Ask Me Anything: EZLynx

Includes a Live Web Event on 04/30/2025 at 11:00 AM (CDT)

Overview
Speaker(s)

Drop in for our inaugural Ask Me Anything: EZLynx, featuring an office hours-style open meeting to ask our power users the questions YOU need answers to! Can't stay for the full hour? Feel free to jump in for a few minutes anytime during the session to connect with our speakers and your peers. Kicking off the Ask Me Anything for April, Jake Ferrara and George Robertson are eager to help you find solutions on the following topics:

Automation Center

Sales Center

Retention Center

Social Media

Prospecting and Follow-ups

Video Presentations

Tech Stacks

George Robertson

Rockingham Insurance

George is a Passionate leader in the insurance industry and has served on the Independent Insurance Agents and Brokers (IIABA) Agency Council for Technology (ACT) Executive Board. In his role with ACT he was the co-chair of the Cybersecurity Workgroup. His knowledge of cybersecurity, Insurtech, management systems, artificial intelligence and agency automation brings a broad perspective to assisting agents with their specific technology needs to improve workflows, sales growth, and management strategies.

Jake Ferrara

StreetSmart Insurance

Since 2005, I’ve led our family-owned insurance agency, focusing on marketing, sales, and building lasting client relationships. We leverage the EZLynx management system to streamline efficiencies, automate our workflows, and stay ahead in a fast-moving industry, so we can spend less time on busywork and more time delivering real value.