We will soon be opening up limited beta testing of EZLynx Automation Center, so we wanted to give you an opportunity to request to participate below. We also wanted to give you a sneak peek at what we have planned for this first version. If you recall from our 2017 Roadmap, we stressed the importance we are placing on agency automation this year. We believe our users can experience significant gains in all levels of profitability, productivity, and serviceability by using system data to intelligently automate actions. We have exciting plans to make this happen with new EZLynx tools this year and beyond!
Automate Actions based on Policy Download Events
The initial release of Automation Center will focus on letting you configure automation rules for pre-defined policy events in your system.
For example, if you have a policy cancellation, you might want the system to automatically create a task for you or another agent to take a look. Likewise, when you sell a policy to a new customer, you might want to automatically schedule a ‘Welcome to the Agency’ email campaign for the new client.
Let’s Take a Look
You will be able to manage your automation rules from a central dashboard, allowing you to enable, pause, or remove rules, as well as add new rules from our template library, which will contain rules for new policies, policy changes, cancellations, and more.
Each rule can be configured with various actions, such as sending an email campaign or assigning a task to someone in your agency.
While we want to keep the options simple for the first version, we ultimately have a larger vision for Workflow and Automation across all aspects of EZLynx!
If you’d like to sign up to participate in our limited beta testing, please let us know below. We will reach out to you in the next few weeks as we prepare to start enabling users with the new feature.