Onboarding new CSRs takes time.
New hires shadow senior staff for weeks.
Your Staff Know the Client.
AgenQ Knows the AMS.
AI training and onboarding inside your agency management system. Your team asks "How do I…?" and sees the steps right on their screen.
Customer result: onboarding cut from about 90 minutes to about 15, with about 30% fewer support calls. Read the case study →
AgenQ for Insurance is AI training and onboarding for insurance agencies and brokerages in the United States and Canada. It works inside agency management systems (AMS), starting with EZLynx and Vertafore AMS360.
Training Agency Staff on the AMS Never Stops
Rare tasks need a refresher.
People forget steps they don't use often.
Senior staff become AMS support.
Every “How do I…?” pulls them off client work.
Mistakes cost more in insurance.
Missed steps mean rework and E&O exposure.
Just Ask AgenQ, Inside Your AMS
Ask:
“How do I issue a certificate for this client?”
See:
AgenQ points to exactly where to click, one step at a time.
Do:
Complete the task and learn as you go.
No videos. No searching. No interrupting a busy colleague.
Built for Every Role in Your Agency
CSRs
Handle certificates and policy changes without waiting for help.
Account managers
Handle renewals and unfamiliar tasks with each step shown on screen.
Producers
Start quotes without getting stuck.
Owners and managers
Train new staff faster and help everyone follow your procedures.
Supported Agency Management Systems
AgenQ for EZLynx
AI training and onboarding inside EZLynx.
AgenQ for AMS360
AI training and onboarding inside AMS360, including the new interface.
Using a different AMS? Tell us which one.
Two Modes. You Stay in Control.
Training Mode:
AgenQ shows you how. You do the task.
Execution Mode:
AgenQ does the task. A person approves the important steps.
You choose who uses AgenQ, which tasks it can help with and which steps need approval. Every action is recorded.
Questions From Agencies and Brokerages
What is AgenQ for agency management systems?
AI training inside your AMS. Staff ask how to do a task and see the steps on screen. In Execution Mode, it can also complete approved tasks.
Which agency management systems does AgenQ support?
EZLynx and AMS360, with more planned.
How does AgenQ help onboard new agency staff?
New hires learn by doing real client work, asking AgenQ instead of waiting for a senior colleague.
Does AgenQ replace our AMS or vendor training?
No. It works inside your AMS and alongside vendor courses.
Is AgenQ affiliated with Applied Systems or Vertafore?
No. AgenQ is independent.
See AgenQ Inside Your AMS
Show us a task your team struggles with. 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 or Vertafore. EZLynx, AMS360 and related marks belong to their respective owners.