Having all client info, policy info, notes, documents in one space. Pre EZLynx, it was really a mess. Review collected by and hosted on G2.com.

Not being able to edit or delete notes/activities once entered. Example adding a note in the wrong account. Review collected by and hosted on G2.com.

I love how easy it is to use EZLynx. Being able to pull up a policy with just a few letters of a name, email, and text is fantastic. I like leaving notes on a policy and putting all the information in, even details about cars, and how all this info is listed is really helpful. Review collected by and hosted on G2.com.

Commercial policies don't show all the info like car insurance policies. I'd like them to show how many vehicles it has on the policy like the car insurance does. Review collected by and hosted on G2.com.

I really like how efficient EZLynx makes my day-to-day activities. It significantly reduces the time I would use to quote information manually for each carrier. The initial setup was easy, and it allows me to quote home and auto quickly in one go rather than inputting all the information manually. Overall, this efficiency in quoting is what I value the most. Review collected by and hosted on G2.com.

Downloading the correct type of policy can be an issue. For example, after selling a Motorcycle policy with Geico, it showed up as an auto (personal) policy. Review collected by and hosted on G2.com.

I find EZLynx very user-friendly and simple to use. Everything is organized well, and the questions are generally correct. I really appreciate how it bridges to carrier websites, making the whole process more streamlined. The initial setup was also easy, which is a big plus. Review collected by and hosted on G2.com.

Sometimes the deductible options aren't available. For example, the maximum all perils deductible caps out at $5,000. It would be better if they kept them up to date with the carrier changes. Review collected by and hosted on G2.com.

I find EZLynx to be very convenient for operating within multiple locations for my insurance agency. I really like how user-friendly it is, which makes it easy to navigate and use. Setting suspenses and follow-ups in EZLynx ensures that things do not get missed, making customers happy with fewer mistakes. I also like using the texting feature, and the initial setup of EZLynx was very easy. Review collected by and hosted on G2.com.

Sometimes it can be slow when opening documents. When saving or loading large documents, it can be very slow. Review collected by and hosted on G2.com.

I like the ability of EZLynx to integrate with my phone system, email, and various other platforms that my company uses. This integration creates a more efficient workflow by removing steps such as attaching call recordings, voicemail, and email communication to the client account. Review collected by and hosted on G2.com.

I wish there was the ability to create an email and text campaign directly from the email campaign center instead of having to create them through the workflow section. Review collected by and hosted on G2.com.

I like the built-in rater in EZLynx because it saves time and streamlines the process of insurance quoting and managing policies. I also appreciate the text feature, as I've created text templates to reach out to prospects, and I've found that most people are more responsive to text messages. Review collected by and hosted on G2.com.

I've recently opened a ticket regarding the last update that changes a prospect's current address to the previous address when pre-filling auto info. Hopefully that will get resolved soon. Policy change downloads are sometimes tricky to view. Review collected by and hosted on G2.com.

Our agency uses EZLynx for both commercial and personal lines insurance, and I love how it enables us to track commissions and pull book of business reports in minutes. Compared to Epic, EZLynx beats it hands down. The reporting capabilities are great, plus it's easy to renew clients' lines of coverage and obtain signatures on documents quickly. I like that it works well for our needs and makes our life easier at the agency. Review collected by and hosted on G2.com.

You not bugging me to keep writing would help immensely. Review collected by and hosted on G2.com.

EZLynx is simple and intuitive, and it helps us service our clients quickly and efficiently. We’ve used two other platforms, and EZLynx has been the best for our needs. Review collected by and hosted on G2.com.

Customer support can use some work, usually you can only message support and they sometimes don't know the system very well. You can get better support but only if you pay extra for it. Review collected by and hosted on G2.com.

As an insurance producer, I use EZLynx every day for work and like its fast and efficient way of viewing a customer's policies and insurance history. The texting feature is particularly valuable to me because it allows me to efficiently help customers who can't talk on the phone at work or need ID cards sent to them quickly. Review collected by and hosted on G2.com.

Having duplicate applicants is very annoying and having to merge them all of the time when a policy updates. Review collected by and hosted on G2.com.