InsuranceAgencyTools

Insurance CRM software that connects with EZLynx

Updated

Below are the CRMs we found for EZLynx. They follow our default order, which is not a quality ranking.

Of the nine vendors with an AMS connection to EZLynx, six publish a starting price and three do not. Per account per month, entry plans start at $41.65 (GloveBox CRM, billed yearly) and go up to $119.20 (AgencyZoom, billed yearly, paid upfront). Per user per month, entry plans start at $14 (Zoho CRM, billed yearly) and go up to $106 (InsuredMine, billed yearly).

Among the nine vendors, four offer a free trial, one has a native AMS connection and eight describe migration help.

Quick picks by need

9 vendors

  • Pick this if a published start of $119.20 per month fits your budget.

    Best for
    P&C agencies, independent or captive, that want lead follow-up, renewals and producer pay in one CRM
    Starting price
    $119.20 per month, billed yearly, paid upfront (October 2026)
    EZLynx connection
    recurring import, one way in
    Free trial
    14 days
    Contract
    Month to month, or a year paid upfront

    Keep in mind: duplicate leads are merged by hand.

    Read the AgencyZoom review
  • Pick this if you want to buy month to month.

    Best for
    Agencies that want a per-user CRM they can shape around policies and renewals, with the AMS kept as the record of policies
    Starting price
    $14 per user per month, billed yearly (October 2026)
    EZLynx connection
    Zapier, both ways
    Free trial
    15 days
    Contract
    Monthly or yearly, renewing on its own

    Worth checking: policies, carriers and claims have to be set up by you or a partner.

    Read the Zoho CRM review
  • Pick this if your producers work from phones, since there is a mobile app.

    Best for
    Agencies that want CRM, dialing and texting in one system and will keep policies in their AMS
    Starting price
    $49 per user per month, billed monthly (October 2026)
    EZLynx connection
    one way in
    Free trial
    30 days
    Contract
    Month to month

    Check first: no carrier downloads or policy records.

    Read the DYL review
  • Pick this if your producers work from phones, since there is a mobile app.

    Best for
    Personal lines and life agencies that buy leads and want routing, calling, texting and renewal campaigns in one CRM beside their AMS
    EZLynx connection
    Zapier, one way out
    Contract
    Renews automatically, 30 days' notice to cancel

    Check first: no published prices or free trial.

    Read the Shape review
  • Pick ClientCircle if its published terms fit your agency.

    Best for
    Independent agencies that want an insurance CRM with client texting and marketing
    EZLynx connection
    one way in

    Check first: plans are quote only.

    Read the ClientCircle review
  • Pick EZLynx if its published terms fit your agency.

    Best for
    Independent P&C agencies that already use, or plan to use, the EZLynx rater and management system
    EZLynx connection
    native
    Contract
    At least 12 months

    Check first: no published prices.

    Read the EZLynx review
  • Pick this if your producers work from phones, since there is a mobile app.

    Best for
    Independent P&C agencies that want lead follow-up and renewals tied to their AMS
    Starting price
    $106 per user per month, billed yearly (October 2026)
    EZLynx connection
    CSV import, one way in
    Contract
    Monthly or yearly

    Check first: EZLynx agencies upload a file instead of syncing.

    Read the InsuredMine review
  • Pick this if you want to buy month to month.

    Best for
    Solo P&C agents and small independent agencies that want ready-made pipelines and campaigns
    Starting price
    $41.65 per month, billed yearly (October 2026)
    EZLynx connection
    daily CSV import, one way in
    Contract
    Month to month, or 12 months paid yearly

    Worth checking: no built-in lead vendor feeds.

    Read the GloveBox CRM review
  • Pick this if you want to try it free for 14 days before you pay.

    Best for
    Agencies willing to build their own lead workflows, websites and campaigns on one platform
    Starting price
    $80.83 per month, billed yearly (October 2026)
    EZLynx connection
    Zapier
    Free trial
    14 days
    Contract
    Monthly or yearly, paid in advance

    Worth checking: no built-in AMS sync.

    Read the HighLevel review

Prices are each vendor's published starting price, dated as shown.

How we chose

We include a vendor when it has an AMS connection to EZLynx. That gave us nine vendors, with prices dated October 2026.

Beyond the price, one lists carrier downloads, five sell month to month and six have a mobile app.

Related guides: agency management systems and comparative raters.

Frequently asked questions

How did you choose software for EZLynx?

We looked for an AMS connection to EZLynx. All nine vendors listed have one.

What should I compare after making a shortlist?

Start with what moves between the two systems. Then check how the sync with EZLynx runs (both ways or one way), and who sets up the connection. Among these vendors, five have a client portal and four track commissions.

Where can I compare prices?

Use the insurance CRM cost page to compare dated prices and estimate first-year cost. Per account per month, entry plans start at $41.65 (GloveBox CRM, billed yearly) and go up to $119.20 (AgencyZoom, billed yearly, paid upfront). Per user per month, entry plans start at $14 (Zoho CRM, billed yearly) and go up to $106 (InsuredMine, billed yearly).

How we researched this. We based this page on each vendor's published pricing where available, terms and product pages, reviewed in October 2026, together with our team's experience working with insurance agents and agency owners since 2008.