Attend this session to learn how EZLynx Submission Center helps you bind winning Commercial Lines quotes faster. You’ll also hear about the NEW EZLynx integration with Tarmika that allows you to quote multiple lines of business with multiple insurers from a single-entry solution. With EZSubmit bridging, you can even connect directly to the insurer via Ivans to finalize and bind quotes.

In this presentation, we will demonstrate how Further Actions, Tasks and Work Groups can be utilized to automate certain processes and even send emails to clients. You will learn how you can leverage carrier downloads to kick off certain processes, so you are managing your book without having to touch every client or policy.

This course will demonstrate how to generate a Benefits Guide using new Plan Data Capture forms and Proposals in Applied Epic®. With an Applied-developed template, users can generate a Benefits guide complete with eligibility terms, rates, contributions and plan design.

Attend this session to learn the fundamentals for managing Personal Lines policies in the EZLynx management system. You'll walk through creating the applicant, moving into the comparative rater, manually creating the policy before the download, generating a Binder/Evidence of Insurance, ID Cards, change requests, claim documentation, Policy Sync, and renewals, including remarketing/rewrites.

EZLynx Client Center was already a great way to collect agency bill premiums quickly and conveniently with the Applied Pay™ integration. In this session, you’ll learn how clients can now make direct bill payments through your friendly client portal as well, without visiting the insurer directly. You’ll also cover how payments made through Applied Pay automatically reconcile in EZLynx Accounting.

In this course, your peer will provide a high-level overview of how their agency uses Applied Epic® to increase the productivity of their service staff. The session will cover setup access and defaults, monitoring and use of activities, Renewals Manager, auditing proper usage of service summary rows, and using email templates. You’ll also hear how the agency uses additional resources like Applied CSR24®, Commercial Lines Policy Risk Utility, and Applied Pay™ to help their servicing staff be more efficient.

Attend this case study to learn how one agency uses Applied Epic® Reports to ensure their CSRs’ workloads are balanced. The presenter will share how they measured their CSRs’ productivity and the changes they made based on what they found.

This session will teach you many useful EZLynx download tips to take back to your organization and implement to save time. The presenter will walk through steps you can take to minimize suspense and errors.

What key components and workflows should staff understand about Applied CSR24® before allowing policyholders access to the portal? This session will provide information on onboarding your staff to Applied CSR24 before rolling it out to your clients. You’ll learn strategies for change management, setting expectations with your team and using basic reports to maximize engagement.

This case study will review the challenges a large download volume agency may experience and some strategies to help manage potential issues. These strategies include formatting, best practices to avoid a large suspense queue, and managing download for new acquisitions. There will be a Q&A at the end, so be sure to bring your burning questions.