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604 Results

  • Ask Me Anything: EZLynx
    Contains 1 Component(s) Includes a Live Web Event on 11/25/2025 at 12:00 PM (CST)

    Drop in for November's Ask Me Anything: EZLynx, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to!

  • Looking to the Future: Exclusive Sneak Peek of the Applied Q4 Roadmap
    Contains 1 Component(s) Includes a Live Web Event on 11/20/2025 at 1:00 PM (CST)

    Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned across the Applied portfolio for the fourth quarter. Be the first to see what Applied has in the works across US and Canadian markets as we provide a sneak peek into what lies ahead. During this webinar, a representative from the Applied product management team will discuss an array of planned enhancements aimed at creating more value and better experiences for users across your agency.

  • Hands On Lab: Practicing the End-to-End Benefits Renewal Workflow
    Contains 1 Component(s)

    Participate in this hands-on lab to practice the standard renewal workflow across Applied Epic® and Applied Benefits Designer™​. From quote to enroll, learn how to drive the renewal with an activity and complete each task, as well as benchmark your own agency workflow against this standard.

  • EZLynx: Leveraging Downloads to Make Your Agency More Efficient
    Contains 1 Component(s)

    Downloads are one of the biggest advantages of having a management system, but does your agency know how to make the most of them? Learn how to automate what happens when downloads arrive, including identifying rewrites, receiving eDocs and Messages, and more. You'll leave this session with important tips and tricks for boosting productivity and the client experience.

  • EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency
    Contains 1 Component(s)

    The AI revolution is upon us, and manual processes, complex data, and extensive documents make insurance a prime candidate for AI innovation. EZLynx® leverages AI in use cases where it can most assist and accelerate the efforts of your staff. In this hands-on lab, we'll walk through concrete examples of when to use EZLynx Virtual Assistant (EVA) to accomplish your day-to-day workflows faster and more effectively.

  • EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding
    Contains 1 Component(s)

    In this hands-on session, learn how successful agents leverage EZLynx Automation Center™​ to elevate the client onboarding experience. We'll cover ways to consistently welcome insureds on day 1 and ensure they stay engaged throughout the year. Come renewal time, your agency will be at the forefront of their minds to keep their business. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

  • EZLynx Hands-On Lab: Getting the Most from EZLynx Reporting
    Contains 1 Component(s)

    Let's explore the power of EZLynx Reports together. Learn how to filter data, use drilldowns to uncover insights, build reusable custom filter sets, and leverage scheduling and exporting capabilities to simplify reporting across your agency. You'll leave with practical tips to get the most out of your reporting tools. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

  • EZLynx Hands-On Lab: Building Campaigns & Leveraging the New Email Campaigns
    Contains 1 Component(s)

    In this hands-on lab, we will explore the new Email Campaign Management area in EZLynx® and learn how to build more effective recipient lists, create email templates more efficiently, and compose one-off emails leveraging EZLynx Virtual Assistant (EVA). All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

  • EZLynx Hands-On Lab: Automating the Way Your Agency Remarkets and Renews
    Contains 1 Component(s)

    Did you know that EZLynx® can automate remarketing for at-risk renewals? This eliminates up to 15 minutes of effort each time. Pretty cool, right! In this hands-on session, we'll walk you through the full capabilities of this feature and cover how to set things up step-by-step. Note: EZLynx Retention Center® is required for this feature. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.

  • Hands-On Lab: Using Epic Dashboards to Improve Your Marketing Efforts
    Contains 1 Component(s)

    Instead of relying on intuition or guesswork, data-driven marketing enables you to make informed decisions that will improve the efficacy of your campaigns. Join this hands-on lab to practice an end-to-end use case. Start in Epic Dashboards to analyze an agency's book of business and identify the best growth opportunity, then move to Applied Marketing Automation® to build a targeted contact list and marketing campaign.