Agencies With Multiple Producers

To sign up for the EZLynx Sales Center add-on, please complete the form labeled: EZ Sales Center Retention Center Form 2017, and email form to Brianda Johnson BriandaJ@PGIAgents.com

About EzLynx Sales Center

EZLynx Sales Center

Manually Create An Opportunity

Overview of Sales Center Pipeline

Manage Sales Center Pipeline
Part 1

Manage the Sales Center Pipeline
Part 2

Split, Close, or Delete
an Opportunity

Locate & Edit
an Opportunity

Calendar

	March 2021
Mon	Tue	Wed	Thu	Fri	Sat	Sun
1	2 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	3 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • •	4 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events Back9 Life Insurance Webinar PGI Events PGI/CNA Webinar - Commercial Lines PGI Events • • •	5	6	7
8 10AM MDT QCommission - New Agent basics PGI Events •	9 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	10 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events PGI/Monthly Recruiting Invitation PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • • •	11 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events Rocket Referrals / PGI - 🚀Interested in AUTOMATICALLY improving customers relationships? PGI Events • •	12	13	14
15	16 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	17 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • •	18 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 10AM MDT QCommission Reports reconciling & producer commission reconciliation with excel basics PGI Events 12pm MST - SafeCo/PGI Digital Marketing with SafeCo - Dale S. PGI Events • • •	19	20	21
22 10AM MDT QCommission - New Agent basics PGI Events •	23 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	24 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • •	25 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 10AM MDT Agency Bill PGI Events • •	26	27	28
29	30 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	31 9:00am MDT CL BOP Basics(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Work Comp/EL (1.5hrs.) - Jeff K PGI Events • •

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