Insurance agencies can train staff through vendor courses, consultants, guides and videos, learning platforms, general AI tools and in app AI training. Compare when help arrives, where staff use it, and how the approach fits your procedures. A course can teach the basics; help during work supports the moment someone gets stuck.
There are six ways to train staff on insurance software like EZLynx and AMS360: vendor training, consultants, guide and video tools, learning platforms, general AI tools and in app AI training.
Most agencies combine two or three. The biggest difference is when help arrives: before the work, away from it, or during it.
| Option | Vendor training | Consultants | Guides and videos | Learning platforms | General AI tools | In app AI training (AgenQ) |
|---|---|---|---|---|---|---|
| Examples | EZLynx webinars, Vertafore University, NetVU | Kite Technology Group | Scribe, Guidde, Loom | TalentLMS | Vertafore Coach Agent, ChatGPT | AgenQ |
| When help arrives | Scheduled or on demand | Scheduled | When you find the guide | When a course is assigned | When you ask | When you ask, during the task |
| Where | Webinar or course | Session | Separate guide or video | Learning portal | Chat window | On your software screen |
| Uses your procedures | No | If tailored | If you record them | If you build courses | Coach Agent if set up; ChatGPT if shared or connected | Yes |
| Can do the task | No | No | No | No | No for Coach Agent Q&A; other tools vary | Yes, with approvals |
| Cost | Often included; some paid options | Per session | Free and paid plans | Subscription | Varies | From $199/month |
| Best for | Basics | Team programs | Documenting procedures | Tracking completion | Quick answers | Learning by doing |
Prices change. Check each provider's site.
EZLynx offers self guided training, interactive training webinars, on demand Customer Success Workshops and weekly office hours with a product expert. One on one training is available for purchase.
EZLynx onboarding and support.
Vertafore and NetVU provide training resources for AMS360. Check each provider for current access and course offerings.
Best for: learning the basics.
Limit: general training, away from the real task.
Outside trainers, such as Kite Technology Group for AMS360, run tailored sessions.
Best for: a structured team program.
Limit: paid per session, and every new hire means booking again.
Tools such as Scribe, Guidde and Loom can create guides or screen recordings. Features and plans vary by provider.
Best for: documenting your procedures.
Limit: someone must create and update them, and staff must find the right one.
Tools like TalentLMS assign courses and track who finished them.
Best for: tracking training.
Limit: you create the content, and learning happens away from the task.
Vertafore Velocity Coach Agent, launched in October 2026, answers how to questions inside AMS360 and Sagitta, using Vertafore's documentation and, if set up, your agency's procedures. Vertafore's announcement.
ChatGPT explains general steps and can work with shared images or screen access in supported experiences. Access to an agency's own procedures depends on what is shared or connected.
Official OpenAI computer use documentation.
Some vendor AI tools can support processes such as policy intake or policy checking. These tools focus on defined processes rather than employee training. Availability varies by provider.
Best for: quick answers.
Limit: capabilities, access and approvals vary by tool.
AgenQ is AI training and onboarding software for insurance agencies and brokerages. Staff ask how to do a task and AgenQ shows each step on their screen inside EZLynx or AMS360. In Execution Mode, AgenQ can complete approved tasks, with a person approving the important steps.
See the results: How AgenQ cut onboarding time by 6X →
Best for: onboarding through real work, and help with rare tasks.
Limit: supports EZLynx and AMS360 today, and workflows need setup.
self guided training, webinars, workshops and weekly office hours
tailored sessions
your own guides and videos
steps on the EZLynx screen, during real work
courses and certification
role based training
AI answers to how to questions
your own guides and videos
steps on the AMS360 screen, including the new interface
Moving to the new AMS360 interface? Ask any provider whether its training covers the new screens.
| Your main need | Best option |
|---|---|
| Learn the basics | Vendor training |
| Train a whole new team | Consultant |
| Document your procedures | Guide and video tools |
| Track who completed training | Learning platform |
| Quick answers inside AMS360 | Vertafore Velocity Coach Agent |
| Automate policy intake or policy checking | Vendor automation tools, where available |
| New hires learning on the job | AgenQ |
| Help with rare tasks, when they come up | AgenQ |
| One approach for EZLynx and AMS360 | AgenQ |
Combine methods: vendor training for basics, plus help during real tasks. People remember steps better when they learn them while doing the work.
EZLynx offers self guided training, interactive webinars, Customer Success Workshops and weekly office hours. One on one training is available for purchase.
Vertafore University, NetVU courses, consultants such as Kite Technology Group, Vertafore Velocity Coach Agent and AgenQ for AMS360.
Yes. AgenQ shows each step on screen inside EZLynx and AMS360. Vertafore Velocity Coach Agent answers AMS360 how to questions.
A chatbot gives you text to read. In app AI training shows the next step on your screen, during the task.
Yes. Most agencies do.
Show us a task your team struggles to learn. We'll show you AgenQ teaching it, step by step.
AgenQ is an independent company and is not affiliated with, endorsed by or sponsored by Applied Systems, EZLynx, Vertafore or any company named on this page. All product names belong to their respective owners. Information is based on public sources as of the date above.