This ACN Roundtable will cover how you can better utilize EZLynx Accounting. During this dynamic peer-to-peer discussion, Beaux Pilgrim, Agency Principal, Reed Insurance, will share expert tips and tricks you can “take home” and implement immediately.

This ACN Roundtable will cover how you can better utilize EZLynx Automation. During this dynamic peer-to-peer discussion, Beaux Pilgrim, Agency Principal, Reed Insurance, will share expert tips and tricks you can “take home” and implement immediately.

Join us on Tuesday, May 7th at 1pm CT, for an ACN Roundtable on how you can better utilize EZLynx Retention Center. During this dynamic peer-to-peer discussion, Albert Kimbrell, Technology Coordinator at CLI Select Agencies, will share expert tips and tricks you can “take home” and implement immediately. Attendees can submit their burning EZLynx Retention Center questions during registration and live and will receive solutions and insights.

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.

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.

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.

Join us for an exclusive webinar experience where we invite you to learn about the exciting updates planned for EZLynx for the third quarter. Be the first to see what EZLynx has in the works for the US market as we provide a sneak peek into what lies ahead. During this webinar, learn about an array of planned enhancements aimed at creating more value and better experiences for users across your agency.

This webinar will cover the top 5 things you should know in order to get started with your EZLynx management system