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Hands-On Lab

EZLynx

(2712) EZLynx Hands-On Lab: Leveraging User-Defined Labels for Greater Functionality


Content Level: Basic

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

Products: EZLynx

Monday, September 28, 2026
11:00 AM - 12:00 PM East Coast USA Time
This hands-on lab explores how custom labels across accounts, policies, activities, and documents let agencies segment and filter data on their own terms. Learn how to tag clients by score or price sensitivity, group policies by coverage type or driver profile, and categorize documents for faster retrieval. See how raw data becomes actionable, helping teams target the right audiences, spot revenue opportunities, and stay organized together.

All EZLynx hands-on labs are BYOD, so make sure to bring your own laptop. An Agency Admin role is also required to access Label Management, so you can follow along with the instructor and put what you learn into action right away.