EZLynx: Win More Business with an Effective CRM

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.

Skill level: Basic

Target Audience: Owner/Principal, Sales Representative, Account Manager - Personal Lines/Small Commercial, Customer Service Rep

Presenters: Michael Streit, Applied Systems; Brenna Johnson, EZLynx; Ryan Beukema, EZLynx

Length: 60 minutes