EZLynx Reviews

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.

Pros

I would say that the reason for buying it would be the multirater, and if you buy the agency software its because of the multirater. 98% of the time the multirater works and it works great but the times it doesn't, it can be a pain figuring out what the error is from the carrier and how to fix it in the application. So as long as you don't encounter any issues this software is a dream but how many of you know anyone that never has software issues? Yeah none. So if you are savvy with software or have an IT team or network admin that you can use to troubleshoot with EZLynx than it is the software for you!

Cons

When the multirater failed due to an error (likely from my own making), however, not knowing how to fix it was annoying and then to have to call our MGA and then have them call EZLynx was a nightmare waiting in insurance purgatory for an answer! Otherwise its very easy to use and if you don't encounter issues the software is great! I would say the only other con is that its a little confusing when you have a client in the system to re-submit an app since you keep using the original quoting information and never re-submit a new application (except for re: to the quote--that is new) otherwise you just enter over previous information which is disconcerting because it doesn't appear you have previous application information.

Pros

the potential it has and many many features it offers

Cons

Where do I begin, I have been working with and trying to master this software for 8 months now and i am at the point of giving up.

1) Customer service is an absolute joke, dont ever plan on anyone answering the phone the hold times are 10-30-50 minutes long so you have no choiuce but to have someone call you back. The issue with this is as soon as you hang the phone up you are onto something else. When they do call you back you can be assured that they will help you with the one item you called in about and immediatly direcvt you to the online training videos that are 5-7 years old. you will feel the pressure to wrap up any question you might have so they can get off the phone and direct you to the videos and self learning. OH and if its close to the end of the day you can almost garuntee that you will be hung up on right in the middle of your conversation THIS IS LIKE CLOCKWORK DAILY.

2) Onboarding: this is a laughable, what this really means is that you pourchase the software and put down your $1,000 or $2,000 and then after a few days you are giving an appointment for a MONTH later to get started. So you ask what am i supposed to do until then after all your trying to start a business right. ANSWER: self training videos link YEAH!!!!!!

3) the trainig call when you do get onto the phone with the trainer after a month you have 100 questions and dont know where to start or what to ask.

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.

Pros

The rater is easy to use. I like the rater.

Cons

The software does not integrate with my crm or agency management system, therefore I have to do double entry. I cannot import a lead from a form. You do have email campaigns to replace Infusionsoft but it is not as robust feature wise as infusionsoft. When you purchase all your addons like sales center etc, the program becomes way too costly for a 3 man shop.

I've had the customer prefill for years and it has never worked. I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.

Pros

Not much this system is awful compared to other systems I have used in the past.

Cons

Customer support is horrible and trying to cancel your service is a nightmare.

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.

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.

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.

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.

Pros

I began using EZ Lynx after I outgrew a smaller CRM. I wanted more features specific to the industry and EZ Lynx provided the answer. It has become the industry standard after growing and their recent update outperforms the old standbys. I had to manually transfer my CRM contacts over, but features such as client center have become great additions to making sure my clients can get cards and ID's when they are ready. Overall, I am happy with using this CRM.

Cons

I wish they had a better system to train, the learning curve seems a bit longer than other CRM's, and I wish they had a better way to import from spread sheets.

Pros

I like the AMS functionality and reporting, but that's about it...

Cons

What I liked least about EZLynx was its lack of necessary functionality for my agency, which led to significant inefficiencies and frustration. The third-party integrations also didn’t work well, causing additional problems in our workflow. On top of that, the ease of use and overall user experience left a lot to be desired. When I tried to downgrade due to these issues, I found that EZLynx wouldn’t allow it because of our contract, which made the situation even more challenging. This ultimately pushed me to switch to AgencyZoom, which better met our needs and streamlined our operations.

Alternatives Considered

Reasons for Switching to EZLynx

Pros

When it works it makes quoting easy by moving information between the policy and the quote platform

Cons

Everything from trying to figure out who to call and what dept they work in when I don't understand the phone selections (I had to listen to the names under each phone extension, hang up and try to next to find anyone I need to talk to), I was told 2 months and it's been 4 and we still aren't up and running, Service blows off complaints that affect rating and after 5 weeks I FINALLY had someone actually look and I'm right and the selections to get an accurate quote missing. It's been 2 weeks and they haven't done anything to fix it yet. I was supposed to get 3 months free during conversion and have been charged. It's made double the work during a busy time and I don't see an end in sight. I expected disruption for 2 months-it's been over 4 so far)!

Alternatives Considered

Reasons for Choosing EZLynx

Reasons for Switching to EZLynx

Pros

It has a great potential and lots of options included that others charge extra for.

Cons

support is like talking to a parrot. Like almost every technology and software company, they say the same thing over and over on why the functions don't work. Specifically the standard 'excuse' clear the cache is like the cure all. Yeah right...Why should you have to clear the cache everyday??? the other software doesn't require it. In fact I've almost never needed to clear the cache. HERE"s the supports favorite quote: "This is an intermittent issue, please complete the steps to clear your cache. Log out of EZlynx, clear your cache, close the browser and re-try accessing the forms."

Pros

I signed up for the lower cost - man was this a mistake. Talk about things not being simple or easier. Talk about zero help and guidance. On boarding was supposed to be a breeze. I am 100 days in and still do not have this system up right. I have thought about writing a negative review multiple times and refrained from that.

Their system software is dated. Companies you are working with software is dated. Nothing is easier. The NAIC codes right now are not even in the system. I have hundreds of unpatch clients I have to go into and sort manually. No email address come over on the system. Pretty awful. They are not able to split codes up for under multiple producers without having to pay $100s per producer even if I just want the information for myself.

Cons

I am imputing everything into the system myself. You say you pay for onboarding - it is a lot of works. Setting up an IVANS account. Going back and forth with every company multiple times.

If you have a quote in Safeco for example, you cannot pull that information down to EZlynx. You have to start the quote there.
If you wanted to use their system for payment - you have to log into the carrier anyways.
If you are creating a system to store everything you should be able to store things in it and process things from it.

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.

Pros

I liked the pricing and the features. I liked the fact that this is a simple industry specfice CMS.

Cons

Their implementation team is terrible. I couldn't get timely call backs and their was almost no help getting up and running. The sales rep called every other day and was quick to get back with you. After I signed up it was crickets. My requests for help were answered with "watch this video". Some times a guy just wants to talk to someone! Sometimes it is so much easier to ask your question, get an answer and move on with your day!

Alternatives Considered

Reasons for Switching to EZLynx

Pros

THE PRICE BUT YOU KNOW THE OLD SAYING? YOU GET WHAT YOU PAY FOR.

Cons

No one to talk to, you call voicemail hell. No one even answers calls or return messages. What a terrible company all they do is offer this value package of all under one umbrella. In the end they provide nothing in return. They claim they are all busy and then i was told it takes 8-12 Weeks to convert HAWKSOFT Client data to their Cloud base solution, I had the experience of working with HAWKSOFT always there to answer calls with and will spend hours on the phone with you. This company there version of customer support is just leaving a voicemail message and praying that someone will return a call.

Pros

It was a system we knew from prior affiliations. It was as known commodity

Cons

price, service, support, functionality, integration with outside apps (like Outlook), especially for Mac

Pros

They have rates for all of my carriers .

Cons

I do not like the new requirement that insured must have lived at current for at least 3 years or prior address MUST be listed. You cannot work around this even though None of my carriers require it.

Pros

One of the few systems that is a rater and AMS in 1 system. Managing the data we need in multiple systems is an epic waste of time. IMO EZLynx is the best option on the market.

Cons

Report function and CMS are weak. I am not a "report" person but what we have available is subpar. Many of the reports are simply the same garbage report renamed.

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.

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.

Pros

I used Ezylnx for 2+ years. Overall, it was a great program. Tutorials were very helpful. Customer service was very helpful. Used for commercial insurance: account management was great, COI's were easy.

Cons

It appeared to be designed to benefit personal lines.

Pros

You are able to import all your client data in an easy click of a button and it runs quotes fast and simple

Cons

the support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back