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Course

EZLynx

(2700) EZLynx: The Power of a Successfully Implemented Self-Servicing Portal


Content Level: Basic

Personas: Owner/Principal, Office Manager,Customer Service Rep, Account Manager - Personal Lines/Small Commercial

Products: EZLynx

Tuesday, October 7, 2025
2:45 PM - 3:45 PM PT
Servicing your clients can be a 24/7 job. Handling ID cards, change requests, certificates, billing, and renewal reviews takes time. In this agent-led session, learn how to leverage your agency's client portal to handle all of these needs. The presenters will share their successes with a well-implemented customer portal.