EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding

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.

Skill Level: Advanced
Target Audience: Owner/Principal, Office Manager, Marketing Manager/Specialist, Account Manager - Personal Lines/Small Commercial, Customer Service Rep
Presenters: Beaux Pilgrim, Vijay Rengarajan
Length: 60 minutes