Interactive Training Webinars

Whether you’re brand new to EZLynx or a veteran user, we offer live webinars to meet your needs.

To register, choose a webinar, select a date from the drop-down, and click “Register”.

After signing up, you’ll receive an email with access information and a link to related training materials, which are available before, during and after the webinar.

Access previously recorded webinars here

EZLynx Accounting: Introduction & Account Setup/Management (admins only)

It is highly recommended to take the EZLynx Management System 101 before this webinar.

For anyone who will be responsible for EZLynx Accounting setup and management tasks: configuration, commission tracking, receipt of Direct Bill Commission Statements, and how EZLynx integrates with QuickBooks.
Approx. 45 minutes.

Register Here

EZLynx Accounting: Invoices & Receipts

It is highly recommended to take the EZLynx Management System 101 before this webinar.

For everyone who will create invoices and receipts for Agency Bill and Direct Bill policies.
Approx. 45 minutes.

Register Here

EZLynx Accounting: Deposits & Checks

It is highly recommended to take the EZLynx Management System 101 before this webinar.

For everyone who will create bank deposits and use the AutoPay feature to record payment transactions in EZLynx.
Approx. 45 minutes.

Register Here

EZLynx Rating Engine 101

Learn how to set up your new EZLynx user account including setting carrier logins and carrier defaults. We’ll also run a first auto quote, locate past quotes, and talk about the applicant account.

Register Here

EZLynx Management System 101

This webinar is intended for everyone who will use the EZLynx Management System, including basic users and admins. We highly recommend completing the EZLynx Rating Engine 101 training before attending this webinar (for agencies with the EZLynx Rater). Webinar is approximately 60 minutes.

We will cover:
Setup tasks for new users
General navigation & frequently performed tasks
The Applicant Account
Using the Agency Workspace for agency-wide collaboration; notes, tasks & notifications
Working with policy downloads
When and how to add a manual policy
Creating ACORD forms and working with documents
Locating groups of policies
Downloads box on Dashboard
Downloads reports & how to receive them
Additional training opportunities & support
Q&A session

Register Here

Using EZLynx to Track & Pay Commissions

It is highly recommended to take the EZLynx Management System 101 before this webinar.

We will cover the entire Commissions workflow including:
Setting up the Service Team to pay commissions
Creating commissions rules
Working with commissions statements
Editing policy commissions
Approved commissions reports & paying producer commissions
Q&A session

Register Here

Reports for Rating & Management System

This webinar is intended for everyone who will use either the EZLynx Rating Engine or Management System to run reports. We highly recommend completing the EZLynx Rating Engine 101 and/or Management System 101 training sessions before attending this webinar. Webinar is approximately 60 minutes.

We will cover:
Available Report Types & Categories
Summary, Detail & Master Reports
Q&A session

Register Here

ADMIN USERS should also watch the EZLynx Management System 102 video. If your agency has purchased EZLynx Accounting, separate webinar training can be scheduled by sending a request to [email protected].