EZLynx Personal Lines Training
A Four-Week Deep Dive Into the Tools That Power Your Success
If you're already familiar with the basics of EZLynx and are ready to level up, EZLynx 201: Practical Application is the next step. This four-week training series is designed for users who want more than just surface knowledge—you’re here to truly leverage the platform for better service, smarter communication, and stronger management.
What You'll Learn
Week 1 – Client Management
Master Sales Center, workflows, and automation tools that help boost engagement with leads and clients.
Week 2 – Service Excellence
Harness the power of Client Center, EVA, and Retention Center to deliver exceptional service and streamline retention.
Week 3 – Client Communication
From document storage to targeted email campaigns, we’ll dig into efficient and effective client correspondence.
Week 4 – Agency Management
Explore Reports 5.0 and Performance Goals to get a clearer picture of your agency’s health and productivity.
Tuition & Group Discounts
Special Pricing for Applied Client Network Members:
$899 per person
Non-Member Price:
$1,199 per person
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