Personas: Owner/Principal, Office Manager, Customer Service Rep, Sales Representative, Marketing Manager/Specialist, Account Manager - Personal Lines/Small Commercial
Products: EZLynx
Your agency’s sales pipeline is no place for friction. That’s where EZLynx® steps in with the modern, insurance-specific CRM to accelerate the way you qualify, sell, and close business. Join this session to see the new changes we have made to allow more customization for your agency's pipeline to help progress your prospects through the sales journey. We will also cover our best practices for managing your team's sales opportunities through the updated EZLynx CRM tool.