EZLynx review for insurance agencies: pricing, lead routing and integrations
EZLynx Sales Center is the lead and sales part of the EZLynx suite for independent P&C agencies. Prospects from your website, vendors and imports become opportunities, get a producer and receive email, text and drip follow-up.
It shares records with the EZLynx rater and management system, so quotes and policies update the opportunity. EZLynx is part of Applied Systems, and prices are quoted.
- Best for
- Independent P&C agencies that use, or plan to use, the EZLynx rater and management system
- Price
- Quote only, by number of users and products
- Free trial
- For the rater. Sales Center is shown by demo
- Lead intake
- Website quoting, quote by text, vendor delivery, CSV import and Zapier
- Assignment
- To the client's producer, a default producer or round robin by workload, with filters by state and line
- Texting and calling
- One-to-one texting and email campaigns built in. Calling through a Vonage subscription
- Agency systems
- It is the agency management system, sharing records with the EZLynx rater
- Contract
- At least 12 months
Our take
EZLynx Sales Center makes most sense for an independent P&C agency that runs the EZLynx rater and management system, or plans to. Leads are quoted and written in the same place, and a policy download can mark the sale won.
It is usually bought as part of the suite after a demo.
Routing is simpler than in dedicated lead tools, and the contract runs at least a year.
Pros
- Works inside the EZLynx rater and management system, so quotes and policies update the opportunity
- Automatic assignment to the customer's producer, then the default producer, with round robin when no default is set and an alert for unassigned opportunities
- Sales reports by producer, branch, carrier, line and lead source
- Reminders at the prospect's policy expiration date (x-date) to win back quotes
- Quote by Text and website quoting create new prospects
Cons
- No published prices
- At least a 12-month term, and fees aren't refunded
- Few named lead vendor connections
- Calling needs a separate Vonage subscription, and Gmail needs an add-on
Plans and pricing
- How it's priced
- Quoted by the number of users and the EZLynx products you add
- What changes the price
- Products such as Sales Center, the rater and the management system. Agency network members usually get a discount
- Extra costs
- Setup and data conversion are quoted. Auto and home prefill can carry per-use fees
- Add-ons
- Gmail add-on, and calling through a separate Vonage subscription
- To get a price
- Request a quote at ezlynx.com or call 877-932-2382
From ezlynx.com/why-ezlynx/pricing, checked October 2026. Retention Center, the renewal and win-back tool, comes with the Advanced package.
Getting started
Book a demo
See Sales Center with the rater and management system, then get a quote.
Move your data
Data conversion is a paid service. Without it, personal lines clients come in one at a time.
Set up carrier downloads
Request downloads through IVANS or carrier software so policies flow in.
Set producers and round robin
Pick a default producer, or leave it empty to turn on round robin.
Train the team
Live and on-demand training are offered.
EZLynx says most teams are live within a few weeks. One-on-one services can cost extra.
Lead intake
Prospects come in from quoting on your website, from lead vendors set up with EZLynx and from CSV files. Each one becomes an opportunity with its source, line and producer.
- Ways leads come in
- Website quoting, quote by text, vendor delivery, CSV import and Zapier
- Lead vendors
- AgentInsure delivers directly. Other vendors are set up with EZLynx one by one
- Duplicates
- Personal leads match on last name, address and ZIP, and businesses on name. A match adds an opportunity to the existing client
- Bad rows
- Rows that fail come back in a file to fix and reload
- Unfinished quotes
- Website quoting can follow up with shoppers who don't finish
Assignment rules
Client's producer
An existing client's new opportunity goes to their producer.
Default producer
New prospects go to the default producer you set.
Round robin by workload
With no default, the producer with the fewest open opportunities gets it.
Filters
Automations can act on lead source, state, ZIP, personal or commercial and line.
- If nobody is assigned
- The opportunity stays open and can send an alert
- Reassigning
- Admins move opportunities one at a time or in bulk
Follow-up and calling
Producers follow up with tasks, email campaigns, drips of up to 10 steps, texts and reminders. A policy download can mark the opportunity won.
- Texting
- Built in, one text at a time. No bulk texting
- Business texting registration
- Your numbers must be registered with US phone carriers (10DLC, the US registry for business texting numbers), or texting stops
- Calling
- Vonage pops caller details and logs calls, with optional recording
- Opt-outs
- Text opt-outs are logged with the date and user, and sends to them are blocked. Email unsubscribes are suppressed
- When follow-up stops
- Marking an opportunity Dead asks whether to stop its campaigns
- Do Not Call
- The texting agreement leaves consent and Do Not Call rules to your agency
Client and policy records
Sales Center, the rater and the management system share one set of client records. EZLynx is both the CRM and the agency management system.
- Records
- Personal accounts with co-applicants and related contacts, and business accounts with their contacts
- Downloaded policies
- Carrier fields stay locked, and you can add your own details beside them
Renewals, retention and cross-sell
Renewals
Renewals land in a Renewal List. Policies with no renewal move to an Expiration List 30 to 90 days out.
Requoting
High-risk home and auto renewals can be requoted on their own, leaving out the current carrier.
Cross-sell
Lists find gaps such as home and auto without umbrella, or home without flood.
Win-backs
Email campaigns can reach lapsed clients ahead of their next renewal.
Retention Center, the renewal and win-back tool, comes with the higher of the two EZLynx packages. Package prices are quoted.
Connections
| Connects to | Type | How | What it does |
|---|---|---|---|
| EZLynx Management System | Agency system | Built in | Shares client accounts, policies, renewals, documents and tasks |
| EZLynx Rating Engine | Rater | Built in | Personal lines quotes run in the same workflow, and auto and home downloads can update the quote |
| Carrier downloads | Carrier | Built in | Policies, claims and direct-bill commissions arrive through IVANS, TEAM-UP or carrier software |
| Tarmika | Rater | Built in | Commercial details go out, and quotes come back |
| AgentInsure | Lead vendor | Built in | Leads arrive in your account |
| Consumer Quoting | Forms | Built in | Website quotes become new prospects |
| Vonage | Phone | Add-on | Caller pop-ups, click to call and call logs |
| Outlook and Microsoft 365 | Built in | Saves email and attachments to the client | |
| Gmail | Add-on | Saves matched email and attachments | |
| QuickBooks Online | Accounting | Built in | General ledger link for EZLynx Agency Accounting |
| Zapier | Automation | Zapier | Creates prospects, opportunities, notes and documents and can start workflows |
Zapier needs Sales Center and its own Zapier account. TEAM-UP and some carrier downloads need a Windows PC.
Commissions
Statements arrive by download, CSV or hand entry and are matched to policies. Producer rules split pay by percentage, flat amount or formula, and EZLynx Agency Accounting is sold separately.
Client portal and mobile app
- Apps
- No app. EZLynx Mobile is a phone-friendly website
- What it does
- Dashboard, applicants and policies. Sales Center needs a computer
- Client portal
- Client Center shows policies, documents and ID cards and takes change requests and uploads
Reporting
Reports you get
- Lead source kept on every opportunity
- Sales by producer, branch, carrier, line and source
- Closing ratios by lead
- Email opens, clicks and unsubscribes
- Renewal, premium change and cross-sell reports
- Commission detail by carrier and producer
Most report data refreshes every 2 to 6 hours.
What users say
Themes from reviews of the EZLynx suite, as of October 2026.
What users like
- Agency work in one system
- Fast comparative rating and workflows
- Client records and messages in one place
- Smooth move-in and broad features
What users dislike
- Quotes that differ from the carrier's final rate
- Limited reports
- Learning curve
- Missing features and connections
- Slow support replies
- Renewal data that reverts
- Price and connection costs
Contract and cancellation
- Term
- At least 12 months
- Billing
- Paid in advance
- Notice
- With no renewal term in your order, either side can end it with 60 days written notice
- Refunds
- Fees aren't refunded
- Your data
- Ask in writing for a copy, which can cost extra. Sales Center data, campaigns and saved reports aren't included
- After you leave
- Data can be deleted within 180 days
From the Applied Systems terms for EZLynx.
EZLynx alternatives
- AgencyZoomFrom $119.20 a month for up to 7 users, billed yearlyPublished prices and a two-way sync with several agency systems
- InsuredMineFrom $106 a user per month, billed yearlySyncs with AMS360, Applied Epic and HawkSoft
- Salesforce Financial Services CloudFrom $325 a user per month, billed yearlyCustom routing for large brokerages
- Ricochet360From $20 a user per month, yearly contractCalling and texting built in, with published prices
See every option in insurance lead management software.
Frequently asked questions
How much does EZLynx Sales Center cost?
EZLynx quotes each agency by number of users and the products it adds.
Can EZLynx assign leads automatically?
Yes. A new opportunity goes to the customer's assigned producer, then to the default producer. With no default producer set, round robin picks the producer with the fewest assigned opportunities.
Is there a long-term contract?
Yes. The first term runs at least 12 months, and fees aren't refunded.
Does EZLynx Sales Center need the EZLynx agency system?
It's built to run inside the EZLynx suite, sharing records with the rater and management system.
Does EZLynx have a free trial?
The rater has one. Sales Center is shown by demo.
How we researched this review. We based this review on the terms and product pages published by EZLynx, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.
Corrections
Vendors change their pricing all the time and they don't email us when they do. So if you see a price on here that's gone up, a plan EZLynx quit selling or a contract term that reads different now, let us know and send the link to the page where EZLynx has it. Somebody here pulls up that page and checks it before we change anything on ours.