Side-by-side comparison of AI visibility scores, market position, and capabilities
Applied Systems brand; agency management and comparative rating platform for independent P&C agencies; 37,000+ agencies; 14M+ monthly rating transactions; auto, home, and commercial lines
EZLynx is an insurance technology company that provides independent insurance agencies with agency management software and comparative rating tools. EZLynx Rating Engine compares auto, home, and commercial insurance quotes from dozens of carriers simultaneously in a single workflow, allowing agents to present multiple options to clients without logging into each carrier's portal separately. Its agency management system tracks client policies, renewals, certificates of insurance, and commissions in an integrated platform. EZLynx's client portal and automated communications tools enable agents to deliver a more digital experience to policyholders, including self-service certificate requests and renewal reminders. Founded in Allen, Texas, EZLynx serves tens of thousands of independent insurance agents across the United States and is particularly strong in personal lines and small commercial insurance. The company was acquired by Applied Systems in 2018, joining a portfolio of insurance distribution technology companies.
Salesforce-native ERP and PSA platform for services businesses; unified financials, project delivery, and revenue recognition built on Salesforce infrastructure.
Certinia (formerly FinancialForce) is a cloud ERP and professional services automation (PSA) platform built natively on Salesforce, enabling services-centric businesses to manage financials, project delivery, workforce planning, and customer success in a single unified system. Founded in 2009 as FinancialForce by Salesforce Ventures and Unit4, the company rebranded to Certinia in 2023 to signal its broader platform vision beyond finance. Headquartered in San Francisco and serving over 1,400 customers globally, Certinia targets professional services firms, consulting practices, and technology companies that run their entire business on Salesforce CRM.
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