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Agency Matrix vs EZLynx Comparison

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Overview

Category Leaders

Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome...

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that...

  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials
  • Platforms supported
  • Web-based
  • iPhone app
  • Android app
  • Windows Phone app
  • Typical customers
  • Freelancers
  • Small businesses
  • Mid size businesses
  • Large enterprises
  • Customer support
  • Phone
  • Online
  • Knowledge base
  • Video tutorials

Video & Screenshots

Pricing

Starting from

69

/user

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

Starting from

0.01

Per month

  • Free trial available
  • Credit cardless trial
  • Free account
  • Subscription based

User reviews

3.7

103

5

4

3

2

1

39

29

14

10

11

  • Value for money
  • Ease of use
  • Features
  • Customer support
74%
would recommend this app

3.7

68

5

4

3

2

1

25

17

14

2

10

  • Value for money
  • Ease of use
  • Features
  • Customer support
67%
would recommend this app

Pros

I am pleased with the overall design and ease of the product. I am also pleased with the updates they provide as they integrate new ideas making their product even better.
Great system and great service with good helpful employees. Its not a big giant system just a good easy to use system that does most task a smaller agency would need.
The program is wonderful and the employees, tech help, sales and all have been amazing. Friendly, professional and lots of help.

Pros

I am able to keep track of x dates, renewals and client documents better than with the other CRM I was using, and having the ability to download from carriers is great.
This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.
Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.

Cons

The GUI (graphical user interface) or the Screen you look at has horrible amounts of wasted space with literally NOTHING on it.
The accounting side of the software is the worst. Very hard to keep track of invoices, and payments.
Since everything is cloud based Agency is screwed 1:00 Pm Agency Matrix is down and a client needs a certificate. Called customer service before and they blame everything on Microsoft.

Cons

The service dept's stock answer is "it's the carriers fault, or that's the way the carrier wants it. I talked to 2 rep's and they were very upset that it's not working or rating correctly.
They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.
Customer support is horrible and trying to cancel your service is a nightmare.
  • Vendor responds to reviews
  • Last review14 days ago
  • Vendor responds to reviews
  • Last review4 months ago

Key features

  • Total features14
  • API
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Automated Quoting
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Carrier Upload
  • Claims Management
  • Client Portal
  • Commercial Lines
  • Commission Management
  • Comparative Insurance Rating
  • Contact Management
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • For Casualty Insurance
  • For Homeowners Insurance
  • For Personal Insurance
  • Forms Management
  • Insurance Policy Management
  • Insurance Rating
  • Lead Management
  • Lifecycle Management
  • MGA Administration
  • Multi-State
  • Multiple Line Rating
  • Policy Management
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Reporting & Statistics
  • Search/Filter
  • Self Service Portal
  • Task Management
  • Third-Party Integrations
  • Workflow Management
  • Total features45
  • API
  • Accounting Integration
  • Activity Dashboard
  • Alerts/Notifications
  • Automated Quoting
  • Billing & Invoicing
  • Broker/Agent Portal
  • CRM
  • Carrier Upload
  • Claims Management
  • Client Portal
  • Commercial Lines
  • Commission Management
  • Comparative Insurance Rating
  • Contact Management
  • Customer Portal
  • Customizable Branding
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Data Import/Export
  • Digital Signature
  • Document Management
  • Document Storage
  • Drag & Drop
  • Email Management
  • Email Marketing
  • For Casualty Insurance
  • For Homeowners Insurance
  • For Personal Insurance
  • Forms Management
  • Insurance Policy Management
  • Insurance Rating
  • Lead Management
  • Lifecycle Management
  • MGA Administration
  • Multi-State
  • Multiple Line Rating
  • Policy Management
  • Property & Casualty
  • Quotes/Estimates
  • Real-Time Data
  • Reporting & Statistics
  • Search/Filter
  • Self Service Portal
  • Task Management
  • Third-Party Integrations
  • Workflow Management

Integrations

  • Total integrations4
  • Dropbox Business
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Meta for Business
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Shopify
  • Slack
  • Stripe
  • WordPress
  • Xero
  • Zapier
  • authorize.net
  • Total integrations9
  • Dropbox Business
  • Gmail
  • Google Analytics 360
  • Google Calendar
  • Google Maps
  • Mailchimp
  • Meta for Business
  • Microsoft Excel
  • Microsoft Outlook
  • Microsoft Power BI
  • PayPal
  • QuickBooks Online
  • QuickBooks Online Advanced
  • Shopify
  • Slack
  • Stripe
  • WordPress
  • Xero
  • Zapier
  • authorize.net

User reviews that mention these apps

EA
AvatarImg

ESSAM A.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

Agency Matrix logo

Agency Matrix

Agency management system

Reviewed 4 years ago

Problems from day 1

Pros

The number of users and price and it’s geared more to commercial and the scanning is better than Ezlynx

Cons

Accounting , lake of companies to rate, looks ugly and

Vendor response

Hi Essam, Thank you for your review of Agency Matrix. Your feedback is very important to us. We apologize for your experience so far with Agency Matrix and we would love the opportunity to address any additional questions or concerns regarding you Agency Matrix account. Please let me know how I can be of further assistance.

GF
AvatarImg

Gretchen F.

Insurance, 11-50 employees

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

EZLynx logo

EZLynx

Personal Lines Rater

Reviewed 2 years ago

Over all is was a great tool to have in our agency

Pros

The ability to put information into one system for easy quoting, the integration with our management system was good

Cons

It didn't always work good with some of our carriers, we would get and error message saying password was incorrect with the carriers

SR
AvatarImg

Sagar R.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

EZLynx logo

EZLynx

Best all-in-one solution and rating sytem for agency

Reviewed 6 years ago

When I first started working for Insurance Agency, I used to fill up the customer data on every carrier website we represented manually and it used to take hours just to complete one quote for only handful carriers. Then came along EzLynx like a bliss. It was like a magic that time (in 2005) for us. What used to take 3-4 hours, we could do within just half an hour or less. Earlier EzLynx had its fair share of problems but their wonderful customer support always helped out us on every way. EzLynx also worked hard on improving system over years to perfect system, what it is as of today. My journey with EzLynx have been wonderful experience. It is must have system for all insurance agencies.

Pros

Easy to use, navigate quote rating system. Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.

Cons

Must support more Line of Business quoting in Texas, like Dwelling Fire.

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Pramod N.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

EZLynx logo

EZLynx

EzLynx is best companion for agency

Reviewed 6 years ago
Pros

EzLynx is best solution for any insurance agent who is growing. EzLynx helps agency to streamline his work, manage his customer data and generate more business by focusing more on marketing. It saves lot of agent's time and efforts. EzLynx offers seamless integration with many carriers and Agency Management Systems. Prompt Defaults are time-saver for those repeated questions for carriers. Exporting data from EzLynx to your AMS is as easy as simple click. In EzLynx, your customer data is stored securely and permanently unless you delete it explicitly. EzLynx is must have solution for any independent insurance agency which wants to grow soon and fast.

Cons

Currently carrier specific questions are scattered throughout all pages. They need to be streamlined more and should be placed at one place if possible.

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Gabriel P.

Insurance, 51-200 employees

Used monthly for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend7/10

Share this review:

EZLynx logo

EZLynx

Great but comes with a cost

Reviewed 5 years ago

EZLynx is a great rater for agencies that focus on more preferred lines of business if the agency writes more non-standard or standard the cost does not seem to weigh the benefit

Pros

I love that there are many carriers that are available on the rater It's great that you can quote multiple products by just completing one quote The management system is very detailed and can help an agency manage their overall book of business very well Return rates are very accurate and really are only incorrect if the company does not return information correctly or purposely manipulates the rate

Cons

The rater is difficult to learn for new users but they have plenty of tutorials that help along the way The company does not shy away from the fact that they are one of the most expensive raters on the market

MM
AvatarImg

Michelle M.

Insurance, 1-10 employees

Used daily for 6-12 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend10/10

Share this review:

EZLynx logo

EZLynx

Transformed my agency

Reviewed 8 years ago

EZLynx is so easy to use. The UI is intuitive, the training is excellent and I actually love their tech-support. The features are robust and allow us to run our agency from a single platform.

Pros

No pros were added to this review

Cons

No cons were added to this review

JI
AvatarImg

Jake I.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

EZLynx logo

EZLynx

Sign here...then forget you exist...

Reviewed 2 years ago

Support is slow, occurs over email mostly. App commonly has issues when interfacing with Outlook, goes offline more than desirable (not good for an active agency that is constantly in need of documenting activities). Pricing increased 50% in 2023.

Pros

It was a system we knew from prior affiliations. It was as known commodity

Cons

price, service, support, functionality, integration with outside apps (like Outlook), especially for Mac

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Rebecca D.

Insurance, 11-50 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend9/10

Share this review:

EZLynx logo

EZLynx

Good rater - not many problems

Reviewed 6 years ago

I prefer this rater to many others. It’s better to call tech support with EZLynx than sending in a ticket through their automated reporting. This is a great tool that we are able to use to highly improve efficiency.

Pros

This rater makes my job a lot easier. I am able to put most rating information in the rater once and get quotes back from many companies. There are rarely any issues. We are able to set both agency and personal preferences and create templates to make the work faster.

Cons

Tech support tickets are not as fast as I’d like to see. I’d also like to be able to rate other lines of mono-line business such as rental dwellings or snowmobiles. I would like to not have their marketing for their database system in my face all the time when I log in. I would like an opt-out option.

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Jason S.

Insurance, 11-50 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

EZLynx logo

EZLynx

Reporting nightmare

Reviewed 5 years ago
Pros

It works well for our service department.

Cons

Obtaining accurate reports is very difficult. They are often broken and will timeout during download. Trying to build a new report is even worse. The customer support for reporting is non-existent. As the marketing person for this agency, I need accurate reports that are easy to create. The data loss is literally stopping my job until our reporting issues are fixed.

KK
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Kevin K.

Insurance, 1-10 employees

Used daily for less than 6 months

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support

Share this review:

EZLynx logo

EZLynx

Contract Constraints Undermine Confidence: Why I Switched from EZLynx to AgencyZoom

Reviewed 4 months ago

initially had high hopes when I purchased the CRM upgrade from Ezlynx, expecting it to enhance my agency’s operations. Unfortunately, I quickly found that Ezlynx did not provide the functionality we needed, leading to inefficiencies and frustration. When I tried to downgrade, I discovered that Ezlynx wouldn’t allow it due to the terms of our contract, leaving me stuck with an unsatisfactory solution. This ultimately pushed me to switch to AgencyZoom, which better met my agency’s requirements and helped streamline our operations.

Pros

I like the AMS functionality and reporting, but that's about it...

Cons

What I liked least about EZLynx was its lack of necessary functionality for my agency, which led to significant inefficiencies and frustration. The third-party integrations also didn’t work well, causing additional problems in our workflow. On top of that, the ease of use and overall user experience left a lot to be desired. When I tried to downgrade due to these issues, I found that EZLynx wouldn’t allow it because of our contract, which made the situation even more challenging. This ultimately pushed me to switch to AgencyZoom, which better met our needs and streamlined our operations.

SS
AvatarImg

Steve S.

Insurance, 1-10 employees

Used daily for 2+ years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend2/10

Share this review:

EZLynx logo

EZLynx

Need integration with Infusionsoft and NowCerts

Reviewed 5 years ago

See above

Pros

The rater is easy to use. I like the rater.

Cons

The software does not integrate with my crm or agency management system, therefore I have to do double entry. I cannot import a lead from a form. You do have email campaigns to replace Infusionsoft but it is not as robust feature wise as infusionsoft. When you purchase all your addons like sales center etc, the program becomes way too costly for a 3 man shop. I've had the customer prefill for years and it has never worked. I cancelled it a while back. N ow I'm looking at switching to PL rater because they say their prefill works plus they have integration with mvrs to look up tickets and accident.

JL
AvatarImg

Jed L.

Insurance, 1-10 employees

Used daily for 1-2 years

Review source

Overall Rating
  • Value for money
  • Ease of use
  • Features
  • Customer support
  • Likelihood to recommend8/10

Share this review:

EZLynx logo

EZLynx

Decent large software for an agency

Reviewed 5 years ago
Pros

I would say that the reason for buying it would be the multirater, and if you buy the agency software its because of the multirater. 98% of the time the multirater works and it works great but the times it doesn't, it can be a pain figuring out what the error is from the carrier and how to fix it in the application. So as long as you don't encounter any issues this software is a dream but how many of you know anyone that never has software issues? Yeah none. So if you are savvy with software or have an IT team or network admin that you can use to troubleshoot with EZLynx than it is the software for you!

Cons

When the multirater failed due to an error (likely from my own making), however, not knowing how to fix it was annoying and then to have to call our MGA and then have them call EZLynx was a nightmare waiting in insurance purgatory for an answer! Otherwise its very easy to use and if you don't encounter issues the software is great! I would say the only other con is that its a little confusing when you have a client in the system to re-submit an app since you keep using the original quoting information and never re-submit a new application (except for re: to the quote--that is new) otherwise you just enter over previous information which is disconcerting because it doesn't appear you have previous application information.