“helpful reminders”

Pros

Using this system has been really convenient. It keeps tasks and reminders in front of me which helps me stay on top of what needs to get done. Setting up an account for a prospective client is also very simple and the initial setup for my team went smoothly.

Cons

Part that still feels unclear is how to add something to an existing task. It would also be better if uploaded emails could be labeled with the task name.

“So convenient!”

Pros

Running quotes with it is really simple and convenient and getting everything set up at the beginning was extremely easy.

Cons

Nothing so far.

“Save times”

Pros

Quoting takes a lot less time and it keeps all my clients together in one place instead of making me jump through each carrier site separately.

Cons

One downside is that with certain carriers, I can no longer go straight to a client's policy.

“positive experience”

Pros

The platform feels user friendly and accessible and it really helps me find the best policy options for my clients.

Cons

The only downside is having to manually enter all of the agency codes and similar details.

“Does a lot”

Pros

Handling insurance quotes with it has been a big time saver because it makes bridging over and verifying each company really simple. It's also very helpful for checking client notes, keeping all client information together in one place and reviewing the documents we've attached. Having every note organized in one system is a huge plus and being able to attach documents directly to notes now makes it much simpler for any agent to jump in, review everything and assist the client. The initial setup was very easy too.

Cons

Nothing to report here.

“quick access and navigation”

Pros

The layout works really well and getting to client information is very convenient. It's also helpful being able to jump back to pages I viewed earlier without any hassle.

Cons

At times, the system can be a bit slow and updates sometimes take longer than expected to finish.

“versatile search”

Pros

Search functionality is great since it lets me look up customers and accounts in several different ways! I can search by name, policy number, phone number, address and more which makes it much faster to pull up the exact account I need to review. The upload tools and the rest of the system also feel very accessible and simple to navigate. It has become a core part of our daily operations and it's the one tool we never really consider replacing which says a lot about how reliable it is. Getting started was also very easy especially for the part of my role that involves accessing and locating information.

Cons

I can't recall any negative points about it.

“Time saving quoting and e-signatures”

Pros

What really helps is how it keeps documents attached to the correct policy so tracking down the file I need takes a lot less effort. The e-signature feature is useful too since most of the details are already filled in which saves time and makes the process simpler for both my customers and me. Being able to quote multiple carriers at the same time without typing the same information over and over is another huge time saver. I also appreciate how easy the initial setup was.

Cons

My only real issue with it comes up during quoting when a PO Box is entered as the mailing address. In that situation, the system does not recognize the alternate garaging address added in the application for the quote. To get it to work, I have to open the applicant details, replace the PO Box with the physical address, remove the garaging address from the application, run the quote and then go back and switch everything to the original information once quoting is done.

“simple setup and carrier sync”

Pros

Working with it has been really convenient because the system is easy and connects with carriers without much hassle. Shopping for policies and keeping client information on file feels much more organized and the notifications help keep everything moving. Getting everything set up in the beginning was simple as well.

Cons

Text message issues still haven't been resolved.

“Easy to learn and use”

Pros

Getting comfortable with the product didn't take long at all. The system is very easy to learn and use.

Cons

At times, issuing a policy creates a new EZ even when one has already been set up. I'm also not a fan of the newer update that added labels to policies in the account overview.

“simple navigation that works”

Pros

Moving around the system is easy and I can quickly find exactly what I need.

Cons

It works well for smaller or more easy agencies but it can start to feel limiting as things become more complex.

“Handy policy tracking hub”

Pros

Having commission statements and policy details available to download makes it really useful when it's time to sort out commissions. I also appreciate how it pulls carrier information and policy details into one place and the note taking feature adds another helpful layer for keeping everything organized.

Cons

The AI tools don't offer much value right now. Rather than focusing on a chatbot, it would be far more useful if the system could accept uploaded documents and read the data directly into it, such as commission statements or quote details. The automated email templates also feel outdated and could definitely use a more modern look.

“good for client management”

Pros

Everything being in one place is a huge plus! We use it as our client file hub for uploading prior declaration pages, emails and keeping a full paper trail of conversations and notes. The virtual Post-it note on the overview tab is also really useful for small personal details, like noting when a client just had a baby which helps us stay connected and show a more personal touch. It saves a lot of time too since we don't have to re-enter information into every carrier's system. Instead, it bridges that information over so quoting feels quick, simple and smooth. Another thing I appreciate is being able to review the information it returns after a quote and figure out what fits the client best. When I pull up a client, everything I need is right there at a glance which is especially helpful while I'm on the phone with them. I can immediately view their policies, premium and coverage without jumping into each individual carrier site and having it all on one or two pages makes the whole process really convenient.

Cons

Having to get approval from six other agents before I can add features to my EZLynx account is so annoying. It would be much better if a single user could enable the features they need without requiring agreement from everyone else in the agency.

“user friendly”

Pros

Working in this platform has been very user friendly and it makes it simple to keep track of our clients. The system performs consistently and whenever support is needed, the chat feature makes them easy to reach.

Cons

I wish changing joint profiles to single profiles after a divorce or the death of a spouse was simpler.

“handy texting and client notes”

Pros

Using it is easy and being able to text or email clients while automatically keeping a note in the file is really helpful.

Cons

A downside is that it times out so you have to log in again.

“Big time saver”

Pros

Quoting insurance with this tool has been a big time saver! I really appreciate how fast it is and how simple it makes the process especially since I can pull multiple quotes without having to re-enter the same information into every carrier system one by one. It's also very convenient being able to move information from the software directly over to carrier websites.

Cons

Every now and then, the information doesn't carry over correctly. It feels pretty random because sometimes certain carriers won't transfer the details properly or the system will glitch.

“Comparative rater saves hours”

Pros

Hands down, the comparative rater is the standout feature. Quoting multiple carriers at the same time saves our team a ton of time and helps us work much more efficiently with clients.

Cons

As with most effective platforms, there's a bit of a learning curve in the beginning. It takes some time to get familiar with all the features but once you do, everything works very well.

“Broad carrier support”

Pros

The platform is very user friendly and works with a wide range of our carriers.

Cons

The carrier questions can feel a bit repetitive at times.

“Made everything manageable”

Pros

Using this software has made my daily work much more manageable. One of the biggest benefits is how it automatically fills a lead's information across multiple carrier systems like Allstate, Progressive and Liberty Mutual which saves me a lot of time. The prefilled vehicle tab is another feature I really appreciate because it fits nicely into the system and helps my workflow move along better. Even the training was a positive experience since it was clear, simple and easy to follow.

Cons

An issue I've noticed is that when I enter driver's license numbers, that information doesn't transfer over to certain carriers.

“notes section works brilliantly!”

Pros

The notes section has been incredibly useful and it gets used a lot to document every kind of communication.

Cons

Every now and then, it crashes or runs into technical issues.