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  • Customer Testimonial - Tim Banowsky - EZLynx Retention Center

    4,360 views 3 years ago
    Introducing EZLynx Retention Center, a powerful tool to help an agency efficiently retain customers through patented automation and analytical tools. Reduce agency overhead through increased productivity. Listen to one of our customers talk about the success they've had... Show less
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    • EZLynx Management System: Create the Master Company List - Duration: 3 minutes, 38 seconds.

      • 2 days ago
      • 13 views
      This video is intended for admins at an agency that is new to EZLynx Management System.

      When using the EZLynx Management System, your agency will add some policies manually. When an agency is new...
    • EZLynx Client Center: Customize Settings - Duration: 2 minutes, 21 seconds.

      • 1 week ago
      • 10 views
      This tutorial shows admins how to customize the settings for information displayed in the client center portal for their customers.
    • EZLynx Commissions: Import a CSV Statement - Duration: 6 minutes, 53 seconds.

      • 1 week ago
      • 21 views
      This video shows admins how to use EZLynx to track commissions to pay producers. In this tutorial, we show agents how to take an Excel or CSV spreadsheet from a carrier and format it correctly for ...
    • EZLynx Accounting: Setup QuickBooks Online Direct Integration - Duration: 4 minutes, 21 seconds.

      • 3 weeks ago
      • 20 views
      This tutorial is intended for all users at an agency with EZLynx Accounting that have the ability to manage System Settings, and is only for agencies using QuickBooks Online. EZLynx offers a direct...
    • EZLynx Management System: Create a Commercial Quote Proposal - Duration: 3 minutes, 20 seconds.

      • 3 weeks ago
      • 69 views
      This video shows agents how to create a pre-filled commercial quote proposal using an existing application or policy.
    • EZLynx Email Campaigns: Schedule a Campaign from Applicant Account - Duration: 5 minutes, 25 seconds.

      • 1 month ago
      • 27 views
      Email Campaign scheduling is flexible and can be started from two places within EZLynx. This video shows users how to start an email campaign from the applicant's account.
    • EZLynx Email Campaigns: Manage Campaigns - Duration: 3 minutes, 50 seconds.

      • 1 month ago
      • 17 views
      This video shows users how to keep track of Scheduled, Drafts & Recently Sent campaigns.
    • EZLynx Email Campaigns: Suppression List - Duration: 3 minutes, 1 second.

      • 1 month ago
      • 19 views
      When a recipient is added to the Suppression List, they will no longer receive Marketing emails. They will continue to receive Non-Marketing emails though, so your agency can help them stay up-to-d...
    • EZLynx Commissions: Reconcile & Finalize a Statement - Duration: 5 minutes, 36 seconds.

      • 1 month ago
      • 125 views
      This video shows admins the best workflow to reconcile, update, approve and finalize each of carrier’s downloaded, manually entered, or imported commission statements.
    • EZLynx Commissions: Apply Rules to Applicants or Policies - Duration: 4 minutes, 48 seconds.

      • 2 months ago
      • 154 views
      This video shows users how to apply service team rules, created by an admin, at both an Applicant or Policy level.
    • EZLynx Agency Workspace: Creating Tasks - Duration: 2 minutes, 18 seconds.

      • 2 months ago
      • 91 views
      The EZLynx Agency Workspace is designed for agency-wide collaboration. Creating tasks ensures that important assignments get accomplished on time, with the ability to assign responsibilities with a...
    • EZLynx Commissions: Manually Enter a Commission Statement - Duration: 4 minutes, 39 seconds.

      • 2 months ago
      • 112 views
      The first step for paying commissions each month is to reconcile each of your carriers’ commission statements. To do this, the statements must be available in EZLynx. For carriers that don’t suppor...
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