# EZLynx Software Pricing, Alternatives & More 2026 | Capterra > With the help of Capterra, learn about EZLynx Software - reviews, pricing plans, popular comparisons to other Proposal Management products and more. Source: https://www.capterra.com/p/102928/EZLynx --- # EZLynx Software Review 2026: Features, Integrations, Pros & Cons Last updated on March 13, 2026 Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Description](#description)[Use cases](#use-cases)[Alternatives](#alternatives)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) EZLynx ## What is EZLynx? With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. Let EZLynx do the work so you can focus on selling and growing your book of business. We want to earn the title of your most productive employee every single day. EZLynx Rating Engine 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. EZLynx Management System 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. ## What is EZLynx used for? [Insurance](https://www.capterra.com/insurance-agency-software/)[Quoting](https://www.capterra.com/quoting-software/)[Commercial Insurance](https://www.capterra.com/commercial-insurance-software/) Overall rating Based on 73 user reviews Reviews sentiment Positive 62% Neutral 21% Negative 18% Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## EZLynx alternatives Highest Rated [4.9 (247)](https://www.capterra.com/p/198072/ePayPolicy/reviews/) Starting price $25.00 Per User, Per Month [4.7 (283)](https://www.capterra.com/p/119068/Jenesis-Software/reviews/) Starting price $70.00 Per User, Per Month [4.2 (141)](https://www.capterra.com/p/70671/Applied-Epic/reviews/) Starting price $1000.00 Per User, Per Month [3.6 (22)](https://www.capterra.com/p/167497/Macaw/reviews/) Starting price Contact vendor for pricing [View all alternatives](https://www.capterra.com/p/102928/EZLynx/alternatives/) ## Features Features with the highest number of reviews are displayed first. Those that have no reviews appear next, sorted alphabetically. Insurance Policy Management 3.4 (12) 58.33% of 12 reviewers that rated this feature as important or highly important Create, administer and manage insurance policies for various customers and insurance lines Document Management 3.1 (10) 70.00% of 10 reviewers that rated this feature as important or highly important Store, manage, and track all electronic documents in a centralized location Quotes/Estimates 3.0 (9) 77.78% of 9 reviewers that rated this feature as important or highly important Generate quotes or estimates for customers Policy Management 3.3 (8) 62.50% of 8 reviewers that rated this feature as important or highly important Create, manage, and track policies and procedures within an organization Automated Quoting 2.2 (5) 40.00% of 5 reviewers that rated this feature as important or highly important Generate rule-based quotes for clients automatically Billing & Invoicing 2.4 (5) 0.00% of 5 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers EZLynx 41 features Integrate with a third-party accounting system Dashboard to view the status of ongoing processes, identify current incidents and track past activities Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges Application programming interface that allows for integration with other systems/databases Generate rule-based quotes for clients automatically Create, manage, and send invoices or bills to customers Online portal for brokers/agents to add, edit, update or access required information Upload documents provided by Insurance Carriers Process of submitting and following up on claims with insurance companies Private online space that lets businesses securely share documents and provide information access to clients Specialized for organizations who focus on commercial projects and processes Tracking, calculating, and paying commissions and earnings to employees Rate insurance claims based on comparative instances Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system A website or login for customers to access information Add customized logos and colors to align with company branding Customize data fields to support various needs and use cases Customize contracts and forms to collect specific information Alter the layout and content of reports Pre-designed layouts that can be customized to match preferences and requirements Import and export data to and from software applications Electronic signing method that validates the authenticity and integrity of a digital document Store, manage, and track all electronic documents in a centralized location Store and organize documents in a centralized system Assemble applications and processes by dragging over and arranging pre-built components Manage, store and organize emails within the system or via third-party apps Create and send email blasts/campaigns Store, manage and track all forms in a centralized location Create, administer and manage insurance policies for various customers and insurance lines Store information about leads or contacts and track, manage and nurture them throughout the sales process Manage the end-to-end lifecycle, from initial setup/development to deployment and maintenance Pay employees in multiple states with correct tax deduction amounts in each Track the progress of long term goals, campaigns, and opportunities, for sales, projects, business ventures etc. Create, manage, and track policies and procedures within an organization Generate quotes or estimates for customers Receive data and information in real time Collection, analysis, and representation of numerical data and generation of reports to understand various patterns Search and filter data across systems to locate required information by entering keywords or certain criteria Online portal through which end users can access the system, manage tasks, or obtain information Sample files or documents that could be customized as needed or used as is Set up connections to third-party platforms to improve business processes Get Advice We can help you find the software with the features you need. Features 3.3 (71) 3.3 Based on 71 reviews ## Pricing Value for money 3.3 (62) ### Starting price Free trial available Value for money 3.3 (62) 3.3 Based on 62 reviews ## Integrations [ Gmail](https://www.capterra.com/p/202338/Gmail/)[ Microsoft Outlook](https://www.capterra.com/p/227138/Microsoft-Outlook/)[ Velocify](https://www.capterra.com/p/129463/Velocify/) Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 3.3 (63) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 3.3 (63) 3.3 Based on 63 reviews ## User reviews Overall rating 3.7 Based on 73 reviews Filter by rating 5(28) 4(17) 3(15) 2(3) 1(10) Mentioned topic Sorted by most recent Shaun M. Producer Insurance ### "The Game-Changer for Personal Lines Efficiency" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 8/10 February 6, 2026 For any agency serious about competing in personal lines, EXLynx isn't optional, it's essential. It's transformed our quoting process from a time-drain into a competitive advantage, allowing us to serve more clients better while maintaining the quality and thoroughness they expect from Thomas McKee Insurance Agency. If you're still quoting markets one at a time, you're leaving money on the table and frustrating prospects who expect instant answers. EXLynx solves that problem definitively. Pros As an insurance producer juggling multiple commercial accounts and complex coverage needs, I need my personal lines operation to run like a well-oiled machine, and EXLynx delivers exactly that. What used to take 30-45 minutes per prospect now takes less than 10. EXLynx allows us to simultaneously quote 10+ carrier markets for both home and auto with a single data entry. No more logging into separate carrier portals, re-entering the same information over and over, or playing the waiting game. The platform's real-time rating engine pulls quotes from our entire carrier portfolio, Progressive, Grange, Encova, NatGen, Safeco and others all at once. This means I can get back to prospects while they're still hot, not three days later when they've already moved on to the next agent. Cons Occasionally, the preliminary rates pulled through the comparative rater don't align perfectly with what carriers ultimately bind at, whether due to underwriting adjustments, updated credit pulls, or carrier-side data discrepancies. This means we sometimes need to set client expectations that the quote is indicative rather than guaranteed, and follow up with carrier-direct confirmations on competitive options before finalizing. It's a minor inconvenience in an otherwise streamlined process, but worth noting for agencies that want to promise exact pricing upfront. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Samantha E. Agent Insurance ### "Great and easy to use system " 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 10/10 October 28, 2025 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. 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 Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) The other system was outdated and not longer served our needs Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KB Kimberly B. Office Manager Insurance ### "E&O nightmare" 2.0 Overall Rating 2.0 2.0 Ease of Use 5.0 5.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 15, 2025 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. 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. Switched from [Applied TAM](https://www.capterra.com/p/212588/Applied-TAM/) TAM was OLD and awful to use. There were no good workflows, and everything was clunky. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. WS Wayne S. Agency Owner Insurance ### "Great Agency Management System" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 9/10 September 11, 2025 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. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. DF DONALD F. AGENCY PRODUCER Insurance ### "EZLYNX A BASIC CRM" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 3.0 3.0 Likelihood to Recommend 4/10 July 7, 2025 “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.” 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 Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. NW Noah W. Producer agent Insurance ### "All in one place " 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 March 28, 2025 As an agent, it is an invaluable time saver to have policy information uploaded from multuple carriers to one place. 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. Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Agency was purchased and had new ideas for ease of use Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reasons for choosing EZLynx Price point was significantly lower for the functionality. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. KK Kevin K. Owner Insurance ### "Contract Constraints Undermine Confidence: Why I Switched from EZLynx to AgencyZoom" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 1.0 1.0 Customer Service 3.0 3.0 Likelihood to Recommend 0/10 May 25, 2024 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. 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. Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) 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. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. RR Reuben R. Owner Information Technology and Services ### "Stay Away!!" 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 November 2, 2023 I wouldn't use Ezlynx if it was free. Half of the companies they do not support and the rest have the wrong prices. 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. Switched from [PL Rating](https://www.capterra.com/p/123046/PL-Rating/) Trying something different but that was a huge mistake, I'm going back to vertafore. Reasons for choosing EZLynx They gave me a 3 month trial free then they trapped me for over a year. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JI Jake I. Agency Principal Insurance ### "Sign here...then forget you exist..." 3.0 Overall Rating 3.0 3.0 Ease of Use 3.0 3.0 Features 3.0 3.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 April 5, 2023 Support is slow, occurs over email mostly. App commonly has issues when interfacing with Outlook, goes offline more than desirable (not good for an active agency that is constantly in need of documenting activities). Pricing increased 50% in 2023. Pros It was a system we knew from prior affiliations. It was as known commodity Cons price, service, support, functionality, integration with outside apps (like Outlook), especially for Mac Reasons for choosing EZLynx It was what we knew. In hindsight, not likely the best decision Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. JH Jordan H. President Insurance ### "Horrible Customer Service" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 December 21, 2022 Pros I really didn't like much about the software. It is not very user friendly Cons The customer service you receive from Applied EZLynx is horrible. They aren't upfront about the commitment and are not great to deal with. Alternatives considered [AMS](https://www.capterra.com/p/251910/AMS/) Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/102928/EZLynx/reviews/) Popular comparisons [ePayPolicy vs EZLynx](https://www.capterra.com/compare/102928-198072/EZLynx-vs-ePayPolicy)[Jenesis Software vs EZLynx](https://www.capterra.com/compare/102928-119068/EZLynx-vs-Jenesis-Software)[Applied Epic vs EZLynx](https://www.capterra.com/compare/70671-102928/Applied-Epic-vs-EZLynx) [NowCerts vs EZLynx](https://www.capterra.com/compare/102928-132779/EZLynx-vs-NowCerts)[HawkSoft CMS vs EZLynx](https://www.capterra.com/compare/79412-102928/HawkSoft-CMS-vs-EZLynx)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. 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