Skip to content

Registration is open for our annual Applied Net user conference! See how we’re making the event special for EZLynx users.   Learn More

Search

 

Insurance Policy Accounting and Commissions Management

Keep your book balanced and month-end easy

 

The fast, accurate way to manage accounting

Insurance agents are looking for an accounting solution that saves them time and gets them paid faster. Our all-in-one platform features built-in accounting specifically tailored to meet the needs of insurance agencies. Its user-friendly interface is simple enough for beginners yet powerful enough for experienced accountants. Our accounting features can help with invoicing, record and receipt keeping, commission tracking, account receivables automation, and much more. Plus, you have access to a wide range of financial reports inside EZLynx, which means you won’t have to export data to manipulate in Excel. EZLynx is the insurance accounting software you need to efficiently and accurately manage accounting processes and drive profits.

EZLynx makes short work of commissions management

Manually entering commission statements and figuring out commission splits can be incredibly time-consuming. We take the hassle out of managing commissions, saving your insurance agency time and money while reducing the likelihood of manual errors.  

EZLynx brings receivables and payables into focus

Managing receivables and payables is a big part of accounting, and our overview screens give you a clear and detailed look at these key aspects of your agency’s finances.
Putting everything about receivables and payables in one spot helps things make sense, streamlines your workflows, and boosts accounting efficiency.

What can built-in accounting software do for your agency?

The aging report helps you keep a tight handle on your A/R. With the one-step AutoPay function, you will never lose track of a payment.

Tired of dealing with a bunch of spreadsheets? With EZLynx, you can keep tabs on earned and paid commissions for both agency bill and direct bill policies in one place.

EZLynx makes it easy to separate earned commissions from premiums, which helps to keep your premium trust balanced. Plus, the integration with Intuit® QuickBooks Online General Ledger seamlessly syncs information with EZLynx to keep your premium trust account transactions accurate and compliant.

EZLynx includes a complete set of auditing capabilities, including a structured month‑end close workflow that allows you to review accounting activity, ensure adjustments are logged, and confirm completeness.

With automated accounting reconciliation, you no longer have to manually process payment reversals and voided transactions twice. Just initiate the payment reversal in Applied Pay, and EZLynx will automatically update.

When you ditch the spreadsheets and go for EZLynx, you get a system that automatically takes care of a lot of the policy-specific accounting stuff for you, like tracking commissions, open balances and more. This keeps you from doing the work manually and ensures your records are accurate.  The aging report helps you keep a tight handle on your A/R. With the one-step AutoPay function, you will never lose track of a payment.

Ready to make accounting easier? 

Gain complete insights into your agency’s financial health with EZLynx.