I find EZLynx incredibly useful as an independent agent because it allows me to view all my clients' policies in one place. I love that I can set reminders and tasks, and view a client's file on an account level. It's also really easy for agencies with workers in different offices or those working remotely, as we can all see notes regardless of our location. This transparency ensures we know what was discussed with a client. The initial setup of EZLynx was extremely easy too. Review collected by and hosted on G2.com.

Some carriers do not have compatibility with downloads, so we have to manually input policies. Not a huge disadvantage - just takes a little more time. I just wish we received alerts for all companies when policies are set to cancel or changes are made. Review collected by and hosted on G2.com.

I really like how seamless and easy to navigate EZLynx is. It's always the first thing I open when taking a call, which shows how integral it is to my workflow. The ease of accessing information, like pulling up policy details with just a click, is a huge plus. I appreciate that I can just type in a policy number, and EZLynx pulls it up for me. It's like an electronic file cabinet that keeps things organized and flowing. The integration with Agency Zoom is something I find really beneficial. Overall, using it simplifies tasks significantly and has streamlined my daily activities. Review collected by and hosted on G2.com.

I wish the integrating system was a little bit better. I wish more carriers were able to show up in the system automatically without me having to manually add them. Review collected by and hosted on G2.com.

I use EZLynx for managing client accounts in the insurance arena, and I'm pleased with how it allows me to do data entry, send e-signature forms, take notes, and run quotes seamlessly. It effectively keeps all docs saved in client accounts, which is essential for my work. I appreciate having client files, quoting, and e-signatures all within one system, which makes my workflow more streamlined. Review collected by and hosted on G2.com.

Not being able to delete or correct data that was entered incorrectly is frustrating. I also think the electronic signature process could be more user-friendly, especially for older clients who get confused when their signature appears in the wrong space. Not being able to see or correct the date of birth or driver's license number after it's been entered is also problematic. Review collected by and hosted on G2.com.

I like that everything is all under one system in EZLynx. It's convenient not having to continuously log into another platform because all the customer information, policies, history, and messaging capabilities are right there. Review collected by and hosted on G2.com.

Eva needs improvement. The filters in the automations need a lot of improvement. We've had issues with the quote proposals as well. There also needs to be a workaround for completely linking a commercial and personal account so that they have the same client center. Automation filters need more options for 'is one of' and 'is not one of.' Quote proposals need an option to record a video right then, and we've also had a few clients who struggle to even open the quote proposals. Review collected by and hosted on G2.com.

I love the quoting feature in EZLynx. My favorite thing is that I can quote with multiple carriers simultaneously. It helps me remain on track and maximizes efficiency in quoting and retention. The ability to quote with multiple carriers at once saves me from the monotonous task of quoting carriers individually and helps me quickly weed out carriers with uncompetitive rates. EZLynx is also connected to my Gmail and our phone system, which is helpful for renewal outreach. Review collected by and hosted on G2.com.

The main issue I have is bridging carriers. It's not a frequent issue, but sometimes carrier logins don't work even with the right credentials entered in. There are also frequent quoting errors with Progressive Home. Review collected by and hosted on G2.com.

I love how EZLynx makes it easy to pull up customer information and always notifies us when a customer is trying to contact us, so we never miss a call or text. What I like most about EZLynx is its convenience. I also like that everything can be manually edited to create personalized accounts for our customers, which helps correct mistakes and improve efficiency. The initial setup was a breeze, making the transition smooth. Overall, EZLynx makes work faster and more efficient and it's a great way to digitally store information in my industry. Review collected by and hosted on G2.com.

If I had to say anything I think could be better about EZLynx I would say the Activity notes. Once you submit the activity, they typically cannot be edited. Allowing users to edit an activity could keep from making too many notes on an applicant's screen as well not confusing any colleagues with multiple activities about the same thing. Review collected by and hosted on G2.com.

I find EZLynx reports very easy to navigate, which is a huge plus for me. The new upload feature stands out the most, as it allows documents to be uploaded and effortlessly turned into an application, making the process more efficient. I believe this application will save a lot of time when entering new applications and finding data on them, like the number of policies currently held. This update will make it quicker for all agents to use the system thoroughly and give accurate information in a timely manner. So far, EZLynx has been a very easy tool to use. Review collected by and hosted on G2.com.

I wish EZLynx had voice input capabilities or a microphone feature to input the information so I don't have to type. Review collected by and hosted on G2.com.

I find EZLynx makes it easy to quote auto, which is really helpful. I also like the texting feature and the ability to attach files to messages. The initial setup was fairly easy, allowing us to transfer our files from the previous system quickly. Review collected by and hosted on G2.com.

The electronic signatures have improved in the last update, but when you go back to edit the subject line or add more people, you have to restart the process of filling out the forms and where they need to be signed. Some policies don’t load or don’t load correctly, which can create issues. I wish under documents, instead of having to click on each doc to find the correct one, you could hover over it and it would show a photo of what the file contains. This would help because sometimes when coworkers upload files, they do not name them correctly or leave original filenames, which sometimes are just numbers and letters. Review collected by and hosted on G2.com.

I use EZLynx for comparative rating home and auto insurance and love that it lets me input client information a single time for multiple insurance carriers. The organized pipeline for clients and prospects is really helpful, and I find assigning tasks and notes straightforward. The concise format for pipeline viewing is great for tracking the sales process, with features like updated timing and sorting options. I also find it easy to integrate new carriers into the quoting process, as establishing logins and linking individual carrier quoting systems with EZLynx is straightforward. Additionally, the initial setup of EZLynx was very simple. Review collected by and hosted on G2.com.

The data prefills for home and auto can be restricting. It often pulls incorrect customer data and doesn't let that data be edited if it's protected info like a DL number or birthdate. Prefilled info should always be able to be edited to ensure accuracy, as it even overrides manual input after a prefill has been done. Prefill should also allow multiple addresses to be used for a single prefill instance. Review collected by and hosted on G2.com.

Unfortunately, nothing in particular comes to mind. Review collected by and hosted on G2.com.

The comparative rater is almost useless when it comes to premiums. In fact, I've entirely given up using it for our direct carriers.

Client management is difficult, especially with regard to the length of occupancy at the addresses entered; should use Move-In Date instead; this has been suggested several times.

EZLynx is slow to respond to product enhancements and often uses excuses like "It's working as intended," leaving us with feeling like saying, "Well, no sh**, Sherlock, we're trying to tell you the intended way isn't ideal."

I have been impressed with updates that rolled out about a year or two ago, but that was a while back, and there's a lot left that you're not paying attention to; instead, you're rolling out other product enhancements and ignoring many of the requests that have already been submitted.

The Retention Center is way overpriced for our small agency.

It's too easy to ignore your sales pitch emails (such as those for AI integration) when you've not addressed concerns we've expressed in the past.

I'm tired of getting the mass EZLynx Retention Center emails when we've already declined to purchase that module. Once a year, maybe, sure! But every other week? No, thanks.

Thanks for listening. Review collected by and hosted on G2.com.