# EZLynx Reviews **Vendor:** EZLynx **Category:** [Insurance Compliance Software](https://www.g2.com/categories/insurance-compliance) **Average Rating:** 4.4/5.0 **Total Reviews:** 699 ## About 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 drives the success of over 37,000+ agencies with: 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. Cross-carrier personal lines quoting has never been simpler. 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 synced from your daily policy downloads. ## EZLynx Pros & Cons **What users like:** - Users find EZLynx to have an **exceptional ease of use** , streamlining data entry and enhancing workflow efficiency. (118 reviews) - Users appreciate the **efficiency** of EZLynx, enabling seamless management of policies and quick premium comparisons. (53 reviews) - Users value the **user-friendly interface and versatile features** of EZLynx for efficient client management and business tracking. (52 reviews) - Users value the **client management capabilities** of EZLynx, enhancing efficiency and tracking across their operations. (37 reviews) - Users appreciate the **efficient data management** in EZLynx, streamlining quotes for various insurance types seamlessly. (31 reviews) - Navigation Ease (28 reviews) - Workflow Efficiency (28 reviews) - Quoting System (27 reviews) - Automation (26 reviews) - Policy Management (25 reviews) **What users dislike:** - Users face **inaccuracy issues** with reports and premium calculations, necessitating further checks on carrier sites for accuracy. (29 reviews) - Users find the **reporting difficult to manipulate** , noting inconsistencies and a lack of dynamic functionality. (21 reviews) - Users experience a **significant learning curve** when navigating EZLynx, making it challenging to utilize its features effectively. (19 reviews) - Users find EZLynx to have **limited features** , affecting cost-effectiveness and causing dissatisfaction with essential functionalities. (17 reviews) - Users experience **quoting issues** with limited options and errors that hinder generating accurate quotes. (17 reviews) - Email Issues (16 reviews) - Users find **poor usability** in EZLynx, struggling with organization and the complexity of certain features. (16 reviews) - Difficult Reporting (15 reviews) - Users face **download issues** with EZLynx, leading to inaccuracies in policy statuses and complicating account management. (15 reviews) - Lack of User-Friendliness (13 reviews) ## EZLynx Reviews ### 1. Best-in-Class Comparative Rater That Saves Us Time **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** The comparative rater is hands down the best feature. Being able to quote multiple carriers at once saves our team so much time and makes us way more efficient with clients. **What do you dislike about EZLynx?** Like any robust platform, there's a learning curve at first. It takes a little time to explore all the features, but once you're familiar with it, it runs smoothly. **What problems is EZLynx solving and how is that benefiting you?** Before EZLynx, quoting and managing client files took way more time and involved too many systems. Now everything is in one place, our team is faster, and we spend less time on admin and more time actually serving clients. ### 2. Efficient Task Management, Despite Slowness **Rating:** 5.0/5.0 stars **Reviewed by:** Sydney P. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I like EZLynx's feature for creating tasks and the checklist feature. It really helps me remember what needs to be done. Keeping the task open until completion ensures I can stay on top of what steps need to be taken in order. Also, the initial setup was very easy, which made it straightforward to learn. **What do you dislike about EZLynx?** EZLynx often becomes slow and goes out to where it can't be used. Sometimes it becomes really slow. **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps with retention, policy downloads, email management, and managing tasks. Creating tasks and checklists keeps me organized, remembering what needs to be done and following steps in order. ### 3. Effortless Setup, Enhances Insurance Agency Workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Yarizeth S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I like how easy EZLynx is to use and the reports we are able to run. We use it for everything from notes to call log, text records, and email records. The reports are helpful for cross-selling and ensuring no possible business is left behind. The initial setup was very easy, as the representatives set up everything for us and provided training. **What do you dislike about EZLynx?** Dont have any dislikes so far **What problems is EZLynx solving and how is that benefiting you?** I use EZLynx for easy note-taking and information access, making it simple for any team member to assist customers. It also offers straightforward report generation and cross-sell opportunities, ensuring no business prospects are overlooked. ### 4. Producer **Rating:** 5.0/5.0 stars **Reviewed by:** Claudia R. | INSURANCE PRODUCER, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** It’s easy to upload documents to the client file. love the drag and drop feature **What do you dislike about EZLynx?** I do not like the fact that you can't delete or amend activity sometimes there is a typo and you can't go in and change it **What problems is EZLynx solving and how is that benefiting you?** The prefill feature saves me a lot of time. I like the new features Map Zillow Google Earth Google Search County Assessor ### 5. Effortless Quoting with Robust Features **Rating:** 5.0/5.0 stars **Reviewed by:** Reed D. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** I like how user-friendly EZLynx is, as it's not complicated to use at all. I also enjoy the text messaging feature because it makes it easier to keep track of communication with clients without using my personal phone. Additionally, the initial setup was very simple and easy, making it easy to understand. **What do you dislike about EZLynx?** It would be nice to be notified when a carrier login in EZLynx isn’t working or is expired. **What problems is EZLynx solving and how is that benefiting you?** EZLynx allows fast quoting with multiple carriers and is user-friendly. I enjoy the text messaging feature, which helps track client communication without using my personal phone. ### 6. Seamless Organization for Insurance Agencies **Rating:** 5.0/5.0 stars **Reviewed by:** Destiny N. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I really love how easy it is to keep anything and everything organized with EZLynx. It's very good at keeping policies and customers organized, which is crucial for our operations. I find it very helpful to be able to do e-signing and keep electronic files for our customers. I appreciate the document section, the ability to switch applicants with co-applicants, and the e-signature feature. Learning to navigate it was very easy for me, even though I didn’t do the initial setup. **What do you dislike about EZLynx?** nothing **What problems is EZLynx solving and how is that benefiting you?** EZLynx keeps our policies and customers organized, and its e-signature and document management features are very helpful. ### 7. EZLynx helps make my job EZ **Rating:** 5.0/5.0 stars **Reviewed by:** Jennifer K. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I like that we have our customer's home and auto policies available with an easy search. EZLynx makes quoting policies simple. I also love the birthday lists that make it easy to keep track of their special day for our daily phone calls. **What do you dislike about EZLynx?** Occasional errors when running quotes get frustrating. **What problems is EZLynx solving and how is that benefiting you?** We are able to keep track of multiple clients with different carrriers in a way that is quick and effective. Quoting policies is much easier thanks for EZLynx. Being able to make notes and upload documents into EZLynx helps our entire office be able to assist any client. ### 8. Easy Task Setup and Organized Notes, Even with Multiple Contributors **Rating:** 5.0/5.0 stars **Reviewed by:** Olivia G. | Customer Service, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about EZLynx?** I like how easy it is to set tasks and keep notes organized for each task even when there are multiple contributors. **What do you dislike about EZLynx?** Sometimes I have to manually update details that do not download accurately from the carrier. **What problems is EZLynx solving and how is that benefiting you?** Customer Relations Manager, it helps us keep track of all clients and their documents and eveyr interaction they have with the office. ### 9. Intuitive and Efficient CRM with Streamlined AI Features **Rating:** 5.0/5.0 stars **Reviewed by:** Eric M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** I use EZLynx mainly as a CRM, and I like how intuitive EZLynx is to use. The new EVA AI feature really helps streamline tasks, and I find the summation of activity on an insured's account is extremely helpful. The initial setup was extremely user-friendly, which made transitioning effortless. **What do you dislike about EZLynx?** More integrations would be great. There are some tools that we use that currently do not integrate with EZLynx. It would be great if they did. **What problems is EZLynx solving and how is that benefiting you?** EZLynx makes me more efficient with clients, and the EVA AI feature streamlines tasks with helpful account activity summaries. ### 10. Great Texting and Folder Organization, But Slow Loading Can Get in the Way **Rating:** 3.5/5.0 stars **Reviewed by:** Kortney J. | Personal Lines Sales Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I really enjoy the texting feature, and I also like how easy it is to organize folders. **What do you dislike about EZLynx?** The system can be slow to load at times, especially when I’m running quotes or moving between different sections. **What problems is EZLynx solving and how is that benefiting you?** EZLynx centralizes client information, policies, and communications in a single system, which reduces the need to jump back and forth between multiple platforms. ### 11. User-Friendly with Room for Improvement **Rating:** 5.0/5.0 stars **Reviewed by:** Caleb W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about EZLynx?** I love EZLynx's simple and easy-to-use interface. It's nice that texting features are available, even though I wish there was a template with my name and title already placed. EZLynx helps with improved organization and record filing. I switched from Applied Epic because EZLynx is more affordable and easier to use. **What do you dislike about EZLynx?** Ease of use with the rater could be better. Passwords and carrier access is finicky. Maybe better instruction on how to connect everything. Some issues with policies and accounts downloading incorrectly. **What problems is EZLynx solving and how is that benefiting you?** I use EZLynx for improved organization and record filing in managing insurance agency accounts. ### 12. Comprehensive Insurance Management with Minor Hiccups **Rating:** 5.0/5.0 stars **Reviewed by:** Ruby T. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I like how contacts are saved in EZLynx. It's convenient that I can email through the system, keep track of tasks, and run rates. These features make it so easy for me, I only have to visit the management system to view all. The initial setup was pretty simple. **What do you dislike about EZLynx?** It needs to do a better job of matching texts to applicants and also often has lags in service. **What problems is EZLynx solving and how is that benefiting you?** EZLynx consolidates tasks, allowing me to run insurance rates and manage everything in one management system. I like saving contacts, emailing, task tracking, and the convenience it brings. ### 13. EZLynx: Easy Navigation, Needs Better Auto-Quoting **Rating:** 4.0/5.0 stars **Reviewed by:** Eliana C. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I like that EZLynx is easy to navigate, making tasks straightforward. I use it for policy servicing and quoting, which works smoothly. It automatically adds documents, which saves me time and hassle. The reminders feature is particularly valuable because it lets me see all future reminders at a glance. Also, the initial setup was very easy, which helped us get started without any issues. **What do you dislike about EZLynx?** When quoting auto, it would be helpful if the driver's license or autos on the house would be automatically populated. **What problems is EZLynx solving and how is that benefiting you?** EZLynx solves the problem of manual document management by automatically adding documents. ### 14. Efficient Client Management, Needs Better Virtual Assistant **Rating:** 4.0/5.0 stars **Reviewed by:** Jessica B. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 05, 2026 **What do you like best about EZLynx?** I use EZLynx for client records at our agency, and I appreciate how organized client accounts are. EZLynx makes it easy to locate client accounts and quickly access information, which is incredibly helpful. Also, the initial setup of EZLynx was very easy. **What do you dislike about EZLynx?** I have found it difficult to use Eva. Eva is never available to answer my questions. **What problems is EZLynx solving and how is that benefiting you?** EZLynx keeps all client information linked together, making it a useful way to communicate with clients in one place. It makes it easy to locate client accounts and quickly access information. ### 15. Effortless Organization and Simplicity with EZLynx **Rating:** 5.0/5.0 stars **Reviewed by:** Jake S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** I really appreciate how EZLynx makes things very simple and keeps my work organized. It's quite easy to input client information and submit it to different carriers for quotes. It helps me make notes to keep track of what's going on and reminds me of important things. The initial setup was very easy, which made getting started with it a breeze. **What do you dislike about EZLynx?** nothing **What problems is EZLynx solving and how is that benefiting you?** EZLynx makes things very simple and keeps my work organized. I can input client information and submit it to all carriers for quotes while making notes and setting reminders. ### 16. Effortless Insurance Management, Perfect Usability **Rating:** 5.0/5.0 stars **Reviewed by:** Joshua P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about EZLynx?** I love that EZLynx helps me get the job done efficiently and find the best deals for customers. I appreciate its accessibility and ease of use, especially how the information required for submitting forms is easy to fill out. The initial setup was very easy, thanks to the many videos available to watch and learn from. **What do you dislike about EZLynx?** nothing love it **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps me get the job done and find the best deals for customers. I love its accessibility and easy use. The information for submitting forms is easy to fill out. ### 17. Invaluable, User-Friendly Tool That Makes My Job Easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** The integration of policies, notes, and reminders is my lifeline. It’s also very user-friendly, and it makes my job so much easier. Truly invaluable. **What do you dislike about EZLynx?** For new users, if they try to add the same person twice, a warning should pop up. **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps solve calendar gaps and keeps our schedule on track. It benefits me by benefiting my boss, since it makes it easier for us to stay organized and follow through. Customers are happy and appreciative that we stay on top of their policies and tasks, and that nothing slips through the cracks. ### 18. Easy Client Account Search with Helpful Updates **Rating:** 5.0/5.0 stars **Reviewed by:** Marky M. | Account Executive, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2026 **What do you like best about EZLynx?** I like that I can easily search for our client's accounts and that there are occasional updates to keep our experiences great. **What do you dislike about EZLynx?** None at this time. I like it very much so far. **What problems is EZLynx solving and how is that benefiting you?** It's serves as a useful tool to organize client accounts and keep track with their renewals. ### 19. Intuitive with Easy Setup, But Task Management Needs Improvement **Rating:** 4.5/5.0 stars **Reviewed by:** Maddox B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** I enjoy the ease of the system. It makes tasks and reminders to remind me of what to do. I also like how easy it is to create an account for a prospective client. The initial setup of EZLynx for my team was easy. **What do you dislike about EZLynx?** How to add to a task is unclear. It could be improved by being able to name an uploaded email by the task. **What problems is EZLynx solving and how is that benefiting you?** EZLynx creates tasks and reminders to keep me on track. It's easy to use and makes setting up accounts for prospective clients simple. ### 20. Streamlines Insurance Quotes, Needs Faster Navigation **Rating:** 3.5/5.0 stars **Reviewed by:** Samantha D. | Small-Business (50 or fewer emp.) **Reviewed Date:** May 04, 2026 **What do you like best about EZLynx?** I really appreciate how EZLynx lets me compile all of my customer information in one place and run multiple quotes at once. I enjoy the ease of access EZLynx provides. I also really like the texting and emailing feature. Additionally, I found the setup to be very simple. **What do you dislike about EZLynx?** I feel like sometimes things load very slowly. Moving from screen to screen takes time when I'm moving fast on a call. **What problems is EZLynx solving and how is that benefiting you?** EZLynx lets me compile all my customer information in one place and run multiple quotes at once. ### 21. User-Friendly but Needs Improved Printing Options **Rating:** 4.0/5.0 stars **Reviewed by:** Caylee C. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I find EZLynx easy to use and navigate once I learned how to do it. It has helped me find where things are located in the system most of the time when I can't find them on my own. The initial setup of EZLynx was fairly easy. **What do you dislike about EZLynx?** For insurance purposes, when printing out renewals for each month, there are too many unnecessary columns on the papers, and it prints out way too small. **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps me locate things in the system when I can't find them on my own, making it mostly reliable. ### 22. Simple and Effective with Room for Improvement **Rating:** 3.5/5.0 stars **Reviewed by:** ANDY T. | CEO, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I like how EZLynx allows us to easily quote within the same platform as our CRM. I also appreciate having access to agency downloads and easy viewing of client information since it's one of the biggest players in the game. Plus, the platform is fairly simple to use and the initial setup was easy. **What do you dislike about EZLynx?** I believe their automated workflows and reporting could be much more easy and intuitive. **What problems is EZLynx solving and how is that benefiting you?** EZLynx lets us quote easily in the same platform as our CRM, with agency downloads and easy client info access. It's fairly simple to use. ### 23. Convenient Multi-Carrier Rating, Needs Texting Fix **Rating:** 3.5/5.0 stars **Reviewed by:** Deanna V. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about EZLynx?** I like the convenience of bridging to multiple carriers with EZLynx. It helps me check rates in one spot, streamlining the process. I also appreciate how it assists in keeping track of every person I interact with. **What do you dislike about EZLynx?** If a client has multiple EZLynx accounts, like personal and commercial, and they text me, the text goes into space and remains unresolved. I have no idea a person texted me. **What problems is EZLynx solving and how is that benefiting you?** EZLynx allows me to check rates in one spot, bridge to multiple carriers conveniently, and keep track of every person I interact with. ### 24. Seamless Integration, Reliable Performance, and Great Customer Service **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** Love the integration, its easy to set up and seamless to use. The UI is user-friendly and easy to learn. Systems are always up and running and have only had one instance so far where I had issues in terms of performance. Even though it's not the cheapest on the market, the price justifies itself with it's performance and level of customer service. **What do you dislike about EZLynx?** Nothing major, overall very good. My team and I are happy with it. **What problems is EZLynx solving and how is that benefiting you?** EZLynx is allowing us to keep good track of customer info, customer documents, and quotes/policies. ### 25. Carrier Integrations Make Quoting and Retention Easy **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** It's integration with carriers. Helps with pricing out quotes across all carriers in the market. Also helpful with policy data and retention. **What do you dislike about EZLynx?** Not all policies transfer into the system. Also, when a carrier doesn’t return a quote, EZLynx doesn’t always explain why the carrier couldn’t provide a quote, what the specific error was, or offer any guidance on what to change or fix to resolve the issue. **What problems is EZLynx solving and how is that benefiting you?** For integrated policies, it provides renewal documents along with clear policy information. It also helps me quickly, efficiently, and accurately quote my auto policies. ### 26. User-Friendly with Proactive Client Management **Rating:** 4.5/5.0 stars **Reviewed by:** Hope M. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about EZLynx?** I like how EZLynx helps in keeping all our data and information on clients in one place. I appreciate how easy it is to use, and the initial setup was very easy too. The retention center tool stands out for me since it alerts us when renewals are coming back high, so we're able to proactively requote those customers. **What do you dislike about EZLynx?** The sales center could maybe be easier to use. **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps keep all our client data in one place and alerts us when renewals are high so we can proactively requote. ### 27. Simple to Use and Speeds Up Client Quotes **Rating:** 5.0/5.0 stars **Reviewed by:** Zack M. | Sales Agent, Mid-Market (51-1000 emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** It’s simple to use, and it helps me get client quotes faster. **What do you dislike about EZLynx?** I’d like to be able to view all notes directly in the Opportunity section, without having to go to the Activity section every time. **What problems is EZLynx solving and how is that benefiting you?** It’s helping me close more deals because I can quickly see who’s offering the most competitive price. ### 28. Decent Tool with Room for Improvement **Rating:** 2.5/5.0 stars **Reviewed by:** Don P. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I find the search function in EZLynx fairly easy to use. response to email inquiry is usually 24 hours or less. **What do you dislike about EZLynx?** I find EZLynx not the easiest management system, and I have more complaints than praises. Converting data to commercial ACORD forms from policy information is problematic. Additionally, I was not part of the transformation, but I know a lot of information was lost during the transition. **What problems is EZLynx solving and how is that benefiting you?** I use EZLynx to maintain a database of client info. The search function is fairly easy, though it's not the easiest management system. ### 29. EZ Makes Client Access Fast and Easy **Rating:** 5.0/5.0 stars **Reviewed by:** Brittney M. | Client relations specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** I like the format of EZ and how easy it is to access clients and go back to previously viewed as well **What do you dislike about EZLynx?** Sometimes it runs slow and the updates take a while **What problems is EZLynx solving and how is that benefiting you?** I like the update when you add documents and you can add a type of document name ### 30. Paperless, Anywhere Access That Makes Working From Home Easy **Rating:** 4.0/5.0 stars **Reviewed by:** Megan S. | agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** That we can work from home and have access to our paperless files at all times. **What do you dislike about EZLynx?** Not all policies show or update is some reinstates a policy. You have to manually go in and do it. One quoting side it doesn't auto matically update to the correct autos on the policy. **What problems is EZLynx solving and how is that benefiting you?** N/A ### 31. Seamless Insurance Carrier Integration and Easy Downloads **Rating:** 4.5/5.0 stars **Reviewed by:** Mason C. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** It seamlessly integrates with insurance carriers’ systems and supports downloads. **What do you dislike about EZLynx?** There are so many different uses for the system that it can feel overwhelming at times. I probably only use a small portion of the software’s overall functionality. **What problems is EZLynx solving and how is that benefiting you?** It reduces the amount of time I spend creating quotes for each new lead. ### 32. Easy to Navigate, Keeps Documentation Organized, and Makes E-Signatures Simple **Rating:** 5.0/5.0 stars **Reviewed by:** Sherra M. | Client Relations Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about EZLynx?** Very easy to navigate and keep profile documentation organized. As well as sending forms for signatures, very user friendly. **What do you dislike about EZLynx?** Sometimes tends to run very slow when I am on the phone with a client **What problems is EZLynx solving and how is that benefiting you?** They have updated their display screen which makes it easier to properly label tasks, policies and documents. ### 33. Quick, Accurate, and User-Friendly Quoting **Rating:** 5.0/5.0 stars **Reviewed by:** Tracy W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about EZLynx?** I use EZLynx to quote multiple carriers simultaneously, which is really quick and accurate, helping with time management. I like the ease of use for agents, as I can enter customer information once and receive multiple quotes in the time it would normally take to complete one. The initial setup was very easy. **What do you dislike about EZLynx?** Occasionally the rater isn't accurate. **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps with time management by producing quick and accurate quotes. It's easy for agents to use since I can enter customer info once and get multiple quotes quickly. ### 34. Saves Time, Easy Navigation, Needs Better Carrier Integration **Rating:** 5.0/5.0 stars **Reviewed by:** Tonya D. | Licensed Sales Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about EZLynx?** I like that EZLynx saves me a lot of time and how easy it is to navigate. I also appreciate the focus on time management. **What do you dislike about EZLynx?** Sometimes I have a hard time with linking some of the carriers. So sometimes they don't have access to everyone. So, getting that more streamlined would be helpful. **What problems is EZLynx solving and how is that benefiting you?** EZLynx saves me time by allowing me to enter customer information once to rate across multiple carriers at once. It also lets me quickly access client documents and rerun quotes or manage insurance certificates easily. ### 35. Easy Insured Info Input with EZLynx’s Helpful Features **Rating:** 5.0/5.0 stars **Reviewed by:** Chastine M. | Virtual Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** May 11, 2026 **What do you like best about EZLynx?** Features wherein you can input your insured information. **What do you dislike about EZLynx?** I don't have something to say against EZLynx as of now. **What problems is EZLynx solving and how is that benefiting you?** When they try to have a system maintenance, they make sure that they send a notification ahead of time to inform us. ### 36. Streamlines Agency Management Seamlessly **Rating:** 5.0/5.0 stars **Reviewed by:** Ari S. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I use EZLynx for agency management and rating, and it really streamlines production and servicing for me. I like the tasks and checklists feature because it makes it easy to prioritize work and simplifies the process. The initial setup was also easy, which was a huge plus. **What do you dislike about EZLynx?** I think editing completed tasks and notes could be improved. It's frustrating that there is currently no option for this. **What problems is EZLynx solving and how is that benefiting you?** I use EZLynx to streamline production and servicing. Tasks and checklists make it easy to prioritize work and simplify the process. ### 37. All-in-One Quoting, but Customer Policy Updates Need to Be More Reliable **Rating:** 2.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about EZLynx?** I like that everything is in one place and you don't have to use a bunch of sites to quote customers. I also like that you can review all pricing from each company that you are trying to quote with. **What do you dislike about EZLynx?** Sometimes the customer policy information doesn't update like it should. So it causes you to go and search where the current policy is. **What problems is EZLynx solving and how is that benefiting you?** The updating process for the customers. It benefits me because then I don't have to go to different sites to look up customers information. ### 38. Everything We Need to Support Clients, with Notes That Keep Us Organized **Rating:** 5.0/5.0 stars **Reviewed by:** kayla n. | Accident and Health Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** It has everything we need to help clients, and all the information we need is on the website. We can also add notes as well, which makes it easier to keep track of things. **What do you dislike about EZLynx?** I honestly can’t think of a single thing I dislike. **What problems is EZLynx solving and how is that benefiting you?** I honestly can’t think of anything. ### 39. Simplifies Insurance Client Management **Rating:** 5.0/5.0 stars **Reviewed by:** Dalton L. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** I find EZLynx really beneficial for insurance client management. It makes task organization simple and quoting a breeze. I love how it keeps all client portfolios neat, organized, and accessible. The ease of managing tasks with EZLynx is impressive, as it makes it simple to know what needs to be done day-to-day and helps prioritize tasks. The initial setup was very simple, which was a big plus. **What do you dislike about EZLynx?** Nothing! **What problems is EZLynx solving and how is that benefiting you?** EZLynx makes task organization simple, simplifies quoting, and keeps all client portfolios neat, organized, and accessible. ### 40. The Cadillac of AMS/CRM Systems That Covers Most Agency Needs **Rating:** 5.0/5.0 stars **Reviewed by:** James H. | Operations Manager/Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 22, 2026 **What do you like best about EZLynx?** It’s the Cadillac of AMS/CRM systems. Everything works the way it should, and when you use it to its fullest potential, it covers most agency needs. **What do you dislike about EZLynx?** They don't have self-COI or a strong commercial integration in general. **What problems is EZLynx solving and how is that benefiting you?** It simplifies reporting, e-signature, and centralized storage of client documentation and data. ### 41. Easy to Use with Seamless Client Text/Email and Notes **Rating:** 4.5/5.0 stars **Reviewed by:** Misty T. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** The easy use and ability to text/email clients and have a note in file. **What do you dislike about EZLynx?** That it will time out and you have to relog in **What problems is EZLynx solving and how is that benefiting you?** I loved that they fixed the Eva with texting and it no longer sends something to clients that confuse them ### 42. Efficient Policy Management, Streamlined Quoting **Rating:** 5.0/5.0 stars **Reviewed by:** Yolonda B. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about EZLynx?** I like how EZLynx handles efficient policy management and allows quoting multiple carriers using one tool. It allows us to view a summary of customer policy details without having to go to each carrier for information, which saves us time. I didn’t encounter any issues setting up EZLynx. **What do you dislike about EZLynx?** system goes down with no warning **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps with customer data input, efficient policy management, and quoting multiple carriers. It saves us time by letting us view customer policy summaries without checking each carrier. ### 43. Efficient Quoting Tool with Minor Glitches **Rating:** 5.0/5.0 stars **Reviewed by:** Simon W. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 28, 2026 **What do you like best about EZLynx?** I use EZLynx for quoting insurance and love how quick and easy it is. I appreciate being able to get multiple quotes back without entering information into each system individually. It's also easy to transfer information from EZLynx to carrier websites. **What do you dislike about EZLynx?** Sometimes the information doesn't transfer. It's pretty random; sometimes some carriers' info doesn't transfer or it glitches. **What problems is EZLynx solving and how is that benefiting you?** I use EZLynx to get multiple insurance quotes quickly without entering info into each system, making it easy to transfer info to carrier websites. ### 44. Great Features and Always-Helpful Support for Independent Agents **Rating:** 5.0/5.0 stars **Reviewed by:** Robbyn C. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** They have great features like texting, esignatures, ways to create forms/letters, seamless pricing when shopping as an independent agent, plus helpful support always available when needed for help. **What do you dislike about EZLynx?** I wish there was ways to create flows with note topics **What problems is EZLynx solving and how is that benefiting you?** They help me with pricing and managing accounts. ### 45. Easy to Navigate and Great for Texting Insureds **Rating:** 5.0/5.0 stars **Reviewed by:** celia l. | Client Service Specilist, Small-Business (50 or fewer emp.) **Reviewed Date:** April 29, 2026 **What do you like best about EZLynx?** It is easy to navigate, you can text the insureds **What do you dislike about EZLynx?** Once in awhile when sending and acord form, the form will send blank to the insured **What problems is EZLynx solving and how is that benefiting you?** We are having a issue with attachments sending with text support has been fast to respond. ### 46. User-Friendly Auto Rater with a Clean, Intuitive Layout **Rating:** 5.0/5.0 stars **Reviewed by:** Brooke B. | Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** April 23, 2026 **What do you like best about EZLynx?** Auto rater is user friendly and layout is clean **What do you dislike about EZLynx?** documents send thru EZ making their own task is something on the layout I do not like, would also like the notes box to be larger **What problems is EZLynx solving and how is that benefiting you?** multiple auto quotes at once to be more efficient ### 47. EZLynx: Streamlined Sales with User-Friendly Interface **Rating:** 5.0/5.0 stars **Reviewed by:** Kip K. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I really like the ease of use that EZLynx offers. The integrated partner choices are great, making everything work smoothly. The different shortcuts and abilities built in really help as well. Additionally, the initial setup was super easy for my team. **What do you dislike about EZLynx?** I would like a summary prior to changes in EZLynx, just so users can be aware of changes to come. **What problems is EZLynx solving and how is that benefiting you?** EZLynx solves the problem of comparing multiple solutions by allowing us to easily use the comparative rating system for one client. ### 48. Keeps Everything Organized in One Place **Rating:** 4.0/5.0 stars **Reviewed by:** Alexandra B. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** It keeps all of our information organized in one place. **What do you dislike about EZLynx?** It can feel overwhelming at times, with so many tools that we don’t always know how to utilize effectively. **What problems is EZLynx solving and how is that benefiting you?** This helps with organization at our agency by keeping all customer information in one place. ### 49. Cutting-Edge Technology That Keeps Us Ahead **Rating:** 4.5/5.0 stars **Reviewed by:** Harry B. | INSURANCE AGENT, Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** Always trying to remain on the cutting edge of technology **What do you dislike about EZLynx?** its a little pricey, and sometimes all the features can be overwhelming and difficult to figure out how to implement without assistance **What problems is EZLynx solving and how is that benefiting you?** The AI features will be really nice when they are available ### 50. Streamlined Document Management and Client Interaction **Rating:** 5.0/5.0 stars **Reviewed by:** Milagros R. | Small-Business (50 or fewer emp.) **Reviewed Date:** April 21, 2026 **What do you like best about EZLynx?** I love EZLynx because everything is there, especially when companies need a certificate of insurance and to contact the insurer. I find it easy to clean my computer by scanning and uploading documents. The initial setup was easy. **What do you dislike about EZLynx?** Sometimes emails don't actually get sent to the insurer. **What problems is EZLynx solving and how is that benefiting you?** I use EZLynx for uploading documents, creating forms, and texting clients. It solves the problem of excessive information on insurance certificates, simplifies contacting insurers, and helps clean my computer by organizing scanned documents. ## EZLynx Discussions - [What is EZLynx used for?](https://www.g2.com/discussions/ezlynx-what-is-ezlynx-used-for) - 1 comment, 1 upvote - [How has EZLynx impacted your insurance agency management, and what improvements could be made?](https://www.g2.com/discussions/how-has-ezlynx-impacted-your-insurance-agency-management-and-what-improvements-could-be-made) - 1 comment - [How many employees does EZLynx have?](https://www.g2.com/discussions/how-many-employees-does-ezlynx-have) - 1 comment - [How do you use the EZLynx rater?](https://www.g2.com/discussions/how-do-you-use-the-ezlynx-rater) - 1 comment - [View EZLynx pricing details and edition comparison](https://www.g2.com/products/ezlynx-ezlynx/reviews?page=3&qs=pros-and-cons§ion=pricing&secure%5Bexpires_at%5D=2026-05-30+17%3A39%3A56+-0500&secure%5Bsession_id%5D=9b341ede-4919-4eeb-8a1a-f46125013f33&secure%5Btoken%5D=29f2c598ea1470d34ca67e3df2f7dd963ee62ae043a88156ec041a6cb02000b9&format=llm_user) ## EZLynx Integrations - [8x8 Work](https://www.g2.com/products/8x8-work/reviews) - [Applied Pay](https://www.g2.com/products/applied-pay/reviews) - [Canopy Connect Insurance Data Intake](https://www.g2.com/products/canopy-connect-insurance-data-intake/reviews) - [Docusign](https://www.g2.com/products/docusign/reviews) - [Ivans Download](https://www.g2.com/products/ivans-download/reviews) - [Lexis Nexis Email Risk Assessment](https://www.g2.com/products/lexis-nexis-email-risk-assessment/reviews) - [Microsoft Excel](https://www.g2.com/products/microsoft-excel/reviews) - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews) - [Microsoft Teams](https://www.g2.com/products/microsoft-teams/reviews) - [other health care](https://www.g2.com/products/other-health-care/reviews) - [Other Perspectives IO](https://www.g2.com/products/other-perspectives-io/reviews) - [other vertical industry](https://www.g2.com/products/other-vertical-industry/reviews) - [QuickBooks Desktop Pro](https://www.g2.com/products/quickbooks-desktop-pro/reviews) - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews) - [QuinStreet](https://www.g2.com/products/quinstreet/reviews) - [RapidQuote](https://www.g2.com/products/rapidquote/reviews) - [RingCX](https://www.g2.com/products/ringcx/reviews) - [RingEX](https://www.g2.com/products/ringex/reviews) - [SALT](https://www.g2.com/products/salt/reviews) - [Splice Machine](https://www.g2.com/products/splice-machine/reviews) - [Tarmika](https://www.g2.com/products/tarmika/reviews) - [Vonage Business Communications](https://www.g2.com/products/vonage-business-communications/reviews) - [Zapier](https://www.g2.com/products/zapier/reviews) ## EZLynx Features **Configuration - cpq** - Product Catalog - Guided Selling - Configuration Rules - Price Configuration - Visual Configuration **Pricing** - Pricing Flexibility - Discounting - Commerical Rules - Terms and Conditions - Approval Workflow - Renewals **Administration** - Accounting - Contact Management - Commissions - Sales Tools - Reporting & Dashboards - Payment Processing - Email Integration - Task Management **Quoting** - Grouping - Version Control - Quote Document Generation - Ordering - Contracts **Insurance Documentation** - Claims Management - Policy Management - Invoicing & Receipts - Electronic Signatures **Admin** - Configuration Ease of Admin - Pricing Administration - Workflow Management - Document Management **Channels** - Mobile User Support - Channel Partner Support - eCommerce **Platform** - CRM Integration - Integration API - Internationalization - Scalability - Reporting and Dashboards - ERP Integration **Generative AI - cpq** - Dynamic Quoting - Dynamic Pricing - Personalized Sale Recommendations ## Top EZLynx Alternatives - [Applied Epic](https://www.g2.com/products/applied-epic/reviews) - 4.4/5.0 (1,552 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (921 reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - 4.5/5.0 (476 reviews)