and I would recommend this to anyone.

Recommendations to other buyers: If you have any problems, use tech support/customer service. They are very helpful and they respond really quick.

A step in the right direction but not completely there.

Aug 03, 2018
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: EZ Lynx has increased the productivity in our office significantly. The time it takes to quote a client is much better then our previous software. We also enjoy using the different tracking features to see how sales reps are doing and in calculating up their commission amounts each month. We also use the notes feature quite a bit to keep track of clients and where the last agent left off.

Cons: EZ Lynx charged us a big conversion fee when we switched over. They also could improve features on a more timely manner. We've been asking for some improvements for years and every time they tell us it's a good idea but we never get a follow through.

Capterra loader

Easiest software to use to rate multiple companies at once.

Apr 09, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: The functionality of this software is great. Being able to connect all of our companies and quote them all at once is a huge time savor.

Cons: At times, the quote process fails but typically we have found that this isn't the software but at times the insurance company we are working with.

Overall: Huge time saver!

Good product but could be improved

Dec 19, 2017
4/5
Overall

4 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

3 / 5
Value for Money

Pros: It's a good organizational tool. It also is the quickest way to submit quote requests to multiple carriers.

Cons: I wish that dwelling fire policies were easier to quote. I also wish that ezlynx could tell you when a policy was ineligible with a carrier.

Using EZLynx

Nov 19, 2018
3/5
Overall

2 / 5
Ease of Use

2 / 5
Features & Functionality

2 / 5
Customer Support
Likelihood to Recommend: 5.0/10 Not
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Pros: The rater functionality is good with the Carriers that are available. There are also quite a few video tutorials available.

Cons: I find the reporting section underwhelming and lacking proper definitions or assistance. Billing is confusing and not specific enough as to what you are paying for in larger organizations. Also the support is very slow. Responses can take days or longer.

Capterra loader

Easiest multi rating system I have used

Jan 18, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Straight forward and user friendly. They have put more thought into this than a lot of the major carriers have. It is simple and leads from one page to the next.

Overall: Makes getting multiply quotes at the same time way more easy!!

Rating system

May 29, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: Very self explanatory little or no guidance needed.

Cons: Sometimes the companies systems are down and you have to keep trying back

Overall: I have been using it for 20+ years and it was a total upgrade from the old micro magic rating system

Fast and easy way to quote multiple carriers

Feb 08, 2018
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: EzLynx makes it easy to quote multiple carriers at once. Simply input customer into system once and done. Upon renewal if you want to requote simply update any new information and run again.

Cons: Some carriers are not compatible so you have to quote them outside the platform.

EZ Lynx

Nov 22, 2017
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

4 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 7.0/10 Not
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Pros: -Ability to add and quote multiple carriers -Ability to have multiple users in the office -Pretty simple to use

Cons: -Sometimes difficult to use because questions are not all specific to carriers -Rates are not always correct -A tad bit slow

Great Product easy to use

Jul 16, 2019
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Pros: This is a great rating system. The correct questions are asked upfront, so you don't have a lot of questions for each company when you get to the end.

Cons: No cons that I can remember from past use.

Rating system has kinks.

Dec 18, 2018
4/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 5.0/10 Not
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Pros: Information is easy to input and the software gives you prompts if you overlook something.

Cons: The rating is not always accurate and the discounts do not always come up.

EZLynx Review

Dec 05, 2018
5/5
Overall

5 / 5
Ease of Use

3 / 5
Features & Functionality

2 / 5
Customer Support

4 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: I like that it allows you to attach files in the comments section as well as in the emails.

Cons: There is only one way to search for a company.

Transformed my agency

Jul 26, 2016
5/5
Overall

5 / 5
Ease of Use

5 / 5
Features & Functionality

5 / 5
Customer Support

5 / 5
Value for Money
Likelihood to Recommend: 10.0/10 Not
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Comments: EZLynx is so easy to use. The UI is intuitive, the training is excellent and I actually love their tech-support. The features are robust and allow us to run our agency from a single platform.

Very nice rater

Dec 06, 2016
4/5
Overall

5 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

4 / 5
Value for Money

Pros: Very intuitive.

Cons: Sometimes it doesn't rate and you don't know why.

Overall: Been using ezlynx for 5 years and it has been a game changer. Some raters only give you access to auto but ezlynx lets you do both.

Recommendations to other buyers: Use tech support.

Comparing to other raters

Mar 12, 2019
3/5
Overall

3 / 5
Ease of Use

3 / 5
Features & Functionality

3 / 5
Customer Support

2 / 5
Value for Money
Likelihood to Recommend: 3.0/10 Not
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Pros: The look up feature for drivers and vehicles

Cons: The quotes aren't super accurate & it takes a long time to get through all the fields

Worst customer service in the industry

Apr 22, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: the software is so so. The service is horrible, beware!

Cons: The customer service is by far the worst I have ever encountered. They do not return calls, You can't get a live person. I have been trying to resolve a simple issue for over 2 months.

Overall: I would highly recommend to try anyone but EZ lynx. Even if they are a little cheaper you will pull your hair out with their greatly sub standard service.....

EZLynx review

Apr 16, 2019
1/5
Overall

2 / 5
Ease of Use

1 / 5
Features & Functionality

3 / 5
Customer Support

1 / 5
Value for Money

Pros: You have all the carriers on one site to do quotes.

Cons: The system is always down. Their excuse is that they are doing maintenance work on system.

Overall: They system goes down a lot. They will tell you that they are doing update. Here's a solution do the updates when the agents close their office or on the weekends.

Capterra loader

EZlynx has its pros and cons, but I find it very useful for newer agents.

Feb 08, 2018
4/5
Overall

4 / 5
Ease of Use

4 / 5
Features & Functionality

5 / 5
Customer Support

3 / 5
Value for Money
Likelihood to Recommend: 8.0/10 Not
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Pros: What I like most about this software is that you input all of the client's information which is then seeded to each carrier.

Cons: What I like least about this software is that sometimes the info you input doesn't translate well to the carrier site and therefore the rates are only accurate when you review from the carrier's website and finish the quote.

Overall: Saves time from inputting personal info into each carrier's system.

Shady sales tatics

Jan 05, 2019
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Pros: Has a lot of potential to be a good system.

Cons: Sales team is extremely shady. They don't know the product well. They don't explain what are addons and what are included. Be very careful. Also, they are not organized and it's a huge mess when they start your setup.

Overall: Probably one of the worst experiences I've dealt with. I was tricked into signing up based on the product they showed me. I later found out that I did not have the products that they showed in the demo. They are expensive add ons.

2.0 is revolutionary

Oct 23, 2014
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: We started with Ezlynx specifically for its realtime rater. When we needed a crm it was natural to just extend into ezlynx crm. Earlier this year they upgraded to version 2.0 of the crm. It is all hosted in the cloud, and it is very easy to use and has many powerful features. (and no, I don't work for ezlynx)

This is the worst operating system I have EVER used.

Mar 06, 2018
1/5
Overall

1 / 5
Ease of Use

1 / 5
Features & Functionality

1 / 5
Customer Support

1 / 5
Value for Money

Cons: Nothing about ezlynx is simple. Our process has only been slowed down by using this system and good luck getting and real help from their team. It can't even get the protection class right more than half the time. Sending out an application? Maybe you'll finish it by tomorrow...

Awesome Software

Nov 11, 2015
5/5
Overall

5 / 5
Ease of Use

5 / 5
Customer Support

Comments: This product has saved me lots of time! The rates come in very close and some are dead on. And if I have any questions, they are always quick to respond. I would recommend EZLynx to anyone!