--- title: EZLynx Reviews meta_title: 'EZLynx Reviews 2026: Details, Pricing, & Features | G2' meta_description: Filter 715 reviews by the users' company size, role or industry to find out how EZLynx works for a business like yours. aggregate_rating: rating_value: 4.4 review_count: 715 scale: '5' date_modified: '2026-07-18' parent_category: name: Insurance url: https://www.g2.com/categories/insurance --- # EZLynx Reviews **Vendor:** EZLynx **Category:** [Insurance Compliance Software](https://www.g2.com/categories/insurance-compliance) **Average Rating:** 4.4/5.0 **Total Reviews:** 715 ## About EZLynx EZLynx is an AI-enabled agency management system and comparative rating platform built for independent insurance agencies. It combines real-time personal lines rating, policy management, automation, and client engagement tools in one cloud solution—helping teams reduce manual entry, automate workflows, and move faster from quote to bind. By unifying rating, service workflows, reporting, and a customer portal in a single platform, EZLynx helps agencies streamline operations, improve retention, and grow premium without adding complexity. Trusted by 37,000+ agencies nationwide, EZLynx includes: EZLynx Rating Engine: Get real-time personal lines quotes from hundreds of carriers across 48 states on any device. Share data across apps to eliminate duplicate entry, compare rates side by side, and streamline cross-carrier remarketing. EZLynx Management System: Centralize quotes, policies, claims, documents, and tasks. Daily carrier downloads keep data current, enabling fast service, proactive renewals, and targeted remarketing with accurate information and organized workflows. Who it’s for: New and growing independent agencies Agency owners, principals, operations leaders, producers, and CSRs What it solves: Cross-carrier personal lines quoting without rekeying Commercial lines submissions - simplified Renewal remarketing and retention tracking Client self-service via a secure customer portal Reporting for productivity, growth, and compliance Automating manual workflows that slow service and sales How it’s different: AI-enabled automation for sales and service workflows AMS + rating on one platform keeps all your data in one system 48-state carrier connectivity for real-time quotes Built-in portal, reporting, and remarketing workflows Implementation and integrations: Cloud-based deployment with guided onboarding Integrates with carrier downloads, email, payments, and eSignature tools Let EZLynx automate the busywork so your team can sell, service, and grow your book of business. ## EZLynx Pros & Cons **What users like:** - Users find EZLynx extremely **easy to use** , appreciating its efficient data entry and seamless workflow. (122 reviews) - Users value the **efficiency** of EZLynx, as it streamlines premium ratings and client management effortlessly. (54 reviews) - Users highlight the **user-friendly interface** and valuable features that enhance agency operations and client management. (53 reviews) - Users value the **all-in-one platform** of EZLynx for streamlining client management and improving operational efficiency. (39 reviews) - Users appreciate the **efficient data management** of EZLynx, simplifying policy tracking and rate comparisons across insurance types. (32 reviews) - Navigation Ease (28 reviews) - Workflow Efficiency (28 reviews) - Users appreciate the **intuitive organization** of EZLynx, making it easy to connect policies and find clients effortlessly. (27 reviews) - Quoting System (27 reviews) - Automation (26 reviews) **What users dislike:** - Users often face **inaccuracy issues** with reports and quotes, leading to frustration and the need for external verification. (29 reviews) - Users express frustration with the **poor reporting** , citing difficulty in manipulation and lack of consistency. (21 reviews) - Users face a significant **learning curve** with EZLynx, finding it challenging to navigate and utilize its features. (19 reviews) - Users note the **limited features** of EZLynx, finding it costly and lacking in necessary functionality for their needs. (18 reviews) - Users face **quoting issues** with unavailable deductible options and errors preventing quotes from generating effectively. (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. Love the EZLynx product! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 05, 2025 **What do you like best about EZLynx?** We recently just upgraded to sales center and retention center. This will be a game changer for our agency! **What do you dislike about EZLynx?** Worst part is when I have to train our other agents on how to use system! Haha **What problems is EZLynx solving and how is that benefiting you?** To help us take care of our clients better and stay ahead of the game! **Official Response from Melanie Wright:** > We're thrilled to hear that you love EZLynx and that the Sales Center and Retention Center upgrades are making a positive impact on your agency. We understand that training can be a challenge, but we offer comprehensive support and resources to help make the process easier for you and your team. ### 2. Easy to navigate **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 12, 2025 **What do you like best about EZLynx?** How easy it is to navigate and the activity features **What do you dislike about EZLynx?** I wish activities could be edited to correct small mistakes such as typos **What problems is EZLynx solving and how is that benefiting you?** EZLynx is very helpful in the fact it automatically downloads policies and reflects their status **Official Response from Melanie Wright:** > Thank you for sharing your positive experience with EZLynx. We appreciate your feedback! ### 3. Powerful all in one system **Rating:** 4.0/5.0 stars **Reviewed by:** Carnegy H. | Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** EZlynx is a powerful insurance CRM system. I love that you have the ability to obtain insurance rates, set up automations, text, email, and maintain our clients in an easy to use interface. **What do you dislike about EZLynx?** I wish that the reporting was easier to use and more dynamic. Whether I need to examine the production of our sales team, or track my own tasks, the reporting offered it time consuming and difficult to make sense of. **What problems is EZLynx solving and how is that benefiting you?** I have noticed that it is diving into AI, but I have not used this functionality yet. **Official Response from Eleanor Sadler:** > Thank you for your insightful feedback! It’s great to hear that the features like insurance rates, automation, and client management are working well for you. We appreciate your input on the reporting system, and we’ll look into making it more user-friendly and dynamic. As for AI, we’re excited for you to explore its potential once you get the chance! ### 4. EZLynx makes every day easier! **Rating:** 5.0/5.0 stars **Reviewed by:** Jessica K. | Team Lead CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** EZlynx intergration features into our phone system and client database makes taking care of clients a seemless process! **What do you dislike about EZLynx?** There are a few features launched that don't work but EZLynx always does the best to try to take feedback and fix bugs as fast as they can. **What problems is EZLynx solving and how is that benefiting you?** It keeps everything stored in one place and makes it possible for our customer service team to easily pick up where the last person left off. This makes taking care of clients a breeze, and keeps the amount of error to the minimum. **Official Response from Eleanor Sadler:** > We appreciate your feedback! It’s great to hear that EZLynx’s integrations with your phone system and client database are streamlining your client care process. While some features may not work as expected, we're committed to addressing feedback quickly and making improvements. It’s awesome that having everything in one place is helping your customer service team work more efficiently and reduce errors! ### 5. Ezlynx review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 01, 2025 **What do you like best about EZLynx?** I love that there are many options for getting information all on the main page. **What do you dislike about EZLynx?** To add reminder for notes was more steps than the previous management system. **What problems is EZLynx solving and how is that benefiting you?** Ezlynx is so much easier and faster to get rates for clients **Official Response from Melanie Wright:** > It's great to hear that EZLynx is making it easier and faster for you to get rates for your clients. Thank you for sharing your experience! ### 6. One of the smoothest crm programs around **Rating:** 5.0/5.0 stars **Reviewed by:** Shanna L. | Agency compliance manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** Everything is all in one place. There are multiple options to use from financial and with all of the availability for holding the customers information in one place is the best. We use this everyday and the abilty to download ivans is great so we d o not have to hunt for policies **What do you dislike about EZLynx?** Automation and reports are not easy to generate should be more windows friendly **What problems is EZLynx solving and how is that benefiting you?** All of our carriers in one place. Placing one quote for 22 companies at the same time **Official Response from Eleanor Sadler:** > Thank you for sharing your experience! We’re happy to hear that having everything in one place, especially the ability to download IVANS, is making your daily workflow more efficient. We appreciate your feedback on automation and reporting and will look into ways to make those features more user-friendly. It’s great that EZLynx is helping you streamline quoting with multiple carriers all at once! ### 7. Fairly robust platform that makes my job so much easier **Rating:** 4.0/5.0 stars **Reviewed by:** Missy M. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** May 17, 2024 **What do you like best about EZLynx?** Variety of ways I can look a policy/client up. Address, policy number, name, phone number, etc. **What do you dislike about EZLynx?** Managing access can be problematic.Also splitting profiles in the event of divorce or death is difficult. But in reality, if they would just listen to my suggestion to put the cursor in the Search box when the page loads, I would give this platform a 10. **What problems is EZLynx solving and how is that benefiting you?** Electronic files is a lot better than paper files. Better communication is happening with our customers because of EZlynx. **Official Response from Eleanor Sadler:** > We're thrilled to hear that EZLynx is making your job easier with its robust platform! We understand the challenges you've faced with managing access and splitting profiles, and we're continuously working to improve our system for a smoother experience. If you have any specific concerns or need assistance with access management or profile splitting, please reach out to our support team. Thank you for choosing EZLynx! ### 8. Very user friendly and easy to navigate. **Rating:** 5.0/5.0 stars **Reviewed by:** Natalie G. | Customer Service Representative, Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about EZLynx?** The ease of movement from customer to customer. **What do you dislike about EZLynx?** I wish you could open several accounts at one time. **What problems is EZLynx solving and how is that benefiting you?** Address Changes, Date of Birth and other Client personal data I may need for a new policy **Official Response from Melanie Wright:** > We're glad to hear that you find EZLynx user-friendly and easy to navigate. Thank you for sharing the problems EZLynx is solving for you! We're committed to making your experience even better. ### 9. AMS Admin for 3 EZLynx instances **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Mid-Market (51-1000 emp.) **Reviewed Date:** February 20, 2024 **What do you like best about EZLynx?** PL comparative rater. Easy to search for customers. Policy download handling. **What do you dislike about EZLynx?** Reporting leaves a bit to be desired. There is a lot of data that is inaccessible. **What problems is EZLynx solving and how is that benefiting you?** Quoting multiple carriers at once. Managing policy downloads. **Official Response from Eleanor Sadler:** > Thank you for sharing your experience! We're pleased you find our comparative rater and customer search feature useful. We understand the need for better reporting and data accessibility and are committed to enhancing these aspects of our platform. ### 10. Ease of use **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 07, 2025 **What do you like best about EZLynx?** This is an all-in-one platform that provides efficient tools for both quoting and policy management. **What do you dislike about EZLynx?** At times, the system includes unnecessary steps that end up wasting time. **What problems is EZLynx solving and how is that benefiting you?** Combining one system to manage and quote clients. **Official Response from Melanie Wright:** > We're glad to hear that you find EZLynx to be an efficient all-in-one platform for quoting and policy management. ### 11. Overall, very good. Intuitive for the most part. **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 28, 2025 **What do you like best about EZLynx?** Comparative Rater is good overall. Reports are valuable resource. **What do you dislike about EZLynx?** Unless I'm missing it, I wish there was a live chat feature for help when needed. **What problems is EZLynx solving and how is that benefiting you?** Keeps me on top of tasks. **Official Response from Melanie Wright:** > Thank you for your positive feedback about EZLynx's comparative rater and valuable reports. Our live chat feature is available in the top right corner of the EZLynx software when you are signed in. The widget looks like a question mark. Please reach out to support if you need further guidance! ### 12. EZLynx makes it all easier **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 06, 2025 **What do you like best about EZLynx?** Automations have helped streamline our agency **What do you dislike about EZLynx?** Training is pre surface level, it takes a lot of in depth tinkering to figure out the inner workings **What problems is EZLynx solving and how is that benefiting you?** Helping with cross selling and rescuing lost leads **Official Response from Melanie Wright:** > Thank you for your review! We appreciate your feedback about the training, and are discussing internally the improvements we can make! ### 13. review **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2023 **What do you like best about EZLynx?** The ability to quote with multiple carriers. **What do you dislike about EZLynx?** The technology that has been slow to roll out. **What problems is EZLynx solving and how is that benefiting you?** The ability to create quotes quickly and manage my insured's. **Official Response from Eleanor Sadler:** > Thank you for choosing EZLynx. We're glad you find value in our solutions! ### 14. Very technologically advanced **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** October 08, 2025 **What do you like best about EZLynx?** Easy of automations and all the built in features **What do you dislike about EZLynx?** Support isn’t very reliable hard to get hold of people and no built in accounting features **What problems is EZLynx solving and how is that benefiting you?** Makes tracking activities and documentation easy **Official Response from Melanie Wright:** > Thank you for sharing your experience with EZLynx. We're pleased to hear that you find the platform easy to use and that it helps with tracking activities and documentation. We understand the importance of reliable support and will work to improve in this area. We appreciate your feedback. ### 15. Good way to keep track of clients **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 04, 2025 **What do you like best about EZLynx?** Ease of use with creating tasks and following them. Keeps me organized. **What do you dislike about EZLynx?** The & sign when searching messes up and doesnt search properly. **What problems is EZLynx solving and how is that benefiting you?** Task management. **Official Response from Melanie Wright:** > It's great to hear that EZLynx is helping you keep track of clients and tasks effectively. We've noted your feedback about the search function and will take steps to improve its functionality for a smoother user experience. ### 16. Disappointed **Rating:** 5.0/5.0 stars **Reviewed by:** Jonathan W. | 0wner, Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2024 **What do you like best about EZLynx?** I like that it rolls several services like email, text, and digital signatures into one bill. I don't think I'm saving much money, but the ease of these tasks being in the same browser tab is nice. The UI looks better than QQ Catalyst **What do you dislike about EZLynx?** It took FOREVER to get my data transferred. They had like one guy doing everyone's data so I ended up paying 2 months before ever even seeing the program, then there were little bugs and workarounds for everything. Dissapponting. But now I'm ready! Everything will be super easy! Nope :( Then it's like: Wait You don't know how to use it yet? Well check out this handy FAQ. Watch YouTube all day and night for two weeks, then you'll know everything! Nope :( There's no support. They want me to pay $100/mo for one on one classes. If I chat with support the answer is the same. It doesn't do that. Need to send a letter? Nope, open MS Word and start typing. Need to fill out an Accord form? Hope you love the 7 levels of hell because that's how many screens full of blank fields it's gonna give you to fill out before sending all of your underwriters blank forms. Want to download something yeah here you go. oops! Zipped it! now you have 6 extra windows and 5 more tabs open. 0H! That wasn't the document you wanted? Here try this one. yep, it's zipped too. Oh no it looks like you looked away for too long! Time to log in again! Want to change the timeout settings? Nope:( it doesn't do that either. It's fine tho everything is fine. You paid your bill right? Okay you're good. Can you please leave a review of how awesome my service is? I wish I had kept looking. I wish had never went to that conference. I wish I'd never heard of EZLynx **What problems is EZLynx solving and how is that benefiting you?** It remarkets Home and Auto pretty fast **Official Response from Eleanor Sadler:** > Thank you for sharing your thoughts. We’re sorry to hear that your initial experience with data transfer and support wasn’t as smooth as expected, and we appreciate your patience. We are continuously working on improving our service, and your feedback will be taken into consideration as we strive to enhance the user experience. We’re glad to know that EZLynx is helping you with remarketing, and we hope your experience continues to improve as you become more familiar with the platform. ### 17. Easy and quick to use every day to find success! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** A lot of feature and integrations with 3rd party companies and carriers. Learning the software is easy. There is no way that anyone wanting to be successful could do this without a product like EZLynx. I use it all day every day. Customer support is available immediately. **What do you dislike about EZLynx?** When submitting issues, they are often dismissed immediately and blamed on the carrier or that "it has always been that way." Then it's fixed at the next update. **What problems is EZLynx solving and how is that benefiting you?** Time and efficiency - if I had to quote individually and just guess where each risk is best suited or what the soft quote rate looks like, I wouldn't be in the business long. **Official Response from Eleanor Sadler:** > Thank you for your positive feedback about EZLynx's features and ease of use. We apologize for any inconvenience you've experienced with issue submissions. We are committed to addressing and resolving issues promptly to ensure a seamless experience for our users. ### 18. My Experience with EzLynx **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about EZLynx?** I have been using EzLynx for about 5 years now. It has made my job as an insurance agent easier. It is very userfriendly. Even the people in out office that are not tech-savvy can learn easily how to use it. **What do you dislike about EZLynx?** Overall, I'm very satisfied with EzLynx and would recommend it to other agents. However, there are a few areas where I think it could be improved. Specifically, I've found the reporting features to be somewhat limited. While these issues don't detract significantly from the overall value of the software, addressing them would make EzLynx even better. **What problems is EZLynx solving and how is that benefiting you?** They have a centralized client management and streamlined quoting process. **Official Response from Eleanor Sadler:** > We're glad to hear that EZLynx's centralized client management and streamlined quoting process have been beneficial for you. Thank you for recommending our software to other agents. ### 19. Great Management System for our company **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about EZLynx?** Ease of Use, features, customer support. **What do you dislike about EZLynx?** Can't drop emails with updated Outlook system **What problems is EZLynx solving and how is that benefiting you?** Ease of use when sending documents **Official Response from Eleanor Sadler:** > It's great to hear that EZLynx has been a valuable management system for your company, especially in terms of ease of use and document sending. We appreciate your feedback about the email compatibility and will explore ways to address this issue. ### 20. Review **Rating:** 4.0/5.0 stars **Reviewed by:** Jason H. | Principal, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about EZLynx?** Easy to use, and is nice having the management system and rater in one location. **What do you dislike about EZLynx?** Electronic signature software is lame because when someone signs the document it converts it to block lettering not a cursive signature. Not as professional as DocuSign and looks subpar. Also, the management system and rater seem to be pretty expensive per user. **What problems is EZLynx solving and how is that benefiting you?** One centralized location for all cleint data. **Official Response from Eleanor Sadler:** > We appreciate your positive feedback about the ease of use and the convenience of having the management system and rater in one location. We understand your concerns about the electronic signature software and the cost per user. We are committed to continuously improving our platform and pricing to better serve our customers. ### 21. Ezlynx is a critical moving part in our agency **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about EZLynx?** The user interface and options to input and store information are extremely valuable to our agency. The task system is very user friendly and intuitive. We would not be able to run our business smoothly without the use of Ezlynx and we use it every single day. **What do you dislike about EZLynx?** I wish sometimes the user interface was a little more refined and simple. There are alot of buttons scattered all over. **What problems is EZLynx solving and how is that benefiting you?** Keeping all of our client information in order and secure. It allows us to stay on top of follow ups and managing all our clients so nothing goes under the radar. **Official Response from Eleanor Sadler:** > Thank you for your review! We're glad EZLynx keeps your agency running smoothly. We appreciate your feedback and are always working to improve! ### 22. Short lived **Rating:** 1.5/5.0 stars **Reviewed by:** Reba D. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** April 25, 2025 **What do you like best about EZLynx?** EZLynx didnt have 10 millions questions to fill out compared to QQ that has every question imaginable. **What do you dislike about EZLynx?** The support wasn't helpful. The emails and files are all intertwined. The reports are not as up to date as they should be. **What problems is EZLynx solving and how is that benefiting you?** The issues with the AI had been significantly improved. I used AI to weed out the easy to answer questions (ID cards etc) **Official Response from Melanie Wright:** > Thank you for your feedback! We're glad EZLynx has helped simplify your workflow, especially with fewer form questions and improved AI tools. We're sorry to hear about your support experience and issues with email, file organization, and reporting. Your input is valuable, and we’re working to improve in these areas. ### 23. EZ Lynx Thumbs Up **Rating:** 5.0/5.0 stars **Reviewed by:** Chase P. | West Field Operations, Mid-Market (51-1000 emp.) **Reviewed Date:** February 13, 2025 **What do you like best about EZLynx?** Data capabilities to see reports for managing 100s of agents. **What do you dislike about EZLynx?** Nothing is terrible about EZ Lynx, but it lacks "sexiness" **What problems is EZLynx solving and how is that benefiting you?** Reporting on data in large amounts to our agenceies taht all need a high leve over view of what is being written with certain carriers in which states and gographical regions, etc. We have hundreds of carriers, hundreds of agencies. **Official Response from Eleanor Sadler:** > We're glad to hear that you find our data capabilities helpful for managing a large number of agents. We are continuously working to improve our user interface and design to enhance the user experience. Your feedback is valuable to us. ### 24. Logical and User Friendly! **Rating:** 5.0/5.0 stars **Reviewed by:** Samantha D. | Insurance Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** EZLynx is very user friendly. I'm a new agent in my office and it's been a breeze to learn to navigate and I am still finding useful tools daily. **What do you dislike about EZLynx?** I haven't found anything I don't like. It's speedy and straightforward. **What problems is EZLynx solving and how is that benefiting you?** It keeps all data orginaized well, easy to find, simple to naviagte. It really is a great system to use. **Official Response from Eleanor Sadler:** > Thank you for the positive feedback! We're happy to hear that you find EZLynx speedy and straightforward. We aim to provide a seamless experience for all our users. ### 25. Ezlynx is an excellent platform that has greatly streamlined my workflow **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** The automation features are particularly impressive, saving me time and reducing manual effort.It’s easy to navigate and really helps me stay organized. Overall, it’s a great tool for anyone looking to streamline their workflow and improve productivity. I definitely recommend it! **What do you dislike about EZLynx?** the interface could use a more modern look .. it feels a bit outdated at times. It’s not a huge deal, but a more polished design would improve the overall experience **What problems is EZLynx solving and how is that benefiting you?** It helps me stay on top of everything by keeping track of tasks and sending reminders so I don’t forget important deadlines or actions. **Official Response from Eleanor Sadler:** > Thank you for your feedback! It’s great to hear that automation is boosting your productivity and helping with task management. We’ll definitely keep your thoughts on the interface in mind as we work on improving the overall experience. ### 26. It has been great **Rating:** 5.0/5.0 stars **Reviewed by:** Matilda E. | Executive Assistant, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about EZLynx?** The task feature that connects to the clients name is incredibly helpful because you never forget who it is for. Also, showing the renewals and policy premiums is incredibly helpful. **What do you dislike about EZLynx?** Nothing at all. I find most, if not all features to be incredibly useful. **What problems is EZLynx solving and how is that benefiting you?** It is helping me remeber what to complete and when. **Official Response from Eleanor Sadler:** > We're happy to hear that you are finding the task feature and client name connection helpful, as well as our renewals and policy premiums features. It's great to know that EZLynx is helping you remember what to complete and when. Thank you for sharing your experience! ### 27. Love the software! Wish we still used it **Rating:** 5.0/5.0 stars **Reviewed by:** Sylvia S. | Personal Lines & Commercial Lines Advisor, Small-Business (50 or fewer emp.) **Reviewed Date:** June 01, 2025 **What do you like best about EZLynx?** Accurate and user friendly. I could depend all information was correct and didn't need to worry accounting information would be wrong. **What do you dislike about EZLynx?** That our agency stopped using it. I wish we still did **What problems is EZLynx solving and how is that benefiting you?** Quoting system for persona lines **Official Response from Melanie Wright:** > Thank you so much for your review! We are so happy you loved using EZLynx. ### 28. Best software for CRM and Rater **Rating:** 4.0/5.0 stars **Reviewed by:** Vira M. | Main Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** August 09, 2024 **What do you like best about EZLynx?** Is a great platform for independent agents. Very friendly, fast, the uptime is about 99%. Support is great, tons of funtionalities like e-sign, emals, text, templates, automatization. **What do you dislike about EZLynx?** Cannot scan documents directly to the customer profile Cannot setup the commission percent per carrier manually Cannot select between 6 and 12 months policies when adding a policy to the system Cannot use same office number for the text feature **What problems is EZLynx solving and how is that benefiting you?** Ezlynx is loaded with tools to manage our customer and rate for new quotes. I have used several system in the past but all in all Ezlynx beat them all. **Official Response from Eleanor Sadler:** > Thank you for your review! It's great to hear that EZLynx is helping you manage customers and streamline the quoting process. We're committed to providing the best tools and services for independent agents, and we're glad to have you as a satisfied user. ### 29. EZ Lynx is just as it states EZ **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about EZLynx?** Ease of use from creation to a client, to the policy download. Even creating a policy manually is easy. Forms are easily accesable and creating Certificates of Insurance are as well. **What do you dislike about EZLynx?** It would be helpful to be able to make a selection (or multiple selections) of documents under Documents and then having a choice to hit actions and change the properties (specifically policy #) on multiple documents versus going in and assigning the policy # on individual documents. Just a thought. **What problems is EZLynx solving and how is that benefiting you?** Docuymentation and work flow. **Official Response from Eleanor Sadler:** > Thank you for sharing your positive experience with EZLynx. We understand the importance of efficient documentation and workflow, and we're pleased to hear that our platform is meeting your needs. We'll definitely take your suggestion about the documents feature into account for future enhancements. ### 30. Great formatting and amazing customer service also very easy to navigate! **Rating:** 5.0/5.0 stars **Reviewed by:** keira l. | insurance producer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** Ezlynx is very helpful with getting clients quick information with the text fetaures and notification options make it so effecient when staying up to date with our clients **What do you dislike about EZLynx?** there is nothing i can pin point that I dislike. **What problems is EZLynx solving and how is that benefiting you?** Helps us not loose track of our clients when it gets busy. **Official Response from Eleanor Sadler:** > We’re glad to hear that EZLynx helps you stay efficient and connected with your clients! It’s great to know the text features and notifications are making a difference in keeping things on track. ### 31. It's ok but needs work **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about EZLynx?** Great for automatic downloads and fill out acords **What do you dislike about EZLynx?** The rating tool for home quotes returns too many errors. The task feature is not very robust and needs a better reminder feature. **What problems is EZLynx solving and how is that benefiting you?** Easier to track acords and certificates **Official Response from Melanie Wright:** > Thank you for your feedback! We appreciate your input on the rating tool and task feature. We are constantly working to improve our system and will take your comments into consideration for future updates. ### 32. Great **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about EZLynx?** I like how things are always evolving and if used correctly EZ is efficient **What do you dislike about EZLynx?** tasks often take too much time to load but htat is it **What problems is EZLynx solving and how is that benefiting you?** it allows for easy follow up and management **Official Response from Melanie Wright:** > We're glad to hear that you find EZLynx efficient and evolving. We understand that load times can be frustrating, and we are constantly working to improve performance. We appreciate your feedback and are committed to providing a seamless experience for our users. ### 33. Great management system **Rating:** 5.0/5.0 stars **Reviewed by:** Mindy G. | Owner/ Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 12, 2025 **What do you like best about EZLynx?** Easy to pull up custmers and have all their information easily accessible. **What do you dislike about EZLynx?** We often create duplicate cards in Sales Center for people. **What problems is EZLynx solving and how is that benefiting you?** Makes it easy for all of our users to go through activity and find out where a situation was left off. **Official Response from Eleanor Sadler:** > Thank you for your 5-star review! We're thrilled to hear that EZLynx makes it easy to access customer information and track activities. We appreciate your feedback on duplicate cards in Sales Center and will share it with our team for improvement. Your support means a lot to us! ### 34. EZLynx is an excellent tool for streamlining insurance agency operations. **Rating:** 5.0/5.0 stars **Reviewed by:** Harsha G. | Client Relationship Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 20, 2025 **What do you like best about EZLynx?** The software significantly boosts efficiency and productivity. Highly recommended for agencies looking to simplify their workflows! **What do you dislike about EZLynx?** No Dislike for EZLynx, I am happy with it. **What problems is EZLynx solving and how is that benefiting you?** Its quoting system is fast and accurate, and the agency management features are robust. **Official Response from Eleanor Sadler:** > Thank you for the fantastic review! We are thrilled to hear that EZLynx is helping to streamline your insurance agency operations and boost efficiency. We are delighted that you find our software user-friendly and beneficial for simplifying your workflows. Thank you for choosing EZLynx! ### 35. Good and Bad **Rating:** 3.5/5.0 stars **Reviewed by:** Kim A. | O, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** Continuous updating and increasing functionality. **What do you dislike about EZLynx?** Not exactly designed for large commercial accounts. Some of the tools are difficult to use and there is not much training available. **What problems is EZLynx solving and how is that benefiting you?** Some of the newer tools are making it easier for commercial account entry. Less duplicating work. **Official Response from Eleanor Sadler:** > Thank you for your feedback on the continuous updates and increased functionality of EZLynx. We apologize for any difficulties you've experienced with the tools for large commercial accounts. We are committed to improving our training and support resources to better assist you in using our tools effectively. ### 36. TOP Program of its kind **Rating:** 5.0/5.0 stars **Reviewed by:** Lauren S. | Office Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** Ease of doing business and the ability to stay organized and stay focused on daily task for clients. **What do you dislike about EZLynx?** No dislikes to be named. The program has helped me take care of clients for 15+ years **What problems is EZLynx solving and how is that benefiting you?** Client policy database and customer management **Official Response from Eleanor Sadler:** > Thank you for your feedback! We’re happy to hear that EZLynx has helped you stay organized and focused on client tasks for over 15 years. It’s great to know that the platform is working well for your client policy database and customer management. ### 37. User Friendly **Rating:** 5.0/5.0 stars **Reviewed by:** Sherico F. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** The rating tool is the thing I like the most. Sending out forms to E-Sign is also extremely easy. **What do you dislike about EZLynx?** .Nothing yet. Everything seems to be very useful **What problems is EZLynx solving and how is that benefiting you?** Communication and ease of quoting carriers by bridging the information to several carriers quickly. **Official Response from Eleanor Sadler:** > Thanks for your feedback! We’re glad the rating tool and e-signing features are working well for you. It’s great to hear that EZLynx is helping streamline communication and quoting for multiple carriers. ### 38. ezlynx is a game changer **Rating:** 5.0/5.0 stars **Reviewed by:** Jake D. | producer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** retention center is awesome for working on renewals. automations are so helpful and saves lots of time **What do you dislike about EZLynx?** i wish the reporting was a bit better. they constantly change it so there isn't a lot consistency **What problems is EZLynx solving and how is that benefiting you?** customer management system for clients **Official Response from Eleanor Sadler:** > We’re glad to hear how much the Retention Center and automations are helping you save time! We appreciate your thoughts on reporting and are always working to improve consistency. ### 39. Best system EVER! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 18, 2025 **What do you like best about EZLynx?** With over 35 years in the insurance industry, I have used many different platforms- AMS, AMS360, TAM, etc. EZLynx by far is the easiest and most versatile system I have ever used. I love all of the different features for client management and tracking. It makes it so easy to check how your business is flowing every day. **What do you dislike about EZLynx?** I have not encountered any downsides at this point. **What problems is EZLynx solving and how is that benefiting you?** running reports, tracking new and existing business **Official Response from Eleanor Sadler:** > We're thrilled to hear that you find EZLynx to be the easiest and most versatile system you've ever used! Our goal is to provide a user-friendly platform with robust features for client management and tracking. ### 40. EZLYNX REVIEW **Rating:** 5.0/5.0 stars **Reviewed by:** Sarah M. | OFFICE MANAGER, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** All-in-One Solution EZLynx integrates rating, management, and communication tools in one platform, reducing the need for multiple software solutions **What do you dislike about EZLynx?** Steep Learning Curve Some users find the system challenging to learn, especially for new agents unfamiliar with the platform. **What problems is EZLynx solving and how is that benefiting you?** QUOTING **Official Response from Eleanor Sadler:** > Thank you for your feedback—we’re glad you value our all-in-one solution, and we’re continually working to improve ease of use and support for new users! ### 41. Ezlynx is a great platform that makes my job much easier. **Rating:** 5.0/5.0 stars **Reviewed by:** Ethan W. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** The conveinience of helping clients and seeing their policy through the platform. **What do you dislike about EZLynx?** When policies download as policy changes when they are new business. **What problems is EZLynx solving and how is that benefiting you?** Managing the clients policies especially with retention center where I can see policies renewal rates. **Official Response from Eleanor Sadler:** > Thanks for sharing your thoughts! It's great to hear that EZLynx is making client management easier for you, especially with the Retention Center. We’ll definitely take your feedback on policy downloads into account as we continue to enhance the platform. ### 42. Awesome management tools, forms, spreadsheets, and more for your business! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** August 05, 2025 **What do you like best about EZLynx?** The ACORD forms availability with the capacity to edit them and saving options. **What do you dislike about EZLynx?** Not all companies are available on EZLynx for downloads. **What problems is EZLynx solving and how is that benefiting you?** client management **Official Response from Melanie Wright:** > Thank you for sharing your experience with the ACORD forms and editing features. We understand the frustration with not all companies being available for downloads. Thank you for your feedback! ### 43. Good reliable system **Rating:** 5.0/5.0 stars **Reviewed by:** Caitlin S. | Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** Easy to pull up clients. Great customer service with quick response **What do you dislike about EZLynx?** Sometimes delayed performance but quick to fix problems **What problems is EZLynx solving and how is that benefiting you?** Any issues have been resolved. I dont have any current open issues with the system. **Official Response from Eleanor Sadler:** > We appreciate your review and are happy to hear that EZLynx has been reliable for you. We apologize for any delayed performance, but we're glad that we've been able to quickly resolve any issues. Thank you for your feedback! ### 44. EZLynx review **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** May 21, 2024 **What do you like best about EZLynx?** From a personal lines standpoint, it is a great rater. It allows you to see all the rates at a glance, and determine which carriers would best fit your client. For personal & commercial, it allows you to keep correspondence and files in one easy location to find at a later date. If the carrier downloads to EZLynx, it is helpful to see all the policies at a glance. **What do you dislike about EZLynx?** The cost for additional add ons is high. Reports are not always correct and commercial lines does not have a rater unless you pay for Tarmika. **What problems is EZLynx solving and how is that benefiting you?** EZLynx helps us keep all client information in the same place. **Official Response from Eleanor Sadler:** > Thank you for your feedback! We are glad to hear that EZLynx is helping you keep all client information in one place. We are committed to providing solutions that benefit our users. ### 45. Very Easy to Use **Rating:** 5.0/5.0 stars **Reviewed by:** Amy D. | Insurance Agent, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** I love the ease of use and the videos it offers **What do you dislike about EZLynx?** Nothing, it works well with little issues **What problems is EZLynx solving and how is that benefiting you?** It helps keep track of day to days notes, tasks and activities **Official Response from Eleanor Sadler:** > Thanks for your feedback! We're glad EZLynx's ease of use and helpful videos are working well for you, and it’s great to know that it's helping you stay organized with notes, tasks, and activities. ### 46. Assitant to the Account Manager **Rating:** 5.0/5.0 stars **Reviewed by:** Ben V. | Assistant to the Account Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** how easy it is to add poliices and make certificates. **What do you dislike about EZLynx?** i cant store info like i could in applied Epci **What problems is EZLynx solving and how is that benefiting you?** i am not sure what problems its solving for others. **Official Response from Eleanor Sadler:** > Thanks for sharing your experience! It’s great to hear that adding policies and creating certificates is simple for you. We appreciate your input on storage capabilities and will keep it in mind as we continue improving. ### 47. EZ Lynx has been the best of the three management systems that we have had in our agency. **Rating:** 5.0/5.0 stars **Reviewed by:** Thad T. | Owner, Small-Business (50 or fewer emp.) **Reviewed Date:** February 13, 2025 **What do you like best about EZLynx?** The continous updates and improvements that are always being done by EZ Lynx to make a great management system even better. **What do you dislike about EZLynx?** The only thing I don't like is that not all carriers are able to download the policies to their system. Not sur eif this is a carrier issue or an EZ Lynx issue. **What problems is EZLynx solving and how is that benefiting you?** We do not have any problems with any part of the system. **Official Response from Eleanor Sadler:** > We're thrilled to hear that you find EZ Lynx to be the best management system for your agency! We're constantly working on updates and improvements to enhance the user experience. ### 48. EZ Lynx usability **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Insurance | Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** I like having everything together in one space. The search function is great because you can type in phone numbers, partial names, addresses all without having to do a drop down menu to choose between them. **What do you dislike about EZLynx?** I don't like that we can't keep a running commentary on a note on the policy. You kinda could with its current functionality but it could be improved. **What problems is EZLynx solving and how is that benefiting you?** N/A **Official Response from Eleanor Sadler:** > We appreciate your input! It’s great to know the all-in-one setup and search function make things easier for you. We’ll take your suggestion about improving note-taking functionality into account as we continue to enhance the platform. ### 49. EZLynk, EZrater **Rating:** 5.0/5.0 stars **Reviewed by:** marlon h. | Producer, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** All of my Management systems are all in one place **What do you dislike about EZLynx?** Policies sometime show up as cancelled when they are not **What problems is EZLynx solving and how is that benefiting you?** Keeping all of our management notes together **Official Response from Eleanor Sadler:** > Thanks for your feedback! We're glad EZLynx is helping you keep all your management systems and notes in one place, and we’ll work to address the issue with policies showing as cancelled. ### 50. The system is very effective to use. **Rating:** 5.0/5.0 stars **Reviewed by:** Karen H. | CSR, Small-Business (50 or fewer emp.) **Reviewed Date:** February 11, 2025 **What do you like best about EZLynx?** The way all documents can be used and uploaed is great! **What do you dislike about EZLynx?** To get strated with certificates was a lttle tough. **What problems is EZLynx solving and how is that benefiting you?** To manage clients and policies at ease. **Official Response from Eleanor Sadler:** > Thank you for your feedback! We're glad to hear that document management is working well for you. We understand that getting started with certificates can be challenging, and we’ll continue to make that process smoother. It’s great to know EZLynx is helping you manage clients and policies with ease! ## 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=9§ion=pricing&secure%5Bexpires_at%5D=2026-07-20+00%3A09%3A55+-0500&secure%5Bsession_id%5D=43a2f10d-2481-423a-80e7-146127850b17&secure%5Btoken%5D=c82382868c98560c4e6bbf86ed7c986b0084b64e05983d64b03775b384db3536&format=llm_user) ## EZLynx Integrations - [8x8 Work](https://www.g2.com/products/8x8-work/reviews) - [Adobe Acrobat](https://www.g2.com/products/adobe-acrobat/reviews) - [Agentforce Sales (formerly Salesforce Sales Cloud)](https://www.g2.com/products/agentforce-sales-formerly-salesforce-sales-cloud/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) - [Revolution FTO](https://www.g2.com/products/revolution-fto/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 (1,679 reviews) - [AMS360](https://www.g2.com/products/ams360/reviews) - 4.3/5.0 (947 reviews) - [PL Rating](https://www.g2.com/products/pl-rating/reviews) - 4.5/5.0 (491 reviews)