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
Insurance Agency Software Comparison
EZLynx vs. HawkSoft
At a glance
At a glance
Best for
Best for independent agencies working on Windows PCs that want their own management system and pick rating and marketing tools separately.
Cataleo does not name a winner. Both statements come from the vendors themselves.
Full Comparison
| Criterion | EZLynx | HawkSoft |
|---|---|---|
| Free trial | Free trial offered; length and conditions not stated | Not stated |
| Users | More than 37,000 agencies, according to the vendor | Priced by concurrent users, with no limit on total user profiles |
| API | Not stated | Two-way API integrations with listed partner products |
| Hosting | Cloud-based and browser-accessible, no software to install | HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate |
| Clients and policies | Personal and commercial lines policies, documents, service requests and client communications on one client record, viewed and updated in real time from any device | Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal |
| Lines of business and markets | 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 | Personal and commercial lines in the management system; the rater integrations cover personal lines, mostly auto and home |
| Comparative rating and quoting | 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. | HawkSoft Rater shares policy data with ten third-party personal lines raters: two-way with ACS, Evolution, ITC TurboRater, PL Rating and QuoteRush, one-way with AccuAgency and EZLynx |
| Carrier downloads and connectivity | 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 | Carrier downloads are part of the workflow tools, with a carrier downloads portal, documentation for carrier reps and book rolls for carriers; HawkLink for Chrome autofills carrier websites |
| Sales pipeline and renewals | Built-in CRM with a visual sales pipeline, marketing automation and email campaigns, a patented retention workflow and automated renewal quoting | Lead management categories show where clients sit in the sales funnel, with cross-sell and upsell reports, retention alerts and batch email, letters and text messages |
| Commissions and agency accounting | Policy accounting and billing in the workflow, digital and self-service payments, and automated commission calculations and reporting | Trust accounting and commission tracking in HawkSoft, commission statements imported from Excel or CSV, and operating accounting in QuickBooks; Managed Accounting is a paid service |
| Client portal and certificates | Client Center self-service portal where policyholders view policy information, download ID cards, generate certificates of insurance, submit change requests and follow claims | Self-service Certificates portal where insureds create certificates and manage certificate holders, signing in with email and a verification code, plus an Insured Mobile App and e-signature |
| Compliance records and 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 | A self-documenting Action Menu logs client interactions, which the vendor ties to reducing E&O risk, with automatic data backup and retention |
| Reports and exports | Real-time reports on agency performance, retention and revenue, plus commission reporting | Agency Intelligence suite with KPI dashboards: close ratio by producer, policies per client, commissions by carrier, retention and book of business, with batch email sent from a report |
| Integrations and API | Technology partner integrations for carrier connectivity, data prefill, lead generation, payments and communication, among them Ivans and LexisNexis | Two-way API integrations with partners such as AgencyZoom, Agency Revolution, InsuredMine and Gaya, plus QuickBooks; HawkSoft states that enabling an integration carries no additional fee |
| AI features | stated Yes | No |
| Deployment | Cloud (SaaS) | Cloud (SaaS) |
| Support | Email helpdesk, Phone | more entries Phone, Email helpdesk, Chat |
| Onboarding | Guided onboarding | more entries Documentation and knowledge base, Video tutorials, Guided onboarding, Live online demos and webinars |
| Company size | Small and mid-sized | Not stated |
| Integrations | Ivans, LexisNexis, Fenris, MSB, Google Maps, Microsoft Outlook | more entries QuickBooks, AgencyZoom, Agency Revolution, InsuredMine, Gaya, Canopy Connect, RingCentral, ACS, Evolution by Capital Software, ITC TurboRater, PL Rating, QuoteRush, AccuAgency, EZLynx |
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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
- Hosting EZLynx Cloud-based and browser-accessible, no software to install HawkSoft HawkSoft 6: Windows application, data in HawkSoft Cloud on Microsoft Azure; agencies on HawkSoft 5 with a local server are not required to migrate
- Support EZLynx Email helpdesk, Phone HawkSoft Phone, Email helpdesk, Chat
- AI features EZLynx Yes HawkSoft No
- Users EZLynx More than 37,000 agencies, according to the vendor HawkSoft Priced by concurrent users, with no limit on total user profiles
- Clients and policies 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 HawkSoft Personal and commercial lines policy management, with documents stored at policy level, retention alerts and uprate alerts that flag premium increases before renewal
Every line is one datapoint from the table above, picked automatically. Nothing here is written text.
The trade-offs
Strengths and Limitations
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
HawkSoft
Strengths
- Two-way API integrations with partners including AgencyZoom, InsuredMine and Gaya
- Browser-based Agent Portal, which HawkSoft states is included in the subscription at no additional cost
- Self-service Certificates for a flat $49 per agency per month, with no per-certificate fees
- Cancellation with 30 days of notice, and the vendor states it charges nothing to take your data
Limitations
- Base and per-user prices are not published
- A Windows application; macOS needs a Windows virtual machine or a third-party hosting service
- Rating runs through third-party raters, one-way only with EZLynx and AccuAgency
Plans
Pricing
EZLynx
Price on Request
Visit siteHawkSoft
- HawkSoft subscription Not stated Monthly base fee for the first user plus a fee per additional concurrent user; amounts not published.
- Self-service Certificates $49 Add-on, flat fee per agency per month, no per-certificate fees.
What users say
Review Scores · opens after launch
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.
HawkSoft
- 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
Before sending, the author has to confirm three things: that they have used the product themselves, that they work neither for the vendor nor for a competitor, and that nobody is paying them for the review. We also ask whether the vendor invited them to write it. That answer is required, either answer is accepted, and it stays with the review.
Every review is read by a person before it appears. An email address is required and is confirmed: we send a link to it, and a review does not reach us until the author opens that link, so a review has a sender who was reachable at least once rather than being anonymous. Where what somebody writes needs backing, we ask them for evidence that they used the product, and a review that does not get it is not published. We publish positive and negative reviews alike, we pay nothing and offer nothing for a review, and we accept none that was bought or incentivised.
What we cannot do is verify a purchase. There is no shop here and no account, so whether the author really used the tool rests on their own declaration, on whatever we ask them for, and on the plausibility of what they write. We say so rather than implying a check that does not exist.
A vendor cannot buy a review, and cannot have one removed or changed because they dislike it. We remove or edit a review only if it breaks our rules or the law, for example a false statement of fact. Paid placement has no effect on which reviews appear or on any score.
Where this comes from
Where this comes from
EZLynx https://www.ezlynx.com/ · checked against the official source on 2026-11-05
HawkSoft https://hawksoft.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.