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

	September 2021
Mon	Tue	Wed	Thu	Fri	Sat	Sun
		1 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 • •	2 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events Back9 Life Insurance Webinar PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • • •	3 EzLynx Training for Commercial Lines PGI Events •	4	5
6 10AM MDT QCommission - New Agent basics PGI Events •	7 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	8 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 • • •	9 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 10AM MDT QCommission Reports reconciling & producer commission reconciliation with excel basics PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • • •	10	11	12
13	14 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	15 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 • •	16 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • •	17 EzLynx Training for Commercial Lines PGI Events Test PGI Events • •	18	19
20 10AM MDT QCommission - New Agent basics PGI Events •	21 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	22 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 • •	23 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • •	24	25	26
27	28 9:00am MDT CL General Liability (1.5hr.) - Jeff K PGI Events 1:00pm MDT CL Property (1.5hr.) - Jeff K. PGI Events • •	29 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 • •	30 9:00am MDT CL Auto(1.5hrs.) - Jeff K PGI Events 10AM MDT Agency Bill PGI Events 1:00pm MDT CL Excess and Surplus Lines(1.5hrs.) - Jeff K PGI Events • • •

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