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Hands-On Lab

EZLynx

(2698) EZLynx Hands-On Lab: How Automation Can Help with Client Onboarding


Content Level: Advanced

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

Products: EZLynx

Tuesday, October 7, 2025
2:45 PM - 3:45 PM PT
In this hands-on session, learn how successful agents leverage EZLynx Automation Center™ to elevate the client onboarding experience. We'll cover ways to consistently welcome insureds on day 1 and ensure they stay engaged throughout the year. Come renewal time, your agency will be at the forefront of their minds to keep their business. All EZLynx hands-on labs are BYOD (Bring Your Own Device). Please bring your laptop to follow along, as no equipment will be provided.