EZLynx: Using Your Customer Portal as a One-Stop Shop for Customer Payments

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.

Skill level: Advanced

Target Audience: Owner/Principal, Office Manager

Presenters: Brandon Tompkins, Applied Systems; Cecily Blandford, Applied Systems

Length: 45 minutes