Catalyit Platinum Provider Since 2022 | Last Updated June 2024
As your book of business grows, it becomes increasingly important that your data aids in your daily workflow rather than hinder it. EZLynx Agency Management System allows you to maximize your agency’s potential by increasing your ability to retain current customers while acquiring new business. Find all of your customer’s quotes, policies, and documents in one organized place and easily remarket with up-to-date information that is synced from your daily policy downloads.
Features & Quick Stats
How EZLynx Helps Independent Agents/Brokers: We are committed to transforming every facet of agency life by providing the most innovative solutions to improve how independent insurance agents work every day. Each EZLynx product integrates with our comparative rater and agency management system to provide a single platform.
Key Features:
- Accounting
- Automation Center
- Client Center
- Communication Center
- Reporting & Analytics
- Retention Center
- Sales Center
- Submission Center
Videos:
Website: ezlynx.com
Contact: [email protected]
Headquarters: University Park, IL
Area of Operations: All 50 States
Catalyit Team Review
Intuitive AMS with Integrated Sales, Marketing, & Personal Lines Rating Functionality
Published: January 11, 2023
What we like:
- Intuitive
- Fully functioning day-to-day service as well as sales and marketing – no outside resource requires to support this functionality
- Reporting displays are presentation ready for management review and discussion
Things to consider:
- Limited integrations outside of its own software
- Accounting relies on Quickbooks
| Yes/No | TechSelector™ Features |
|---|---|
| Certain features of AMS accessible via mobile device? | |
| Microsoft Outlook integration? | |
| Custom proposals? | |
| Marketing campaign management capabilities? | |
| Producer management or pipeline management? | |
| General ledger within the AMS? | |
| Open and documented APIs for 3rd party integration? | |
| Automated workflows? | |
| Carrier downloads automatically matched to policy? | |
| Integration with VoIP phone systems? | |
| Client access for self-service via online portal or mobile app? |
Summary:
EZLynx is an Agency Management System that can include sales management, PL comparative rating, Policyholder and Policy Documentation storage, customer communication functionality, retention, proactivity, general reporting, accounting, and automation.
Permissions & Accessibility:
This system is 100% online and can be accessed anywhere you have an internet connection. It is fully compatible with both Android and iOS. It is a user permission-centered system ensuring visibility and accessibility of employees is completely controlled at the administrative level.
Key Features:
The new customer pipeline management workflow can be fully automated through the rating process. (Leads lists can also be uploaded from an Excel spreadsheet and pushed into the pipeline).
- Marketing Automation:
Marketing campaigns can be kicked off for every lead, with only those who respond getting pushed into the next step of the quoting process. Marketing campaigns can be triggered based on a report and do not have a recipient limit. You can use pre-built templates based on your current need or technical skills or create your own. - Dashboards:
– The insights dashboard suggests sales opportunities (i.e., cross-selling lines of business to existing customers).
– Sales Center functionality moves opportunities through the sales cycle when all the tools in the EZLynx system are used together by using different steps as triggers to move it from one stage to the next. Even Lost opportunities can be pushed back into the renewal cycle, reminding agents to go back after the business next year.
– The retention center is designed to give agents an in-depth look at their renewal book and helps identify clients that are at high risk for cancellation. It helps staff proactively manage those high-risk accounts to retain more business. - Personal Lines Rater:
Rater functionality is completely integrated into the AMS. Google integration generates customer information to simplify and minimize data entry for the agent. You can easily select coverage options and quickly submit information for quotes and then navigate over to a carrier site.
Accounting and Reporting:
The EZLynx system does not have a proprietary accounting system but leverages the capabilities of QuickBooks.
The system-generated Agency Pulse report provides agency performance stats with information on the book of business, peer benchmarking, retention, sales details, and rating activity. The Communication Center allows agents to build automated customer communication based on specific triggers and occurrences in the customer life cycle. The system can email and text depending on the best way to reach the client.
* Unbiased review based upon information and insights available.
Product Reviews
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EZLynx ONE PLATFORM Product FAQ
We are committed to transforming every facet of agency life by providing the most innovative solutions to improve how independent insurance agents work every day.
Company Name
EZLynx
Product Name
EZLynx ONE PLATFORM
Do you support Mobile Device Access?
Yes
What platform does your software use?
Native Browser Based
Is custom activity tracking available?
Yes
Is suspense/follow-up tracking available?
Yes
Is task management available?
Yes
Are reminder notifications and alerts available?
SMS, Email, Pop-up
Can the system prioritize and flag notes with important items on top?
Yes
Does your system track all user activity?
Yes
Is reporting on activity data available?
Yes
Is there a dashboard feature included in the system?
Yes
Is the dashboard customizable based on role in the agency?
No
Is there a dashboard alert of items past the due date?
Yes
Is location and mapping integration available?
Yes
Are Microsoft 365 integrations available?
Email
Is VoIP integration available?
Yes
Is SMS/Texting integrated into your system?
Yes
Do you have custom form capability?
Yes
Do you have fax integration?
No
Do you have signature integration?
Yes
Do you have the ability to import schedules?
Yes
Are fillable ACORD forms available?
Yes
Do you provide an open and well documented API?
Yes
What is your document creation capability?
Proprietary word processing, Interface with Microsoft Word
What data sources available for merging into documents?
Contact, Policy, Coverage, Claim
Do you have system security by role and function?
Yes
Is automatic renewal processing available?
Yes
Do you integrate with comparative quoting systems?
Yes
Is there carrier submission management available?
Yes
Are there policy processing workflows?
Yes
Is there a custom proposal module?
Yes
Can you split or merge customers?
Yes
Can you split and/or merge policies between customers?
Yes
Can a user customize views for “my” policies, etc?
Yes
Can you archive customer data and documents?
No
Can you purge customer data and documents?
No
Does your system track claim activity?
Yes
Do you support claim download?
Yes
Does the system support real time interface for claim inquiry?
Yes
What additional capabilities do you provide?
- Automated marketing campaign management
- Sales pipeline management
- Newsletter generation and distribution
- Dashboard specific to marketing and sales
- Risk surveys
Is scanning and attaching to client file capability included with system?
No
Is scanning and attaching to carrier file capability included with system?
No
What other features are available with document management/scanning?
- Drag and drop file attachment
Is accounting integrated into your system?
Yes
What additional features does your system offer?
- Third Party integration (Quickbooks, for example)
- Account Payables
- P&L and Balance Sheet
- Company Payables
- Customer Billing
Are all data fields available for reporting?
Yes
Can you do Boolean searches of data?
No
What reports do you have the capability to provide?
- Commission payable reports
- Commission receivable reports
- Export reports to Excel
- Production level reporting
- Marketing campaign reports
- New business reports
- Sales production by employee
- X-date reports
Are commercial downloads available?
Yes
Are personal downloads available?
Yes
Are direct bill commission download available?
Yes
Is agency and employee license tracking available?
No
Can the agency procedures be made available in the system?
No
Is employee time tracking available?
No
What tools are available for customer self-service?
- Policy changes
- Client issue certificates
- Client portal
- eSignature integration
What type of system support do you provide?
- Support by email
- Support by phone
- Training using videos
- Training by person virtually
- On screen help
EZLynx ONE PLATFORM Videos
EZLynx Demo
EZLynx Product Pitch
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