EZLynx vs Applied Epic

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Our analysts compared EZLynx vs Applied Epic based on data from our 400+ point analysis of Insurance Software, user reviews and our own crowdsourced data from our free software selection platform.

EZLynx Software Tool

Product Basics

EZLynx is an innovative platform to improve operational efficiency and streamline agency workflows. Its integrated comparative rater and agency management library manages the entire customer lifecycle. Its real-time comparative quoting module provides automated home and auto rate quotes, consumer follow-ups, generation of shortened forms with incomplete or pre-filled data, enhanced quoting and Facebook quoting. It stores all enterprise data centrally in one cloud-based environment to provide security and encourage global data sharing. Its intuitive dashboard improves stakeholder engagement and data visualization through automated reporting.

Users can map organizational hierarchies, improve customer experiences and generate intuitive rates with automated commission processing. It stores policy statements and other documentation to monitor agency performance and develop remediation measures.
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Applied Epic is a cloud-based agency management solution that allows users to monitor all business processes within a single interface. It helps agencies manage enrollment, renewal, claims and billing. Reporting modules generate actionable insights to improve profitability, sales and client retention rates. Predictive analytics provides comprehensive insights into policyholder requirements, new business opportunities and market trends. Users can automate policy exchange with carriers, renewals, sales and commissions processing, claims verifications and documentation. Its integrated and open architecture makes it easy to manage accounts, business processes, customer relationships, policies, financial markets and sales.

Machine learning improves operational efficiency by identifying frequent workflows and automatically reassigning obligations. It centrally secures all data and documentation in multiple folder levels for a streamlined viewing, sharing and tracking experience. Its communication module includes text messages and omnichannel customer service to improve customer experience.
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Product Assistance

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Knowledge Base
24/7 Live Support
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Product Insights

  • Connect to Maximum Carriers: Provide clients with the most accurate rates by connecting to 330+ carriers across the country. 
  • Simplify Quoting: Streamline the quoting process by recycling prospect information to pre-fill forms and fetch carrier data. 
  • Improve Client Retention: Run reports to identify and deliver targeted communications to leads and existing clients. 
  • Eliminate Errors and Omissions: Protect agents and clients from accidental mistakes by maintaining an automated electronic record of all activities. 
  • Access Best Marketing Strategies: Provides professional guidance, expert digital strategy meetings, inbound marketing promotion and website designing options. Get listed easily in local business directories. 
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  • Scalable and Flexible Platform: Configure the platform based on the firm’s needs. Ensure scalability with an open and scalable architecture that supports acquisitions and integrations of third-party apps. 
  • Common Base of Operations: Streamline collaboration and productivity with a single centralized platform for all roles, locations and lines of business. 
  • Remote Access: Speed up operations by allowing policyholders and agents to access account and policy details, complete quotations, apply for renewals and file claims from any device with an internet connection. 
  • Improved Client Relations: Save time and encourage customer loyalty with 24/7 self-service channels with a client portal and mobile app. 
  • Increased Speed of Service: Quickly locate specific insureds, documents and leads to avoid delays. 
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  • Rating Engine: Provide clients with real-time multi-carrier quotes for home or auto policies. Quote rates, issue policies and store ACORD forms with the intuitive dashboard. Pull vehicle and driver records to pre-fill carrier-specific forms. Capture and share carrier defaults and pre-set coverage scenarios via built-in templates. Automatically calculate premiums, validate addresses and check for missing data and discrepancies. 
    • Graph View: Use color-coded graph views to compare home and auto policy results. Automatically combine the same carrier results into a single bar. 
    • Applicant / Co-Applicant Switch: Easily swap applicant and co-applicant positions to submit a new quote. 
  • Management System: Streamline agency and workflow management with a centralized repository for customer’s quotes, documents and policies. Streamline the renewal process with automated client information updates and policy synchronization. Directly convert the agency’s data to the new platform to accelerate time to market. 
    • Performance Metrics: Collate information from the rating engine and management system modules to receive intelligent insights via email reports. 
    • Policy Comparison: Compare expired and renewed policies side-by-side. Explain the latest premiums and coverages for both commercial and personal lines. 
    • Accounting: Manage all financial transactions with direct billing support. Process commissions faster with graduated commission structure, commission downloads, split-commission tracking, percentage rules and more. 
    • Certificates and Forms: Store ACORD forms, policy downloads and e-signatures in client-specific electronic files. Use client information to create new certificates or renew existing ones. 
    • Document Storage: Centrally store client-related documents such as emails, certificates, forms, policies and more. Search for specific documents using custom data fields and upload files using the drag-and-drop function. Connect policies to associated clients. 
    • Document Signing: Streamline policy processing with secure electronic signatures. 
  • Agency Websites: Optimize an existing website or create a new one that includes the latest search engine algorithms. Increase the agency’s local reach and brand awareness with integrated editing, hosting, development and content services. Seamlessly integrate consumer quoting and client center modules into the website while keeping it mobile-friendly. Access website statistics during quarterly reviews. 
  • Consumer Quoting: Allow potential clients to get rate quotes directly from the website. Implement optimized, industry-specific web forms to provide multiple quotes instantaneously. Use vehicle and license data to autofill available information for faster quoting. 
    • Automated Contact: Automatically follow up on potential clients with incomplete quoting processes. Provide a secure link to access all relevant information and finish the process. 
    • Agent Options: Use online customer data to contact them directly with quotes. Get email reminders to follow up on quotation requests. 
    • Capture Leads: Capture leads through the agency website and reach them with purpose-built email marketing campaigns. 
    • Tracking Analytics: Record key analytics and analyze consumer quote traffic to improve the agency’s marketing and lead campaigns. 
  • Communication Center: Simplify client communication and outreach with targeted drip marketing campaigns, email campaigns, attachments and postal mail. 
  • Client Center: Provide clients with 24/7 access to the agency via the self-service portal. Safeguard client personal information with secure and unique login credentials. Agents can directly share policy documents and update client data at regular intervals. 
  • Integrations: Supports integration with a wide range of third-party applications, including QuickBooks, Microsoft 365, Netstar, CoreLogic, EverQuote and more. The API-based architecture provides in-house tools such as Data Bridge, Live Rating and Policy Management. 
  • Mobile App: Provides global access to client data and policy information with the mobile application. 
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  • P&C and Benefits Management: Get a 360-degree view of property and casualty insurance and benefits within a single application. 
  • Process Management and Automation: Use the myEpic tool to implement preconfigured, automated workflows across multiple business processes. 
  • Sales Automation: Leverage automated strategies to track, view and forecast sales opportunities in real time. 
  • Document Management: Securely store and organize client and vendor information across multiple folder levels. Search for specific documents and track complete version history. 
  • Omnichannel Policy Information: Integrate with preexisting customer portals and mobile applications to provide accurate policy information. 
  • Insurer Connectivity: Log in to IVANS Exchange via single sign-on to track current and new download connections to ensure insurer and MGA connectivity. 
  • Marketing: Market products to the right agents at the exact moment they are searching for markets for new and renewal business, via IVANS Market Appetite. Leverage insights through data analytics dashboards to view agency search views, top agencies and risk profile interest. 
  • Text Messaging: Send tailored individual and mass text messages to clients, depending on their locations. 
  • Outlook Integration: Integrate with Microsoft Outlook to get unrestricted access to all contacts, emails and attachments. 
  • Renewal Management: Expedite renewal processing with the Renewals Manager tool. 
  • Electronic Signature: Process applications and renewals faster by sending multiple folders for e-signature at once. 
  • Data Prefill: Automatically populate rate quotes with data from LexisNexis. 
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Product Ranking

#1

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#16

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Insurance Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing Management Claims Management Commissions Tracking Dashboards And Reporting Platform Capabilities Policy Management Quote Management Underwriting And Rating Management 89 58 97 100 91 89 70 65 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

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User Sentiment Summary

Good User Sentiment 143 reviews
Great User Sentiment 585 reviews
75%
of users recommend this product

EZLynx has a 'good' User Satisfaction Rating of 75% when considering 143 user reviews from 3 recognized software review sites.

87%
of users recommend this product

Applied Epic has a 'great' User Satisfaction Rating of 87% when considering 585 user reviews from 4 recognized software review sites.

4.0 (25)
4.5 (330)
3.77 (64)
4.23 (130)
3.6 (54)
4.2 (120)
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3.9 (5)

Awards

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SelectHub research analysts have evaluated Applied Epic and concluded it earns best-in-class honors for Commissions Tracking and Dashboards and Reporting.

Commissions Tracking Award
Dashboards and Reporting Award

Synopsis of User Ratings and Reviews

Functionality: The platform has superb functionalities, especially for carrier connectivity, according to 96% of users mentioning this aspect.
Ease of Use: According to 68% of users who reviewed this element, the software has a simple UI and is easy to navigate.
Integrations: 67% of users who mentioned this aspect said the platform has good integration options.
Performance: 79% of users who reviewed performance said the system runs smoothly with frequent updates.
Cost: According to 80% of users who reviewed cost, the software has competitive pricing.
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Comprehensive Functionality: Applied Epic provides a wide range of features that cater to various insurance needs, including policy management, claims processing, billing, and customer relationship management. This comprehensive functionality can streamline operations and improve efficiency for insurance agencies and brokerages.
Cloud-Based Solution: As a cloud-based software, Applied Epic offers accessibility and scalability benefits. Users can access the system from anywhere with an internet connection, and the software can easily adapt to the changing needs of a growing business.
Customization Options: Applied Epic allows for a high degree of customization, enabling users to tailor the system to their specific workflows and requirements. This flexibility ensures that the software can meet the unique needs of different insurance businesses.
Integrations: The software integrates with various third-party applications, such as accounting software, marketing automation tools, and document management systems. These integrations can further enhance efficiency and data flow between different business systems.
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Training: The system has a steep learning curve and lacks enough training material, according to 83% of reviewers mentioning this element.
Service and Support: According to 91% of users who reviewed this aspect, the vendor has terrible customer service.
Implementation: 100% of users who mentioned this element said the implementation process is considerably long.
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Steep Learning Curve: Applied Epic's interface can be overwhelming for new users due to its extensive customization options and complex workflows. The abundance of features and functions often necessitates comprehensive training, leading to a prolonged onboarding process.
Performance Issues: Users frequently report slow loading times and system lags, particularly when handling large datasets or complex tasks. This can hinder productivity and cause frustration, especially for time-sensitive operations.
Integration Challenges: Integrating Applied Epic with existing systems and third-party applications can be a complex undertaking. It often requires significant customization and technical expertise, leading to additional implementation costs and potential compatibility issues.
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EZLynx provides both independent agents and agencies with a single platform to manage all insurance requirements, including comparative rating, eSignatures, accounting, quoting, online marketing and more. The system is reasonably priced, integrates with many third-party apps and connects to a vast number of carriers. Performance is good with regular updates, making it a go-to option in this category. However, vendor support is notoriously poor, with complaints of long response times and indifferent personnel. Implementation is long, and the system is difficult to learn. But if you are under a strict budget and willing to overcome these obstacles, EZLynx is a strong contender in terms of cost and performance.

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Reviews of Applied Epic over the past year reveal a robust platform with a steep learning curve. Users frequently mention the extensive customization options as a significant advantage, allowing agencies to tailor workflows and data fields to their specific needs. This flexibility, however, contributes to the complexity of the system, making it challenging for new users to navigate and master. The comprehensive functionality of Applied Epic is often compared favorably to competitors like AMS360 and QQCatalyst, particularly in its ability to handle complex commercial lines and large volumes of data. While users appreciate the depth of features, some find the interface less intuitive than other platforms, leading to a longer onboarding process. Applied Epic's strength lies in its scalability and ability to support the intricate needs of large, independent insurance agencies with diverse portfolios and high-volume operations.

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