Learn how to harness the power of EZLynx with this essential learning bundle. Explore its key features to optimize workflows, simplify processes, and strengthen client relationships, driving efficiency and success across your organization.

Unable to attend Applied Net 2024 or looking to review a favorite session? The annual conference treated attendees to four days of innovation, hands-on workshops, and networking opportunities as well as over 250 dynamic educational sessions. This learning bundle features a curated sample of 26 session recordings from the 2024 event.

Attend this lecture to learn how Applied Epic® and integrated solutions like Applied CSR24®, Indio®, and Tarmika™ can improve efficiency across the renewal lifecycle. Understand how these solutions can collaborate to help commercial lines team members streamline tasks like customer communication, quoting, and digital submissions. This session is indispensable for anyone seeking to use technology in their day-to-day operations to be more efficient.

What do you need to market your Applied CSR24® portal and MobileInsured app to your clients? How do you get your staff on board with using self-service? Attend this case study session to hear how your peer has created client-facing content to drive their self-service use. You’ll leave this session with ideas on promoting self-service on your website, YouTube video content and user guides for policyholders, and ways to have your staff be the biggest advocates for your portal.

In Part 2 of this two-part series, you’ll get a more in-depth look at the different types of transactions that you can make at the policy level and get additional information related to entering agency bill transactions from the Policy screen.

You can impact accounting in Applied Epic® even if you're not in that department. In Part 1 of this two-part series, you’ll review important fields for accounting and reports that need to be entered correctly. You’ll also learn how to enter transactions properly and how to read the Transaction screen to efficiently find answers to your accounting questions, such as client payments or insurer payments.

Servicing your personal lines customers is a vital part of maintaining your client relationships. In this session, we'll walk through some of the general servicing activities that happen in a typical agency, emphasizing how EZLynx® can help your staff get more done faster and improve the customer experience for your insureds.

EZLynx Client Center™ is the one-stop shop for insureds to make payments, whether agency or direct bill. In this session, you’ll learn how EZLynx Client Center makes taking payments a breeze and removes the need for your direct involvement. You’ll also cover how this billing process integrates with EZLynx Agency Accounting™ for reconciliations.

A better CRM tool means a faster path to revenue. In this session, you’ll learn how the reimagined EZLynx Sales Center™ strengthens and streamlines your sales pipeline to close more business. Because no lead should ever go to waste, learn best practices for more efficient opportunity management and better handling of “not closed” opportunities. The presenter will also demonstrate how Agency Insights™ automatically mines previous quote data and your existing book of business to find new, timely prospects.

Agency-wide collaboration is the key to productivity, particularly in the age of remote workers. In this session, you’ll learn how EZLynx® keeps everyone on track daily with a single view of the customer and clearly defined best practices and operating procedures. With Agency Workspace, you can create and reference notes, assign and work tasks, and set reminders. You’ll also cover how you can use EZLynx Automation Center™ to automate much of the collaboration management.