Resources

EZLynx Member HUB

Welcome to the EZLynx Blueprint!

Take advantage of this resource to make sure you're getting the most of your system.

Resources

Step 1: The Basics

Creating an Applicant
- Best Practices for Managing Personal Lines Policies in EZLynx
Activities & Tasks
Using the Rater
- Best Practices for Managing Personal Lines Policies in EZLynx
Doc Management
E-Signature
- EZLynx Quick Tip - E-Signatures and Reminders
Directory
Certificates

Step 2: Level Up Services

EVA
- EZLynx Hands-On Lab: Leveraging AI to Increase Your Agency's Efficiency
- Ask Me Anything: EZLynx Microlearning Series - Questions About EVA and AI
Task Checklists
- EZLynx Quick Tip - Using Checklists
Client Center
- Getting Started with EZLynx Client Center

Step 3: Increased Engagement

Campaigns & Templates
- EZLynx Hands-On Lab: Building Campaigns & Leveraging the New Email Campaigns
Basic Automation
Labels
Proposal Templates

Step 4: Centers

Step 5: Performance Insights

Reporting
- EZLynx Hands-On Lab: Getting the Most from EZLynx Reporting
- EZLynx Reports 5.0 Microlearning Series
Quoting Automation
- Commercial Quoting Capabilities of EZLynx Submission Center
Performance Goals
- EZLynx: Unveiling Performance Goals (New Feature!)

Step 6: Workflow Mastery

Advanced automation for full workflows