Session Name Description
A First Look at EZLynx 5.0 Join Anoop Bargur as he gives an exclusive first look at the upcoming changes to the EZLynx Rating Engine User Interface.
Quoting as a service: More powerful integrations EZLynx QAS is the next generation of webservice integrations. This powerful product allows agencies to build integrations to the EZLynx Rating Engine, and then pass future maintenance down to the analysts. What does that mean for you? Quick turnaround on configuration needs!
Marketing for the Independent Agency Learn from our agency marketing experts as we show you how to leverage our suite of customer lifecycle tools to help you generate new business and retain current customers. Topics will include (but are not limited to) Email Campaigns, Postal Mail, Consumer Quoting, and Agency Websites.
Save Time with EZLynx Automation Center Let EZLynx automate your processes while you focus on your business. This is the future of EZLynx, so you don't want to miss this. This session will show you how to use Automation Center to maximize your productivity. We'll cover what it is, how to use it, and tips & tricks for making sure your agency is getting the most out of this powerful new feature.
The Future of Automation Center In Part 2 of our Automation Center series, come get excited about the future of Automation Center in this interactive session, as we discuss the future realities of worklow, automation, and artificial intelligence! Come prepared to share ideas on automating your processes, and hear some of the ways we plan to help you do that.
QuickBooks and EZLynx: Making Your Integration Seamless Do you want to learn more about how EZLynx Accounting and QuickBooks fit together? Do you wonder which configuration options are best for your agency? This session will answer these questions and more. Discover how to ensure you're getting all the data you need with minimal effort in EZLynx Accounting and QuickBooks, the #1 small business accounting software package.
Compass Org and User Management In the first part of our MAP series we will explore our new product for Market Access Providers - Compass! In this session, we will cover user account management and sub management.
Compass Policy Management In part two of our MAP series, we will explore how MAP users manage policies and commissions.
Compass Underwriting The final part of the MAP series will cover the MAP underwriting workflow.
How to Make the Shift from Reporting to Analytics Learn how to shift your agency's culture from simply reporting on what has already happened, to using analytics to discover the 'why' behind the 'what' in order to increase profitability and make proactive, strategic business decisions.
How to Make & Automate Killer Monthly Reports Learn from our Reporting & Analytics wizards the secrets of streamlining your reporting processes and building reports that let you visualize your data in truly stunning ways.
EZLynx for Commercial Agencies We have worked hard over the past several years to make EZLynx into a commercial lines powerhouse. Come take a look at our progress so far and learn new ways to maximize your commercial lines business by using EZLynx.
Product Management Q&A Do you have strong opinions about the future direction of EZLynx? This is your opportunity to speak directly with the product team and help us shape the products and features that we will focus on in the future!
The Future of EZLynx Join our product team and gain first hand insight into the upcoming changes to EZLynx this year. This is a meeting you do not want to miss as you have exclusive access with an opportunity to share feedback with the product team.
Commissions 2.0 We’ll look at the different ways to calculate the commissions for producers, different scenarios for payment (for example, as payables from Trust or as part of payroll), and how to report commissions.
One Platform for Success Join the product team as we help you learn how you can leverage the vast arsenal of EZLynx products and features to maximize your productivity and improve your bottom line.
Roundtable How Other Agents Increase Productivuty by using EZLynx Sit down with some of the top agencies in the country and learn how they use EZLynx to produce more than ever before.
Renewal Relationship Management Join Brenna Johnson, our product manager for Retention Center, and learn how this revolutionary and proven product has lead to retention growth through proactive renewal management.
Maximize your Sales Pipeline with EZLynx Sales Center With all of the daily distractions, do you ever feel like you're losing track of your sales opportunities? Discover how EZLynx Sales Center can help guide you through the sales pipeline and maximize your closing potential.
Protecting Your Data We all expect the services we use to be proactive about keeping our information secure, but did you also consider that your own clients have that very same expectation of you, their agent? Come learn about the important role you play in helping us protect your sensitive data!

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