EZLynx Software

A comparative rater and agency management software for insurance agencies.

Product Overview

EZLynx is a comparative rater and agency management software. It allows agencies to select specific functionalities like real-time quoting, consumer engagement tools, comprehensive reporting, and efficient document management. This flexibility, combined with advanced features such as automated marketing campaigns, eSignature capabilities, and a client-centric portal, positions EZLynx as a versatile tool.


  • Automated marketing campaigns
  • eSignature capabilities
  • Integration with carriers and management systems


  • Scattered carrier-specific questions can complicate navigation
  • Users report delayed customer support responses

Target Market

Growing independent insurance agencies with 11 to 50 employees seeking to optimize their operations and customer relationship management.

About EZLynx

EZLynx is a comparative rater and agency management solution. The modules are sold individually or bundled, allowing companies to purchase only the functionalities they need. Some of the modules include a comparative rater, consumer quoting, agency management system, client center, and more.

EZLynx Key Features

Comparative Rater

  • Real-Time Quoting
  • Carrier Defaults
  • Reporting
  • Reconstruction Cost Valuations

Consumer Quoting

  • Custom Quoting Forms
  • Automated Emails
  • Lead Capture
  • Tracking Analytics

Agency Management System

  • Performance Metrics
  • Policy Compare
  • Accounting
  • Certificates and Forms
  • Document Management
  • Online Document Signing

Client Center

  • Document Sharing
  • Access to Policies
  • Secure Information

Communication Center

  • Marketing Campaigns
  • Text Messaging
  • eSignature
  • Postal Mail
  • Outlook Plugin

Agency Websites

  • Local Optimization
  • Social Reach
  • Quoting and Client Center Integration
  • Web Development and Hosting
  • Website Editor
  • Custom Content
  • Website Performance Analyst
  • Mobile-Friendly

Product Overview

Related Products

  • 360Value
    A web-based software system designed by Xactware Solutions for finance & insurance companies.
  • Jenesis Software
    Insurance agency management software from Jenesis Software
  • Applied Epic
    Cloud-based insurance management software from Applied Systems.
  • Agency Matrix
    Insurance agency management system from Agency Matrix, LLC.

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