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Key Benefits

Automation Center

Automate Tasks

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.

Improve Follow-up

Make sure your CSRs and Producers remember to review and follow-up on policy changes that come in through the download.

Stay Compliant

Ensure that the necessary touchpoints and follow-up tasks are in place to stay compliant with your carrier partners.

Automation Center

Product Features

Improve Client Relationships

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

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

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

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.

Workflow Preview

Workflow Preview

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.

Schedule a free demo of EZLynx Automation Center.
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