Our company has been using EZLynx since the very beginning, and there are always new features and things to learn, which I really appreciate. It makes my job much easier and helps me work more efficiently day to day. Review collected by and hosted on G2.com.

The reporting could be improved. We like to set up bonus structures for certain teams, but it’s difficult to track retention percentages and similar metrics for each individual. Review collected by and hosted on G2.com.

I use EZLynx daily at work, and it’s been a very helpful platform. After a short learning curve, the UI is straightforward to navigate, and the integrations make it much more efficient to manage policies and quotes. Performance is generally solid, and it feels like good value for the cost. Onboarding and support have also been helpful when I’ve needed them. The built-in automation and smart features are a nice bonus and definitely help with productivity. Review collected by and hosted on G2.com.

It can be a bit slow at times, and it wasn’t very intuitive for me at first. Review collected by and hosted on G2.com.

I like how the latest updates to EZLynx have improved document tagging in the client's profile. This makes it easier to quickly locate whether a document is a receipt, an upload page, or a signed document, which is very useful. Additionally, the task tracking feature allows me to coordinate with my colleagues and add more people to ensure we complete a client's request. I also find that the initial setup was very easy and it has a very simple and user-friendly interface. Review collected by and hosted on G2.com.

I believe that the information one receives can still be detailed a bit more. The automation with emails seems to me to require that one manually provides an email to be able to save it in EZLynx and track it. But what I think can be improved is being able to have a conversation with the client directly from the application. Now I have to go to Outlook, do the synchronization, respond to the client from there, and then bring it to EZLynx. This would be much more useful if we could manage all the responses and conversation tracking directly from the application. Review collected by and hosted on G2.com.

I like the search feature and being able to quickly ask the AI assistant for walkthrough steps. The search feature allows me to look up an insured by their name, phone number, or address, making it easier and faster to find the client and offer assistance. The AI assistant is a big help since I'm new to using EZLynx; I can easily type in what I'm looking to do, and it provides step-by-step information. Review collected by and hosted on G2.com.

Creating and issuing certificates of insurance isn't as efficient as I would like. You can only do bulk certificates the first time you add a new certificate. If I need to issue certificates for different holders, I have to download or preview them individually to send, rather than issuing to multiple holders simultaneously. The transition to EZLynx wasn't smooth due to the large size of our book of business, which took a while to transfer. Review collected by and hosted on G2.com.

I like that EZLynx keeps documents attached to the proper policy, which makes it easier to find the document I need. The e-signature process is also helpful; most of the information is prefilled, saving me time and making the process easy for my customers and myself. Additionally, quoting multiple carriers at once without re-entering information is a big time-saver. I also appreciate the easy initial setup. Review collected by and hosted on G2.com.

The one and only complaint with EZLynx is when quoting and a PO Box is listed as the mailing address, the system will not recognize the alternate garaging address you place within the application for a quote. So, you have to go into the details of the applicant and switch the PO Box with the physical address and remove the garaging address on the application to run the quote and then you have to switch it all back once the quoting is finished. Review collected by and hosted on G2.com.

I like that EZLynx is a one-stop shop where we can use it as our client files to upload their previous declaration pages, emails, and just keep a paper trail of everything, including conversations we've had with them and notes. I also like the virtual Post-it note that appears on the overview tab; it's great for noting small things about a client, like if they've just had a baby, to help us stay involved and show that personal interest. The time-saving aspect is significant too, as we don't have to enter everything into each carrier's system; instead, it bridges over into that carrier, making quoting quick, simple, and seamless. Additionally, I appreciate that we can determine what's a good fit for our client based on the information EZLynx provides back after we quote them. Once we pull the client up, everything is there at a glance, which is really handy if I'm on the phone with a client; I have their information right there without needing to go into each carrier site. I can quickly see their policies, premium, and coverage, all right at our fingertips on one or two pages. Review collected by and hosted on G2.com.

I don't like that I have to get agreement from six other agents to add features I want in my EZLynx account. It would be great if one user could add features without needing everyone in the agency to agree. Review collected by and hosted on G2.com.

The fact that it works together as a way to maintain customer information and run quotes all in one is great. Also, the easy of use, ability to create templates. There have been some automation added and continues to be added which helps Review collected by and hosted on G2.com.

The API has trouble sometimes, but this can be a combination of carrier website errors, but it is still the most frequent issue for me. At times quotes do not go through and the reasons given in the quoting section are to vague to know exactly why so having more exact detail would be nice. It would be nice to have an optional feature that automatically keeps renewal dates on the quote input pages so you did not have to constantly update them every time. Review collected by and hosted on G2.com.

I use EZLynx for Personal Lines, Commercial Lines, tasking, and documenting phone calls, which covers basically all facets of insurance-related items. I really like the documenting of phone calls. It's fantastic not having to document conversations on paper, and I appreciate how detailed it is despite being more complex. Doing Certificates of Insurance is very handy, allowing me not to leave my desk area to 'pull a file' as it's right in front of me. If I have a repeat COI, it's easy to handle, or I can do a new one directly off the system. While I'm still learning and it takes practice, the features already make sense and are progressively improving. Review collected by and hosted on G2.com.

I've only been working with EZLynx for less than 9 months, and it's a bit tricky making sure to attach items to the correct files in the client's folder. It's really just a matter of experience and practice. Sometimes I make mistakes and start a new conversation instead of attaching it to the same conversation. Also, the initial setup of EZLynx was difficult for our team, but we're managing. The system is not the easiest to learn, but I am getting better at it. Review collected by and hosted on G2.com.

I like being able to see reports that help us perform financial analysis on our books of business. They help us determine where we are growing and where we need to focus more attention. I also really enjoy being able to see demographic information and account information in EZLynx. Review collected by and hosted on G2.com.

It would be really beneficial if EZLynx allowed for quoting policies. However, most of the companies we are contracted with can't be quoted within EZLynx, so I haven't been able to use the quoting tool. A digital phone log within EZLynx, easily accessible and connected to policyholders, would be great. Right now, we have to put everything in the notes section, which isn't convenient, especially if someone calls who isn't already a customer. A more accessible system for documenting phone calls would be really useful. Review collected by and hosted on G2.com.

It stores information about the applicants and risk that we are insuring while it submit to numerous carriers for potential rates Review collected by and hosted on G2.com.

There are times when there are errors with carriers not returning rates. There should be a IT or technical issue with the carriers system. It would be nice if the system to automatically resubmit behind the screen 1 hour later or 24 hours later to attempt to obtain a quote from a carrier. I would like to have a note pad on screen for example for plumbing updates, I could note what was updated if it not home system up for partial, age of water heater. This may not be any information that needs to be submitted to the carrier, but just a quick note that I would look back are in future phone calls with the client. I would be like to be able to confidently be able to use Ezlynx to quote customers with primary home, secondary, rental, motorhome, motorcycle, umbrella. I wish Exlynx included some additional questions about the house that has a impact of the replacement cost estimate and would translate into the carriers rebuild estimator like quality of bathroom and kitchen, number and style of garage, deck and porch information. Review collected by and hosted on G2.com.