“simple navigation”

Pros

Starting off with it was easy and using it day to day feels very simple. It's also quick to set up and I can find the information I need without any trouble.

Cons

It handles everything I need it to do so I really don't have any complaints at this point.

“user friendly interface”

Pros

The interface is very user friendly and the overall functionality works really well.

Cons

Something that does slow me down is the wait time when switching to auto after saving a customer's information.

“flexible search that saves time”

Pros

Being able to search with lots of different criteria is a huge plus and it makes sorting through my database much faster and more manageable.

Cons

It does seem like the updates roll out a bit too frequently.

“Made my work efficient!”

Pros

Really helps me work efficiently and track down the best deals for customers. It's very accessible and user friendly and the forms are easy to complete with the information it asks for. Getting started was also simple because there were plenty of videos available that made the setup and learning process easy to follow.

Cons

I honestly don't have any complaints, I love it!

“Easy to follow”

Pros

Getting around the interface feels very easy, with minimal jargon used throughout which makes everything easier to follow. The policy information is detailed and helpful and the task management feature is also a strong part of the system.

Cons

There are times when it loads a bit slowly and it would be better if completed tasks closed automatically once they're done.

“Client records in a single place”

Pros

Handling client records, logging actions and pulling up policy details through the software has worked really well for me. Having everything for a client stored in one place is incredibly helpful. I use the task tool every day and it's been excellent. It's also really useful to follow the full activity history and view client documents all in the same system. On top of that, the ability to text through it is a big help.

Cons

Updating email addresses and phone numbers in the details section always feels more complicated than it should be. That part of the system seems a bit cluttered and disorganized.

“User friendly”

Pros

Getting the hang of it was really simple and it makes entering client information feel clear and easy.

Cons

It runs very fast and saves all of my information properly.

“better document tagging and teamwork”

Pros

The recent updates have made a real difference especially with document tagging in the client profile. It's much faster now to tell whether something is a receipt, an upload page or a signed document which helps a lot when trying to find files quickly. The task tracking feature is also very helpful because it lets me work closely with coworkers and loop in additional people when needed so we can finish a client request together. On top of that, the setup process was very easy and the interface is simple and user friendly.

Cons

One thing that still feels like it could be improved is the level of detail in the information the system provides. The email automation also seems to require manually entering an email before it can be saved in the platform and tracked properly. The biggest limitation though, is not being able to continue a client conversation directly inside the application. Right now I have to switch over to Outlook, sync everything, reply from there and then bring it back into EZLynx. It would be much more useful if all client responses and conversation tracking could be handled directly within the platform.

“convenient workflow”

Pros

Everything about it feels easy, convenient and very user friendly.

Cons

Don't have any complaints about it and wouldn't want to switch to anything else.

“customer account connections are excellent!”

Pros

The connection to customer accounts works really well.

Cons

It still doesn't connect to First Chicago policies.

“efficient policy management”

Pros

Has been really helpful for managing policies efficiently and being able to quote multiple carriers from one place is a huge plus. We can also pull up a clear summary of customer policy details without logging into each carrier separately which saves a lot of time. The setup process was easy and I didn't run into any problems getting it up and running.

Cons

System does go down occasionally without any warning.

“so simple!”

Pros

One thing I really enjoy about it is how simple it is. The system is very user friendly and easy to work with.

Cons

That said, it would be even better if it included a few more features, similar to what Applied Epic offers.

“handy texting and navigation”

Pros

Moving around the system is easy and being able to text insureds directly is really useful.

Cons

Every now and then, when sending an ACORD form, it goes out blank to the insured.

“excellent pricing!”

Pros

Has been very easy to navigate and keeping client files organized and manageable is simple. It generally runs efficiently, the pricing is very good and the support and customer service have been excellent. It also works well with all of our rating tools. I'm still in the process of learning the AI features.

Cons

The only real drawback overall is that some client information marked as sensitive has limited visibility, even when we entered it ourselves and need access to it for work.

“handy for multi-location work”

Pros

Running an insurance agency across multiple locations is much more convenient. The system is very user friendly so getting around it and using the features feels easy. Setting suspenses and follow ups helps keep things from slipping through the cracks which leads to fewer mistakes and happier customers. The texting feature is also something I enjoy using and the initial setup process was simple.

Cons

At times it slows down when opening documents. Saving or loading larger documents can also take quite a while.

“Makes my daily work easy”

Pros

Having the insurance carriers connected directly with the quoting system really helps keep everything efficient. Policies download fast and the site as a whole makes daily work simple to manage. The sales center is also very useful for tracking my tasks and sending reminders. Any time I've needed help, support has responded quickly and been ready to assist.

Cons

Don't have any complaints. I'm still in the process of learning my way around the website.

“Can be better”

Pros

Search function has been helpful, along with the ability to quickly ask the AI assistant for walkthrough guidance. Search makes it much faster to pull up an insured using their name, phone number or address which helps me find the right client and assist them without wasting time. The AI assistant has also been very useful since I'm still fairly new to EZLynx. I can type in what I need to do and it gives me clear step by step instructions.

Cons

Handling and issuing certificates of insurance feels less efficient than it should be. Bulk certificates are only available the first time a new certificate is added. After that, if I need certificates for different holders, I have to download or preview each one separately instead of sending them to multiple holders at once. Moving over to EZLynx was also difficult because of the size of our book of business and the transfer process took quite a while.

“helpful support every time”

Pros

Whenever I need assistance with this software, the support team is quick to reach and consistently helpful every time I contact them.

Cons

At this point, I really don't have any complaints about it.

“built in rater saves time”

Pros

The built-in rater has been a big time saver and makes the whole insurance quoting and policy management process much more organized. I also really appreciate the texting feature since I've set up text templates to contact prospects and in most cases people seem to respond better to text messages.

Cons

I recently opened a support ticket about the latest update because it changes a prospect's current address to their previous one when pre-filling auto information. Hopefully that gets fixed soon. Policy change downloads can also be a little difficult to review at times.

“fast reporting and renewals”

Pros

Across both our commercial and personal lines, this has been a really strong fit for the agency. It lets us track commissions and pull book-of-business reports within minutes which saves a lot of time. Compared with Epic, it's better by a long shot. The reporting tools are excellent and it also makes renewing clients' coverage and getting document signatures done quickly. Overall, it supports what we need well and makes daily work at the agency much more manageable.

Cons

It would help immensely if I didn't keep getting prompted to write more.