Best for
Best for Medicare, ACA, group benefits and life agencies, and for GAs, IMOs and FMOs that manage downline agents.
- Freelancers
- Small and mid-sized
- Enterprise
Insurance Agency Software Comparison
AgencyBloc vs. EZLynx
At a glance
At a glance
Best for
Best for independent agencies that are starting out or growing and want quoting and agency management under one login.
- Small and mid-sized
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | AgencyBloc | EZLynx |
|---|---|---|
| Starting price | From $109 / user / month For the AMS+ Grow package. Accelerate is listed at $139 and Elevate at $169 per month; enterprise pricing for IMOs, FMOs, GAs and large agencies on request. Commissions+, Engage+ and Quote+ are separate solutions without a published price. | Not stated |
| Free trial | 7-day free trial | Free trial offered; length and conditions not stated |
| Users | Not stated | More than 37,000 agencies, according to the vendor |
| API | Open API, plus a Zapier integration | Not stated |
| Hosting | Cloud; the vendor states its solutions run on HIPAA-compliant AWS servers | Cloud-based and browser-accessible, no software to install |
| Made in | United States (Des Moines, Iowa) | Not stated |
| Clients and policies | Individual and group health, life and ancillary policies, each linked to client, carrier and agent, with every policy of an individual, household or group on one screen, policy status from quoting to active to renewal, and documents, activities and communications attached to the policy | Personal and commercial lines policies, documents, service requests and client communications on one client record, viewed and updated in real time from any device |
| Lines of business and markets | Health, benefits, senior and life: Medicare, individual and ACA health, group benefits, life and ancillary products, for retail agencies as well as uplines (GAs, IMOs, FMOs) that track downline agents and their business | Personal and commercial lines; the comparative rater quotes home and auto in 48 US states, and the trial page names auto, home, dwelling fire and other policies |
| Comparative rating and quoting | AMS+ connects to Medicare, ACA and benefits quoting and enrollment platforms such as SunFire, ConnectureDRX, Lead Advantage Pro, HealthSherpa and Employee Navigator. Quote+, a separate solution, shops small group medically underwritten, level-funded, community rated, ACA and ancillary quotes from multiple carriers and builds benefit proposals. | Comparative Rater quotes home and auto with 330+ carriers from one entry, with prefill and verified lookups via LexisNexis, Fenris, MSB and Google Maps. A separate commercial lines rater sends one entry to appointed carriers for real-time quotes, with NAICS appetite guidance. |
| Carrier downloads and connectivity | Commissions+ imports carrier commission data for processing, and Quote+ fills carrier-specific forms and submits enrollment forms to multiple carriers at once | Carrier data through Ivans connections, which the vendor says update every 15 to 45 minutes; policies can be rated, bound and issued through carrier websites |
| Sales pipeline and renewals | Personalized lead dashboards and pipeline management, lead import and lead vendor integration, lead forms and automated lead workflows, with automated lead assignment and routing from the Accelerate package; renewal dates are tracked with automations that alert policyholders and agents of record | Built-in CRM with a visual sales pipeline, marketing automation and email campaigns, a patented retention workflow and automated renewal quoting |
| Commissions and agency accounting | Commissions+ add-on: imports carrier data, builds rate tables and payee schedules, tracks bonuses, advances and overrides, generates agent statements, identifies missed carrier commissions and produces commission and financial reports | Policy accounting and billing in the workflow, digital and self-service payments, and automated commission calculations and reporting |
| Client portal and certificates | Not stated | Client Center self-service portal where policyholders view policy information, download ID cards, generate certificates of insurance, submit change requests and follow claims |
| Compliance records and audit trail | Scope of Appointment, ACA Consent to Contact and ACA Attestations are sent, signed and stored in AMS+ with the status of each document tracked; the Elevate package adds VoIP with call recording and storage, and signed forms, recordings, notes and correspondence are tied to each policy as an audit trail | A policy change request submitted through the customer portal creates an audit trail automatically; accounting includes auditing capabilities with a structured month-end close workflow, and earned commissions are kept apart from premiums to keep the premium trust balanced |
| Reports and exports | Real-time graphs and charts, pre-built industry reports on in-force policies, policy adds and terms, business growth and client churn, and a Custom Report builder whose reports can be saved and rerun | Real-time reports on agency performance, retention and revenue, plus commission reporting |
| Integrations and API | Open API, Zapier integration, lead post vendor integration, Microsoft Outlook sync, Google Workspace and Gmail email integration and email forwarding | Technology partner integrations for carrier connectivity, data prefill, lead generation, payments and communication, among them Ivans and LexisNexis |
| AI features | Yes | Yes |
| Deployment | Cloud (SaaS) | Cloud (SaaS) |
| Support | Not stated | Email helpdesk, Phone |
| Onboarding | more entries Documentation and knowledge base, Guided onboarding | Guided onboarding |
| Company size | more entries Freelancers, Small and mid-sized, Enterprise | Small and mid-sized |
| Integrations | more entries SunFire, ConnectureDRX, Lead Advantage Pro, HealthSherpa, SimplyEnroll, RetireFlo, Employee Navigator, Ease, Zapier, Microsoft Outlook, Gmail, NextGen Leads, AgentMethods | Ivans, LexisNexis, Fenris, MSB, Google Maps, Microsoft Outlook |
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Row where the values differ The small markers point at the lower number, the longer list or the stated feature. They describe the data, they are not a verdict.
The short version
Key Differences
- Free trial AgencyBloc 7-day free trial EZLynx Free trial offered; length and conditions not stated
- Company size AgencyBloc Freelancers, Small and mid-sized, Enterprise EZLynx Small and mid-sized
- Hosting AgencyBloc Cloud; the vendor states its solutions run on HIPAA-compliant AWS servers EZLynx Cloud-based and browser-accessible, no software to install
- Clients and policies AgencyBloc Individual and group health, life and ancillary policies, each linked to client, carrier and agent, with every policy of an individual, household or group on one screen, policy status from quoting to active to renewal, and documents, activities and communications attached to the policy EZLynx Personal and commercial lines policies, documents, service requests and client communications on one client record, viewed and updated in real time from any device
- Lines of business and markets AgencyBloc Health, benefits, senior and life: Medicare, individual and ACA health, group benefits, life and ancillary products, for retail agencies as well as uplines (GAs, IMOs, FMOs) that track downline agents and their business EZLynx Personal and commercial lines; the comparative rater quotes home and auto in 48 US states, and the trial page names auto, home, dwelling fire and other policies
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
AgencyBloc
Strengths
- Published package prices, from $109 per user per month for AMS+ Grow
- Scope of Appointment, ACA consent and attestation forms sent, signed and stored inside the system
- Uplines such as GAs, IMOs and FMOs can track downline agents, policies and commissions
- 7-day free trial
Limitations
- Commissions+, Engage+ and Quote+ are separate solutions without a published price
- Built for health, benefits, senior and life lines; property and casualty is not among the lines the vendor names
- Several AgencyBloc Intelligence features are labelled alpha or beta
- VoIP and call recording only in the top Elevate package
EZLynx
Strengths
- Comparative rater for home and auto with 330+ carriers in 48 states, inside the management system
- Client Center portal where policyholders download ID cards and generate certificates
- EVA assistant imports carrier commission statements and summarises client history
- Runs in the browser with nothing to install
Limitations
- No prices published
- The published carrier count covers personal lines; commercial carrier coverage is not stated
Plans
Pricing
AgencyBloc
- AMS+ Grow $109 Per user per month. Health, senior and benefits CRM, basic servicing and lead workflows, SOA and ACA compliance forms, email marketing and quoting and enrollment integrations.
- AMS+ Accelerate $139 Per month as listed. Adds premium workflows, automated lead assignment and routing, Rx Collect and RetireFlo intake.
- AMS+ Elevate $169 Per month as listed. Adds integrated VoIP, call queues for leads and call recording.
- Enterprise Not stated Custom pricing and packages for IMOs, FMOs, GAs and large agencies, on request.
EZLynx
Price on Request
Visit siteWhat users say
Review Scores · opens after launch
AgencyBloc
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
EZLynx
- Ease of use
- Not rated yet
- User interface
- Not rated yet
- Onboarding
- Not rated yet
- Support and service
- Not rated yet
- Value for money
- Not rated yet
- Features
- Not rated yet
No reviews yet. Nothing has been published here yet, and no score is shown. How a review is checked before it appears is described below.
How we check reviews
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Where this comes from
Where this comes from
AgencyBloc https://www.agencybloc.com/ · checked against the official source on 2026-11-06
EZLynx https://www.ezlynx.com/ · checked against the official source on 2026-11-05
This table lists factual criteria taken from information the vendors publish themselves. For how we put it together, see the methodology.