Insurance Agencies Look for Easy Solution to Technological Challenges

Technological challenges faced by insurance agencies are creating opportunities for new companies in the industry.

According to Future One and the Independent Insurance Agents & Brokers of America’s biennial Agency Universe Study, technology poses one of the top challenges for insurance agencies; 21 percent of survey respondents ranked it as their biggest challenge, and 46 percent placed it among their main three challenges.

These challenges have created opportunities for growth among companies that help agencies use technology effectively. EZLynx is one such company. Founded in 2003, EZLynx ranked among the top comparative raters and agency management systems in the study — little more than 10 years after the company was started. According to the study, more than one-third of agencies that use a comparative rater rely on EZLynx, and the company ranks among the four most popular management systems.

When asked about the specific types of technological challenges they face, agencies repeatedly mentioned two: dealing with multiple carrier interfaces and effectively marketing on the Internet. Providing real-time quotes for auto and homeowners insurance was also mentioned by 12 percent of respondents. Although a minority of agents cited providing real-time quotes as a significant technological challenge, this marked the first time real-time quotes registered above 10 percent in the study.

These findings help explain the rapid growth of EZLynx. As a comparative rater, EZLynx helps agencies market themselves online using real-time quotes. The study found that 52 percent of agencies use comparative raters for just this reason, but this is not all that EZLynx does. The comparative raters that are able to add additional value through other online marketing efforts are the ones that have grown to the top in recent years. By complementing its real-time quotes with other services, EZLynx has established itself as the most prominent comparative rater. Of the agencies that use a comparative rater, 36.5 percent work with EZLynx.

Brady Polansky of EZLynx reflected on the study’s findings: “We’re proud that two-thirds [67 percent] of the study’s respondents rated EZLynx as either ‘very valuable’ or ‘extremely valuable.’ That shows that we are truly helping agencies through our comprehensive, web-based solution.”

EZLynx also holds a commanding position among insurance agency management systems, ranking among the top four in market share as the fastest growing management system of 2014. Polansky explains why adding a management system to EZLynx was a natural step: “We’re a technology company that works with insurance agencies. Agencies said they were struggling with the lack of innovation and bloated cost of their existing management systems, and we thought we could develop a solution that was far superior. We already had a relationship with these agencies through our hard earned success with comparative rating, and we had the expertise to solve the problem, too.”

The study found that growth among insurance agencies from 2012 to 2014 was stagnant, but technological advancements created opportunities for other companies in the insurance industry. No company has met agencies’ changing technological needs as well as EZLynx, which is why it has achieved unparalleled growth among comparative raters and agency management system providers.

To learn more about the solutions EZLynx offers, contact EZLynx at 877-932-2382 or email [email protected].

If you’d like to learn more about the study, please email Brady Polansky at [email protected].

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About EZLynx

EZLynx® develops industry-leading cloud-based software for the insurance industry. Our software has helped independent agents operate their businesses more effectively for over ten years.

EZLynx is proud to be the innovator of several products that previously the insurance industry had never seen, including: Real-time rating, Agency Pulse™, Policy Sync, eSignature integration, and a unified rating and management system.

EZLynx Creates Innovative Communications between Carriers and Agents to Improve Comparative Rating Success

Flower Mound, Texas – EZLynx, recognized as the industry leader in real-time comparative rating and insurance software solutions, announces EZLynx Carrier Messaging. Deliver marketing messages to agents at the most effective time – during the quoting process.

“Imagine delivering a message directly to an agent at the point of sale while they are deciding how or where to place the business,” says David Taylor, VP of Product Integration at EZLynx. “Carriers can now interact with their agents when they are quoting and grab their attention with a variety of risk specific messages in their EZLynx quotes. This powerful tool provides the message vehicle for growing a carrier’s market for specific areas or products.”

The messages, returned by the carrier’s system, are channeled to a messaging section on the EZLynx quote results page.  Banner alerts provide agents with an excerpt of the message content.  A quick click takes the agent to the carrier’s exclusive message, focusing them on the carrier’s specific information.

EZLynx Carrier Messaging is a highly effective communications channel for a carrier to deliver its unique strengths to its agency force.  While the messaging framework may be used for broadcast message delivery, it may also be used to deliver risk-specific messaging via text or HTML formatting.

“For example,” Taylor continues, “submission of a risk that the carrier identifies as an umbrella candidate can trigger a “have you considered” message back to the agent and includes a link to the carrier’s umbrella quoting application. With very liberal space-availability, carriers can employ combinations of text and graphical formats along with interactive methods as agent calls-to-action.”

“With multiple national carriers now participating in EZLynx Carrier Messaging, this is a win-win for the independent agent-carrier channel.” said Taylor.

To learn more about EZLynx Carrier Messaging, please contact [email protected].


EZLynx is an industry leader in property and casualty insurance solutions, with cloud-based agency management, comparative rating, client servicing, and digital marketing tools for the insurance agency marketplace. EZLynx pioneered the concept of real-time quoting and remains today the leading provider for independent agents. EZLynx processes more than four million auto, home and package transactions every month, offering a choice of rates from 160 top insurance companies in 48 states.

EZLynx releases Agency Analytics Report with EZLynx Agency Pulse

Agency Pulse monthly report delivers enhanced business performance insights to insurance agencies

EZLynx today announced the recent release of EZLynx Agency Pulse. This first of its kind automated agency report aggregates data from EZLynx Rating Engine and EZLynx Management System into actionable business intelligence that enables agency owners and administrators to more profitably manage their business.

EZLynx Agency Pulse provides agencies key metrics of their monthly insurance agency performance, derived directly from their EZLynx data to make targeted, educated business and marketing decisions.  EZLynx, as the only industry leader in comparative rating that also has a full-featured agency management system, is uniquely positioned to provide rich, multidimensional agency reports that are unavailable in any other system.

“This first step in putting powerful agency information into the hands of agency owners uses all of the robust quoting and policy data found in EZLynx Rating Engine and EZLynx Management System to deliver eye-opening performance metrics about your business that can’t be found in any other system,” said Jaideep Jayaram, Vice President of Sales, EZLynx. “With so much customer data locked away in outdated agency management systems, agency owners have been desperate for the kind of actionable agency analytics that can be provided through EZLynx Agency Pulse. The feedback from many of the agents who have been receiving this data for the past few months has been overwhelmingly positive.”

Automatically generated each month with both an Agency Snapshot and Detailed Information sections, EZLynx Agency Pulse delivers performance data in an easy-to-view report that has been designed to show key performance information based on collaboration between EZLynx and a team of agency owners.  Actionable metrics that help reveal opportunities for growth and increased profitability include statistics on close ratios, retention, clients, carriers, and premium.  More importantly, agency owners can see the changes in metrics from the previous month, making it much easier to track strategic objectives and priorities.

“EZLynx Agency Pulse has illuminated the business performance of my agency in ways that would have never been possible on our legacy management system,” said Brian Burns, Owner, Compass Insurance Group LLC. “Because EZLynx is a tightly integrated comparative rater and agency management system in one platform, they were able to build amazing reports that can’t be found in any other system.  That, combined with the quarterly website performance meeting that is part of EZLynx Agency Websites, we have been able to make strategic marketing decisions based on actual data and then track the results.”

EZLynx Agency Pulse is available today on EZLynx at no additional cost.  EZLynx automatically sends out Agency Pulse each month to all agency owners with an EZLynx account.  To learn more, visit

EZLynx Marketplace Releases Fully Integrated eSignature Solution

EZLynx, an industry innovator in cloud-based, agency-in-a-box insurance software solutions, announced that EZLynx eSignature by AssureSign has been released through their EZLynx Marketplace platform.

Working with AssureSign, a leading provider of electronic signature software, EZLynx has developed a safe and secure way to send electronic documents for signature directly from within EZLynx Rating and Management System.

A longtime leader in comparative rating, EZLynx has been expanding their flagship software to allow for powerful and seamless integration with EZLynx by third-party developers through their EZLynx Marketplace program.

“We are very excited about EZLynx Marketplace and the powerful enhancements that we have coming soon, including fully integrated EZLynx Accounting and integration with Leads360,” said David Taylor, VP of Product Integration at EZLynx.  “EZLynx eSignature by AssureSign is an essential component to EZLynx Management System, allowing our customers to save time and money by sending and receiving signature documents in minutes.  It’s also compatible with mobile devices, which was an absolute requirement for us, as we are very much aware of the shift by consumers to mobile devices.  Our customers sign up for the product through EZLynx, and they only pay when they use it.”

This Marketplace application was designed to provide a user-friendly interface, which is demonstrated with an “easy to use” four step eSignature Envelope Wizard. Once an eSignature Envelope is created and sent to the consumer, they receive an email with a link to the document. The consumer can easily read the document and sign, right from their computer or mobile device. After the consumer signs the document, the agent can view the signed document in EZLynx.

“The true benefit of AssureSign electronic signature software is recognized when it is deeply integrated with existing business applications, and our DocumentNOW® API toolkit provides a comprehensive and flexible way for EZLynx to develop this cohesive solution,” said David W. Brinkman, President & CEO of AssureSign LLC. “EZLynx eSignature by AssureSign enables users to automatically obtain electronic signatures, so the entire process saves the organization both time and money, as well as creating a streamlined and simple user experience.”

For more information about EZLynx eSignature, call EZLynx at 877-932-2392 or sign up to learn more.

About EZLynx EZLynx is an industry leader in property and casualty insurance solutions, with cloud-based agency management, comparative rating, client servicing, and digital marketing tools for the insurance agency marketplace. EZLynx pioneered the concept of real-time quoting and remains today the leading provider for independent agents. EZLynx processes more than four million auto, home and package transactions every month, offering a choice of rates from 160 top insurance companies in 48 states.

About AssureSign LLC AssureSign LLC is a Silver Depth Managed Microsoft Partner and a leading provider of web-based and on-premise electronic signature software, enabling users to obtain written authorizations on any document, anywhere, at any time.  AssureSign is a highly secure and flexible “cloud computing” application, and the only e-signature provider with a five year track record of providing customers with 99.99%. Using the standards-based DocumentNOW® and DocumentTRAK™ integration tools, AssureSign can easily integrate with existing business processes within any enterprise, regardless of size. AssureSign’s experience extends over 11 years and comprises more than 180 million unique signature events. AssureSign customers consistently experience dramatic cost savings, as well as significant reduction in the time to execute documents. For more information visit or follow AssureSign on Twitter at

EZLynx Releases Mobile Version of Consumer Quoting Portal

EZLynx Consumer Quoting already gives independent insurance agents the ability to provide real-time, consumer-facing insurance quotes from their agency website or within their Facebook page.  Now with the release of EZLynx Consumer Quoting Mobile, agents can provide their consumers a mobile-optimized quoting experience from their website or through a direct link.

“With more than 129 million Americans carrying smartphone devices, mobile searches for insurance quotes using smartphones and tablet devices are at an all-time high and are only expected to grow higher,” says Jaideep Jayaram, Vice President of Sales & Marketing at EZLynx. “We’ve built EZLynx Consumer Quoting mobile to automatically detect when your consumers are accessing your quote form from a mobile device so that they can have a streamlined, mobile-optimized quoting experience, without sacrificing the powerful features of our desktop version of EZLynx Consumer Quoting.  Along with EZLynx Agency Websites, you’ll be able to give your consumers a full mobile website experience.”

About EZLynx: EZLynx is an industry leader in property and casualty insurance solutions, with cloud-based agency management, comparative rating, client servicing, and digital marketing tools for the insurance agency marketplace. EZLynx pioneered the concept of real-time quoting and remains today the leading provider for independent agents. EZLynx processes more than four million auto, home and package transactions every month, offering a choice of rates from 160 top insurance companies in 48 states.

EZLynx Announces Release of Carrier Consumer Quoting for MAPFRE

EZLynx, the leading provider of insurance industry real-time solutions, today announced that MAPFRE has launched their Carrier Consumer Quoting and lead-generation tool, powered by the EZLynx Rating Engine.

EZLynx Consumer Quoting enables a carrier to provide real-time, consumer-facing insurance quotes from its public website.

“EZLynx Carrier Consumer Quoting leverages and enhances the industry-leading consumer quoting technology developed by EZLynx for agency website quoting,” said Gerry Keeley, Carrier Sales & Development at EZLynx. “Our goal with EZLynx Carrier Consumer Quoting is to enable carriers to present consumers with accurate product pricing and turn these consumers into customers. White-labeled to the carrier’s specifications, the carrier transforms its website into a sales tool, generating prospects for the carrier’s sales channel.”

About EZLynx: EZLynx is the leading client lifecycle management solutions vendor for the agency marketplace. EZLynx pioneered the concept of real-time quoting and remains today the leading provider for independent agents. EZLynx processes more than four million auto, home and package transactions every month, offering a choice of rates from 160 top insurance companies in 48 states. Consumer Website Targets Multicarrier Quoting with EZLynx Rating Engine

Project CAP has selected EZLynx to be the key real-time rating technology partner for Project CAP’s new website, which is set to launch nationwide in 2013. EZLynx Rating Engine will be used to power the website’s ‘get a quote’ function and allow consumers shopping online to get accurate, real-time quotes for home and auto insurance from multiple insurance companies.

From the day it launches in mid-2013, the new website will give consumers in all 50 states the ability to research insurance topics, and find information on insurance companies and local independent agents. As the ‘get a quote’ functionality is introduced on a state by state basis throughout 2013, the website will also provide accurate real-time quoting from multiple insurance companies.

“Our past experience with our own lead generation service told us very clearly that consumers ultimately prefer to consult with an independent agent when they are ready to buy. However, consistent with other online business models, they prefer to research and quote online independently,” said Nag Rao, President of Webcetera. “Direct writers and captive agent companies simply cannot offer consumers the kind of choices our independent agents bring to bear. We are very excited to be part of this industry-changing initiative.”

“The new is meant to complement the strengths of the independent agents and give consumers a way to readily access agents, insurance information and pricing on the web,” explained Charles Bacciocco, CEO of Project CAP. “Independent agents have always offered a highly attractive combination of local service, advocacy, and choice of carriers that distinguishes independent agents from the limited offerings of direct and captive agent channels.”

“EZLynx pioneered the concept of real-time quoting from multiple insurance companies and is the leading agency solution vendor for independent agents. We are really happy that their technology will power the new,” Bacciocco said. “The portal will launch in 2013 and transform the way consumers shop for and buy insurance.”

About EZLynx: EZLynx is the leading client lifecycle management solutions vendor for the agency market place. EZLynx pioneered the concept of real-time quoting and remains today the leading provider for independent agents. EZLynx processes more than four million auto, home and package transactions every month, offering a choice of rates from over 150 top insurance companies in 48 states. For more information please visit

EZLynx Donates Insurance Rating Tool to InVEST

Financial literacy program offers interactive tool to teach underwriting criteria for personal lines policies.

ALEXANDRIA, Va., Feb. 14, 2013 – InVEST, the insurance industry’s premier classroom to career education program, is pleased to announce that EZLynx has provided its online rating tool free of charge to the hundreds of InVEST teachers, agent liaisons and students across the country.

EZLynx enables students to enter information once into a single interface and receive simulated rates directly from participating carriers for automobile and homeowner policies.

“InVEST is grateful to EZLynx for the generous contribution of this incredibly helpful resource to help InVEST students understand the various rating factors in automobile and homeowner risks,” says Heather Minkler, chair of the National InVEST board of directors and CEO of Clark-Mortenson Agency, an independent insurance agency in Keene, N.H. “In-kind contributors, such as EZLynx, are critical to InVEST’s ability to simulate working in the insurance industry.”

EZLynx was established in 2003 with the primary goal of addressing some of the challenges facing the independent agents in the property-casualty industry at that time. EZLynx’s flagship product, EZLynx Rating Engine, enables insurance agents to generate accurate real-time rate quotes from multiple insurance companies’ sites with a single data entry point. EZLynx processes more than three million auto, home and package transactions every month covering more than 150 insurance companies in 48 states.

“We are excited to be involved in the effort to further the cause of independent agents,” says Jaideep Jayaram, EZLynx vice president of sales and marketing. “Our goal aligns with that of InVEST, which is to ensure that the next generation of insurance professionals are exposed to the latest technologies and are prepared to join an increasingly competitive industry. EZLynx Rating Engine will provide InVEST students exposure to the foundation of our management system and digital marketing ecosystem.”

Today, InVEST works with almost 400 educators in 44 states. More than 13,000 students will participate in InVEST programs this school year, 2012-2013, learning basics of insurance and exploring careers within the industry. The program continues to grow in popularity among teachers and school systems. In the last year alone, InVEST has grown by 47% and now includes 380 high schools and colleges across the country.

As a 501(c)(3) educational trust, InVEST benefits from the support of numerous insurance organizations, hundreds of agencies, brokers and volunteers. The program provides the insurance industry with motivated, talented and intelligent professionals through a support structure of state associations, board members, national staff, teachers and the many industry professionals who work in the field as classroom liaisons.

Founded in 1970 and based in Alexandria, Va., InVEST promotes insurance education in order to attract individuals to pursue a career in the insurance industry. Each year, the program prepares thousands of students for insurance-related careers with a hands-on curriculum taught in high schools, adult education centers and colleges. The high school curriculum is a business-education program that utilizes a hands-on approach which simulates an insurance agency and company operations to prepare students for various business careers and create more knowledgeable insurance consumers. At the college level, InVEST is an information-intensive curriculum of risk management and financial services. These courses provide students with a working knowledge of the basics needed to pursue careers in the insurance industry. For more information, go to

Insurance Industry Veteran Brady Polansky joins the EZLynx Family

EZLynx, the leading provider of insurance industry workflow solutions, is excited to announce that Brady Polansky, CPCU, has joined the EZLynx family as VP, Agency Solutions. Polansky’s resume boasts an impressive career spanning over 23 years of service in the insurance industry.

Previously, Polansky was president and chief executive officer of NetVU, the largest technology trade association for the insurance industry, representing more than 150,000 independent agency owners and professionals who produced over $115 billion in annual premiums.

With more than 23 years in the business—including 15 successful years as an independent agent—Polansky is recognized as an expert in the independent agency distribution industry. He is an active speaker and panelist for national insurance forums, including IIABA, ACORD, and IVANS.

“Brady will be a tremendous asset to our organization,” said Nag Rao, President of EZLynx. “We are excited to have him work with us to increase the value of our agency solutions and help push the independent insurance industry forward. His unique perspective, experience, and integrity will be incredible assets to us and, more importantly, our customers.”

Polansky lives in Southlake, Texas, with his wife and their children. In his spare time, he works as an audio engineer for the major professional sports leagues. Sports fans who have watched a broadcast of the Super Bowl, Stanley Cup Finals, World Series, or NBA Finals in the last several years have likely seen him near the bench and heard his work over the television.


WEBCETERA, creator of EZLynx and AgentInsure, is a leading technology vendor in the insurance industry. Founded in Texas in 2003, WEBCETERA specializes in real-time software solutions for the insurance industry and insurance consumers. The company’s technology is used by leading insurance carriers, financial institutions, and thousands of independent agencies across the country.

WEBCETERA Integrates ACORD Form Creator into EZLynx

WEBCETERA® is pleased to announce the integration of fully editable ACORD® forms into the EZLynx® product. This new functionality will be made available at no additional cost to current Policy Management users.

The Association for Cooperative Operations Research and Development (ACORD) is the insurance industry’s nonprofit standards developer. WEBCETERA already makes extensive use of the ACORD data standards in EZLynx and with this advanced integration, independent agents are able to create, edit, and instantly save a wide variety of digital insurance forms without leaving EZLynx.

“ACORD has done an incredible job of facilitating the data and form standards for the insurance industry,” says Gerry Keeley, Atlanta Regional Director at WEBCETERA. “EZLynx has a close integration of those standards, and this new functionality provides agents an ease of use that is not available in similar products.”

The integration of editable and savable ACORD forms in EZLynx streamlines daily workflows, lowers operating costs, and brings independent agents one step closer to the goal of a paperless and sustainable workplace environment.

“WEBCETERA’s focus has always been on helping independent agents work more intelligently with less. Agent’s don’t want, or need, to purchase and use a dozen different systems when our agency-in-a-box approach gives them more for less,” says Keeley. “Our integration of editable ACORD forms is just one more example of how WEBCETERA is providing agents with the tools to succeed in the digital marketplace and break away from the old model of doing business.”

For more information about WEBCETERA contact:  [email protected]