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

CSR/Producer/Admin Webinar

Setting Up Your EZLynx Account

If you are an Agency Admin and you aren’t sure where to start with getting setup, look no further as this webinar will walk you through all of the different settings for all of our products. We will cover the following product setups:

– Rating Engine
– Consumer Quoting
– Management System
– Client Center
– Submission Center
– Communication Center
– EZLynx Connect Marketplace

We also highly recommend taking our EZLynx University courses if you are new to EZLynx as they will walk your through the basics of the products you purchased.

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Quoting Personal Lines with the Rating Engine

Not sure where to start when quoting Personal Lines customers? Then, this is the webinar for you! In this training, we cover the following:

– How to Setup Carrier Logins & Carrier Defaults
– How to input a Personal Lines Customer into EZLynx
– How to go through a quote from start to finish
– Best Practices like EZLogin Button & Quote Templates

It is highly recommended to complete your EZLynx University courses before attending this webinar.

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101 Management System for Personal Lines

If you are looking to learn the fundamentals of the Management System for Personal Lines policies this is the webinar for you! In this webinar we cover the following:

– Creating Personal Lines Customer Accounts
– Inputting Manual Applications & Policies
– Generating Forms
– Communicating with your Customers
– Notating Customer Accounts for E&O
– Scheduling Follow-up Task Reminders

It is highly recommended that you complete you EZLynx University courses before attending this webinar.

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101 Management System for Commercial Lines

Looking to learn the fundamentals of how to quote, present, and bind a Commercial Lines account using the Management System? Then, this webinar is for you! In this webinar we cover the following:

– Creating Commercial Lines Accounts
– Quoting Commercial Lines with Manual Applications
– Generating ACORD Forms to send to Carriers
– Notating the Customer’s Account for E&O
– Entering Manual Quote Details
– Generating a Proposal for Presentation
– Obtaining Signed Applications using eSignature
– Inputting Manual Policies into EZLynx

It is highly recommended to complete your EZLynx University courses before attending this webinar.

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102 Management System for Commercial Lines

The second part of our Management System for Commercial Lines training gives you the fundaments to on how to service your Commercial Lines policies. In this webinar we will cover the following:

– Certificate Masters
– Summary Of Insurance
– Carrier eDocs
– ACORD Forms
– Agency Forms
– Policy Compare
– Policy Changes aka Endorsements
– Audits & Cancellations
– Claims
– Renewals that don’t need Remarketing
– Exporting Data for Remarketing Applications
– Exporting Certificate Holders onto CSV Spreadsheets
– Converting a Policy into an Application for Remarketing
– Converting an Application into a Renewal/Rewrite Policy

It is highly recommended that you complete your EZLynx University courses and attend 101 Management System for Commercial Lines before attending this webinar.

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103 Submission Center for Commercial Lines

Did you buy our wonderful Submission Center product, but you aren’t sure where to start? Then, look no further! This webinar covers the following:

– Accessing Submission Center
– Creating a Submission
– Finding & Updating Sent Submissions
– Scheduling Follow-up Task Reminders
– Tracking Submissions for your Agency

It is highly recommended you complete your EZLynx University courses and the 101 & 102 Management System for Commercial Lines Webinars before attending this webinar.

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Sales Pipeline with Sales Center

Looking for the fundamentals of how to use our Sales Center product in your Sales Pipeline? Then, look no further! This webinar covers the following:

– Sales Center Settings & Automated Events
– Sales Center Pipeline ‘Summary View’
– Sales Center & Agency Workspace
– Sales Center Pipeline ‘Expanded View’
– Closing & X-Dating
– Importing Leads into Sales Center via CSV
– Agency Insights
– Sales Center Reporting

It is highly recommended completing your EZLynx University courses before attending this webinar.

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Client Retention with Retention Center

Retaining customers is just as important as bringing in new business! So if you picked up our Retention Center product then pat yourself on the back and take a look at this webinar to learn how to utilize it. In this webinar we cover the following:

– Retention Center Concept & Purpose
– Expiration List
– Renewal List: Analyze
– Renewal List: Communicate to the Customer
– Expired List
– Retention Center Settings

It is highly recommended that you complete your EZLynx University courses before attending this webinar.

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EZLynx Accounting 101: Creating Invoices, Receipts & Direct Bill Payments

EZLynx Accounting 101 – This webinar will focus on the following:

-Creating Invoices
-Setting Invoices as Financed
-Creating Receipts
-Creating Direct Bill Payments

It is highly recommended that you complete you EZLynx University courses before attending this webinar.

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EZLynx Accounting 102: Deposits, Checks and Reports

EZLynx Accounting 102: This webinar will focus on the following:

-Creating Deposits
-Finalizing Deposits
-Adding Checks
-Using AutoPay

It is highly recommended that you complete you EZLynx University courses & the Accounting 101 Webinar before attending this webinar.

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Admin Only Webinars

Automate Your Agency with Automation Center

Are you an Agency Admin looking to automate manual procedures in your agency so your employees can spend more time on what’s really important – your customers? Then this webinar is for you! In this webinar we cover the following:

– Automation Center Concept & Purpose
– Accessing Automation Center
– Automation Center Dashboard
– Creating a Workflow
– Reviewing Already Sent Workflows
– Triggering Manual Workflows

It is highly recommended you complete your EZLynx University courses before attending this webinar.

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Direct Bill Commissions 2.0

If your agency tracks Direct Bill Commissions and you aren’t sure how to go about setting that up, we highly recommend this webinar! In this webinar we cover the following:

– Creating your Service Team Members
– Building Common Commission Rules
– How to Get Commission Statements into EZLynx
– Reconciling Statements
– Running Commissions Reports

It is highly recommended that you complete your EZLynx University courses before attending this webinar.

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EZLynx Accounting: Configuration & Setup for Admins

This EZLynx Accounting Webinar focuses on the Setup tasks for Accounting Admins, we will discuss:

-Giving Users Access to Accounting
-Setting the Agency Logo for Invoices/Receipts
-Connecting to QuickBooks Online
-QuickBooks Desktop Overview

It is highly recommended that you complete you EZLynx University courses before attending this webinar.

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Reporting & Analytics

As an Agency Admin knowing what’s going on in your agency is important. Our Reporting & Analytics webinar is just for you! In this webinar we cover the following:

– Accessing Reports
– Working Inside a Report
– Save, Share, and Schedule a Report
– Understanding Report Categories & Types
– Common Reports to Use
– Using Legacy Reports for Email Campaign Recipient Lists
– Daily Download & Pulse Reports

It is highly recommended to complete your EZLynx University courses before attending this webinar.

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