• Home
  • Core Products
  • Management System

Key Benefits

Management System

Keep Existing Data

Stop stressing. Data conversion experts will import existing management system information painlessly.

Reduce E&O Exposure

Record everything — automatically. All notes, documents, emails, and tasks are linked to your client's file.

Improve Customer Service

Use sticky notes, tasks, and reminders to streamline your workflow and maximize productivity.

Grow the Business

Reduce time with pre-filled forms and synced carrier information so that you can focus on growing your business.

Track Profits

Insurance accounting tracks premiums and commissions so that you can understand your book and plan for the future.

Client Center

Provide your customers with online customer self-service 24/7. EZLynx Client Center is included with all Level II / Level III Management Systems.


EZLynx is the perfect name for such a user-friendly, efficient, modern day system. The system is so easy to navigate and understand. I have worked with 3 management systems in the past, and EZLynx is the most efficient system I have ever used. With today’s technology these guys have it all—even if you are not so tech savvy this system is for you as well. I couldn’t be happier with the tools and features EZLynx has implemented in making policy management so efficient. Kudos to your team!

Gracie Guerrero
Ulrich Sayler & Associates Insurance

Management System

Product Features

Agency Pulse

EZLynx Agency Pulse:
Powerful Performance Metrics

Agency principals receive accurate business insight in a simple, accurate, automated email report called EZLynx Agency Pulse. Agency Pulse includes aggregate data from both Rating Engine and Management System. Use it to make targeted, educated business and marketing decisions at a glance.

Policy Sync

Sync & Remarket

At renewal, quickly update your client's application in Rating Engine with the most current policy data. The Policy Sync feature allows for a side-by-side comparison of applications and policy information — simply choose the data to sync and you're ready to re-quote.

Data Conversion

Data Conversion

Are you feeling trapped by your outdated, overpriced agency management system, yet worried about converting your data to a new system? Don’t be — EZLynx will migrate your agency’s data in weeks, not months.

Policy Compare

Policy Compare

Our Policy Compare feature makes it easy to respond to your clients when they call with that all too familiar question, “Why did my premium go up?” Now you can quickly compare two versions of a policy—the expired policy and the renewal—side-by-side and see which coverages went up, exactly how much, and why. No more searching for explanations and possibly losing the confidence of your customers. Policy Sync works seamlessly for both Personal and Commercial lines, and it’s a great example of how a seemingly small feature can make a big impact on your agency’s retention numbers.



Track payments and your book of business directly from your management system. Simplify the process with direct bill support, graduated commission structure, split-commission tracking, commission downloads, percentage rules, and so much more.

Certificates & Forms

Certificates & Forms

Keep your forms and certificates organized. ACORD forms are saved in your customer's electronic file with policy download data and electronic signatures. With a click of the mouse, agents can create one or more certificates. Each certificate holder is saved with the master for quick annual renewals.


Document Storage

Organized, searchable document storage in EZLynx helps you keep track of all emails, certificates, uploaded documents, and forms. Other helpful features include drag-and-drop document uploads, policy association, and the ability to organize documents into folders for quick annual renewals for personal and commercial customers.

Online Document Sharing

Online Document Signing

Safely and securely send documents online for electronic signature with EZLynx eSignature. Quickly set up a document for signature, send to your consumer, and receive signatures immediately — from any computer or mobile device, directly from EZLynx.

Schedule a free demo of EZLynx Management System.
Get Quote
Latest Management System News

Visit the Support Center,
or get in touch:

  • : (877) 932-2382
  • : (972) 874-8910