EZLynx vs ePayPolicy

QuickBooks Online

Square Payments

Jenesis Software

Fortis

Agency Matrix

HawkSoft CMS

Compare EZLynx and ePayPolicy based on features, pricing, verified reviews, integrations & more on GetApp. Find out which software is best for your business in 2026.

HawkSoft is an insurance agency management system that offers a comprehensive suite of tools such as client relationship management, claim tracking and auditing, policy management and more.

Jenesis Software is an insurance agency management solution that helps independent agencies reach out to potential prospects, manage clients, and improve relationships with policyholders. Key features include document management, cancellation tracking, renewal management, and marketing automation.

Agency Matrix's solution provides easy to use automation and a user-friendly interface to eliminate much of the burdensome processes associated with your business. Every client, every policy, every form, every endorsement, payment, image and report you could ever need or want is just a click away.

With EZLynx®’s software for new and growing insurance agencies, we provide your business with an all-in-one platform that integrates your comparative rater, agency management system, reporting, customer portal, and more to make managing your policies easier. 

Accounting Integration

Activity Dashboard

Alerts/Notifications

Automated Quoting

Billing & Invoicing

Broker/Agent Portal

Carrier Upload

Claims Management

Client Portal

Commercial

Commercial Lines

Commission Management

Comparative Insurance Rating

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

Pipeline Management

Policy Management

Quotes/Estimates

Real-Time Data

Reporting & Statistics

Search/Filter

Self Service Portal

Templates

Third-Party Integrations

EZLynx

Android

Web-based

iPad

iPhone

Insurance Broker

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.

Agency princial

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.

Owner

Terrible reporting features, not able to run birthdays with everything else. Bad customer support/on boarding and training.

OFFICE MANAGER/AGENT

This product has saved me HOURS of doing competitive quoting. It was the best decision our office has ever made.

Subject Matter Expert

Supports most carriers and best integration with them. Good intergration with HawkSoft and other agency management systems.

They checked and it's not the carriers request that answers affecting rating are missing or the question is missing completely.

Account Manager

Customer service was very helpful. Used for commercial insurance: account management was great, COI's were easy.

Senior Territory Manager 

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.

Overall, it was a great program. Tutorials were very helpful.

Agent

It has saved me so much time from going into each company and trying it myself, they make it quick and user friendly.

Agency Owner

Great for organization and great for E&O purposes.

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.

Director of Marketing

Trying to build a new report is even worse. The customer support for reporting is non-existent.

Principal Broker

Rating is great, and the system is cleanly laid out and easy to use.

Obtaining accurate reports is very difficult. They are often broken and will timeout during download.

Office Manager

The renewal process is AWFUL and there was a HUGE E&O hole that they would not address. Basically, policies were reverting to the pre-renewal info, and just not processing the renewal changes.

They gave me an e-mail for someone to complain to. She responds to pacify me but nothing get's done about the issues I'm having.

Insurance Producer

We no longer need to go into each company's website to do quotes. We go to this website, and it is a one-stop shop to compare pricing initially.

EZLynx screenshot: EZLynx Management System - Account Overview Page

EZLynx screenshot: EZLynx Rater - Quote Results - Graph View

EZLynx screenshot: EZLynx Quote Results - Mobile View

EZLynx screenshot: EZLynx setting up drip campaigns

Freelancers

Small Business

QuickBooks Online is an all-in-one online business software designed to help manage business finances. The platform is built to scale businesses, unlocking insights and providing the functionality of a larger team, all on one integrated platform.

Square Payments is an online payment processing solution which integrates with Square hardware & POS software to allow businesses to accept payments

Fortis delivers embedded payment solutions for ERP and software platforms, enabling secure, seamless acceptance of credit, ACH, and digital wallets—online, in-app, or in person—while improving cash flow and simplifying invoicing and billing.

ePayPolicy is a payment processing solution designed to help businesses in the insurance sector collect credit card and ACH payments from policyholders. The centralized dashboard enables administrators to track transactions, access electronic receipts, and control user permissions.

Access Controls/Permissions

Accounting

ACH Payment Processing

Activity Tracking

Alerts/Escalation

Audit Management

Batch Processing

Commission Calculations

Compliance Management

Contact Management

Credit Card Processing

Dashboard

Data Security

Debit/Credit Card Processing

Dunning Management

Electronic Payments

Email Reminders

Integrations Management

Invoice Management

Invoice Processing

Mobile Payments

Multi-Period Recurring Billing

Multiple Payment Options

Online Payments

Partial Payments

Payment Fraud Prevention

Payment Gateway Integration

Payment Links

Payment Processing

PCI Compliance

Receipt Management

Recurring Invoicing

Recurring/Subscription Billing

Refund Management

Reminders

Reporting/Analytics

Secure Login

Status Tracking

Transaction History

Transaction Monitoring

ePayPolicy

Linux

Windows

President

It's been an effective solution for our clients. Yes, it could be better, but for now it works and is convenient for our clients.

Agency Principal

They are so easy to work with; everything is very intuitive. I've only really needed to engage with service a few times, but they were super helpful and accommodating.

Director

Absolutely pleased with it and the time that we save using it. The epay url for our clients that we can insert into emails is also a huge win.

team manager 

The epaypolicy is a very easy app and usefull accept four big credit cards and make the transactions very quick and secure the experience so far is perfect.

IT Systems Manager

As the only vendor at the time which integrated with our Vertafore product I initially felt captive in selecting them, but they are a delight to work with and our customers love it as well.

It's easy to add and send money to and from people. I also really like being able to see the step by step progress of each transaction it makes the process feel transparent and secure.

From the ease of onboarding, to clients paying our office to paying our own invoice via epay it all has been super easy. Our representative [sensitive content hidden.

Overall we have had a great experience and like how much it has simplified receiving payments.

My overall experience has been great. Customer Service is responsive.

COMMERCIAL ACCOUNT

Very easy to use and i enjoy the process, due to the ease of billing and the confirmation.

Account Executive

The platform is user-friendly, secure, and integrates seamlessly with our agent management system.

Vice President

EPayPolicy is so easy to use and my clients love the convenience of being able to make their insurance premium payments on a credit card.

Great product and easy to use. The cost of doing business monthly has been minimal.

The system is easy to use and if you need to void a payment or make a change, the system is pretty easy. The few times I have spoken to customer support they have been able to assist quickly.

Insurance Agent

I have to click several links to get to it, which is annoying since it's one of only two features I use.

AVP - Business Insurance & Employee Benefits

It did take several days for us to know that an ACH transfer was denied because of non-sufficient funds.

Accountsnt

It does not pull from our client manager either. So insurers who have endorsements have to cancel and set up their payments again.

EZLynx vs ePayPolicy Comparison (2026)

EZLynx

ePayPolicy

Overview

Video & Screenshots

Pricing

User reviews

Key features

Integrations

Alternatives