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.
Automation rules will be available for policy downloads, changes, cancellations, as well as when an eSignature is completed.