“helpful onboarding and organized records”

Pros

One thing that really works well is how it keeps all our information, conversations and documents in one place. I don't have to rely on memory because I can just go back to my notes and everything is right there. Getting started was also very easy and their team was incredibly helpful and supportive while walking us through the setup and showing us how to use the system.

Cons

The only thing I'd like to see improved is the DocuSign process especially when a mistake is made and needs to be corrected more easily.

“convenient quoting hub”

Pros

Having the quoting platform in it has been a big plus! It's really convenient to keep all the information in one place which means we don't have to jump over to each carrier website just to check coverages. Moving quotes over through the bridging feature is also much simpler than opening every carrier one by one.

Cons

An issue I keep running into is that the date of birth is always blocked out so it's hard to see a person's DOB unless you click into the screen and scroll down very quickly.

“task tracking and shared notes”

Pros

Setting up tasks is very easy and it does a really nice job of keeping notes organized under each task, even when several people are contributing to the same work.

Cons

At times, I still need to manually correct or update information when certain details don't download accurately from the carrier.

“I use it everyday”

Pros

From quoting and note taking to file storage, client communication and e-signatures, I use this across pretty much every part of my daily workflow. It covers all the management tasks I handle day to day so having everything in one place has been really useful.

Cons

I'd still like to see is the ability to edit an envelope after sending an e-signature request. It would help a lot to fix something if it was marked in the wrong place or to correct an email address without having to start over.

“Activity notes work really well”

Pros

The note taking features in the activity section and documents are really useful and work well.

Cons

Birthdays and Social Security numbers sometimes disappear.

“Accurate rankings”

Pros

Everything about it feels very easy to use and there are plenty of options for customizing quotes. It also runs quickly and gives very accurate carrier rankings based on each client's information.

Cons

Since the most recent update, I really can't think of anything negative at the moment.

“fast multi-carrier quoting”

Pros

Being able to quote several carriers at the same time saves a lot of time and keeps the process accurate. It's very user friendly for agents since customer details only need to be entered once and then multiple quotes come back in the time it would usually take to finish just one. Getting everything set up in the beginning was also very simple.

Cons

Once in a while, the rater is not completely accurate.

“Lets me compare rates”

Pros

Having multiple carriers connected through it is really convenient. I can compare rates from one place which makes the whole process faster and more organized. It's also helpful for keeping track of every person I communicate with.

Cons

An issue comes up when a client has more than one EZLynx account, such as a personal and a commercial profile. If they send me a text, the message seems to disappear into nowhere and never gets resolved so I don't even realize they reached out.

“comparative rating convenience”

Pros

Being able to see rates from multiple carriers on a single screen is a huge advantage. It lets me compare options quickly and choose the best one without jumping between different websites which makes selling home and auto insurance much more convenient. Getting everything set up in the beginning was also very simple and that was a big plus.

Cons

I don't have any setbacks to mention.

“Easy to use”

Pros

Everything stays well organized and the system is very simple to use.

Cons

A limitation is that notes from one account can't be transferred over to another account.

“No jumping between sofwares anymore!”

Pros

Having everything in a single place is really helpful since there's no need to jump between a bunch of different websites just to quote customers. It's also nice being able to compare all the pricing from each company you're quoting with in one view.

Cons

At times, the customer's policy information doesn't refresh the way it should. When that happens, you end up having to search around to find where the current policy is.

“best fit for our agency”

Pros

Compared with the two other platforms we've used, this has been the best match for what we need. It's easy and accessible and it helps us take care of clients quickly and efficiently.

Cons

Support is one area that could definitely be better. Most of the time, you're limited to messaging their team and there are times when they don't seem to know the system very well. Better support is available but only if you pay extra for it.

“cost concerns and missing file duplication”

Pros

Getting into it is convenient and I can pull files pretty quickly. The initial setup was also very simple to get through.

Cons

Pricing reference is something that worries me. On top of that, the fact that files can't be duplicated creates a major issue.

“Helped our agency grow”

Pros

One thing that really stands out about it is how much time it saves while also helping the agency grow. It does a solid job with customer retention and renewal management by keeping client details organized and sending reminders which gives us more time to focus on bringing in new business. The initial setup was simple too so the transition went very smoothly.

Cons

Nothing negative to talk about.

“user friendly navigation”

Pros

Navigating it feels very easy and it does a really good job of keeping profile documentation organized. Sending forms out for signatures is simple as well and the whole system feels very user friendly.

Cons

At times, it can run pretty slowly especially when I'm on the phone with a client.

“Love the E-signatures feature”

Pros

Has been really helpful for keeping our team organized. The E-Signature feature has been especially useful and the initial setup went pretty well since most of everything transferred over without any issues.

Cons

An issue that still needs to be addressed is the unresolved text messages.