Automate task creation and email campaigns based on policy download transactions and other types of events in EZLynx.
Save Time & Increase Productivity
Save time and increase productivity by letting EZLynx keep track of these common events so that you can focus on more important, revenue-generating activities.
Grow Your Business
Never miss an opportunity to win back a former customer or to upsell an existing client.
Make sure your CSRs and Producers remember to review and follow-up on policy changes that come in through the download.
Ensure that the necessary touchpoints and follow-up tasks are in place to stay compliant with your carrier partners.
Improve Client Relationships
Stay in touch with timely, automated communication. Whatever time your staff is currently investing to monitor client milestones and send emails, EZLynx Automation Center will immediately return it.
Simple-To-Use Workflow Editor
The Workflow Editor walks you through the process of setting up automated workflows for common scenarios in your agency. Offload the tasks that software performs faster and more dependably.
Event-Based Automation Triggers
EZLynx Automation Center installs best practices across your agency. In some cases, the software is touching the customer for you. In others, software takes on the heavy lifting of process management and assuring accountability among your staff.
Tailored Customer Touchpoints
Automation Filters focus your agency’s efforts, giving you complete control over when and how Automation Center acts. Adopt a confident, set-it-and-forget-it approach for the personal touches that mean so much to your clients.
The Workflow Preview updates in real-time as you select Triggers, add Filters, and assign the appropriate Actions. Automation Center explains exactly what your automated workflow will do, in easy-to-understand sentence form.