With EZLynx Email Campaigns, you can build well-defined geographic, demographic and line of business specific recipient reports from your EZLynx data then send very specific marketing messages for pennies per recipient. This tutorial is intended for all users at an agency, and outlines the setup tasks every user must complete before using this product.
Automation Center will help you increase the productivity of your agency by automating task creation and client communications based on certain policy events, such as new policy downloads, cancellations, and changes.
Automation Center allows you to create rules to complete repetitive tasks when certain events take place. Tasks include sending an email, creating a note/task or closing a Sales Center opportunity. Read the document to find out more.
After installing EZLynx for Outlook, there are some setting that you can manage.
To Access Settings: Go to the bottom of the EZLynx for Outlook toolbar, and click the double arrow icon “<<”. Then click the Settings (gear) icon.
Options: You can disable the automatic prompting to save every non-matching incoming or outgoing email. With this option, the system only prompts to save the incoming or outgoing emails that match existing EZLynx accounts.
EZLynx Account Settings : The username and password here must match your EZLynx account.
After making any changes, click “Apply” then “Ok.”
Using EZLynx for Outlook:
When you click an incoming email, EZLynx for Outlook starts to search for any matching applicants. You will see the applicant’s name listed in the toolbar on the right if a match has been found.
Active campaigns are displayed.
Save an email to the applicant’s Activity page by clicking “Save Activity“.
If EZLynx for Outlook is unable to match the email to an existing applicant, a “No matching applicants found” message appears. Click “Search” to locate an existing applicant that is missing the email address or if the email came from someone else, like a carrier underwriter.
Click the Refresh button to search for an applicant again.
Options when saving an email:
Update the applicant’s email address to the sender’s address.
Include all attachments OR pick-an-choose which attachments to save.
Associate the email with a specific policy.
Add the email to an existing discussion.
Create a taskfrom the email.
When finished, click Save Activity.
If the email address is associated with multiple accounts, click the double arrow icon. Now toggle between possible matching applicants to locate the correct account.
EZLynx Consumer Quoting allows agents to offer live quoting or simply gather consumer information directly from your agency’s website. With EZLynx Consumer Quoting your visitors will receive a real time quote. Contact [email protected] or your EZLynx Sales Rep for more information.