EZLynx vs Veruna

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Our analysts compared EZLynx vs Veruna 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
Veruna 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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Veruna is a comprehensive software solution designed to streamline and manage various insurance-related tasks. It is particularly well-suited for insurance agencies seeking to enhance their operational efficiency and customer service. The platform offers a range of benefits, including improved workflow automation, robust customer relationship management (CRM), and detailed reporting capabilities. Popular features include policy management, claims processing, and integrated communication tools, which collectively help agencies maintain a high level of organization and responsiveness.

Users have praised Veruna for its user-friendly interface and the ability to customize workflows to fit specific business needs. Compared to similar products, Veruna stands out for its flexibility and the depth of its feature set, which can be tailored to different types of insurance operations. Pricing details are not readily available, so it is recommended that users contact SelectHub for a personalized quote based on their unique requirements.

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Cloud
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Mobile
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Product Assistance

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Live Online
Videos
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Email
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FAQ
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Knowledge Base
24/7 Live Support
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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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  • Enhanced Efficiency: Automate routine tasks such as policy renewals and claims processing, freeing up time for more strategic activities.
  • Improved Accuracy: Reduce human error with automated data entry and validation, ensuring more reliable information management.
  • Better Customer Service: Access client information quickly and easily, allowing for more personalized and timely responses to inquiries.
  • Scalability: Easily adapt to growing business needs without the need for significant additional resources or infrastructure changes.
  • Regulatory Compliance: Stay up-to-date with industry regulations and automatically generate necessary compliance reports, reducing the risk of penalties.
  • Data-Driven Insights: Utilize built-in analytics to gain actionable insights into business performance and customer behavior, aiding in strategic decision-making.
  • Cost Savings: Lower operational costs by reducing the need for manual processes and minimizing errors that could lead to financial losses.
  • Enhanced Collaboration: Facilitate better communication and collaboration among team members with centralized data and integrated tools.
  • Customizability: Tailor the software to meet specific business needs and workflows, ensuring a better fit for your organization.
  • Increased Productivity: Streamline workflows and eliminate bottlenecks, allowing employees to focus on high-value tasks.
  • Client Retention: Improve client satisfaction and loyalty through more efficient service and better relationship management.
  • Real-Time Updates: Keep all stakeholders informed with real-time updates on policy changes, claims status, and other critical information.
  • Secure Data Management: Protect sensitive client information with robust security measures, ensuring compliance with data protection regulations.
  • Integration Capabilities: Seamlessly integrate with other business systems and tools, enhancing overall operational efficiency.
  • Remote Accessibility: Access the system from anywhere, enabling remote work and ensuring business continuity in various situations.
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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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  • Customizable Dashboards: Tailor your dashboard to display the most relevant metrics and data for your agency's needs.
  • Integrated CRM: Manage customer relationships and interactions seamlessly within the platform.
  • Policy Management: Efficiently handle policy creation, updates, and renewals with automated workflows.
  • Claims Processing: Streamline the claims process from submission to resolution, ensuring timely and accurate handling.
  • Reporting and Analytics: Generate detailed reports and gain insights with advanced analytics tools.
  • Document Management: Store, organize, and retrieve important documents with ease.
  • Third-Party Integrations: Connect with other essential tools and services to enhance functionality.
  • Mobile Access: Access the platform on-the-go with a mobile-friendly interface.
  • Compliance Tracking: Ensure adherence to industry regulations and standards with built-in compliance features.
  • Automated Workflows: Increase efficiency with customizable automated processes for routine tasks.
  • Customer Portal: Provide clients with a self-service portal for policy information and claims status.
  • Task Management: Assign, track, and manage tasks within your team to ensure accountability and productivity.
  • Quoting Tools: Generate accurate quotes quickly with integrated rating engines.
  • Renewal Management: Automate the renewal process to reduce manual effort and improve retention rates.
  • Security Features: Protect sensitive data with robust security measures, including encryption and user access controls.
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Product Ranking

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#28

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User Sentiment Summary

Good User Sentiment 143 reviews
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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.

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4.0 (25)
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3.77 (64)
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3.6 (54)
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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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Competitive Pricing: Veruna Insurance is often commended for its affordable pricing in comparison to other insurance providers.
Comprehensive Coverage: Veruna Insurance offers customers a wide array of coverage options to choose from, ensuring they can find the right fit for their needs.
Online Policy Management: Customers praise Veruna for its user-friendly online platform, which allows for convenient policy management.
Responsive Customer Service: Many customers report positive experiences with Veruna's customer service, finding the agents to be helpful and responsive to their inquiries.
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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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Claims Processing Times: Veruna Insurance has received negative reviews citing delays in their claims processing times.
Rate Increases: Some customers have reported unexpected increases in their insurance rates.
Policy Cancellation: A few customers have mentioned difficulties encountered while trying to cancel their policies.
Communication Issues: There have been complaints regarding Veruna Insurance's communication, especially during the claims process, which has left some customers dissatisfied.
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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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User reviews from the last year present a mixed bag. Some users praise Veruna's robust reporting capabilities and organized data management. One user enthused about the positive experience from scoping and buildout to training and deployment, highlighting the excellent customer service and tech support as being more responsive than other SaaS platforms. However, this rosy picture is marred by significant drawbacks reported by other users. Veruna is criticized for its lack of functionality in key areas, with one user stating that many components and functions simply don't work as promised, requiring workarounds or additional applications. A recurring complaint is the inadequacy of customer support, particularly for commercial lines, with email-only support being frustratingly slow and unresponsive. This lack of timely support is especially problematic given the reported glitches and removal of previously available features, like editable Acord forms. This suggests that while Veruna has a strong foundation with its data management and reporting features, its Achilles' heel lies in its execution and support. Therefore, Veruna seems best suited for agencies already familiar with the Salesforce platform and willing to invest time in customization while accepting the risk of encountering glitches and slow support responses.

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