Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
Developed and managed by seasoned professionals in the financial services sector, this software emerges from over two decades of expertise in creating applications for the brokerage industry in Ireland. It is tailored to address the complete office needs of both large and small firms, covering aspects such as marketing, sales, advisory services with comprehensive needs assessments, cash flow forecasting, compliance, a detailed product library, and management of pipelines and commissions. Additionally, it includes a thorough Client Relationship Management system. Client profiles and policy information are continuously updated and maintained in collaboration with various insurers, including Aviva, Aviva Health, BCP Asset Management, Friends First, Irish Life, New Ireland, Royal London, and Standard Life, with life protection quotations sourced from all providers. Money Advice +CRM consolidates all necessary software tools for brokers within a single solution. Users can offer advice through competitive price quotes on their website and receive email alerts for every inquiry made. This integrated approach ensures that brokers can efficiently manage their operations while enhancing client engagement and service delivery.
API Access
Has API
No
API Access
Has API
No
Integrations
Aline
Yes
Axis LMS
Yes
Canopy Connect
Yes
Dial Your Leads
Yes
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
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
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
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
No
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
EZLynx
Founded
2003
Country
United States
Website
www.ezlynx.com
Vendor Details
Company Name
Money Advice
Website
www.moneyadvice.ie/
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
CRM
Calendar/Reminder System
Yes
Call Logging
No
Document Storage
Yes
Email Marketing
Yes
Internal Chat Integration
Yes
Lead Scoring
No
Marketing Automation Integration
Yes
Mobile Access
Yes
Quotes / Proposals
Yes
Segmentation
Yes
Social Media Integration
Yes
Task Management
Yes
Territory Management
No