EZLynx Retention Center is a patented tool proven to help you see on average 8 percentage points higher retention rates. It helps you know when and how to remarket. Learn how powerful, patented automation and analytical tools can help your agency focus and efficiently manage the insurance customer lifecycle renewal stage.

EZLynx Sales Center helps your agency generate more leads, close more deals, and never miss out on a sales opportunity. Learn how Agency Insights™ mines your agency’s existing database of clients and prospects to find and prioritize new opportunities. Accurately track, forecast, and manage your agency’s sales pipeline.

EZLynx Rating Engine is the insurance industry’s leading comparative rater. One-time data entry in EZLynx yields dozens of comparative real-time quotes in just seconds, on any device. Learn why our rater is #1 and how EZLynx’s web-based technology allows you to get instantaneous quotes from 330 carriers in 48 states.

Register for our instructor‑led and on‑demand trainings available next month for newly appointed agencies and new hires in existing agencies. The sessions will help agents learn how to quote and issue Travelers Auto, Home and Specialty (Other Property) products, and how to use our agent website, Travelers For Agents.

Would you like to be able to automate a reminder to follow-up with a customer? Send a welcome email with a link to Client Center for new business? Deliver a text message wishing your client a happy birthday? Or create a task to investigate a policy cancellation?

During this Smart Choice exclusive one-hour workshop, you’ll learn how to save time by establishing and automating standard operating procedures for your agency!

This includes:
- Setting up automated events that are initiated via a trigger
- Utilizing Agency Workspace to keep track of notes and tasks
- Communicating with text messaging and email campaign features
- Sharing links for access to the Client Center
- Generating folders and documents

FOR NEW AND APPOINTED BROKERS ALIKE.

Some of the most versatile cross-sale products around! Accident plans, Cancer plans, hospital indemnity and more. Qualifying policyholders span SENIORS to CHILDREN and INDIVIDUALS to GROUPS. You can even cross-sell this with your P&C Clients!

Come learn more at the Carothers Exclusive Meeting.

As warmer weather approaches and we find summer just a few short months away please take the time to join us as we talk about Travelers boat and yacht product during an exclusive webinar session!  

We will have two options for this session and space is limited so please make sure you register as soon as possible; you can register for this webinar by clicking the link below.  

As warmer weather approaches and we find summer just a few short months away please take the time to join us as we talk about Travelers boat and yacht product during an exclusive webinar session!  

We will have two options for this session and space is limited so please make sure you register as soon as possible; you can register for this webinar by clicking the link below.  

JOIN LEESA TO LEARN THIS NEW & IMPROVED VERSION of EZLYNX

On September 4, Your Insurance Agency’s EZLynx software will be upgraded to the latest version - 5.0 !

EZLynx 5 is the next generation of Comparative Rating! Along with a sleek, mobile-optimized user interface, it features an array of new time-saving features. From start to finish, the quoting process has never been more intelligent.

EZLynx Management System is more powerful than ever, as well. New features include an all-inclusive Actions button, a new Policies page, Global Search functionality, and a supercharged update to Automation Center.

What you need to know in advance:

1. Review these Quick Start Materials.
   A series of 2-minute videos covers the most important updates, so that you know what to expect when you open EZLynx 5 for the first time. There are also additional resources, including an on-demand webinar. Prior to the upgrade, please complete the videos or attend a webinar.

2. After the upgrade, all your customer information will be exactly where you left it.

3. The upgrade will happen automatically. No effort will be required on your part.

4. You will immediately notice an improved user experience. In addition to a new color scheme, the way that you use the software will be more intuitive and helpful.

5. In addition to the changes to EZLynx Rating Engine, Management System users will also notice improvements to the following areas of their system:

   • Account Overview

   • New Policy Page

   • Automation Center

About this course

Learn best practices around the Policy Renewal Report, the Renewal Tool, coverages, discounts and how to use them to improve your conversations around renewals.   

About this course

IMPORTANT: After registering at the course level, please register for a session date and time that works with your schedule.

This course is designed to get new agents started on their journey in partnering with Safeco.

About this course

An overview of the RV claim handling process, to include insight into:

• what is a recreational vehicle,

• additional coverages available,

• common coverage issues,

• how you can get help on a claim,

• Q&A session with our subject matter experts

"Join P&C Manager, Leesa Williams, for this monthly meeting covering:
-Ongoing EZLynx Training
-Product Updates
-Agency News
-and more"

"Join P&C Manager, Leesa Williams, for this monthly meeting covering:
-Ongoing EZLynx Training
-Product Updates
-Agency News
-and more"