# EZLynx Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Is EZLynx the right Contract Management solution for you? Explore 73 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/102928/EZLynx/reviews --- EZLynx 3.7 (73) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 13th, 2026 # Reviews of EZLynx Ease of use 3.6 Customer Service 3.3 ## Pros and Cons in Reviews Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ February 6, 2026 Shaun M ProducerInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “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.“ February 6, 2026 NW Noah W Producer agentInsurance, 2 - 10 employeesUsed the software for: More than 2 years. “As an agent, it is an invaluable time saver to have policy information uploaded from multuple carriers to one place.“ March 28, 2025 KK Kevin K OwnerInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “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.“ May 25, 2024 KB Kimberly B Office ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “The simple, beautiful design.“ September 15, 2025 DF DONALD F AGENCY PRODUCERInsurance, 2 - 10 employeesUsed the software for: Less than 6 months. “Overall, it feels generic and limited if you want to build efficient, high-functioning workflows.”“ July 7, 2025 GF Gretchen F CSRInsurance, 11 - 50 employeesUsed the software for: I used a free trial. “The ability to put information into one system for easy quoting, the integration with our management system was good“ October 24, 2022 KB Kimberly B Office ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years. “Basically, policies were reverting to the pre-renewal info, and just not processing the renewal changes.“ September 15, 2025 ## Showing most helpful reviews Showing 1-25 of 73 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Linda H. OFFICE MANAGER/AGENT Insurance Used the software for: 2+ years ### "Genius!" December 5, 2019 5.0 I would give this five stars, it will save you a ton of time if you represent a large number of companies. Pros This product has saved me HOURS of doing competitive quoting! It was the best decision our office has ever made. Cons Sometimes the carrier questions seem a little redundant, but I am not sure that is the fault of the software. Review Source Jim S. Agency Owner Insurance Used the software for: 1-2 years ### "Unable to Retrieve Basic Reporting/Metrics Info" September 10, 2018 4.0 Competitive Rater = 100% satisfaction. AMS = 25% satisfaction. 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. Review Source LC Lee C. Owner Insurance Used the software for: 6-12 months ### "DO NOT buy this software" October 15, 2020 1.0 The 1st and 2nd training call start like this, OK what do you want to learn or focus on? I answered EVERYTHING i need to know how to use the software i need help, You can probably guess what answer you recieve. Online TRAINING VIDEOS YEAH!!!!!!! So in conclusion if you are older than 30 then you probably will have a heck of a time and grow to resent everything about this software. I wish i could go on about this software but I dont know what else it does or doesnt do so good luck in your decision. I hope this helps you make an informed decision and yes i wrote this with an attitude and chip on my shoulder but i did so after 198 days of frustration. Pros the potential it has and many many features it offers Cons Where do I begin, I have been working with and trying to master this software for 8 months now and i am at the point of giving up. 1) Customer service is an absolute joke, dont ever plan on anyone answering the phone the hold times are 10-30-50 minutes long so you have no choiuce but to have someone call you back. The issue with this is as soon as you hang the phone up you are onto something else. When they do call you back you can be assured that they will help you with the one item you called in about and immediatly direcvt you to the online training videos that are 5-7 years old. you will feel the pressure to wrap up any question you might have so they can get off the phone and direct you to the videos and self learning. OH and if its close to the end of the day you can almost garuntee that you will be hung up on right in the middle of your conversation THIS IS LIKE CLOCKWORK DAILY. 2) Onboarding: this is a laughable, what this really means is that you pourchase the software and put down your $1,000 or $2,000 and then after a few days you are giving an appointment for a MONTH later to get started. So you ask what am i supposed to do until then after all your trying to start a business right. ANSWER: self training videos link YEAH!!!!!! 3) the trainig call when you do get onto the phone with the trainer after a month you have 100 questions and dont know where to start or what to ask. Reason for choosing EZLynx I am brand new to the Independant side of the business and didnt know any better. Review Source SR Sagar R. Subject Matter Expert Insurance Used the software for: 2+ years ### "Best all-in-one solution and rating sytem for agency" September 26, 2018 5.0 When I first started working for Insurance Agency, I used to fill up the customer data on every carrier website we represented manually and it used to take hours just to complete one quote for only handful carriers. Then came along EzLynx like a bliss. It was like a magic that time (in 2005) for us. What used to take 3-4 hours, we could do within just half an hour or less. Earlier EzLynx had its fair share of problems but their wonderful customer support always helped out us on every way. EzLynx also worked hard on improving system over years to perfect system, what it is as of today. My journey with EzLynx have been wonderful experience. It is must have system for all insurance agencies. Pros Easy to use, navigate quote rating system. Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems. Cons Must support more Line of Business quoting in Texas, like Dwelling Fire. Review Source VR Verified Reviewer President Insurance Used the software for: 1-2 years ### "Great features and online functionality." June 20, 2018 5.0 Pros The mobile versions are great. I love the texting ability and all the text messages sync with the insureds file. The documents are amazing, you can even upload your own custom fillible PDF documents and EZLynx will prefill information such as client name, address, phone number, and many other sections. Cons The software is great but there are many needed features that have been suggested and the company has yet to implement them. The e-signature document setup will sometimes glitch and you will have to exit the process and start over. Review Source Ryan M. Insurance Agent Insurance Used the software for: 2+ years ### "Easiest software to use to rate multiple companies at once." April 10, 2018 5.0 Huge time saver! Pros The functionality of this software is great. Being able to connect all of our companies and quote them all at once is a huge time savor. Cons At times, the quote process fails but typically we have found that this isn't the software but at times the insurance company we are working with. Review Source Jason S. Director of Marketing Insurance Used the software for: 1-2 years ### "Reporting nightmare" August 26, 2019 2.0 Pros It works well for our service department. Cons Obtaining accurate reports is very difficult. They are often broken and will timeout during download. Trying to build a new report is even worse. The customer support for reporting is non-existent. As the marketing person for this agency, I need accurate reports that are easy to create. The data loss is literally stopping my job until our reporting issues are fixed. Review Source ML Mary L. Owner Insurance Used the software for: 6-12 months ### "I love EzLynx" April 26, 2019 5.0 Pros EzLynx uploads my policies within 24 hours of issuance, keeps track of my book of business daily and I am able to get updated reports on renewals and cancellations very quickly. I can upload any accord form that is needed for an app into 1 document so that I can save the app within 1 document rather than filling out several accord forms into separate docs. I love that I can fill out the forms within there system so I don't have to do it all by hand, so that saves a lot of time for me. Cons I do have carriers that don't upload directly into EzLynx yet so I have to manually insert policies myself in order to get a correct premium count for my annualized premium. They do have a lot of carriers that auto update, but I wish that they had every carrier in the insurance industry available. Review Source FB Fred B. Owner Insurance Used the software for: 1-2 years ### "Worst customer service in the industry" April 22, 2019 1.0 I would highly recommend to try anyone but EZ lynx. Even if they are a little cheaper you will pull your hair out with their greatly sub standard service...….. Pros the software is so so. The service is horrible, beware! Cons The customer service is by far the worst I have ever encountered. They do not return calls, You can't get a live person. I have been trying to resolve a simple issue for over 2 months. Review Source Travis P. Independent Insurance Agent Used the software for: 1-2 years ### "EZlynx has its pros and cons, but I find it very useful for newer agents." February 8, 2018 4.0 Saves time from inputting personal info into each carrier's system. Pros What I like most about this software is that you input all of the client's information which is then seeded to each carrier. Cons What I like least about this software is that sometimes the info you input doesn't translate well to the carrier site and therefore the rates are only accurate when you review from the carrier's website and finish the quote. Review Source ME Megan E. Agent Insurance Used the software for: 6-12 months ### "Time Saving and Helpful!" August 11, 2022 5.0 EZLynx has been great. They make my job easier Pros It has saved me so much time from going into each company and trying it myself, they make it quick and user friendly. They also remember your customers information, so doing requotes takes very little time. Cons The only thing this software could use is to have terms available to the customers who fill it out for themselves. Lots of people don't understand what they're looking at. Review Source PA Phillip A. Insurance Broker Insurance Used the software for: 6-12 months ### "Insurance CRM and Rater - Industry Standard" April 6, 2021 5.0 I am able to keep track of x dates, renewals and client documents better than with the other CRM I was using, and having the ability to download from carriers is great. Pros I began using EZ Lynx after I outgrew a smaller CRM. I wanted more features specific to the industry and EZ Lynx provided the answer. It has become the industry standard after growing and their recent update outperforms the old standbys. I had to manually transfer my CRM contacts over, but features such as client center have become great additions to making sure my clients can get cards and ID's when they are ready. Overall, I am happy with using this CRM. Cons I wish they had a better system to train, the learning curve seems a bit longer than other CRM's, and I wish they had a better way to import from spread sheets. Alternatives considered [QQCatalyst](https://www.capterra.com/p/36109/QQCatalyst/) Reason for choosing EZLynx Bundling with the rater provided. Switched from [Less Annoying CRM](https://www.capterra.com/p/118921/Less-Annoying-CRM/) Needed a more industry specific CRM. Review Source AR Amy R. Licensed agent Insurance Used the software for: 2+ years ### "EzLynx is Critical " April 12, 2022 5.0 I can't function without it literally. It is what I use other than email the most. Pros The ease of creating profiles, saving notes, dragging things over. Cons Reports can be confusing at times but I have someone in the office that does most running of any I need Review Source CC Cary C. Director Insurance Used the software for: 2+ years ### "EZLynx is outdated and frustrated " June 13, 2022 3.0 Pros Rating engine is decent and rarely goes down. Cons Forms cumbersome and take too long to fill out. EZLynx doesn’t integrate easily with other solutions. They claim to have API integration but it’s almost impossible to get support. Review Source CC Christi C. Account Manager Insurance Used the software for: 2+ years ### "Review" February 17, 2022 5.0 Overall, we enjoyed Ezlynx. Would recommend to other agencies. Pros I used Ezylnx for 2+ years. Overall, it was a great program. Tutorials were very helpful. Customer service was very helpful. Used for commercial insurance: account management was great, COI's were easy. Cons It appeared to be designed to benefit personal lines. Review Source KW Kelli W. Agent Insurance Used the software for: 2+ years ### "Easy to use" August 7, 2019 5.0 Pros I love that when you have leads that come in from a lead generator the information is automatically in EZlynx. We tried another comparative rater because they were priced lower but we switched back to EZlynx because it works much better. Cons I am very happy with the software and we have used it for 15 years Review Source JH Jordan H. President Insurance Used the software for: Less than 6 months ### "Horrible Customer Service" December 21, 2022 1.0 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 AM Ashley M. Owner Insurance Used the software for: 1-2 years ### "Review" June 16, 2020 3.0 Not great - report features, lack of customer support and high price tag are not worth it. Pros Was easy to use and navigate - aesthetically pleasing. Cons Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training. Review Source RC Rhonda C. Account manager Insurance Used the software for: 2+ years ### "Not as good as it once was" September 30, 2019 3.0 Not bad, but the program could use a few short cuts. Pros Prefills driver and vehicle information, it is easy to use once you learn all the fields that must be completed. Cons The cost, the amount of additional information you have to enter based on each company. I think a lot of the fields could be eliminated. Review Source DC Domingo C. Agent Insurance Used the software for: Less than 6 months ### "Functional but No support." November 8, 2020 3.0 They have no sense of urgency nor responsibility. Any issue, simple or complex, you are told to email support. Emails are find for simple issues but try to explain a complex problem over email. Support doesn't even use a proper signature for you to reference who you are communicating with; they hide behind emails. Every issues requires multiple explanations and days if not weeks for it to be fixed. Pros Easy to use Sales Team is Great Integration with most carriers Cons No actual phone support Days to get simple issues fixed Lack of responsibility from the support team. Review Source GF Gretchen F. CSR Insurance Used the software for: I used a free trial ### "Personal Lines Rater" October 24, 2022 5.0 Over all is was a great tool to have in our agency Pros The ability to put information into one system for easy quoting, the integration with our management system was good Cons It didn't always work good with some of our carriers, we would get and error message saying password was incorrect with the carriers Review Source cD cheri D. office manager Insurance Used the software for: 2+ years ### "EZlynx" May 5, 2020 3.0 Overall, I have had better experience with other management systems. I feel like there is just too much to process Pros EZlynx has a ton of features. I really like that you can go directly from someones account and to quoting. Cons I feel overwhelmed by EZlynx sometimes. There is so much information that needs to be put in to quotes that feels unnecessary. Review Source AL Anthony L. Agent Insurance Used the software for: 6-12 months ### "EZLynx" May 28, 2020 4.0 Pros Having a rating engine & CRM in one product is nice. Cons Too many pages to generate quotes. It could be a little more streamlined. Review Source AM Adam M. Insurance Producer Insurance Used the software for: 6-12 months ### "Never worked properly" September 4, 2019 1.0 Pros I love the concept of this product. The idea of receiving multiple quotes but only having to input information once is very appealing. Cons It never worked properly. I have used similar software in the past, and was never able to get this software to function correctly. Review Source Shaun M. Producer Insurance Used the software for: 2+ years ### "The Game-Changer for Personal Lines Efficiency" February 6, 2026 5.0 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 Talk to a Capterra advisor for free and get results within 15 minutes.