# EZLynx Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is EZLynx the right Contract Management solution for you? Explore 75 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/102928/EZLynx/reviews

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EZLynx

3.7 (75)

[View alternatives](https://www.capterra.com/p/102928/EZLynx/alternatives/)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated March 13th, 2026

# Reviews of EZLynx

Ease of use

3.7

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

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

KB

Kimberly B

Office ManagerInsurance, 2 - 10 employeesUsed the software for: 1-2 years.

“The simple, beautiful design.“

September 15, 2025

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

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

DF

DONALD F

AGENCY PRODUCERInsurance, 2 - 10 employeesUsed the software for: Less than 6 months.

“Some carriers don’t fully integrate or require manual workarounds“

July 7, 2025

## Showing most helpful reviews

Showing 1-25 of 75 Reviews

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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

DF

DONALD F.  
AGENCY PRODUCER  
Insurance  
Used the software for: Less than 6 months

### "EZLYNX A BASIC CRM"

July 7, 2025

3.0

“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

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

CM

Claire M.  
Agency princial  
Insurance  
Used the software for: Less than 6 months

### "Confusing-poor service"

July 29, 2020

2.0

They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having. The links in service e-mail for training videos are outdated and waste of time watching them to find the videos don't match the actual platform. The service dept's stock answer is "it's the carriers fault, or that's the way the carrier wants it". I talked to 2 rep's and they were very upset that it's not working or rating correctly. They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.

Pros

When it works it makes quoting easy by moving information between the policy and the quote platform

Cons

Everything from trying to figure out who to call and what dept they work in when I don't understand the phone selections (I had to listen to the names under each phone extension, hang up and try to next to find anyone I need to talk to), I was told 2 months and it's been 4 and we still aren't up and running, Service blows off complaints that affect rating and after 5 weeks I FINALLY had someone actually look and I'm right and the selections to get an accurate quote missing. It's been 2 weeks and they haven't done anything to fix it yet. I was supposed to get 3 months free during conversion and have been charged. It's made double the work during a busy time and I don't see an end in sight. I expected disruption for 2 months-it's been over 4 so far)!

Alternatives considered

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Reason for choosing EZLynx

value

Review Source

RK

Robert K.  
pres  
Insurance  
Used the software for: 2+ years

### "after the honeymoon"

July 23, 2019

3.0

I was so hopeful and excited by the pitch and product potential. But just like romance, after the honeymoon you see what life with your partner is really like. You start looking elsewhere and think about a divorce because you can't take the excuses, the apathy, unreliability, extra time and effort that affects your productivity.

Pros

It has a great potential and lots of options included that others charge extra for.

Cons

support is like talking to a parrot. Like almost every technology and software company, they say the same thing over and over on why the functions don't work. Specifically the standard 'excuse' clear the cache is like the cure all. Yeah right...Why should you have to clear the cache everyday??? the other software doesn't require it. In fact I've almost never needed to clear the cache. HERE"s the supports favorite quote: "This is an intermittent issue, please complete the steps to clear your cache. Log out of EZlynx, clear your cache, close the browser and re-try accessing the forms."

Review Source

CH

Chase H.  
Principal Broker  
Insurance  
Used the software for: 2+ years

### "EZlynx would be great if they would open their API freely integrate with 3rd party software"

September 21, 2022

3.0

customer service team is dishonest, rude and does not have enough product knowledge to solve most issues.

Pros

Rating is great, and the system is cleanly laid out and easy to use.

Cons

extreemly poor integration capabilities.

Review Source

aB

andrew B.  
Principle  
Insurance  
Used the software for: 2+ years

### "New update"

October 10, 2019

3.0

New update where if if customer has not lived at current address for 3 years at least you MUST put a prior address. I called to see if there is a way around and was told no. I explained that none of my carriers require a prior address if insured lived at current for at least 1 year. I was told it didn't matter. I asked for a supervisor and was told they would call or email but i haven't heard anything.

Pros

They have rates for all of my carriers .

Cons

I do not like the new requirement that insured must have lived at current for at least 3 years or prior address MUST be listed. You cannot work around this even though None of my carriers require it.

Review Source

JA

John A.  
President  
Insurance  
Used the software for: Less than 6 months

### "CUSTOMER SERVICE SUCKS"

July 16, 2020

1.0

TERRIBLE no one to answer a simple phone call, i do not recommend stay with HAWKSOFT or any other Platform this company has gotten too big too fast now they dont even answer calls.

Pros

THE PRICE BUT YOU KNOW THE OLD SAYING? YOU GET WHAT YOU PAY FOR.

Cons

No one to talk to, you call voicemail hell. No one even answers calls or return messages. What a terrible company all they do is offer this value package of all under one umbrella. In the end they provide nothing in return. They claim they are all busy and then i was told it takes 8-12 Weeks to convert HAWKSOFT Client data to their Cloud base solution, I had the experience of working with HAWKSOFT always there to answer calls with and will spend hours on the phone with you. This company there version of customer support is just leaving a voicemail message and praying that someone will return a call.

Reason for choosing EZLynx

REGRET, currently going back to HAWKSOFT

Switched from

[HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/)

Penguin Insurance sold it to us.

Review Source

KB

Kim B.  
Office Manager  
Insurance  
Used the software for: 2+ years

### "EZ LYnx review"

October 24, 2019

5.0

makes your job simple to quote multiple products for your clients in a small amount if time

Pros

You are able to import all your client data in an easy click of a button and it runs quotes fast and simple

Cons

the support is not always timely when you need assistance on an error or updating data, you sometimes need to leave a message and wait for a call back

Review Source

SP

Steve P.  
Insurance Producer  
Insurance  
Used the software for: 2+ years

### "EZ Lynx"

August 8, 2019

5.0

This saves us a ton of time. We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.

Pros

This software makes comparative rating a breeze for insurance quoting purposes.

Cons

This product handles everything that we need it to.

Review Source

DG

Darrell G.  
Principal  
Insurance  
Used the software for: 1-2 years

### "EZLynx review"

April 16, 2019

1.0

They system goes down a lot. They will tell you that they are doing update. Here's a solution do the updates when the agents close their office or on the weekends.

Pros

You have all the carriers on one site to do quotes.

Cons

The system is always down. Their excuse is that they are doing maintenance work on system.

Review Source

BH

BRENDA H.  
Producer  
Insurance  
Used the software for: 1-2 years

### "EZ Lynx "

October 29, 2019

4.0

Overall good - would like to see options to put in more repetitive carrier information so as to not waste time repeating stuff every time I do a quote. Makes me not want to use the software because it feel like it takes longer to use it

Pros

Gives you the opportunity to put almost everything you need to get any type of auto/home quotes you need to market

Cons

No user friendly when submitting the information to carriers. Not enough ways to add in information that you seem to have to input everytime you submit to carriers

Review Source

JG

Jimmy G.  
Branch iwner  
Insurance  
Used the software for: 2+ years

### "Very nice rater"

December 7, 2016

4.0

Been using ezlynx for 5 years and it has been a game changer. Some raters only give you access to auto but ezlynx lets you do both.

Pros

Very intuitive.

Cons

Sometimes it doesn't rate and you don't know why.

Review Source

NM

Neal M.  
President  
Insurance  
Used the software for: Less than 6 months

### "New user"

August 6, 2019

5.0

Excellent

Pros

Used the management system along with the web site. The web site development team is fantastic!

Cons

Management system somewhat complicated, alot of videos to watch but easy to learn

Alternatives considered

[Jenesis Software](https://www.capterra.com/p/119068/Jenesis-Software/)

Reason for choosing EZLynx

pricing

Review Source

ES

Elaine S.  
Customer Service  
Insurance  
Used the software for: 6-12 months

### "EZLynx Review"

December 5, 2018

5.0

Pros

I like that it allows you to attach files in the comments section as well as in the emails.

Cons

There is only one way to search for a company.

Review Source

SS

Steven S.  
Agent Owner  
Insurance  
Used the software for: I used a free trial

### "Great Insurance Multi-Rater"

December 8, 2021

5.0

Pros

This is a easy to use, fully intergratable multi-rater.

Cons

Doesn't have access to all carriers, particularly commercial carriers

Review Source

JR

JOHN R.  
Vice President  
Insurance  
Used the software for: I used a free trial

### "COMPARITIVE RATER SOFTWARE REVIEW"

September 25, 2020

3.0

THE SOFTWARE DOES HELP US RATE AMONG MANY COMPANIES QUICKLY.

Pros

EASE OF FUNCTIONALITY IN MOST AREAS BUT THERE ARE CERTAIN AREAS THAT COULD USE IMPROVEMENT. IF YOU SUBMIT TO THE COMPANIES MULTIPLE TIMES THEN YOU GET TO MANY QUOTES IN THE COMPANY SOFTWARE.

Cons

LIKE MOST RATING SOFTWARE THERE ARE MANY ERRORS IN THE FINAL RATES. THE SOFTWARE COULD BE IMPROVED.

Review Source

OS

Oleg S.  
CEO  
  
Used the software for:

### "Awesome Software"

November 12, 2015

5.0

This product has saved me lots of time! The rates come in very close and some are dead on. And if I have any questions, they are always quick to respond. I would recommend EZLynx to anyone!

Review Source

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