Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

Description

Every EZLynx product seamlessly connects with our comparative rater and agency management system, creating a unified platform for users. You have the option to bundle products for enhanced efficiency or to acquire them individually based on your agency's specific requirements. EZLynx offers cutting-edge insurance software designed to optimize your agency's operations. Whether you choose to bundle products for a productivity boost or select them separately, each one integrates with our comprehensive platform to effectively manage customer interactions throughout their entire life cycle. From instant home and auto quotes available on your insurance agency's website to integrated email marketing solutions, EZLynx has everything you need. The cloud-based infrastructure empowers agents to enhance both client acquisition and service through every stage of the client relationship. You can conveniently access all your customers' quotes, policies, and documents in one centralized location. By utilizing EZLynx, agencies can experience a significant transformation in their operational efficiency and customer satisfaction.

Description

Our comprehensive insurance agency management system seamlessly integrates the feeds from carriers, medical prerequisites, clients, policies, and additional compliance and contracting systems into a unified platform. Equisoft/centralize serves as a cohesive management solution for insurance agencies, facilitating efficient collaboration among all parties involved in the distribution and management of commissions. The software is equipped with pre-built business processes crafted by professionals with extensive industry experience, empowering your operations. Key reports, including those on policies sold and commission forecasts, provide critical insights into your agency's performance. Equisoft/centralize simplifies the monitoring of leads and enhances the productivity of advisors through effective tracking. The system adeptly manages intricate hierarchy structures for processing payouts, while also clearly identifying any inconsistencies between anticipated and actual compensation. It accommodates diverse commission frameworks and tailored compensation types, ensuring total integration of all existing data feeds from insurance carriers and medical requirement companies. This thorough approach not only boosts operational efficiency but also fosters stronger relationships among stakeholders in the insurance ecosystem.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

Aline Yes 
Axis LMS Yes 
Canopy Connect Yes 
Dial Your Leads Yes 
Equisoft/illustrate No 
Equisoft/manage No 
Nekton.ai Yes 
RenewalCompass Yes 
SPLICE Dialog Suite Yes 
Simplii Yes 
Sonant Yes 
vBots Yes 

Integrations

Aline No 
Axis LMS No 
Canopy Connect No 
Dial Your Leads No 
Equisoft/illustrate Yes 
Equisoft/manage Yes 
Nekton.ai No 
RenewalCompass No 
SPLICE Dialog Suite No 
Simplii No 
Sonant No 
vBots No 

Pricing Details

No price information available.
Free Trial Yes 
Free Version No 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) No 
In Person No 

Types of Training

Training Docs Yes 
Webinars Yes 
Live Training (Online) Yes 
In Person Yes 

Vendor Details

Company Name

EZLynx

Founded

2003

Country

United States

Website

www.ezlynx.com

Vendor Details

Company Name

Equisoft

Founded

1994

Country

Canada

Website

equisoft.com

Product Features

Business Process Management

Access Controls / Permissions No 
Alerts / Notifications No 
Business Process Automation No 
Business Rules Management No 
Collaboration No 
Process Change Tracking No 
Process Mapping No 
Process Modeling & Design No 
Visual Workflow Management No 

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management No 
Document Management Yes 
Insurance Rating Yes 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management Yes 

Insurance Underwriting and Rating

Broker / Agent Portal Yes 
Carrier Upload Yes 
Commercial Lines Yes 
Comparative Insurance Rating Yes 
Customer Portal Yes 
For Casualty Insurance Yes 
For Health / Medical Insurance No 
For Life Insurance No 
For Personal Insurance Yes 
Multi-State Yes 
Multiple Line Rating Yes 

Product Features

Insurance Agency Management

Claims Management No 
Commission Management Yes 
Contact Management Yes 
Document Management Yes 
Insurance Rating No 
Life & Health Yes 
Policy Management Yes 
Property & Casualty Yes 
Quote Management No 

Alternatives

Jenesis Agency Management Reviews

Jenesis Agency Management

Jenesis Software

Alternatives

Commissionly Tracker Reviews

Commissionly Tracker

Commissionly
Macaw AMS Reviews

Macaw AMS

Nest Innovative Solutions
Applied Rater Reviews

Applied Rater

Applied Systems
IMPACT Insure Reviews

IMPACT Insure

RiskFree
TurboRater Reviews

TurboRater

Insurance Technologies