Insurance · head to head
EZLynx vs Novidea

Novidea
Insurance
Broker and MGA management platform built natively on Salesforce
- From
- On request
- Rated
- -
The short version
- Each has a real cost: EZLynx pricing is not published; the vendor sets it by user count and by which products an agency takes; Novidea salesforce licences are a separate recurring cost on top of the Novidea subscription, and for a broker with many occasional users that second bill changes the comparison against standalone systems entirely.
- They diverge on capability: EZLynx covers Comparative rating, Novidea covers Native Salesforce architecture.
- Prices and features above were last checked on 31 August 2026.
Where they differ
Only the attributes on which EZLynx and Novidea actually diverge.
Identical on both: free tier (No), user rating (Not yet rated), category (Insurance).
What each one covers
Drawn from each product's published feature list. An absence here means we hold no record of it - not that the product lacks it.
Only in EZLynx
- Comparative rating
- Agency management
- Client portal
- Marketing automation
- E-signature
- Document management
- Commission tracking
- Mobile quoting
Only in Novidea
- Native Salesforce architecture
- Placement and submission tracking
- Multi-currency and multi-entity
- Commission and revenue management
- Analytics
- Client and broker portals
What people use each for
The jobs each tool is most often brought in to do.
EZLynx
- Comparative quoting across carriers for home and autonot Novidea
- Agency management with policy and client recordsnot Novidea
- CRM and retention campaigns for an insurance booknot Novidea
- Client portals and eSignature for policy documentsnot Novidea
- Agency websites tied to the quoting systemnot Novidea
Novidea
- An international broker consolidating offices that each run a different local agency systemnot EZLynx
- A speciality wholesaler placing non-admitted and Lloyd's business that national agency systems handle poorlynot EZLynx
- An MGA that needs binder, bordereaux and commission tracking in the same place as the client recordnot EZLynx
- A broker group that already standardised on Salesforce and does not want a second client databasenot EZLynx
Where each one falls short
Documented limitations, not opinions. Every one is a constraint you would hit in normal use.
EZLynx
- Pricing is not published; the vendor sets it by user count and by which products an agency takes
- Sold as separate pieces, the management system, the comparative rater and agency websites, so a full stack is several purchases
- Built for independent insurance agencies rather than carriers or brokers in other lines
Novidea
- Salesforce licences are a separate recurring cost on top of the Novidea subscription, and for a broker with many occasional users that second bill changes the comparison against standalone systems entirely.
- It is not built around United States personal lines carrier download, so an agency whose daily work depends on automated policy download from dozens of carriers will find the connectivity thin.
- Because it inherits Salesforce, it also inherits Salesforce administration; you need someone who knows the platform, and that skill is priced by the Salesforce market rather than the insurance market.
- Implementations involve mapping an existing book with its history into Salesforce objects, and brokers consistently underestimate how much data cleansing that exposes.
- Salesforce platform changes and release cycles are outside the vendor control, so an upgrade that alters behaviour you depend on arrives on someone else calendar.
Pricing, plan by plan
EZLynx
$149/month- Rating Engine$149/month
- Personal lines rating
- Real-time quotes
- Quote comparison
- Agency Pro$249/month
- Rating engine
- Agency management
- Client portal
- Enterprise$undefined/month
- All Pro features
- Commercial lines rating
- Multi-location
Novidea
On request- Novidea Platform$undefined/year
- Broker management on Salesforce
- Placement and revenue tracking
- Analytics dashboards
Which should you pick?
Choose EZLynx if
- You need comparative rating.
- You work on Web, Ios, Android.
- You also want agency management.
Choose Novidea if
- You need native salesforce architecture.
- You work on Web, iOS, Android, API.
- You also want placement and submission tracking.
Questions people ask
- Is EZLynx or Novidea better?
- Neither clearly leads. EZLynx starts at $149/month and Novidea at On request, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
- Which is cheaper, EZLynx or Novidea?
- EZLynx starts at $149/month and Novidea at On request.
- Does EZLynx or Novidea run on more platforms?
- EZLynx runs on Web, Ios, Android. Novidea runs on Web, iOS, Android, API.
- What is EZLynx best used for?
- EZLynx is most often used for comparative quoting across carriers for home and auto, agency management with policy and client records, crm and retention campaigns for an insurance book, client portals and esignature for policy documents. Of those, comparative quoting across carriers for home and auto and agency management with policy and client records are not what Novidea is typically brought in for.
- What can EZLynx do that Novidea cannot?
- EZLynx covers Comparative rating, Agency management, Client portal, Marketing automation. Novidea covers Native Salesforce architecture, Placement and submission tracking, Multi-currency and multi-entity, Commission and revenue management.
Answered from the vendors’ own pages
EZLynx: How is EZLynx pricing structured?
EZLynx uses user-based pricing where costs depend on how many users the agency has. Pricing is tailored to the exact products and features needed, with no single flat rate. Network members usually receive discounts through their membership.
SourceNovidea: Do we need to buy Salesforce as well?
Yes. Novidea runs on Salesforce and the underlying platform licences are purchased separately. Include them in every cost comparison.
EZLynx: Does EZLynx publish pricing on its website?
No. EZLynx does not publish specific pricing amounts. The company emphasizes total cost of ownership and directs prospects to contact sales for a price tailored to their agency's needs.
SourceNovidea: Is it suitable for a United States retail agency?
Only if your book is commercial or speciality. If you depend on personal lines carrier download, an established agency management system is the better fit.
EZLynx: Does EZLynx offer a free trial?
Yes. EZLynx offers a free trial, though the specific trial duration is not stated on its pricing page.
SourceNovidea: What does it replace?
The broker management system and usually a separate CRM, plus the spreadsheets used for commission and receivables tracking.
Related pages
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