Are you tired of spending hours running reports and searching for clients during renewals? With EZLynx Retention Center, you can have your renewal list at your fingertips and use automation and analytical tools to streamline the process. Our five classes will teach you and your staff how to harness the power of the Retention Center and implement effective Renewal Workflows. Say goodbye to wasted time and hello to valuable insight into the renewal process.

What You’ll Learn

• How to set up the Retention Center 
• Understand the difference between the Expiration, Expired, and Renewal Lists
• Understand the functionality of the Retention Center Process
• How to build out effective workflows to improve the Renewal Process 
• Managers can get a better view of any upcoming Renewal Issues and manage their team

Skills You’ll Gain

• Know which clients have a significant increase in their Renewal Premium
• Be able to quickly notify the client if their renewal is being reviewed by agency staff
• Create automated workflows for low-renewal and high-renewal risks
• Quickly text or email the client regarding their renewal
• Have better oversight of the renewal process

The Opportunity​ 

• Increase your retention rate
• Better client communication in the renewal process
• Management insight on renewals
• Connect with high-risk clients to prevent them from canceling

Financial Benefits​ 

• Increase retention rate
• Reduced time on the renewal process
• Notification of potential cancellations due to price increases