What do you like best?
Retention Center makes maintaining a client book of business manageable and insightful. Each customer is clearly defined and categorized based on price increase, difference, carrier, line of business, and risk level. Clarifying an owner to each customer for the sales team makes management easy and errors seldom.
The client policy summary page makes understanding the customer's story simple. Summarizing key coverages make for a seamless phone conversation.
The activities section allows for agent management of tasks. This is a great platform for transcontinental offices that are not necessarily in the same time zone.
What do you dislike?
A disadvantage is the inability to sort by carrier or extract all carriers but one. When we are onboarding new hires, it is difficult to give them access to special features. Instead of the admin having the ability to do so, they must call in to Ezlynx and request this.
Recommendations to others considering the product
EZLynx is a fantastic alternative to other management systems and quoting areas due to its ability to look at the customer experience from start to renewal. There's no finish. The customer's story is forever ingrained so that even if they do decide to leave your company, their story will be available the moment that they come back.
What business problems are you solving with the product? What benefits have you realized?
Sorted options are available to prioritize leads by rank of most likely to renew. This includes the ability to show multi-line policies and sort further by priority. This helps for time-management and maintaining customers.