Sobre EZLynx
EZLynx es una solución basada en la nube que ayuda a las corredurías de seguros a optimizar los procesos relacionados con cotizaciones online, gestión de clientes potenciales, retención de clientes, marketing por correo electrónico y más. Con el motor de calificación, los usuarios pueden almacenar formularios ACORD (asociación para investigación y desarrollo de operaciones cooperativas, por sus siglas en inglés), generar evaluaciones de costos precompletadas y enviar cotizaciones desde una plataforma centralizada.
EZLynx permite a las empresas crear formularios personalizados con información de nombre, correo electrónico, dirección y cotizaciones requeridas para ayudar a mejorar la retención de clientes potenciales. Incluye una funcionalidad de comparación de pólizas que permite a los agentes recopilar y analizar cualquier cambio entre las pólizas vencidas y las renovadas. Los gerentes pueden crear informes para obtener información sobre el desempeño de agentes, actividades de marketing diarias y comportamiento de clientes. Además, los usuarios pueden crear y ejecutar diversas campañas de marketing por correo electrónico relacionadas con cumpleaños, recordatorios de renovación y más.
EZLynx incluye una API que permite a las empresas integrar el sistema con varias soluciones de terceros. Los agentes y los clientes pueden utilizar las capacidades de firma electrónica para validar documentos, como certificados, detalles de políticas o formularios. El portal del cliente permite a los usuarios finales cargar y acceder a los detalles del seguro, tales como imágenes de reclamaciones, documentos de identidad y cambios de pólizas, entre otros datos.
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Opiniones
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- Sector: Seguros
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
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Fuente de la reseña
Calificación general
- Facilidad de uso
- Probabilidad de recomendación 10.0 /10
EzLynx is best companion for agency
Revisado el 17/10/2018
Puntos a favor
EzLynx is best solution for any insurance agent who is growing. EzLynx helps agency to streamline his work, manage his customer data and generate more business by focusing more on marketing. It saves lot of agent's time and efforts. EzLynx offers seamless integration with many carriers and Agency Management Systems. Prompt Defaults are time-saver for those repeated questions for carriers. Exporting data from EzLynx to your AMS is as easy as simple click. In EzLynx, your customer data is stored securely and permanently unless you delete it explicitly. EzLynx is must have solution for any independent insurance agency which wants to grow soon and fast.
Puntos en contra
Currently carrier specific questions are scattered throughout all pages. They need to be streamlined more and should be placed at one place if possible.
- Sector: Seguros
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de un año
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 8.0 /10
Decent large software for an agency
Revisado el 13/8/2019
Puntos a favor
I would say that the reason for buying it would be the multirater, and if you buy the agency software its because of the multirater. 98% of the time the multirater works and it works great but the times it doesn't, it can be a pain figuring out what the error is from the carrier and how to fix it in the application. So as long as you don't encounter any issues this software is a dream but how many of you know anyone that never has software issues? Yeah none. So if you are savvy with software or have an IT team or network admin that you can use to troubleshoot with EZLynx than it is the software for you!
Puntos en contra
When the multirater failed due to an error (likely from my own making), however, not knowing how to fix it was annoying and then to have to call our MGA and then have them call EZLynx was a nightmare waiting in insurance purgatory for an answer! Otherwise its very easy to use and if you don't encounter issues the software is great! I would say the only other con is that its a little confusing when you have a client in the system to re-submit an app since you keep using the original quoting information and never re-submit a new application (except for re: to the quote--that is new) otherwise you just enter over previous information which is disconcerting because it doesn't appear you have previous application information.
- Sector: Seguros
- Tamaño de la empresa: Trabajador autónomo
- Software usado A diario durante 6-12 meses
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 0.0 /10
DO NOT buy this software
Revisado el 15/10/2020
The 1st and 2nd training call start like this, OK what do you want to learn or focus on? I...
The 1st and 2nd training call start like this, OK what do you want to learn or focus on? I answered EVERYTHING i need to know how to use the software i need help, You can probably guess what answer you recieve. Online TRAINING VIDEOS YEAH!!!!!!! So in conclusion if you are older than 30 then you probably will have a heck of a time and grow to resent everything about this software. I wish i could go on about this software but I dont know what else it does or doesnt do so good luck in your decision. I hope this helps you make an informed decision and yes i wrote this with an attitude and chip on my shoulder but i did so after 198 days of frustration.
Puntos a favor
the potential it has and many many features it offers
Puntos en contra
Where do I begin, I have been working with and trying to master this software for 8 months now and i am at the point of giving up.
1) Customer service is an absolute joke, dont ever plan on anyone answering the phone the hold times are 10-30-50 minutes long so you have no choiuce but to have someone call you back. The issue with this is as soon as you hang the phone up you are onto something else. When they do call you back you can be assured that they will help you with the one item you called in about and immediatly direcvt you to the online training videos that are 5-7 years old. you will feel the pressure to wrap up any question you might have so they can get off the phone and direct you to the videos and self learning. OH and if its close to the end of the day you can almost garuntee that you will be hung up on right in the middle of your conversation THIS IS LIKE CLOCKWORK DAILY.
2) Onboarding: this is a laughable, what this really means is that you pourchase the software and put down your $1,000 or $2,000 and then after a few days you are giving an appointment for a MONTH later to get started. So you ask what am i supposed to do until then after all your trying to start a business right. ANSWER: self training videos link YEAH!!!!!!
3) the trainig call when you do get onto the phone with the trainer after a month you have 100 questions and dont know where to start or what to ask.
- Sector: Seguros
- Tamaño de la empresa: 11-50 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 9.0 /10
Good rater - not many problems
Revisado el 31/1/2019
I prefer this rater to many others. It’s better to call tech support with EZLynx than sending in a...
I prefer this rater to many others. It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.
Puntos a favor
This rater makes my job a lot easier. I am able to put most rating information in the rater once and get quotes back from many companies. There are rarely any issues. We are able to set both agency and personal preferences and create templates to make the work faster.
Puntos en contra
Tech support tickets are not as fast as I’d like to see. I’d also like to be able to rate other lines of mono-line business such as rental dwellings or snowmobiles. I would like to not have their marketing for their database system in my face all the time when I log in. I would like an opt-out option.
- Sector: Seguros
- Tamaño de la empresa: 2-10 empleados
- Software usado A diario durante Más de dos años
-
Fuente de la reseña
Calificación general
- Relación calidad-precio
- Facilidad de uso
- Asistencia al cliente
- Probabilidad de recomendación 2.0 /10
Need integration with Infusionsoft and NowCerts
Revisado el 29/10/2019
See above
See above
Puntos a favor
The rater is easy to use. I like the rater.
Puntos en contra
The software does not integrate with my crm or agency management system, therefore I have to do double entry. I cannot import a lead from a form. You do have email campaigns to replace Infusionsoft but it is not as robust feature wise as infusionsoft. When you purchase all your addons like sales center etc, the program becomes way too costly for a 3 man shop.
I've had the customer prefill for years and it has never worked. I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.
Preguntas frecuentes sobre EZLynx
He aquí algunas preguntas frecuentes sobre EZLynx.P. ¿Qué tipo de planes de precios ofrece EZLynx?
EZLynx ofrece los siguientes planes de precios:
- Prueba gratis: Disponible
P. ¿Quiénes son los usuarios habituales de EZLynx?
Los clientes habituales de EZLynx son:
Trabajador autónomo, 2-10, 11-50
P. ¿Qué idiomas admite EZLynx?
EZLynx admite los siguientes idiomas:
inglés
P. ¿EZLynx es compatible con dispositivos móviles?
EZLynx admite los siguientes dispositivos:
Android (móvil), iPhone (móvil), iPad (móvil)
P. ¿Con qué otras aplicaciones se integra EZLynx?
EZLynx se integra con las siguientes aplicaciones:
Gmail, Microsoft Outlook, Velocify
P. ¿Qué tipo de asistencia ofrece EZLynx?
EZLynx ofrece las siguientes opciones de asistencia:
E-mail/Help Desk, Preguntas frecuentes/foro, Base de conocimientos, Asistencia telefónica, Chat
Categorías relacionadas
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