Modified on: Wed, 9 Nov, 2022 at 4:24 PM
Getting your agency's customer portal up-and-running is easier than you think!
Learn where to review your default setup and branding, how to share documents and policy information, and how to generate & share certificates. Once live, employ proven techniques for promoting your new customer portal to insureds.
If Client Center is included with your EZLynx package, your agency's customer portal is ready and waiting for you. This 18-minute, step-by-step training will show you how to begin providing online customer self-service today!
This session was originally conducted at Applied Net 2022. Because response was so positive, we wanted to make the content available on demand.
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