EZLynx review

EZLynx combines an agency management system, a CRM and a comparative rater, which makes it a strong fit for agencies whose growth depends on quoting and remarketing personal lines. The sales module uses a card-based funnel to move prospects between stages, runs automated email campaigns and imports bulk leads. EZLynx also analyzes your quote history and book of business to suggest prospects to recapture or cross-sell. For retention, it automates renewal quoting and uses what the vendor calls a patented retention workflow, and clients get a 24/7 self-service portal. The embedded rater quotes personal lines and sends commercial submissions to multiple carriers from one entry. Accounting covers policy accounting, automated commission calculations and digital payments. Applied Systems, which owns EZLynx, says smaller or single-line personal lines agencies focused on quoting speed are usually a better fit for EZLynx than Applied Epic. Pricing is not published.

Who it is for

personal lines agencies that quote and remarket at volume

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• Card-based sales funnel manager and automated email campaigns
• Embedded comparative personal lines rater and commercial submission tool
• Automated renewal quoting and a patented retention workflow
• 24/7 client self-service portal
• Commission calculations and digital payments inside the AMS

Strengths and weaknesses

• Strength: Quoting, CRM, servicing and accounting in one cloud system
• Strength: Personal and commercial lines on the same client record
• Strength: Prospect suggestions drawn from your quote history and book
• Weakness: No published price
• Weakness: Commercial lines depth is lighter than Applied Epic, which Applied positions for larger multi-line agencies
• Weakness: Rater and AMS are bundled, so it suits agencies that want both

Key facts

• Owner: Applied Systems
• Deployment: 100% cloud-based
• Lines: Personal and commercial

Where it ranks

EZLynx is No. 3 in our Best CRM for Insurance Agents verdict.