EZLynx Reviews & Pricing

Key Features

• Rating Engine: Provide clients with real-time multi-carrier quotes for home or auto policies. Quote rates, issue policies and store ACORD forms with the intuitive dashboard. Pull vehicle and driver records to pre-fill carrier-specific forms. Capture and share carrier defaults and pre-set coverage scenarios via built-in templates. Automatically calculate premiums, validate addresses and check for missing data and discrepancies. 
  • Graph View: Use color-coded graph views to compare home and auto policy results. Automatically combine the same carrier results into a single bar. 
  • Applicant / Co-Applicant Switch: Easily swap applicant and co-applicant positions to submit a new quote. 
• Management System: Streamline agency and workflow management with a centralized repository for customer’s quotes, documents and policies. Streamline the renewal process with automated client information updates and policy synchronization. Directly convert the agency’s data to the new platform to accelerate time to market. 
  • Performance Metrics: Collate information from the rating engine and management system modules to receive intelligent insights via email reports. 
  • Policy Comparison: Compare expired and renewed policies side-by-side. Explain the latest premiums and coverages for both commercial and personal lines. 
  • Accounting: Manage all financial transactions with direct billing support. Process commissions faster with graduated commission structure, commission downloads, split-commission tracking, percentage rules and more. 
  • Certificates and Forms: Store ACORD forms, policy downloads and e-signatures in client-specific electronic files. Use client information to create new certificates or renew existing ones. 
  • Document Storage: Centrally store client-related documents such as emails, certificates, forms, policies and more. Search for specific documents using custom data fields and upload files using the drag-and-drop function. Connect policies to associated clients. 
  • Document Signing: Streamline policy processing with secure electronic signatures. 
• Agency Websites: Optimize an existing website or create a new one that includes the latest search engine algorithms. Increase the agency’s local reach and brand awareness with integrated editing, hosting, development and content services. Seamlessly integrate consumer quoting and client center modules into the website while keeping it mobile-friendly. Access website statistics during quarterly reviews. 
• Consumer Quoting: Allow potential clients to get rate quotes directly from the website. Implement optimized, industry-specific web forms to provide multiple quotes instantaneously. Use vehicle and license data to autofill available information for faster quoting. 
  • Automated Contact: Automatically follow up on potential clients with incomplete quoting processes. Provide a secure link to access all relevant information and finish the process. 
  • Agent Options: Use online customer data to contact them directly with quotes. Get email reminders to follow up on quotation requests. 
  • Capture Leads: Capture leads through the agency website and reach them with purpose-built email marketing campaigns. 
  • Tracking Analytics: Record key analytics and analyze consumer quote traffic to improve the agency’s marketing and lead campaigns. 
• Communication Center: Simplify client communication and outreach with targeted drip marketing campaigns, email campaigns, attachments and postal mail. 
• Client Center: Provide clients with 24/7 access to the agency via the self-service portal. Safeguard client personal information with secure and unique login credentials. Agents can directly share policy documents and update client data at regular intervals. 
• Integrations: Supports integration with a wide range of third-party applications, including QuickBooks, Microsoft 365, Netstar, CoreLogic, EverQuote and more. The API-based architecture provides in-house tools such as Data Bridge, Live Rating and Policy Management. 
• Mobile App: Provides global access to client data and policy information with the mobile application. 

Limitations

•  Initial quotes for home and auto rating can be occasionally inaccurate. 
•  Certificates and policies, once issued, are difficult to update. 
•  Reporting is not completely accurate. 
•  Purchasing all the add ons can drive up costs. 

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