Compare Applied Epic and EZLynx
At a Glance
Market Segments
Small-Business (71.6% of reviews)
Small-Business (90.3% of reviews)
Entry-Level Pricing
No pricing available
No pricing available
Applied Epic
Star Rating
(1,563)4.4 out of 5
Market Segments
Small-Business (71.6% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Learn more about Applied Epic
EZLynx
Star Rating
(698)4.4 out of 5
Market Segments
Small-Business (90.3% of reviews)
Pros & Cons
Entry-Level Pricing
No pricing available
Free Trial is available
Learn more about EZLynx
Summary
AI Generated Summary
AI-generated. Powered by real user reviews.
- G2 reviewers report that Applied Epic excels in its data management capabilities, with users highlighting the platform's efficiency in generating certificates and managing logs and notes. This feature significantly enhances workflow and productivity for agencies.
- Users say that EZLynx stands out for its all-in-one functionality, combining various tools like rating, agency management, and CRM into a single platform. This integration reduces the need for multiple systems, making it a convenient choice for small businesses.
- According to verified reviews, Applied Epic receives high marks for its quality of support, with users appreciating the helpful online tutorials that simplify the setup process and ensure nothing is overlooked during implementation.
- Reviewers mention that EZLynx offers a more user-friendly layout compared to competitors, which contributes to a smoother day-to-day experience. This aspect is particularly beneficial for teams looking for an intuitive interface.
- G2 reviewers highlight that Applied Epic's ongoing investment in technology and AI has significantly improved its capabilities, allowing seamless integration with tools like Office 365 and Adobe, which enhances overall user experience.
- Users report that while EZLynx has a strong comparative rater feature, it sometimes lacks the depth in accounting and payment processing functionalities, which can be a drawback for agencies that require robust financial management tools.
Pricing
Entry-Level Pricing
Applied Epic
No pricing availableEZLynx
No pricing availableFree Trial
Applied Epic
No trial information availableEZLynx
Free Trial is available
Ratings
Meets Requirements
8.6
1,018
8.6
519
Ease of Use
8.1
1,409
8.7
572
Ease of Setup
7.3
993
8.4
493
Ease of Admin
7.7
441
8.3
172
Quality of Support
8.8
979
8.3
495
Has the product been a good partner in doing business?
8.6
457
8.3
172
Product Direction (% positive)
8.5
1,010
8.5
486
Features by Category
Configuration - cpq
Not enough data
8.7
32
Not enough data
7.5
25
Not enough data
7.4
24
Not enough data
7.8
24
Not enough data
7.4
24
Pricing
Not enough data
7.2
25
Not enough data
7.0
21
Not enough data
6.5
21
Not enough data
7.7
22
Not enough data
7.6
24
Not enough data
7.9
28
Quoting
Not enough data
7.8
20
Not enough data
6.6
19
Not enough data
7.9
29
Not enough data
6.5
21
Not enough data
7.3
21
Admin
Not enough data
7.1
21
Not enough data
6.1
21
Not enough data
7.4
26
Not enough data
8.1
29
Channels
Not enough data
7.4
21
Not enough data
6.6
21
Not enough data
6.8
20
Platform
Not enough data
6.8
23
Not enough data
6.1
19
Not enough data
6.1
19
Not enough data
6.8
20
Not enough data
7.3
25
Not enough data
Not enough data
Generative AI - cpq
Not enough data
6.9
8
Not enough data
7.9
7
Not enough data
7.5
6
Administration
7.5
715
6.4
294
8.5
785
8.8
393
8.0
723
7.0
306
7.1
650
7.4
326
7.8
771
7.9
347
7.3
614
6.1
285
8.0
772
8.1
345
8.4
782
8.6
370
Insurance Documentation
8.0
729
7.1
299
8.8
821
9.0
399
8.1
754
7.1
300
7.7
654
8.8
375
Categories
Categories
Shared Categories
Applied Epic and EZLynx are categorized as Insurance Agency Management Systems
Unique Categories
Applied Epic has no unique categories
Reviews
Reviewers' Company Size
Applied Epic
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
EZLynx
Small-Business(50 or fewer emp.)
Mid-Market(51-1000 emp.)
Enterprise(> 1000 emp.)
Small-Business
(50 or fewer emp.)
Mid-Market
(51-1000 emp.)
Enterprise
(> 1000 emp.)
Reviewers' Industry
Insurance
91.7%
Accounting
3.6%
Construction
1.1%
Financial Services
0.7%
Information Technology and Services
0.3%
Other
2.5%
Insurance
96.3%
Banking
0.5%
Accounting
0.3%
Automotive
0.3%
Financial Services
0.3%
Other
2.2%
Alternatives
Discussions
Accounting - Does your agency reconcile direct bill commission statements?
4 Comments
JJ
We changed to recording direct bill rather than reconciling about two years ago. It has been much more efficient for our accounting department. We have set...Read more
Is there a way to add taxes and fees so that it carries over into the invoicing section?
3 Comments
LM
Taxes and fees are processed as transactions to a policy. You can add custom transactions in Configure>Accounting>Transaction Codes.Read more
What is the best way to implement Best Practices for reports on renewal and new business retention?
2 Comments
TB
If you forward to me your email address I can send to you the Criteria that I use for both.Read more
How has EZLynx impacted your insurance agency management, and what improvements could be made?
1 Comment
JG
It was a very good program but there were limitations to it, that would not allow us to do some of the things we needed in our Agency.Read more
How do you use the EZLynx rater?
1 Comment
KM
To obtain multiple base quotes at once to process optionsRead more
