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Hands-On Lab

EZLynx

(2708) EZLynx: The New and Improved eSignature Workflow


Content Level: Basic

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

Products: EZLynx

Thursday, October 1, 2026
9:30 AM - 10:30 AM East Coast USA Time
Over the past year, the EZLynx® team has made significant improvements to the eSignature functionality. In this session, they'll walk you through the new workflow and share best practices for leveraging it in your agency, including the new stepper workflow, saving time with templates, and pausing to return to envelopes later.

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. An Agency Admin role is also required to access eSignature templates, so you can follow along with the instructor and put what you learn into action right away.