Agency Suites
Bundled products to supercharge your agency.
Enjoy seamless integration for your agency’s website with products like EZLynx Consumer Quoting and EZLynx Client Center, enhancing the overall consumer experience.
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Bundled products to supercharge agency productivity
EZLynx Agency Suites is an innovative, single-platform workflow management solution to help grow your agency. Each tool builds on the EZLynx Rating Engine and EZLynx Agency Management System to keep up with consumer’s changing needs by making your day-to-day process easier and more effective. This all-in-one web-based solution allows you to connect seamlessly from your home, office, or mobile device improving customer interactions and streamlining agency productivity.
| Rating Engine |
| Mobile Access |
| Real-Time Quoting |
| Carrier Defaults |
| Auto and Home Pre-fills |
| Applicant/Co Applicant Swap |
| Quote Templates |
| Quote Estimator |
| EZLogin to Quote |
| EZLynx Connect - Rating Shelf |
| Client Center |
| Document Sharing |
| Policy Change Requests |
| ID Card Access |
| View Policies |
| Add Claim Information or Images |
| Request Certificates |
| Self-Service Certificates |
| Management System |
| Agency & Customer Management |
| Comprehensive Reporting & Analytics |
| Mobile-Optimized |
| Policy Downloads |
| Carrier Messaging with eDocuments |
| Commerical Quote Tracking |
| Commercial Policy Entry |
| Commercial Application Entry |
| Commercial Application Bundling |
| Commercial Imports & Exports |
| Commercial Forms Workflows |
| Commercial Proposals |
| Commercial Edit Downloads |
| Commercial Summary of Insurance |
| Commercial Certificates Management |
| Claims |
| Commissions |
| Premium Trust Accounting |
| Automation Center |
| New Customer |
| Applicant Created |
| Customer Lost |
| Policy Cancellation |
| Note of Cancellation |
| Policy Change |
| Additional Policy |
| Birthday |
| Sales Center Stages |
| eSignature Completed |
| Carrier Notification Received |
| Carrier Document Received |
| Claims |
| Manual Workflow |
| Submission Center |
| Appetite Discovery |
| Risk Data Lookups |
| Underwriter Management |
| Sales Center |
| Pipeline Management |
| Detailed Sales Tracking |
| Automated X-Date Reminders |
| Lead Tracking |
| Zapier Integration |
| Mine Your Data - Agency Insights |
| Consumer Quoting |
| Live or Data with Mobile Quoting |
| Enhanced Quoting |
| Lead Portal |
| Google Analytics Access |
| Communication Center |
| Email Campaigns: Drip Campaigns |
| Email Campaigns: Bulk Campaigns |
| Text Messaging (SMS & MMS) |
| eSignature |
| Postal Mail |
| EZLynx for Outlook (Desktop and Office 365) |
| EZLynx Virtual Agent (EVA) |
| Retention Center |
| Predictive Analytics Risk Assessment |
| Premium Change Summary |
| Policy Comparison |
| Renewal Notification |
| Historical Premium Changes |
| Commercial and Personal Lines |
| Agency Websites |
| Mobile Optimized |
| Website Editor |
| Design Choices |
| Number of Pages |
| SSL Certificate |
| Training |
| EZLynx University |
| Live Group Training |
EZLYNX STANDARD |
|---|
| Rating Engine |
| Mobile Access |
| Real Time Quoting |
| Carrier Defaults |
| Auto and Home Pre-fills 25 |
| Applicant/Co Applicant Swap |
| Quote Templates |
| Quote Estimator |
| EZLogin to Quote |
| EZLynx Connect - Rating Shelf |
| Client Center |
| Document Sharing |
| Policy Change Requests |
| ID Card Access |
| View Policies |
| Add Claim Information or Images |
| Request Certificates |
| Self-Service Certificates |
| Management System |
| Agency & Customer Management |
| Comprehensive Reporting & Analytics |
| Mobile-Optimized |
| Policy Downloads |
| Carrier Messaging with eDocuments |
| Commerical Quote Tracking |
| Commercial Policy Entry |
| Commercial Application Entry |
| Commercial Application Bundling |
| Commercial Imports & Exports |
| Commercial Forms Workflows |
| Commercial Proposals |
| Commercial Edit Downloads |
| Commercial Summary of Insurance |
| Commercial Certificates Management |
| Claims |
| Commissions |
| Premium Trust Accounting |
| Automation Center |
| New Customer |
| Applicant Created |
| Customer Lost |
| Policy Cancellation |
| Note of Cancellation |
| Policy Change |
| Additional Policy |
| Birthday |
| Sales Center Stages |
| eSignature Completed |
| Carrier Notification Received |
| Carrier Document Received |
| Claims |
| Manual Workflow |
| Submission Center |
| Appetite Discovery |
| Risk Data Lookups |
| Underwriter Management |
| Sales Center |
| Pipeline Management |
| Detailed Sales Tracking |
| Automated X-Date Reminders |
| Lead Tracking |
| Zapier Integration |
| Mine Your Data - Agency Insights |
| Consumer Quoting |
| Live or Data with Mobile Quoting |
| Enhanced Quoting |
| Lead Portal |
| Google Analytics Access |
| Communication Center |
| Email Campaigns: Drip Campaigns Unlimited |
| Email Campaigns: Bulk Campaigns Pay Per Use |
| Text Messaging (SMS & MMS) Unlimited |
| eSignature 50 included |
| Postal Mail Pay Per Use |
| EZLynx for Outlook (Desktop and Office 365) |
| EZLynx Virtual Agent (EVA) |
| Retention Center |
| Predictive Analytics Risk Assessment |
| Premium Change Summary |
| Policy Comparison |
| Renewal Notification |
| Historical Premium Changes |
| Commercial and Personal Lines |
| Agency Websites |
| Mobile Optimized |
| Website Editor (CMS) |
| Design Choices |
| Number of Pages | SSL Certificate |
| Training |
| EZLynx University |
| Live Group Training |
| Request Quote |
EZLYNX ADVANCED |
|---|
| Rating Engine |
| Mobile Access |
| Real Time Quoting |
| Carrier Defaults |
| Auto and Home Pre-fills 75 |
| Applicant/Co Applicant Swap |
| Quote Templates |
| Quote Estimator |
| EZLogin to Quote |
| EZLynx Connect - Rating Shelf |
| Client Center |
| Document Sharing |
| Policy Change Requests |
| ID Card Access |
| View Policies |
| Add Claim Information or Images |
| Request Certificates |
| Self-Service Certificates |
| Management System |
| Agency & Customer Management |
| Comprehensive Reporting & Analytics |
| Mobile-Optimized |
| Policy Downloads |
| Carrier Messaging with eDocuments |
| Commerical Quote Tracking |
| Commercial Policy Entry |
| Commercial Application Entry |
| Commercial Application Bundling |
| Commercial Imports & Exports |
| Commercial Forms Workflows |
| Commercial Proposals |
| Commercial Edit Downloads |
| Commercial Summary of Insurance |
| Commercial Certificates Management |
| Claims |
| Commissions |
| Premium Trust Accounting |
| Automation Center |
| New Customer |
| Applicant Created |
| Customer Lost |
| Policy Cancellation |
| Note of Cancellation |
| Policy Change |
| Additional Policy |
| Birthday |
| Sales Center Stages |
| eSignature Completed |
| Carrier Notification Received |
| Carrier Document Received |
| Claims |
| Manual Workflow |
| Submission Center |
| Appetite Discovery |
| Risk Data Lookups |
| Underwriter Management |
| Sales Center |
| Pipeline Management |
| Detailed Sales Tracking |
| Automated X-Date Reminders |
| Lead Tracking |
| Zapier Integration |
| Mine Your Data - Agency Insights |
| Consumer Quoting |
| Live or Data with Mobile Quoting |
| Enhanced Quoting |
| Lead Portal |
| Google Analytics Access |
| Communication Center |
| Email Campaigns: Drip Campaigns Unlimited |
| Email Campaigns: Bulk Campaigns Unlimited |
| Text Messaging (SMS & MMS) Unlimited |
| eSignature Unlimited |
| Postal Mail Pay Per Use |
| EZLynx for Outlook (Desktop and Office 365) |
| EZLynx Virtual Agent (EVA) |
| Retention Center |
| Predictive Analytics Risk Assessment |
| Premium Change Summary |
| Policy Comparison |
| Renewal Notification |
| Historical Premium Changes |
| Commercial and Personal Lines |
| Agency Websites |
| Mobile Optimized |
| Website Editor (CMS) |
| Design Choices |
| Number of Pages | SSL Certificate |
| Training |
| EZLynx University |
| Live Group Training |
| Request Quote |
UPGRADE YOUR WEBSITE
| SILVER AGENCY WEBSITE (UPGRADE) |
| Mobile Optimized |
| Website Editor |
| 26 Design Choices |
| 15 Pages |
| 8 Unique Website Articles |
| AgentInsure Lead Network |
| 3 Lead Capture Forms |
| Multilingual |
| Dedicated Website Consultant |
| SSL Certificate |
| GOLD AGENCY WEBSITE (UPGRADE) |
| All Silver Options, plus: |
| Local SEO |
| Local Reach |
| Social Reach |
| Performance Reviews |
| Blogs |
Includes 50 envelopes per month, then $0.50 thereafter.
EZValue and EZGrowth include up to 500 recipients per campaign, additional fees occur for over 500 recipients.
Includes up to 9,999 executions. For 10,000+, overages will apply.
Additional fees may apply for product setup, data conversion or other services performed by EZLynx.