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Course

EZLynx

(2696) EZLynx: Game-Changing EZLynx Features You Should Be Using


Content Level: Basic

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

Products: EZLynx

Wednesday, October 8, 2025
10:15 AM - 11:15 AM PT
Are you getting the most out of EZLynx®? Whether new to the platform or a more experienced user, this agent-led session will cover seven underutilized features that can streamline your workflows and elevate your agency's efficiency. Hear from your peers about practical tips for document management, email campaigns, and leveraging basic reporting and automation. We'll also show you how to optimize task checklists, eSignature, and Client Center™ to enhance client experiences and internal operations. Walk away with actionable insights and strategies to implement these powerful tools in your agency right away!