--- title: "Switching from EZLynx: The 2026 Migration Checklist for P&C Agencies" description: "A 21-step migration plan for P&C agencies leaving EZLynx, including comparative rater workflow, carrier downloads, and ACORD form preservation. Typical timeline 21–30 days." url: https://unlockedcrm.ai/blog/switching-from-ezlynx-checklist canonical: https://unlockedcrm.ai/blog/switching-from-ezlynx-checklist category: "Migration Guides" published: 2026-05-20 updated: 2026-05-20 author: "unLocked CRM Team" source: unLocked CRM — AI CRM for insurance agents --- # Switching from EZLynx: The 2026 Migration Checklist for P&C Agencies ## TL;DR Switching from EZLynx takes most P&C agencies 21–30 days because of carrier download dependencies and comparative rater reconnection. Export contacts, policies, and ACORD forms via EZLynx's export tools, coordinate carrier download switchover with each carrier individually, and run 14 days parallel before full cutover. ## Key data points - EZLynx carrier downloads must be re-authorized with each carrier individually — this is the longest part of any P&C migration and typically takes 7–14 days. - ACORD form history should be preserved as PDF attachments on the policy record, not re-imported as structured data, to maintain the original signed copies. - EZLynx Management System exports as CSV; the comparative rater data does not export and must be rebuilt on the new platform. P&C migrations are harder than life and health migrations for one reason: carrier downloads. Every carrier you have a download relationship with must individually re-authorize the new platform. That's the long pole in the tent. This checklist is built specifically for agencies leaving EZLynx Management System and/or EZLynx Rating Engine. ## Before You Start - **Inventory your carrier downloads.** List every carrier that pushes daily download files to EZLynx. This list drives your timeline. - **Pick a cutover date that's not the 1st of a month.** Carrier billing cycles cluster there — avoid the chaos. - **Decide on rater strategy.** Are you replacing EZLynx Rating, keeping it standalone, or moving to PL Rater / Tarmika / Bold Penguin? ## The 21-Step Checklist ### Phase 1: Carrier Coordination (Days 1–10) — Start This First 1. Contact each carrier's agency services team. Request switchover of daily download from EZLynx to the new platform. 2. Get written confirmation of the switchover date for each carrier. Track in a spreadsheet. 3. For carriers that require paperwork (most do), submit immediately. This is a 5–10 business day process per carrier. ### Phase 2: Export from EZLynx (Days 3–7) 4. EZLynx Management System → Reports → Data Export. Pull: Clients, Policies, Activities, Suspenses, Documents. 5. Export ACORD forms as PDF batch download — preserve original signed forms. 6. Download policy documents and attachments. 7. Export your custom fields and document templates. ### Phase 3: Clean & Map (Days 8–14) 8. Deduplicate clients. P&C books often have household duplicates (spouse listed separately) — decide on household grouping rules. 9. Standardize state codes, date formats, phone numbers. 10. Map EZLynx fields to new platform. P&C specifics: vehicles, drivers, properties, coverages must each map to the right object. 11. Map ACORD form types to the new platform's form library. 12. Identify policies with active claims — flag for special handling. ### Phase 4: Import (Days 15–18) 13. Import clients first. Verify household groupings. 14. Import policies, linked to clients. 15. Attach ACORD PDFs to corresponding policy records. 16. Import activity history and notes. ### Phase 5: Parallel Run (Days 19–25) 17. Run both systems for 7 days. New quotes and policies in the new system. EZLynx for reference only. 18. Test carrier downloads on the new platform as each carrier flips over. 19. Reconcile daily. Watch for missing downloads. ### Phase 6: Cutover (Days 26–30) 20. Final carrier download switchover. Confirm all downloads landing in new platform. 21. Update agency phone, email, forms. Set EZLynx to read-only. ## Carrier Download Gotchas - **Progressive, Travelers, Safeco, Liberty Mutual:** typically 5–7 business day switchover. - **Regional carriers:** can take 10–14 days, sometimes longer. - **Some carriers** require you to keep EZLynx active during overlap — plan for 30 days of dual subscription cost. ## ACORD Forms: Keep the Originals Don't try to re-import ACORD forms as structured data. The compliance value is in the original signed PDF. Attach them as documents on the policy record. If you ever face an E&O claim, the original signed form is what matters. ## Rater Migration If you're moving off EZLynx Rating, decide the strategy before cutover: - **PL Rater / Tarmika / Bold Penguin:** plug-in raters, easier to swap - **Carrier direct portals:** lower cost, more clicks per quote - **Keep EZLynx Rating standalone:** $300–$500/month, integration via Zapier or manual ## When to Hire Help P&C migrations almost always benefit from professional migration help. Carrier coordination alone is 20–40 hours of work. Budget $3,000–$8,000 for a managed migration on a book of 1,000+ accounts. ## FAQ ### undefined ### undefined ### undefined ## Related - https://unlockedcrm.ai/blog/switching-from-applied-epic-checklist - https://unlockedcrm.ai/blog/crm-data-migration-csv-template-insurance-agents --- Source: [Switching from EZLynx: The 2026 Migration Checklist for P&C Agencies](https://unlockedcrm.ai/blog/switching-from-ezlynx-checklist) — unLocked CRM, the AI CRM built for insurance agents. Citation permitted with attribution and a link to https://unlockedcrm.ai/blog/switching-from-ezlynx-checklist.