--- title: "Page 2 | EZLynx Reviews 2026. Verified Reviews, Pros & Cons | Capterra" description: "Page 2 - 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_url: "https://www.capterra.com/p/102928/EZLynx/reviews/?page=2" page_type: "reviews" language: "en" --- 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/) * * * Last updated September 28th, 2026 # Page 2 - Reviews of EZLynx ## Showing most helpful reviews Showing 26-50 of 75 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use Robert S. VP Sales and Marketing Insurance Used the software for: 2+ years ### "Great all-in-one platform for independent insurance agencies" July 8, 2026 5.0 Overall, EZLynx has helped our agency become more efficient and organized. I would recommend it to independent insurance agencies looking for an integrated quoting and agency management solution. Pros Great all-in-one platform for independen insurance agencies We’ve been using EZLynx in our agency, and it has become an important part of our daily workflow. The comparative rater saves our producers a significant amount of time by allowing us to enter client information once and compare multiple carriers without having to re-enter data over and over. The management system keeps our client information, policies, documents, and communications organized in one place. We also like the built-in automation, reminders, and reporting, which help us stay on top of renewals and follow up with prospects more efficiently. The platform does have a learning curve because it offers so many features, but once the team is trained, it becomes a very powerful tool. Customer support has been helpful whenever we’ve needed assistance. Excellent comparative rating engine that saves time. \* Centralized client and policy management. \* Strong automation and workflow features. \* Easy access to documents and communication history. \* Helps improve producer productivity and agency organization. Cons The interface can take some time to learn, and there are occasional carrier-specific quirks, but these are generally minor compared to the overall value the platform provides. Review Source jane F. Personal Lines Executive Insurance Used the software for: 1-2 years ### "Keeping Policies and Client Data Organized" April 8, 2026 5.0 It keeps client data, policies, and quotes organized, streamlines daily workflows, and helps me manage insurance tasks efficiently and accurately. Pros I love how EZLynx streamlines insurance management. It keeps client information, policies, and quotes organized in one place, making daily workflows faster, simpler, and more efficient. Cons Sometimes EZLynx can feel a bit complex when navigating all its features, and certain tasks take time to get used to, but once familiar, it’s very powerful and efficient. 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 KB Kimberly B. Office Manager Insurance Used the software for: 1-2 years ### "E&O nightmare" September 15, 2025 2.0 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 Samantha E. Agent Insurance Used the software for: 1-2 years ### "Great and easy to use system " October 28, 2025 5.0 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 WS Wayne S. Agency Owner Insurance Used the software for: 2+ years ### "Great Agency Management System" September 11, 2025 5.0 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 NW Noah W. Producer agent Insurance Used the software for: 2+ years ### "All in one place " March 28, 2025 4.0 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. Alternatives considered [HawkSoft CMS](https://www.capterra.com/p/79412/HawkSoft-CMS/) Reason for choosing EZLynx Price point was significantly lower for the functionality. Switched from [Applied Epic](https://www.capterra.com/p/70671/Applied-Epic/) Agency was purchased and had new ideas for ease of use 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 KK Kevin K. Owner Insurance Used the software for: Less than 6 months ### "Contract Constraints Undermine Confidence: Why I Switched from EZLynx to AgencyZoom" May 25, 2024 1.0 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/) Reason 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 JL Jed L. President Insurance Used the software for: 1-2 years ### "Decent large software for an agency" August 13, 2019 4.0 Pros I would say that the reason for buying it would be the multirater, and if you buy the agency software its because of the multirater. 98% of the time the multirater works and it works great but the times it doesn't, it can be a pain figuring out what the error is from the carrier and how to fix it in the application. So as long as you don't encounter any issues this software is a dream but how many of you know anyone that never has software issues? Yeah none. So if you are savvy with software or have an IT team or network admin that you can use to troubleshoot with EZLynx than it is the software for you! Cons When the multirater failed due to an error (likely from my own making), however, not knowing how to fix it was annoying and then to have to call our MGA and then have them call EZLynx was a nightmare waiting in insurance purgatory for an answer! Otherwise its very easy to use and if you don't encounter issues the software is great! I would say the only other con is that its a little confusing when you have a client in the system to re-submit an app since you keep using the original quoting information and never re-submit a new application (except for re: to the quote--that is new) otherwise you just enter over previous information which is disconcerting because it doesn't appear you have previous application information. Reason for choosing EZLynx They have a multirater but we went with NowCerts because it was cheaper and they were quicker to respond with customer service and tech support complaints. However we solely use EZlynx for our multirater needs. Review Source Pramod N. Business Analyst Insurance Used the software for: 2+ years ### "EzLynx is best companion for agency" October 17, 2018 5.0 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. Review Source Rebecca D. Processor and CSR Insurance Used the software for: 2+ years ### "Good rater - not many problems " January 31, 2019 4.0 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. 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. Review Source JE Jef E. President Insurance Used the software for: 2+ years ### "AMS & Rater" April 5, 2022 5.0 I don't see there is a better option for the independent agent at this time. If EZLynx would focus on fixing some of the basic flaws the system would dominate. Pros One of the few systems that is a rater and AMS in 1 system. Managing the data we need in multiple systems is an epic waste of time. IMO EZLynx is the best option on the market. Cons Report function and CMS are weak. I am not a "report" person but what we have available is subpar. Many of the reports are simply the same garbage report renamed. 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 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 RR Reuben R. Owner Information Technology and Services Used the software for: 6-12 months ### "Stay Away!!" November 2, 2023 3.0 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. Reason for choosing EZLynx They gave me a 3 month trial free then they trapped me for over a year. 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. 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 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 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 VR Verified Reviewer Account Executive Insurance Used the software for: 2+ years ### "A decent product for independent personal lines insurance brokers" September 26, 2019 3.0 EzLynx was simple and easy to learn and use but we pivoted away from it as we increased the complexity of our products. Pros Other management systems are more complex but simple and straightforward is an advantage for personal lines Cons EzLynx didn't seam to be a good solution for commercial accounts and other complex insurance products. Review Source VR Verified Reviewer Marketing Project Manager Construction Used the software for: 2+ years ### "A step in the right direction but not completely there." August 3, 2018 4.0 Pros EZ Lynx has increased the productivity in our office significantly. The time it takes to quote a client is much better then our previous software. We also enjoy using the different tracking features to see how sales reps are doing and in calculating up their commission amounts each month. We also use the notes feature quite a bit to keep track of clients and where the last agent left off. Cons EZ Lynx charged us a big conversion fee when we switched over. They also could improve features on a more timely manner. We've been asking for some improvements for years and every time they tell us it's a good idea but we never get a follow through. 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 VR Verified Reviewer Owner Used the software for: 2+ years ### "Good product but could be improved" December 19, 2017 4.0 Pros It's a good organizational tool. It also is the quickest way to submit quote requests to multiple carriers. Cons I wish that dwelling fire policies were easier to quote. I also wish that ezlynx could tell you when a policy was ineligible with a carrier. Review Source VR Verified Reviewer Insurance Sales Insurance Used the software for: 6-12 months ### "Not Perfect - But Definitely A Time Saver!" August 15, 2019 4.0 Pros As an independent agent, we represent about 20 different companies. EZLynx serves its purpose as a rater that allows us to get pricing for those companies with ease. I am generally able to get some pricing with all of my companies in about 3 minutes time. Cons EZLynx allows customization of how you want to quote/information that is prefilled/etc. - but there are limitations. There are still instances of us having to enter information for every quote in which if there was a way for it to be prefilled that it would save a lot of time. Review Source VR Verified Reviewer SUNUP Insurance Services Inc. Insurance Used the software for: 1-2 years ### "Using EZLynx" November 19, 2018 3.0 Pros The rater functionality is good with the Carriers that are available. There are also quite a few video tutorials available. Cons I find the reporting section underwhelming and lacking proper definitions or assistance. Billing is confusing and not specific enough as to what you are paying for in larger organizations. Also the support is very slow. Responses can take days or longer. Review Source Similar Products Featured ## Send me user reviews about this product ### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.