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Mastering EZLynx: Tools to Optimize Your Agency's Performance

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Unlock the full potential of EZLynx with this comprehensive learning bundle designed to streamline your agency’s operations, improve client experience, and drive productivity. From accounting and commissions to AI-powered efficiency and customer retention, each session dives into a specific feature or function to help you work smarter and deliver more value. Whether you're managing sales pipelines or enhancing client engagement, this series provides the practical tools and insights needed to elevate your day-to-day performance.


Includes:

  • ACN Roundtable: EZLynx Accounting
  • AI in EZLynx: Everyday Applications for Your EZLynx Agency - EZYLynx User Alliance Slide Deck
  • EZLynx: Accounting and Commissions
  • EZLynx Client Center: The One-Stop Shop for Insured Payments
  • EZLynx Retention Center
  • EZLynx Sales Center: Managing Your Sales Pipeline

  • ACN Roundtable: EZLynx Accounting
    Contains 2 Component(s)

    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.

  • ACN Roundtable: EZLynx Retention Center
    Contains 1 Component(s)

    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.

  • EZLynx: Accounting and Commissions
    Contains 1 Component(s)

    Attend this session to learn tips and tricks for easy premium trust accounting in EZLynx. The presenters will discuss ways to keep your books in balance and how to quickly find the issues when they aren’t. You’ll also learn up-to-date best practices for managing your agency's commissions.

  • EZLynx Client Center: The One-Stop Shop for Insured Payments
    Contains 1 Component(s) Recorded On: 10/26/2023

    EZLynx Client Center was already a great way to collect agency bill premiums quickly and conveniently with the Applied Pay™ integration. In this session, you’ll learn how clients can now make direct bill payments through your friendly client portal as well, without visiting the insurer directly. You’ll also cover how payments made through Applied Pay automatically reconcile in EZLynx Accounting.

  • EZLynx Retention Center
    Contains 1 Component(s)

    Join us March 19th at 1pm CT for a dive into EZLynx Retention Center and how it can help you and agency become more efficient and productive.

  • EZLynx Sales Center: Managing Your Sales Pipeline
    Contains 1 Component(s)

    EZLynx Sales Center helps your agency generate more leads, close more deals and never miss out on a sales opportunity. Attend this session to learn how Agency Insights™ mines your agency’s existing database of clients and prospects to find and prioritize new opportunities. You’ll leave knowing how to accurately track, forecast and manage your agency’s sales pipeline.