Email Campaigns: Generating Recipient Reports

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and shows users how to use EZLynx data to create specific reports to save for use with Email Campaigns.

Click here for more information about EZLynx Email Campaigns.

Email Campaigns: Schedule Campaign – Multiple Recipients

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and shows users how to start a new campaign for multiple recipients using EZLynx Saved Reports.

Click here for more information about EZLynx Email Campaigns.

Email Campaigns: Adding Steps & Using Personalization Tags

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and helps users learn how to effectively use multi-step email campaigns and personalize the template for each customer.

Click here for more information about EZLynx Email Campaigns.

Email Campaigns Setup Tasks

With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and outlines the setup tasks every user must complete before using this product.

Click here for more information about EZLynx Email Campaigns.

EZLynx Automation Center: Create a Workflow

Automation Center will help you increase the productivity of your agency by automating task creation and client communications based on certain policy events, such as new policy downloads, cancellations, and changes.

Click here for more information about EZLynx Automation Center.

EZLynx Management System 101 – The Basics for Everyone

Welcome to EZLynx Management System! Both basic and admin users should watch this EZLynx Management System 101. We cover setup tasks for new users, an overview of the applicant account and Agency Workspace, working with policies and documents, locating groups of policies and more.

Register for an EZLynx Management System 101 – The Basics for Everyone webinar here.

If you are an agency admin, you should also watch  EZLynx Management System 102 – Advanced Features for Admins  here.

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Webinar: EZLynx Management System 102 – Advanced Features for Admins

The EZLynx Management System 102 webinar covers several agency setup tasks for EZLynx Management System agencies, including creating a master company list, working unmatched downloads, managing download reports recipients, managing agency task/activities and more…

 

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EZLynx Rating Engine 101 (for agents with binding authority for all of their carriers)

This video is intended for new EZLynx Rating users agents with binding authority for all of their carriers.

Learn how to setup a new EZLynx user account, including setting carrier logins and carrier defaults, run a first auto quote, and locate applicants and quotes. You will also learn general navigation within EZLynx and other helpful tips.

Register for an EZLynx Rating Engine 101 webinar here.

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Rating Engine: Underwriting Requests

This tutorial is only intended for member agents of MAPs that use the Messaging feature. Members can quote the shared markets, but the MAP admin and underwriters will handle the binding process. Some EZLynx MAPs use a feature called Messaging to communicate between the MAP and member agent inside EZLynx.