EZLynx review

EZLynx is the most complete P&C platform on this list, combining an agency management system, a comparative rater, agency websites and sales and marketing tools under one login. Its site groups the product into servicing and policy management, sales and marketing, renewals and client retention, accounting and payments, and native rating and submissions, and it now offers instant commercial quoting inside the workflow. AI is built into the platform. Pricing is not published: EZLynx says what you pay depends on the number of users and the products and features you choose, and that agents in a network usually get a membership discount. That makes it harder to compare, and a full AMS takes longer to learn than a CRM layered on top of one. For agencies that want to quote, bind, service and renew without stitching tools together, it is the strongest single-vendor option.

Who it is for

Growing P&C agencies that want rating, policy management, renewals and sales in one vendor.

Price

See vendor pricing (USD check pending).

US price check pending. See the vendor pricing page.

Key features

• All-in-one agency management system
• Comparative rater with instant commercial quoting
• Sales and marketing tools
• Renewals and client retention workflows
• Accounting, payments and agency websites

Strengths and weaknesses

• Strength: Rating, AMS and CRM tools from one vendor on one bill
• Strength: Network members usually get a discount
• Strength: Free trial available from the website
• Weakness: No published prices; cost depends on users and products
• Weakness: A full AMS is more to learn than a standalone CRM
• Weakness: Best suited to P&C rather than health or life books

Key facts

• Pricing model: Based on number of users and products chosen
• Network discounts: Usually available to network members
• Rating: Comparative rater with instant commercial quoting

Where it ranks

EZLynx is No. 6 in our Best CRM for Insurance Agents verdict.