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EZLynx

Cloud agency management system with a built-in comparative rater, for new and growing independent insurance agencies.

AI features

The EZLynx Virtual Assistant (EVA) imports carrier commission statements, drafts emails, summarises client communication history and answers simple text requests such as ID cards.

Free trial
Free trial offered; length and conditions not stated
Users
More than 37,000 agencies, according to the vendor
Hosting
Cloud-based and browser-accessible, no software to install
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Overview

EZLynx is a cloud agency management system for independent insurance agencies, owned by Applied Systems and used by more than 37,000 agencies by the vendor's count. It puts client and policy records, a comparative rater for personal lines, sales and renewal workflows, agency accounting and a client self-service portal in one browser-based platform. The vendor addresses it to new and growing agencies, from startups to multi-location firms. Prices are not published; a free trial and a buy-now path are offered, with special pricing on request.

Our take

Pick EZLynx if you are opening or growing a personal lines agency and want quoting, the client record and the renewal re-quote in one login rather than a separate rater wired to a separate system. If your book is mostly commercial, check the newer commercial submission workflow against your own carriers before you commit. If you already run a management system you are happy with, a standalone rater or a sales add-on is the smaller change.

Key Facts

Category
Free trial Free trial offered; length and conditions not stated
Users More than 37,000 agencies, according to the vendor
Hosting Cloud-based and browser-accessible, no software to install

Features

Clients and policies
Personal and commercial lines policies, documents, service requests and client communications on one client record, viewed and updated in real time from any device
Lines of business and markets
Personal and commercial lines; the comparative rater quotes home and auto in 48 US states, and the trial page names auto, home, dwelling fire and other policies
Comparative rating and quoting
Comparative Rater quotes home and auto with 330+ carriers from one entry, with prefill and verified lookups via LexisNexis, Fenris, MSB and Google Maps. A separate commercial lines rater sends one entry to appointed carriers for real-time quotes, with NAICS appetite guidance.
Carrier downloads and connectivity
Carrier data through Ivans connections, which the vendor says update every 15 to 45 minutes; policies can be rated, bound and issued through carrier websites
Sales pipeline and renewals
Built-in CRM with a visual sales pipeline, marketing automation and email campaigns, a patented retention workflow and automated renewal quoting
Commissions and agency accounting
Policy accounting and billing in the workflow, digital and self-service payments, and automated commission calculations and reporting
Client portal and certificates
Client Center self-service portal where policyholders view policy information, download ID cards, generate certificates of insurance, submit change requests and follow claims
Compliance records and audit trail
A policy change request submitted through the customer portal creates an audit trail automatically; accounting includes auditing capabilities with a structured month-end close workflow, and earned commissions are kept apart from premiums to keep the premium trust balanced
Reports and exports
Real-time reports on agency performance, retention and revenue, plus commission reporting
Integrations and API
Technology partner integrations for carrier connectivity, data prefill, lead generation, payments and communication, among them Ivans and LexisNexis

Integrations

  • Ivans
  • LexisNexis
  • Fenris
  • MSB
  • Google Maps
  • Microsoft Outlook

Deployment and Support

Deployment
  • Cloud (SaaS)
Support
  • Email helpdesk
  • Phone
Onboarding
  • Guided onboarding
Company size
  • Small and mid-sized

Pros and Cons

Strengths

  • Comparative rater for home and auto with 330+ carriers in 48 states, inside the management system
  • Client Center portal where policyholders download ID cards and generate certificates
  • EVA assistant imports carrier commission statements and summarises client history
  • Runs in the browser with nothing to install

Limitations

  • No prices published
  • The published carrier count covers personal lines; commercial carrier coverage is not stated

Pricing

Price on Request

The vendor does not publish a price list. Ask them for a quote for your team size.

Visit EZLynx

Alternatives and Comparisons

Alternatives to EZLynx

Compare EZLynx

What users say

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