Whether you're brand new to EZLynx or a veteran user, we offer live webinars to meet your needs. These webinars are live instructor led training with a Q&A session at the end. To register for one of these webinars, check out the links below! The list is in a recommended order if you have all our products.


However, what if you need the information now or want to watch the webinar at your own pace? Then, check out our Previously Recorded Training Webinars article to find on-demand webinar videos. 


We do highly recommend completing all of your EZLynx University Courses (EZU) before attending or watching the webinars if you are new to EZLynx as the EZU Courses will provide a solid foundation to build off of. Check out our EZLynx University - How to Access EZU article to learn more! If you have any questions about the webinars or training questions, please reach out to training@ezlynx.com

 


TABLE OF CONTENTS


CSR/Producer/Admin Webinars


Setting Up Your EZLynx Account


If you new to EZLynx and aren't sure where to start with getting setup, this webinar will walk you through all of the different settings for all of our products. The first half of the webinar will apply to everyone regardless of agency role while the second half will pertain to only Admins. In this training, we cover the following product setups: 


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


Register Now! 

 


Quoting Personal Lines with the Rating Engine


Not sure where to start when quoting Personal Lines Customers? Then, this webinar is 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


Register Now!



101 Management System for Personal Lines


If you are looking to learn the fundamentals of the Management System of 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 


Register Now!



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 training, 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


Register Now!




102 Management System for Commercial Lines


Looking for fundamentals on how to service your Commercial Lines policies? This webinar is for you! This is the second part of our Management System for Commercial Lines training and we highly recommend taking 101 Management System for Commercial lines if you are new to EZLynx as this will build on top of that foundation. In this, training we 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 Spreadsheet
  • Converting a Policy into an Application for Remarketing
  • Converting an Application into a Renewal/Rewrite Policy


Register Now!




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 is the third and final part of our Management System for Commercial lines training. We highly recommend taking the 101 & 102 Management System for Commercial Lines Webinars if you are new to EZLynx as this will build on top of that foundation. This webinar covers the following:


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


Register Now!




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:


  • Settings for Customization
  • Overview of Opportunities
  • Create New Opportunities
  • Edit Opportunities
  • Explore Views
  • Decision Statuses
  • Importing Leads into Sales Center via CSV
  • Agency Insights


Register Now!




Client Retention with Retention Center


Retaining customers is just as important as brining 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 training, we cover the following: 


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



Register Now!




101 Accounting - Creating Invoices, Receipts, & Direct Bill Payments


Looking to learn the basics of creating invoices and receipts in EZLynx? This webinar is for you! In this training, we cover the following: 


  • Creating Invoices
  • Settings Invoices as Financed
  • Creating Receipts
  • Creating Direct Bill Payments


Register Now!




102 Accounting - Deposits, Checks, & Reports


Ready to learn take your Accounting knowledge to the next level? Then, check out this webinar! This is the second and final part of our Accounting training and we highly recommend taking Accounting 101 if you are new to EZLynx as this will build on top of that foundation. In this training, we cover the following: 


  • Creating Deposits
  • Finalizing Deposits
  • Adding Checks
  • Using AutoPay


Register Now!



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 training, we cover the following:


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


Register Now!




Direct Bill Commissions


If your agency tracks Direct Bill Commission and you aren't sure how to go about setting that up, we highly recommend this webinar! In this training, 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


Register Now!




Accounting Configuration & Setup for Admins


This EZLynx Accounting Webinar focuses on the Setup Tasks for Accounting Admins. In this training, we cover the following: 


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


Register Now!




Reports & 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 training, we cover the following: 

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


Register Now!