EZLynx Retention Center Course​

Are you an agency using EZLynx but not taking full advantage of its powerful Retention Center? Do you feel like you need a complete understanding of it? Look no further! We have designed a live 5-week course to educate agents on the usage and knowledge of the Retention Center.


Each week, you will attend a live webinar where you will learn about a specific topic and be able to ask questions regarding the learning objective for that week. You’ll be given instructions on tasks to perform on your system in preparation for the next session. Take advantage of this opportunity to elevate your skills and take your agency to the next level!

Course Info

Five-Week Course: May 3, 10, 17, 24, 31

1-Hour Sessions Starting at 1 PM ET / 10 AM PT

Price (includes 2 seats):

  • Catalyit subscriber: $795
  • Non-subscriber: $895

Recommended For: Managers and CSR’s working on Commercial and/or Personal Lines Accounts

George Robertson
Your Instructor: George Robertson

George has been in the agency tech space for over 20 years. He masterfully helps agencies discover and select technology.


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

Session Topics

Week 1 – May 3: Initial Overview & Setup  

Week 2 – May 10: Review the Expiration List & Expired List 

Week 3 – May 17: Review of the Renewal List 

Week 4 – May 24: How to Process Your Renewal (High & Low Risk, Premium Change Summary, Comparison, Notes, & Status) 

Week 5 – May 31: Building & Implementing Renewal Workflows & Management Insight 

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