Having integrated products isn't enough for today's agent. Instead of the patchwork of products that sort of talk to each other that most vendors offer, EZLynx gives agents one login to access all of our agency solution tools that work together like a well-oiled machine. EZLynx is the only agency solution in the industry that is truly ONE PLATFORM - for comparative rating, agency management, accounting, eSignature, consumer quoting, email marketing, text messaging, client self-servicing, and so much more! This powerful architecture eliminates potential E&O vulnerability by reducing the errors that often occur when using merely integrated systems. Having all the tools you need on a single platform streamlines your agency's workflow, cuts costs, and increases productivity. Can your current vendor do this?
Can your current management system accurately track and report important agency metrics like book size, retention rate, close ratios, carrier distribution, and producer performance without jumping through hoops? Unlike any other agency management system, EZLynx can. We proactively email Agency Pulse, a monthly agency analytics report, which provides a snapshot of the agency’s overall “health”. We have seen first-hand how agency owners used these reports to make business decisions that have directly impacted their bottom line.
EZLynx Retention Center addresses the daunting task of renewal management. With Retention Center, you no longer wait for your customer to call and complain about rate hikes at renewal. Instead, our system will identify on a daily basis those customers that you are most at risk of losing so that you can focus your efforts in the right place. Building on the EZLynx Policy Compare feature, the Retention Center analyzes your customers’ policy information, so you can proactively communicate your recommendations – reinforcing your agency’s value.
Are you feeling trapped by your outdated, overpriced, agency management system, yet are worried about converting your data to a new system? Don’t be – EZLynx will migrate your agency’s data in weeks, not months. EZLynx has developed a proven process to help our customers convert their data to EZLynx Management System – and our customers have been happy to share their data conversion experiences. Hear what others have to say...
Our Policy Compare feature makes it easy to respond to your customers when they call with that all too familiar question, “Why did my premium go up?” Now you can quickly compare two versions of a policy, the expired policy and the renewal, side-by-side and see which coverages went up, exactly how much, and why. No more searching for explanations and possibly losing the confidence of your customers. Policy Sync works seamlessly for both Personal and Commercial lines, and it’s a great example of how a seemingly small feature can make a big impact on your agency’s retention numbers.
At renewal time, often customers want a new quote to see if they can get a better premium with a new carrier. At this point, it’s very important that your rating application is up-to-date before re-marketing. Policy Sync makes it as easy as one, two, three. Locate the policy in EZLynx, which is the most current risk information, and select Sync. The system will automatically identify the differences so you can quickly update and re-quote. Saving time with servicing tasks like these gives you more time to sell new business, which ultimately increases your agency’s success.
EZLynx created the Agency Workspace as an agency-wide collaboration tool. With Agency Workspace, everyone stays on track with common goals and nothing falls through the cracks. Easily add notes, tasks and reminders to an applicant’s account on the fly, without leaving the page you’re working on. The use of labels makes locating specific information a breeze – they function as part of our ad hoc reporting tool. Daily work is guided by the agent’s task list, which automatically displays to-do’s by due date, whether overdue, due today or upcoming. Notifications provide short term information that keeps everyone up-to-date with agency happenings.
Downloads that know when to leave your data alone!
Customers have long complained that commercial policy downloads include a small subset of information that will automatically and incorrectly overwrite manually entered data fields. Some agencies have even chosen to turn off CL downloads as a result. Well, NO MORE! EZLynx Management System now provides you with the option for downloads to work in tandem with your manually entered information to provide a complete picture throughout the entire life-cycle of the policy. Re-marketing that commercial business is now a breeze without having to gather information from multiple places for application details.
Popular & Fastest Growing
There’s a reason we were ranked the most popular comparative rater and the fastest growing agency management system in last year’s Independent Insurance Agents & Brokers of America’s Agency Universe study. We strongly believe it’s because of a fundamental difference in our business philosophy - we put our customers’ success first, and let our own success follow. There are a couple of important questions we keep in mind every day in all that we do – "What will make modern agencies more successful? How can we help today’s agents solve their day-to-day issues?"