Personas: Customer Service Rep, Account Manager - Personal Lines/Small Commercial, Owner/Principal, Office Manager
Products: EZLynx
You've done the deep work — understanding your client's unique risks and shopping that to carriers. Now it's time to put your best foot forward and build a compelling proposal for your customer. In this hands-on lab, the EZLynx® team will guide you through building commercial templates for polished, professional proposals you can send directly to your clients.
All EZLynx hands-on labs are BYOD, so make sure to bring your own laptop. You'll need it to follow along with the instructor and put what you learn into action right away.
