⚠️ Register individually — shared registrations won't get credit.
Agenda
Managing Users & Carriers
Managing Carrier/Markets & Understanding Their Importance
Working Unmatched Policy Download
Setting Up Text Messaging
Reviewing Email Campaign Settings
Setting Up Your Submission Center for Standard Package Users.
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Reviewing the Customer's Information
Filling Out the ACORD Form
Filling Out Separate Lines of Business
Sending the Application to Carriers
Receiving Results & Managing Submissions
Making a Proposal to Present to Your Customer
Binding the Policy
Thursday
Client Communication & eSignature
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Working with Carrier Statements: Manual & Imported
Reconciling Your Statements
Updating Tier Commission Rules
Working Unmatched Policies
Approving & Finalizing Statements
Running the Compare Producer Report & Additional Commission Reports
No EZStart sessions match this role filter.
Looking to optimize? This is your track.
EZPro
15 sessions
Proficiency training for users ready to go beyond the basics — automation, templates, retention, and reporting, delivered across a five-day weekly program. Drop in on any session, any week, for a refresher.
Filter below — select your role, lines, and package for a tailored session list.
Role
Lines
Package
This Week's Schedule
🔽 Click any session below to view its full agenda and registration link.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Creating and Managing Custom Labels
Creating Lead Sources
Organizing Teams with Department Management
Reviewing Email Campaign Settings
Enabling EZLynx Virtual Agent (EVA)
Reviewing Client Center Settings
Setting Up Google Review Integration
Agency Performance Goals
Checklists, Campaign & Communication Template Setup
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Setting a Default Producer Assignment
Configuring Opportunity Automation Rules
Setting Lead Recycling Rules by Date
Managing Producer Notifications
Creating and Managing Lead Status Workflows
Importing Leads into Sales Center
Reviewing Sales Center Agency Insights
Quote Templates & Pre-Fill Integrations for Faster Rating
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Creating a New Email Campaign Using Prebuilt Content & Designs
Creating a Recipient List
Scheduling the Campaign
Reviewing the Email Campaign Visualization Dashboard
Applying Text, Email & eSignature Templates
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Pulling a Renewal Report
Creating a Manual Renewal
Creating an Application
Remarketing Policies
The Rewrite Process
Client Center Portal Features & the Referral Program
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Reviewing Policies and Coverage from the Client Portal
Client-Submitted Change Requests
Accessing and Sharing ID Cards
Sharing and Locating Documents in Client Center
Managing Certificate and Holder Requests from Clients
Overview of Client Payment Functionality
Overview of Claims Visibility for Clients
Managing New Business Opportunities Through Sales Center
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Navigating the Sales Center Pipeline View
Moving Leads Through New Business Workflow Stages
Customizing the Default Sales Pipeline
Custom Filter Sets & Scheduled Report Delivery
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
Introduction to Automation Center
Activating and Customizing Recommended Automation Templates
How to Create & Suggest Custom Workflows
Use Cases for Automation Workflows Built from Scratch
Working with Workflow Icons & Manual Triggers
EVA AI Tools & Email Integrations
📅Zoom schedules in 15-minute blocks, so this session may show as slightly longer on your calendar invite than its actual length. Feel free to hop off as soon as it wraps.
⚠️ Register individually — shared registrations won't get credit.
Agenda
EVA AI Email Content Assist
EVA AI for EZLynx Gmail Add-on
EVA AI for Outlook Add-in (Office 365)
EVA AI Product Assistance
No EZPro sessions match this role filter.
Moving to Reports 5.0? This session has you covered.
What's New
2 sessions
Stay current on EZLynx — starting with the Reports 5.0 Transition webinar and dedicated office hours, plus updates as new features roll out.
🔽 Click below to view more details and register.
⏳ Seats are limited for both sessions below. Don't see a date that works? Check back often — we're adding more as time allows and registration demand grows.
Guides customers through transitioning from Legacy Reports to Reports 5.0, including how to recreate saved reports, apply filters, and rebuild scheduled deliveries to ensure nothing is lost before deprecation.
All Roles
Learning Objectives
Understand key differences between Legacy Reports and Reports 5.0, including Dashboards vs. Looks
Navigate Reports 5.0 and locate equivalent reports by category
Recreate Legacy report configurations using filters and Custom Filter Sets
Rebuild and validate scheduled report deliveries in Reports 5.0
Identify commonly used reports and ensure they are included in the transition plan
Complete a step-by-step migration process to successfully transition all Legacy reports
New dates added regularly — 1 hr
Reports 5.0 Transition — Office Hours
Live, focused help with the Legacy-to-Reports 5.0 transition, hosted by our Training team — not the general CSM Office Hours. Bring your specific reports, questions, or roadblocks.
All Roles
What to Expect
Scoped entirely to the legacy-to-new Reports transition — no general Q&A
Drop in live with your own reports and questions, no need to present anything prepared
Hosted by the Training team, first-come, first-served
Haven't attended the Reports 5.0 Transition webinar yet? We'd recommend starting there
No What's New sessions match this role filter.
Live Q&A with the CSM team.
Office Hours
Open to every agency — first-come, first-served. Bring your training questions.
Do you have training questions? Need help understanding a feature or function? Join Office Hours to talk with the CSM team!
WhatA public, drop-in Q&A session to ask specific training questions as you learn, practice, and apply EZLynx workflows.
WhenWeekdays, one hour. Select Register below for full dates and times.
How It Works
Multiple agencies join live in one public session
Questions are answered first-come, first-served
✅ Great for:
Speak with our CSM team when you need a reminder of how to find or do something, questions about the steps in a workflow, unsure of what a feature does or why you might use it, "how do I" type questions, etc.
How do I change the task assignment or due date?
What area of the account should I go to create an eSignature envelope?
I forgot where to go to update/add my email signature?
What is the ACORD library?
🚫 Not suited for:
As Office Hours is a drop-in Q&A session for many people, these types of requests aren't a great fit:
Building an entire report or teaching an entire process from start to finish (a quick assist — like adding a filter or setting a delivery schedule — is fine!)
Troubleshooting or error messages — please contact Support at [email protected]
One-on-one, agency-specific training — for dedicated sessions, contact Sales at [email protected]