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

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