EZLynx vs Insly

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Our analysts compared EZLynx vs Insly 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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Insly is a cloud-based service that provides agencies with a comprehensive dashboard to create products and oversee customer activity. It offers digital building tools, sales tracking, engagement reporting and seamless integrations.

Users can simplify solution development with intuitive coding and API-friendly architecture. Optimize business practices and automate management workflows for improved productivity. Expedite policy processing, track asset reports and securely manage documents.
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$350 Monthly
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Tailored to your specific needs
$49/User, Monthly
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Tailored to your specific needs
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
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Videos
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Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

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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  • Streamlined Operations: Insly automates routine tasks such as policy renewals and claims processing, reducing administrative workload and allowing staff to focus on higher-value activities.
  • Enhanced Customer Experience: With Insly, clients can access their policy information, submit claims, and receive updates through a user-friendly portal, improving overall satisfaction and engagement.
  • Improved Accuracy: The software minimizes human error by automating data entry and calculations, ensuring that policy details and financial records are consistently accurate.
  • Real-Time Reporting: Insly provides up-to-date analytics and reports, enabling businesses to make informed decisions quickly and respond to market changes effectively.
  • Cost Efficiency: By reducing the need for manual processes and paperwork, Insly helps lower operational costs and increases profitability for insurance companies.
  • Regulatory Compliance: Insly ensures that all processes adhere to industry regulations and standards, reducing the risk of non-compliance and potential fines.
  • Scalability: The platform can easily scale to accommodate growing business needs, whether it’s adding new users, expanding to new markets, or integrating additional functionalities.
  • Data Security: Insly employs robust security measures to protect sensitive client information, ensuring data integrity and confidentiality.
  • Customizable Solutions: The software can be tailored to meet the specific needs of different insurance providers, offering flexibility in terms of features and workflows.
  • Seamless Integration: Insly integrates with various third-party systems such as CRM and accounting software, creating a cohesive ecosystem that enhances overall efficiency.
  • Enhanced Collaboration: The platform facilitates better communication and collaboration among team members, leading to more coordinated and effective operations.
  • Time Savings: By automating repetitive tasks, Insly frees up valuable time for employees, allowing them to focus on strategic initiatives and client relationships.
  • Client Retention: The improved service and efficiency provided by Insly contribute to higher client retention rates, fostering long-term business growth.
  • Business Intelligence: Insly’s advanced analytics tools provide insights into business performance, helping companies identify trends, opportunities, and areas for improvement.
  • Flexibility in Policy Management: The software allows for easy adjustments to policy terms and conditions, making it simpler to meet client needs and market demands.
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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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  • Product Oversight: Manage product lifecycles and move products through development and testing to market implementation. Aggregate data sources, quotes, reports and transactions in one hub.
  • Underwriting: Access the most important client data. Apply templates for automation of simpler tasks, allowing increased focus on more difficult tasks.
  • Policy Management: Enable mid-term policy changes for brokers and customers. Browse activities from the policy screen and navigate workflows and requirements to complete policy actions.
  • Finance Tracking: Assimilate multiple data sources into a simple summary view. Track reports and invoices and review case synopses.
  • Claims Management: Streamline claims quickly with automated systems and manageable forms. Access dynamic reports, group claims and policies together. Create task reminders for handling claim activity.
  • Integrations: Compile data using third-party integrations and connect with external applications to extend platform abilities. Use CRM integrations to quickly access databases and organize information. Integrate with OneDrive for transparent management of documents.
  • Document Control: Systemize customer information, archive data and find specific files. Group all policy documents into a central repository for each client.
  • Data Management: Enhance visibility of client and company information across numerous channels. Access and edit libraries, forms and workflows.
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Product Ranking

#1

among all
Insurance Software

#51

among all
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 72 56 85 83 82 90 77 84 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
Excellent User Sentiment 35 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.

98%
of users recommend this product

Insly has a 'excellent' User Satisfaction Rating of 98% when considering 35 user reviews from 3 recognized software review sites.

4.0 (25)
4.5 (1)
3.77 (64)
4.9 (17)
3.6 (54)
4.9 (17)

Awards

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Insly stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite 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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Streamlined Policy Management: Users praise Insly for simplifying policy administration, allowing them to effortlessly create, store, and manage policies in one central location.
Effortless Quote and Proposal Generation: Insly enables users to generate professional quotes and proposals quickly, enhancing efficiency and customer experience.
Intuitive Claims Handling: The platform streamlines claims processing, allowing users to efficiently manage claims from initial report to settlement.
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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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Limited Customization: Some users have expressed frustration with the platform's limited ability to customize workflows and processes to align with their specific business needs.
Reporting Functionality: A few users have mentioned that the reporting features could be more robust and offer greater flexibility in terms of data extraction and analysis.
Learning Curve: While generally considered user-friendly, some users have noted that there's a bit of a learning curve to fully grasp all of Insly's features and functionalities, particularly for those new to insurance software.
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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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Is Insly insanely great? Insly users have praised the software for its user-friendly interface, making it a breeze to navigate even for those who aren't tech-savvy. They also appreciate the comprehensive suite of features, covering everything from policy issuance to billing and administration, eliminating the need for multiple software solutions. Affordability is another major plus, making it accessible to businesses of all sizes. However, some users have expressed concerns about the lack of robust customer support, leaving them feeling stranded when issues arise. Occasional bugs have also been reported, which can disrupt workflow and cause frustration. Despite these drawbacks, users generally find Insly to be a solid choice, particularly for smaller businesses that don't require extensive customer support. Its ease of use, comprehensive features, and affordability make it a strong contender in the market, especially when compared to more complex and expensive alternatives like Salesforce. However, businesses that prioritize reliable customer support and a bug-free experience might want to explore other options.

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