EZLynx Erfahrungen

EzLynx is best companion for agency

Vorteile:

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.

Nachteile:

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

Good rater - not many problems

Kommentare: 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.

Vorteile:

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.

Nachteile:

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.

Contract Constraints Undermine Confidence: Why I Switched from EZLynx to AgencyZoom

Kommentare: initially had high hopes when I purchased the CRM upgrade from Ezlynx, expecting it to enhance my agency’s operations. Unfortunately, I quickly found that Ezlynx did not provide the functionality we needed, leading to inefficiencies and frustration. When I tried to downgrade, I discovered that Ezlynx wouldn’t allow it due to the terms of our contract, leaving me stuck with an unsatisfactory solution. This ultimately pushed me to switch to AgencyZoom, which better met my agency’s requirements and helped streamline our operations.

Vorteile:

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

Nachteile:

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.

Unable to Retrieve Basic Reporting/Metrics Info

Kommentare: Competitive Rater = 100% satisfaction.
AMS = 25% satisfaction.

Vorteile:

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

Nachteile:

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.

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

Kommentare: 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.

Vorteile:

Easy to use, navigate quote rating system. Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.

Nachteile:

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

Stay Away!!

Kommentare: I wouldn't use Ezlynx if it was free. Half of the companies they do not support and the rest have the wrong prices.

Vorteile:

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

Nachteile:

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

Genius!

Kommentare: I would give this five stars, it will save you a ton of time if you represent a large number of companies.

Vorteile:

This product has saved me HOURS of doing competitive quoting! It was the best decision our office has ever made.

Nachteile:

Sometimes the carrier questions seem a little redundant, but I am not sure that is the fault of the software.

Easiest software to use to rate multiple companies at once.

Kommentare: Huge time saver!

Vorteile:

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.

Nachteile:

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.

Reporting nightmare

Vorteile:

It works well for our service department.

Nachteile:

Obtaining accurate reports is very difficult. They are often broken and will timeout during download. Trying to build a new report is even worse. The customer support for reporting is non-existent. As the marketing person for this agency, I need accurate reports that are easy to create. The data loss is literally stopping my job until our reporting issues are fixed.

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

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

Vorteile:

What I like most about this software is that you input all of the client's information which is then seeded to each carrier.

Nachteile:

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.

Insurance CRM and Rater - Industry Standard

Kommentare: I am able to keep track of x dates, renewals and client documents better than with the other CRM I was using, and having the ability to download from carriers is great.

Vorteile:

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.

Nachteile:

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.

Confusing-poor service

Kommentare: They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having. The links in service e-mail for training videos are outdated and waste of time watching them to find the videos don't match the actual platform. The service dept's stock answer is "it's the carriers fault, or that's the way the carrier wants it". I talked to 2 rep's and they were very upset that it's not working or rating correctly. They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.

Vorteile:

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

Nachteile:

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)!

after the honeymoon

Kommentare: I was so hopeful and excited by the pitch and product potential. But just like romance, after the honeymoon you see what life with your partner is really like. You start looking elsewhere and think about a divorce because you can't take the excuses, the apathy, unreliability, extra time and effort that affects your productivity.

Vorteile:

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

Nachteile:

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."

FULL TIME JOB

Kommentare: Customer service is alway 15 minutes hold. They call you back and they can only help with one out of 5 things.

Vorteile:

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.

Nachteile:

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.

Not easy start up

Vorteile:

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

Nachteile:

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!

CUSTOMER SERVICE SUCKS

Kommentare: TERRIBLE no one to answer a simple phone call, i do not recommend stay with HAWKSOFT or any other Platform this company has gotten too big too fast now they dont even answer calls.

Vorteile:

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

Nachteile:

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.

Sign here...then forget you exist...

Kommentare: Support is slow, occurs over email mostly. App commonly has issues when interfacing with Outlook, goes offline more than desirable (not good for an active agency that is constantly in need of documenting activities). Pricing increased 50% in 2023.

Vorteile:

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

Nachteile:

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

New update

Kommentare: New update where if if customer has not lived at current address for 3 years at least you MUST put a prior address. I called to see if there is a way around and was told no. I explained that none of my carriers require a prior address if insured lived at current for at least 1 year. I was told it didn't matter. I asked for a supervisor and was told they would call or email but i haven't heard anything.

Vorteile:

They have rates for all of my carriers .

Nachteile:

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.

AMS & Rater

Kommentare: I don't see there is a better option for the independent agent at this time. If EZLynx would focus on fixing some of the basic flaws the system would dominate.

Vorteile:

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.

Nachteile:

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.

I love EzLynx

Vorteile:

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.

Nachteile:

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.

Great features and online functionality.

Vorteile:

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.

Nachteile:

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.

Review

Kommentare: Overall, we enjoyed Ezlynx. Would recommend to other agencies.

Vorteile:

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.

Nachteile:

It appeared to be designed to benefit personal lines.

EZ LYnx review

Kommentare: makes your job simple to quote multiple products for your clients in a small amount if time

Vorteile:

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

Nachteile:

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

Easy to use

Vorteile:

I love that when you have leads that come in from a lead generator the information is automatically in EZlynx. We tried another comparative rater because they were priced lower but we switched back to EZlynx because it works much better.

Nachteile:

I am very happy with the software and we have used it for 15 years

A decent product for independent personal lines insurance brokers

Kommentare: EzLynx was simple and easy to learn and use but we pivoted away from it as we increased the complexity of our products.

Vorteile:

Other management systems are more complex but simple and straightforward is an advantage for personal lines

Nachteile:

EzLynx didn't seam to be a good solution for commercial accounts and other complex insurance products.