EZLynx Erfahrungen

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.

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

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!

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.

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

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.

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

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

Up-front d/base for downloading/bridging into carrier systems...after that it's basically worthless from my experience.

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.

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.

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.

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

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.

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.

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.

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.

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.

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

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!

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

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.

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.

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.

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.

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.

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.

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.

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.

It appeared to be designed to benefit personal lines.

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

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