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Software · head to head

EZLynx vs Policyholders

EZLynx logo

EZLynx

Software

All-in-one agency management and rating

From
$149/month
Rated
-
Full reviewWebsite
P

Policyholders

Software

Insurance platform for brokers and agents

From
$99/month
Rated
-
Full reviewWebsite

The short version

  • They diverge on capability: EZLynx covers Comparative rating, Policyholders covers Policy management.

Where they differ

Only the attributes on which EZLynx and Policyholders actually diverge.

Attributes where EZLynx and Policyholders differ
AttributeEZLynxPolicyholders
Starting price$149/month$99/month
Founded20032010

Identical on both: pricing model (subscription), free tier (No), platforms (Web, Ios, Android), user rating (Not yet rated), category (Unknown).

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
  • Mobile quoting
  • 100+ carriers

Only in Policyholders

  • Policy management
  • Client management
  • Document storage
  • Task management
  • Calendar integration
  • Reporting and analytics
  • Mobile app
  • IVANS

Both cover

  • Commission tracking
  • Outlook
  • SOC2
  • Role-based access
  • Cloud deployment
  • Web support
  • Ios support

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 Policyholders
  • Agency management with policy and client recordsnot Policyholders
  • CRM and retention campaigns for an insurance booknot Policyholders
  • Client portals and eSignature for policy documentsnot Policyholders
  • Agency websites tied to the quoting systemnot Policyholders

Policyholders

  • Policy administrationnot EZLynx
  • Client managementnot EZLynx
  • Commission trackingnot EZLynx
  • Agency operationsnot 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

Policyholders

Nothing recorded yet. See the Policyholders review.

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

Policyholders

$99/month
  • Starter$99/month
    • Policy management
    • Client tracking
    • Basic reporting
  • Professional$299/month
    • All Starter features
    • Commission tracking
    • Advanced analytics

Which should you pick?

Choose EZLynx if

  • You need comparative rating.
  • You work on Web, Ios, Android.
  • You also want agency management.
EZLynx review

Choose Policyholders if

  • You need policy management.
  • You work on Web, Ios, Android.
  • You also want client management.
Policyholders review

Questions people ask

Is EZLynx or Policyholders better?
Neither clearly leads. EZLynx starts at $149/month and Policyholders at $99/month, and user ratings are close enough to be indistinguishable. Choose on capability and platform support.
Which is cheaper, EZLynx or Policyholders?
EZLynx starts at $149/month and Policyholders at $99/month.
Does EZLynx or Policyholders run on more platforms?
Both run on Web, Ios, Android, so platform support will not decide this one for you.
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 Policyholders is typically brought in for.
What can EZLynx do that Policyholders cannot?
EZLynx covers Comparative rating, Agency management, Client portal, Marketing automation. Policyholders covers Policy management, Client management, Document storage, Task management. Both handle Commission tracking, Outlook, SOC2, Role-based access.
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