EZLynx 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

EZLynx

3.7

(73)

Pricing

Pricing available upon request

About EZLynx

EZLynx provides innovative insurance software that streamlines an agency’s workflow and manages the end-to-end policy lifecycle. Integrated into one platform, EZLynx Management System is designed to meet the unique needs of businesses in an easy-to-use interface that takes care of doing the work for you.

From real-time home and auto quoting on insurance agency website to email marketing, pipeline management, reporting, AI, and more, EZLynx has the integrated solution for users. It offers:
EZLynx Rating Engine is an easy-to-use comparative rater that lets independent insurance agents get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Cross-carrier personal lines quoting has never been simpler.

EZLynx Management System leverages client and policy data to maximize your agency's ability to retain current customers while acquiring new business. Find your customer's quotes, policies, claims, and documents in one organized place and easily remarket with up-to-date information synced from your daily policy downloads. EZLynx is a complete agency management solution, with all the tools you need to sell, service and grow your business. A single pl...

EZLynx Screenshots

EZLynx Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Basic

Pricing available upon request

No plan information available

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EZLynx Features

Popular features found in Insurance
Activity Tracking
Audit Trail
Contact Management
Document Management
Insurance Rating
Policy Management
Quotes/Estimates
Self Service Portal
Workflow Management
More features of EZLynx
Accounting Integration
Activity Dashboard
Alerts/Notifications
API
Automated Quoting
Billing & Invoicing
Broker/Agent Portal
Carrier Upload
Claims Management
Client Portal
Commercial
Commercial Lines
Commission Management
Comparative Insurance Rating
CRM
Customer Portal
Customizable Branding
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Digital Signature
Document Storage
Drag & Drop
Email Management
Email Marketing
For Casualty Insurance
For Homeowners Insurance
Forms Management
For Personal Insurance
Insurance Policy Management
Lead Management
Lifecycle Management
MGA Administration
Multiple Line Rating
Multi-State
Pipeline Management
Real-Time Data
Reporting & Statistics
Search/Filter
Templates
Third-Party Integrations

EZLynx Integrations

Velocify

Microsoft Outlook

Gmail

EZLynx User Reviews

Overall Rating

3.7

Ratings Breakdown

38%

23%

21%

14%

Secondary Ratings

Ease of Use

3.6

Value for money

3.3

Customer support

3.3

Functionality

3.3

Samantha E.

Verified reviewer

Insurance

51-200 employees

Used daily for less than 2 years

Review source

Reviewed October 2025

Great and easy to use system

Overall it is a very good tool and helps us manage our client list better than applied’s older system TAM which we had previously.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The whole system is incredibly intuitive and data entry and sales tracking is so easy compared to the outdated portal we used before.

Cons:

Understanding how to pull reports and how to add in commissions was not as intuitive as the rest of the system

Reasons for switching to EZLynx

The other system was outdated and not longer served our needs

Noah W.

Verified reviewer

Insurance

2-10 employees

Used daily for more than 2 years

Review source

Reviewed March 2025

All in one place

As an agent, it is an invaluable time saver to have policy information uploaded from multuple carriers to one place.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is browser based so i can log in from any device.

Cons:

We have had a few issues with notes disappearing from one client and beimg saved on another. It's impossible to track where they went or when.

Reasons for choosing EZLynx

Price point was significantly lower for the functionality.

Reasons for switching to EZLynx

Agency was purchased and had new ideas for ease of use

Kimberly B.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2025

E&O nightmare

Had there not been the huge E&O hole that EZ refused to acknowledge, I absolutely loved it. It is streamlined and very simple to use.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The simple, beautiful design. It was VERY easy to see what has happened on a policy, as well as the documentation to support it. There is minimal setup, and it is easy to use right out of the metaphorical box.

Cons:

The company was NOT open to suggestion, even things as simple as a TYPO on their policy overview. It wasn't fixed in the 2 years we had EzLynx. The renewal process is AWFUL and there was a HUGE E&O hole that they would not address. Basically, policies were reverting to the pre-renewal info, and just not processing the renewal changes. On commercial auto policies, where vehicles and drivers change all the time, the policy summary was showing things that were not covered, or not showing things that were covered. Policies were never accurate in EZ due to this. We brought it up to them multiple times, and they had no fix for us.

Reasons for switching to EZLynx

TAM was OLD and awful to use. There were no good workflows, and everything was clunky.

Wayne S.

Verified reviewer

Insurance

Self-Employed

Used daily for more than 2 years

Review source

Reviewed September 2025

Great Agency Management System

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

My favorite things about EZ Lynx are its management system and the text feature. I can text a client and what i send out and their responses are recorded to their account. Great for organization and great for E&O purposes.

Cons:

Some features do have a learning curve, but i believe EZ lynx has the training tools to help get over that curve.

Pramod N.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed October 2018

EzLynx is best companion for agency

Ratings Breakdown

Ease of use

Functionality

Pros:

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.

Cons:

Currently carrier specific questions are scattered throughout all pages. They need to be streamlined more and should be placed at one place if possible.

Kevin K.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed May 2024

Contract Constraints Undermine Confidence: Why I Switched from EZLynx to AgencyZoom

initially had high hopes when I purchased the CRM upgrade from Ezlynx, expecting it to enhance my agency’s operations. Unfortunately, I quickly found that Ezlynx did not provide the functionality we needed, leading to inefficiencies and frustration. When I tried to downgrade, I discovered that Ezlynx wouldn’t allow it due to the terms of our contract, leaving me stuck with an unsatisfactory solution. This ultimately pushed me to switch to AgencyZoom, which better met my agency’s requirements and helped streamline our operations.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I like the AMS functionality and reporting, but that's about it...

Cons:

What I liked least about EZLynx was its lack of necessary functionality for my agency, which led to significant inefficiencies and frustration. The third-party integrations also didn’t work well, causing additional problems in our workflow. On top of that, the ease of use and overall user experience left a lot to be desired. When I tried to downgrade due to these issues, I found that EZLynx wouldn’t allow it because of our contract, which made the situation even more challenging. This ultimately pushed me to switch to AgencyZoom, which better met our needs and streamlined our operations.

Reasons for choosing EZLynx

Our MGA was requiring that we use EZLynx's rater so we decided to purchase the rest of the suite which we believe to have been a mistake.

Reuben R.

Verified reviewer

Information Technology and Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed November 2023

Stay Away!!

I wouldn't use Ezlynx if it was free. Half of the companies they do not support and the rest have the wrong prices.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Not much this system is awful compared to other systems I have used in the past.

Cons:

Customer support is horrible and trying to cancel your service is a nightmare.

Reasons for choosing EZLynx

They gave me a 3 month trial free then they trapped me for over a year.

Reasons for switching to EZLynx

Trying something different but that was a huge mistake, I'm going back to vertafore.

DONALD F.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 6 months

Review source

Reviewed July 2025

EZLYNX A BASIC CRM

“In my experience, EZLynx is a bland, basic software that does not offer high-level functionality. While it works as a simple comparative rater and client management tool, it lacks more advanced features, robust integrations, and customization that a growing agency really needs. Overall, it feels generic and limited if you want to build efficient, high-functioning workflows.”

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Easy-to-use comparative rater for auto & home quotes Good integration with many carriers Helpful client management (CRM) and policy tracking tools Streamlined communication with clients (emails/texts) Automated remarketing and renewal management Centralized place to store documents & quotes Saves significant time vs. quoting each carrier individually Decent reporting tools for tracking leads, sales, and production

Cons:

Can be expensive for small agencies, especially with add-ons Some carriers don’t fully integrate or require manual workarounds Occasional rate discrepancies between EZLynx and carrier sites Learning curve for new users — interface can feel clunky Some features require extra fees (like advanced automation tools) Limited customization in some parts of the system Tech support can be slow or inconsistent depending on the issue

Rebecca D.

Verified reviewer

Insurance

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2019

Good rater - not many problems

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.

Ratings Breakdown

Ease of use

Customer support

Functionality

Pros:

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.

Cons:

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.

Jim S.

Verified reviewer

Insurance

2-10 employees

Used daily for less than 2 years

Review source

Reviewed September 2018

Unable to Retrieve Basic Reporting/Metrics Info

Competitive Rater = 100% satisfaction. AMS = 25% satisfaction.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Up-front d/base for downloading/bridging into carrier systems...after that it's basically worthless from my experience.

Cons:

Virtually non-existent customer support with reporting problems; no one is empowered to do anything. Constant, repetitive reporting error messages. Unable to obtain the most basic metric data regarding my book of business despite purchasing the AMS reporting features. Numerous reported issues with inability to obtain metrics for MY DATA (housed in EZLynx) that I'm paying for that just die on the vine with no resolution after an initial interchange with customer support. No resolution.

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