What’s New in EZLynx 4.18.06

Highlights

  • Policy Management Updates
    • Enhanced Download Matching Logic
    • (Beta) Edit Downloaded Policy Transactions
    • Maintain Version History to Track Changes
    • Restore Original Carrier Download at any Point in Time
    • Ability to Compare Versions for each Transaction
    • Automatically Sync the User Edits with the Download from the Carrier
    • Automatic Confirmation of Change Requests via Auto Sync
    • Manual Confirmation of Change Request
    • Add Policy Association to Saved Notes, Tasks, Emails, and Texts
    • Update Policy Association on Existing Notes, Tasks, Emails, and Texts
    • Defaulting Policy Associations on Future Notes Added to the Same Discussion
    • Additional Claims Types
  • What’s New with Document Management?
    • Bulk Actions
    • Move To
    • (Client Center) Share & Remove Share – For One or Multiple Documents
    • Delete
  • Rating Engine – State Regulation Changes
    • Update to Indiana Auto Coverage for July 18th State Regulation Changes
    • Update to Nevada Auto Coverage for July 18th State Regulation Changes
    • Update to Maryland Auto Coverage for July 18th State Regulation Changes
  • Underwriting Request Enhancements
    • Enhanced Visibility of Total Number of Underwriting Requests
    • Quote Proposal attached automatically to UW Requests
    • Date/Time Filter to Retrieve Underwriting Messages
    • New Status Option – In Progress
  • EZLynx for Outlook Enhancements
    • General UI Update
    • Create Sticky Notes
    • Filtered Images & Preview Attachments
    • Save to a folder
    • Create a New Task or Attach to Existing Task
    • Add Reminders
    • Workspace Enhanced
    • Add Labels
    • Associate to Policy update
    • Options menu re-design
    • Bug Fix – EZLynx for Outlook Installed on more than one Computer with same Account
  • What’s New in EZLynx Reporting
    • Active Customers with Email Detail Report
    • Prospects with Email Detail Report
    • MVP Customer Detail Report
    • (BETA) Read Only User
    • Embedded Reporting Feedback
    • Report Updates
  • (Coming Soon) EZLynx Accounting Updates
    • Incorrect Amount Displaying on Checks for Added Line Items
    • Finance Company’s Address Will Now Appear on Invoices
    • Updated Invoice Type Based on Financing Amount
    • Updated How Invoices Appear in Statements Based on As of Date Posting
    • Updated Receipts included in Finalized Deposits
    • Now Able to Bill Pending Transactions
    • Automatic QuickBooks Online Authorization
  • EZLynx Sales Center Now Integrates with Automation Center
    • Quick Introduction to Automation Center
    • New Sales Center Status Templates for Automation Center
    • Let’s review each of the new templates
    • Possible workflow actions

Policy Management Updates

EZLynx has made many new enhancements to make policy processing easier for all agents.

Enhanced Download Matching Logic

We are excited to announce a new enhancement to our policy download matching process. We believe EZLynx has the industry’s best success rate for matching policy downloads from carriers to your respective customer accounts in the EZLynx management system. With this release, EZLynx has expanded its policy download matching logic to now leverage unique phone number information in personal applicant accounts. We will also be rolling this out for commercial applicants shortly.

To take advantage of this enhancement, we encourage you to enter the customer contact information as much as possible. We only match if the phone number is a unique match for only one applicant to prevent mismatches. We match on any phone number type to make sure your records stay as accurate as possible.

(Beta) Edit Downloaded Policy Transactions

EZLynx has a new feature called Edit Downloaded Transactions. With this feature, users with permission can supplement information in policy downloads sent from the carrier. Currently, users cannot change the information downloaded by the carrier, but will be able to add to it. EZLynx now automatically syncs the information added by the user with subsequent downloaded transactions. Another exciting aspect is that EZLynx maintains each version of the edited policy as a history, including the ability to restore a version at any point in time.

In our last release, this feature was only available for Commercial Auto, but now can be used for these additional lines of business: Commercial Property, General Liability, Business Owners Policy, Commercial Umbrella, Homeowners, Dwelling Fire, Personal Auto, Inland Marine, Workers Comp and Crime. Users can fill in missing information for vehicles, drivers, coverages, additional interests, and more!

Maintain Version History to Track Changes

EZLynx maintains a version for each transaction level when edited. When a user edits a manual or downloaded transaction, EZLynx saves a version containing the user and changes they made with a timestamp. Each version is located under the policy’s History page after clicking the blue policy Details link from the applicant’s Overview screen.

Once on the policy History page, locate the blue clock icon to the far right of each edited transaction, and click to open the Version panel.

Restore Original Carrier Download at any Point in Time

For downloaded transactions, the original downloaded transaction from the carrier remains untouched. Any subsequent changes are saved as a version, and that version becomes the latest transaction image used to pre-fill ACORD forms or run reports, etc…

Users will be able to restore any of the versions as the latest version for a transaction. For example, if a user makes five revisions, then they can restore the original version as the latest image. Once the original version is restored, EZLynx applies the original details to the policy transaction.

Ability to Compare Versions for each Transaction

You will be also able to compare the versions for a policy transaction. This will help you to understand the differences between two policy versions

Automatically Sync the User Edits with the Download from the Carrier

Once a policy transaction is edited, each subsequent download for that policy is automatically compared to the existing version. EZLynx will then carry forward all supplemented data to the new download. Users can view a system generated version for the new download.

EZLynx has noticed that our users manually add a lot of valuable information in manual policies converted from manual applications. Many times, this data is not included in the download, so this new process allows users to preserve all their manually entered underwriting information. Next, the system deletes the manually entered new business transaction and retains the auto-merged version. To view the manually entered new business transaction, click Show Deleted Transactions at the top of the policy History screen.

Automatic Confirmation of Change Requests via Auto Sync

We are also introducing the ability to automatically confirm policy change requests leveraging Auto Sync. After a user creates a policy change request and EZLynx receives the policy change download from the carrier, the system automatically compares the change request with the new policy change download. If there are no differences, EZLynx automatically confirms the change request, and attaches it as a version of the policy change download.

Manual Confirmation of Change Request

Users can still confirm the change request manually, using policy Compare. If everything is correct on the download, simply click Confirm, and EZLynx attaches it as a version of the policy change download.

Add Policy Association to Saved Notes, Tasks, Emails, and Texts

We are excited to announce new enhancements to the Agency Workspace that improves your agency’s productivity and organization. This release allows users to associate notes, tasks, emails, and text messages to policies in EZLynx at any time, rather than just when the note is added. Additionally, these policy related activities transfer seamlessly if a user moves the policy to another applicant account.

Most users are familiar with the ability to associate a Note/Task to a policy when adding a new note. Now, if the user forgets to associate the Note/Task to a policy at the time of creation, then users can add a policy association afterward to any existing Note, Task, Email, or Text activity. To access the new functionality, simply navigate to an applicant’s Activity page. Once there, there are two viewing options: discussion or timeline view.

If set to discussion view:

  • Expand the discussion, and locate the edit options to the right of the activity.
  • For each item, there is now an Associate to Policy icon.
  • Click to see a drop down appear with the available policies to select.
  • Select from both active and inactive policies.
  • After the policy is associated, it appears on the activity line.
  • Users can also perform this new action from the Agency Activity & Agency Tasks pages, Sales Center Activity Tabs, and Retention Center Activity Tab.

If set to timeline view:

  • Like discussion view, locate the edit options to the right of an activity.
  • Each item has an Associate to Policy icon.
  • Click to select from active or inactive policies.
  • The changes are saved automatically.

For both views, once the policy is associated, the policy data remains with the activity. If the policy is later moved, then the associated activities will move with the policy.

Please note: this functionality is not available for eSignature activities. This is due to E&O concerns related to moving polices and have the associated activities and their applicable documents move as well.

Update Policy Association on Existing Notes, Tasks, Emails, and Texts

In addition to being able to add a policy association to an existing Note, Task, Email or Text activity, users are now able to update the policy associations they previously made. Like associating a policy to an existing activity, locate the activity you would like to update and simply change the policy association. This functionality is useful for correcting activities with the wrong policy association.

Defaulting Policy Associations on Future Notes Added to the Same Discussion

In this release, there is a new logic that automatically associates the policy to subsequent notes added to the discussion. If needed, the user can still change the association on any note added to the discussion. This logic also applies to other activities, such as text messages and emails. Once a user associates a text message or email with a policy and then adds a note, this note is automatically associated to the same policy the text message or email was associated to. To remove the defaulted association, simply click the policy folder icon in the workspace as normal.

We hope you enjoy these new enhancements. At EZLynx, we strive to enhance our product to make your life easier. We have a lot a great new functionality on the horizon for the Agency Workspace, so stay tuned for that!

General Bug Fix

With this release we also fixed the following bugs in the workspace:

  1. You can now remove yourself as a watcher from a discussion without the system adding you back when you save the note.
  2. You can delete a label and then add it back without a system error.

Additional Claims Types

There are now additional Claim Types for agents to select when adding a claim. Locate these additional types while creating the claim from any applicant’s Overview screen or from the Claims page after clicking the blue policy Details link from the Policies grid.

  • Rental Income
  • Work Comp – FNOL
  • Water Damage
  • Watercraft – Hull Damage
  • Watercraft – Med Pay
  • Bodily Injury
  • Bond
  • Umbrella
  • Collision – Not at Fault

What’s New with Document Management?

Organizing customer documents can be a tedious task, so to help streamline user productivity we have made some fantastic updates. Users can now perform bulk actions with documents! With this new functionality, we also updated the process to share documents.

Bulk Actions

There are new checkboxes on the left of supported document types. Select at least one document to enable the new bulk Actions button, indicated by blue, at the top right of the screen. When no documents are selected, the Actions button is disabled, indicated by gray.

Once the Actions button turns blue, users have multiple options including, move to, share, remove share & delete.

Move To

Click the Actions button, and select Move To. This will feel familiar to the previous workflow, except that users can move multiple documents at once.

Users can select the folder to move the documents to. Click Move, and the selected documents are relocated to their new folder. EZLynx tracks this activity from the System Log tab under the applicant’s Activity page. Optionally, users can select folders to move, if desired.

(Client Center) Share & Remove Share – For One or Multiple Documents

We have replaced the prior Share checkbox that enabled users to share a document to Client Center. There are two methods to share now, multiple documents at once, or one at a time.

To share/remove share one document at a time:

  • Click the blue Actions link to the right of the document.
    • If a document has not already been Shared, then the Share option is available.
    • If the document has already been shared, then select from Remove Share or Send Shared Document Notification.
      • The Send Shared Document Notification pop-up appears.
      • Select Delivery Method
        • Email
        • Text (for agencies with Text Messaging)
      • Choose the email address or number, and Send.
      • Once shared, a green checkmark appears under the Share column.

To share/remove share in bulk:

      • Select at least one document, and click blue Actions button.
        • If document is not already shared, select Share.
          • When multiple documents are shared at once, the Send Shared Document Notification pop-up appears.
          • Select Delivery Method
          • Email
          • Text (for agencies with Text Messaging)
          • Choose the email address or number, and Send.
          • Once shared, a green checkmark appears to the right under the Share column.
          • If documents have already been shared, then select Remove Share.

Delete

 

Users now have the option to select multiple documents and delete them at once. A confirm choice window pops up to ensure nothing is removed accidentally. Folders cannot be deleted if any documents are stored within it. This prevents users from removing documents without intending to delete them. To remove a folder, users should first move or delete the documents stored within it.

Rating Engine – State Regulation Changes

Due to upcoming July regulations in several states, we added changes to our rating screens. These enhancements are for the states of Indiana, Nevada, and Maryland.

Update to Indiana Auto Coverage for July 18th State Regulation Changes

Effective July 18th for Indiana auto quotes, the new state minimum for liability coverage will be 25/50/25. This will be reflected for all quotes with an effective date on or after July 18th.

Additionally, a new state regulation no longer supports 10,000 and 15,000 as values for General Coverage Property damage. For this reason, these values are unavailable for auto quotes with effective dates on or after July 18th.

Update to Nevada Auto Coverage for July 18th State Regulation Changes

Effective July 18th for Nevada auto quotes, the new state minimum for liability coverage is being updated to 25/50/20. This applies to any auto quote with an effective date on or after July 18th.

Per new state regulations effective July 18th, 15/30 and 25/25 are no longer supported for Bodily Injury, Uninsured Motorist and Underinsured Motorist drop downs. Also, 10,000 and 15,000 are not available values for General Coverage Property damage for auto quotes.

Auto Property Damage has a new value to select: 20,000. This value is available on Auto quotes with effective dates on or after July 18th.

Update to Maryland Auto Coverage for July 18th State Regulation Changes

Finally, we added a new field to utilize for Maryland auto quotes. There is a new optional coverage value – EUIM (enhanced under insured motorist). This new option only appears in the State Specific Coverage – MD section if the same coverage amounts are entered for BI and UM.

Users can answer Yes or No for the EUIM coverage. This enhancement applies to quotes with effective dates on or after July 18th.

Underwriting Request Enhancements

EZLynx is excited to announce enhancements to underwriting messages. This release provides better visibility of the total number of underwriting requests. Additionally, EZLynx automatically provides the quote proposal from branch agents if provided by the carrier. There is also a new date/time filter to retrieve requests received during different time intervals.

Enhanced Visibility of Total Number of Underwriting Requests

From the Underwriting Requests page, users can now see the total number of requests at the top of the messages list.

Quote Proposal attached automatically to UW Requests

We believe this feature gives admins or underwriters greater insight for the underwriting request. Once a branch agent submits an underwriting request, EZLynx automatically attaches the Quote Proposal associated with the quote in the underwriting message.

Date/Time Filter to Retrieve Underwriting Messages

In addition to date filters, users can also retrieve requests based on different time periods, including:

  • Last 24 hours
  • Last 48 hours
  • Last 72 hours
  • Last 7 Days

New Status Option – In Progress

There is a new status option, In Progress, available from the Change Status dropdown. Use this status to let other users know that the request is currently being reviewed.

EZLynx for Outlook Enhancements

Based on agents’ requests for improvements to the outlook plugin, we have endeavored to make the outlook plugin experience similar to the agency workspace.

General UI Update

In addition to the new functionality, the overall appearance of the plugin has been upgraded to make the process more intuitive & to reduce bulk. The attachments and tasks have been moved to the bottom of the Save Activity window to better integrate it with the other action tabs now available.

Create Sticky Notes

Users can now quickly create a sticky note when saving an activity from Outlook. There is a new small sticky note icon next to the Discussion Title field. It appears gray when not in use and blue when selected to make a sticky note like it does in the agency workspace. When the icon is blue, any text in the Notes field will be added as a sticky note to the applicant’s Overview screen.

Filtered Images & Preview Attachments

Agents made us aware that many unwanted images, like signatures, are saved with the email and it was making the documents page cluttered. We have responded with two solutions.

The first solution we made is to filter or hide the embedded images in the email. Embedded images are visible within the email body, rather than a separate attachment. The most common types of embedded images are signature icons & headshots. After researching, it appears the vast majority of images that agents want to save are attached rather than embedded. This can be configured by each user’s preference, from the Options menu. By default, it will be enabled to hide or filter embedded images.

Agents can still choose to display these images, if needed by checking Display embedded images. Once displayed, preview the images and check those to save.

Another solution is the new option to preview the files available to attach. Check this box to display each file to the right, and decide whether to save it with the activity or not. To remove an attachment, simply uncheck its box.

Save to a folder

When saving attachments, users can now choose whether to save to a folder. This keeps the applicant’s document library better organized. Check the box, and a folder selection pop-up appears. Only one folder can be selected, but there is a drill down feature to locate folders within folders. Once chosen, any attachments in the email will be saved to that destination.

Create a New Task or Attach to Existing Task

One of the most requested features was the ability to close or complete an existing task. This is now available under the task tab, indicated by the clipboard and checkmark. By default, when a user opens the Task tab, Add a task will be checked to create a new task. If necessary, simply uncheck the box. Or, choose to attach to an existing task, and a pop-up appears with all tasks associated with the applicant. The task name, a color-coded status, discussion title, due date and the task’s assigned user can be seen. Select the applicable task to populate the data & update.

Close the task by changing the status to Complete. Users can also update the due date or assignee. There is also a filter to choose between open or completed tasks. Re-open tasks as desired! Use the task description on the right to remember task details when the task was created.

Add Reminders

In an effort to mimic the agency workspace, users can also create & manage reminders for tasks using EZLynx for Outlook. Below the task is an option to add or remove a reminder. Reminders will be displayed if already associated with the selected task. Optionally, add multiple reminders & specify the method as Email, Notification or Text (for agencies with EZLynx Text Messaging).

Workspace Enhanced

Agencies with Workspace Enhanced can now set the task as Important and add a Time Due as well.

Add Labels

Traditionally when an email/activity was saved using EZLynx for Outlook, only one Label was used; Email received or Email sent, depending on the activity type. We understand how useful labels can be for locating important information quickly, so now agents can add or remove labels from the Label screen, under the gift tag icon.

Here all the agency’s system and custom labels are displayed. Simply select the desired labels, and they will be saved with the activity.

Associate to Policy update

We have moved the policy association under the policy folder icon. To manage, click the policy tab & all policies for the applicant will be displayed. Next, select the policy to associate the email with.

Options menu re-design

We made some changes to the options menu to make it easier to understand. There are text changes, and we reordered the options for intuitive navigation.

Bug Fix – EZLynx for Outlook Installed on more than one Computer with same Account

Previously, users with EZLynx for Outlook installed on a work and home computer experienced issues with an influx of Save Activity requests when transitioning from one computer to the other.

We have implemented 2 solutions to resolve this issue. First, we’ve updated the plugin to check the time the emails were sent compared to the current time. If the email wasn’t sent within the last two minutes, the pop-up won’t appear. Second, we’ve added a time out that will close the pop-up after 5 minutes.

What’s New in EZLynx Reporting

We have been working towards updating the Reporting product. With this release we have created new reports, added highly requested features and have implemented some minor updates to our existing reports

Active Customers with Email Detail Report

The report contains a list of all active customers available to your EZLynx account with an active email address so that you can easily create email campaigns. You can filter the data on the Assigned agent and branch selections.

Prospects with Email Detail Report

The report contains a list of all prospects available to your EZLynx account with an active email address enabling you to create email campaigns. You can slice your data on the Assigned agent and branch selections.

MVP Customer Detail Report

The report will give you all the current details for your MVP customers by Commission or Premium totals over the past 365 days. Filter your data on assigned Agent, branch, producer and policy type.

(BETA) Read Only User

We have a new reporting Read Only User Permission that allows the selected users to view only the reports shared with them without being able to modify or export the content. Contact [email protected] to get this set up for your agency!

The screenshot at right is the view for a report, shared with a Read Only User. As shown, the user doesn’t have access to the filter panel on the left. This restricts his/her ability to modify the contents of the shared report.

Embedded Reporting Feedback

With this release, all EZLynx reports give users the capability to let us know their thoughts about that report. This includes an icon to like/unlike and provide suggestions on how we can enhance the usability of the report. Click on the highlighted icon as shown to the right to submit your comments!

Report Updates

  • Cross Sell Detail Report – After numerous requests, we have added the Next Policy Expiration Date so that users can easily see, for the applicable applicant, when their next policy is set to expire.
  • Age Detail Report – Users can now filter using Birth Month and Birth Date in the Age Detail Report.
  • Policy Expiration Detail Report – Ability to slice this data using Billing Type.
  • Commission Grouping Report – We added a Department Name column to help filter the data using Departments.
  • Update – Users with access to the reports scheduler can now save 25 recurring reports per Organization instead of 5 per user.

(Coming Soon) EZLynx Accounting Updates

We have been hard at work updating the system and functionality. With this release, you will notice some highly requested fixes that will improve your overall experience in EZLynx Accounting.

Incorrect Amount Displaying on Checks for Added Line Items

Previously, when a user added expenses to checks in EZLynx Accounting, the line items displayed as $0. The posting amounts were correct; however, the display in the system was not. We have corrected this issue, and now users can see the correct line item posting for the expenses added to checks in Accounting.

Finance Company’s Address Will Now Appear on Invoices

When users create a finance invoice, paid to the agency, the finance invoice should have the finance company’s address, but this field has been blank. We have corrected our system error and agents can now see the expected company’s address in the top left corner.

Updated Invoice Type Based on Financing Amount

Agents might have experienced an issue where they were unable to open financed invoices because the financed amount was $0. We have corrected this problem, so that if users create a finance invoice and the financed amount is $0, then EZLynx Accounting will change the invoice type to Single.

Updated How Invoices Appear in Statements Based on As of Date Posting

We have updated how postings appear on your customer’s statements. With this release, customer statements will not include postings with effective dates in the future. You will still see the future effective postings in the current balance, the current due and total due for the customer.

Updated Receipts included in Finalized Deposits

Previously, EZLynx Accounting allowed users to reverse receipts that were part of finalized deposits. From a general accounting standpoint, this can cause balancing issues and is generally not an acceptable accounting practice. Now, when users attempt to reverse a receipt, the system checks to see if the receipt is part of a finalized deposit. If the receipt is associated to a finalized deposit, then agents will receive this error: The receipt cannot be reversed if it is in a finalized deposit. To resolve, a user should reverse the deposit, then reverse the receipt. Once the receipt is correct, the user should re-create the deposit for correct balancing later.

Now Able to Bill Pending Transactions

We have resolved an issue, and users are now able to bill pending transactions. Access the Pending Billing Transactions from the applicant’s Invoices tab or from the Pending Transactions tab in the EZLynx Accounting Billing area.

Automatic QuickBooks Online Authorization

Occasionally, an agency’s QuickBooks Online connection would fail in EZLynx Accounting. This required users to disconnect and then reconnect to the QuickBooks Online instance in EZLynx. We have adjusted our credential authorization service and fixed the refreshing credential issue.

We hope these enhancements improve your EZLynx Accounting experience and look forward to delivering more improvements with our next release.

EZLynx Sales Center Now Integrates with Automation Center

We are excited to announce even more great enhancements for Sales Center. We are introducing new Automation Center events for Sales Center. For those of you familiar with Automation Center, we have added 5 new workflow templates; one for each step of the Sales Center.

Quick Introduction to Automation Center

For those of you who are not familiar with Automation Center, this is an area in the EZLynx platform where you can create automated events to take place when specific events are triggered in the system. For example, when a new policy is added to a customer, you might want to have an automated action create a task for the applicant’s assigned user to review the policy. You might also want the system to generate an automated email to the customer thanking them for joining your agency.

For agencies with Automation Center, all users will see a new workflow icon in the Workspace. This will show any active workflows for the applicant, and a history of workflows previously run for the applicant. For Automation Center admin users, there is a new Settings option to configure workflows. With Automation Center, we provide you with prebuilt templates from which you can determine what actions you would like to happen when the template’s predefined event takes place in EZLynx. For this Automation Center release, we have some great fixes coming out that were reported during our beta period. This is just a quick high-level overview of Automation Center. If you are interested in learning more, please click the links below for more details.

Click here to request a demo with your EZLynx Sales Representative.

New Sales Center Status Templates for Automation Center

If those familiar with Automation Center, then the new Sales Center templates are a welcome addition. To access this great new functionality:

  • Hover over the Settings icon.
  • Select Automation Center, and navigate to the Configuration tab.
  • Click on the green box, New Workflow from Template, to launch the Select Template window.
  • Towards the bottom of the template list, locate the new Sales Center automation templates.
  • Each template is triggered when a user moves an opportunity from one sales pipeline column to another.
  • When the triggered event takes place, agents can select which automation action to happen in EZLynx.

At this time, Opportunities edited from the workspace will not trigger the Automation Center rules correctly. We are working to resolve this issue as soon as possible. Thank you for your patience.

Let’s review each of the new templates:

  • Sales Center – Interview Status – This workflow is triggered when an Sales Center opportunity is moved to the Interview column.
  • Sales Center – Pricing Status – This workflow is triggered when an opportunity moves to the Pricing column.
  • Sales Center – Presentation Status – This workflow is triggered when an opportunity in Sales Center is moved to the Presentation column.
  • Sales Center Decision Status – This workflow is triggered when an opportunity in Sales Center is moved to the Decision column.
  • Sales Center – Fulfillment Status – This workflow is triggered when an opportunity in Sales Center is moved to the Fulfillment column.

Possible actions for the above workflows include:

In automation center users can execute 2 actions when an event is triggered in the system.

  • Create Note/Task
  • Send Email (this will send the email to the associated applicant)

We have made a minor adjustment to the Create Note/Task action in Automation Center to accommodate the new Sales Center templates.

When using a new Sales Center template, there is a new option to create the task for the Assigned Producer on the opportunity. This ensures that producers are up-to-date and executing the correct agency processes depending on how each agency handles opportunity movement in Sales Center. This new option for the Create Note/Task action in Automation Center is only available on Sales Center templates.

If there is no producer assigned to the opportunity and there is no default producer for the agency, then the automated action to create the task will fail and the task will not be created. To avoid this issue, we always recommend making sure your agency’s Sales Center has a default producer set in the Sales Center Settings area. Agents can still assign the task to the applicant’s Assigned User or a Specific User in the agency. Also, the ability to generate an automated email remains the same, and if this action is enabled for the agency’s Sales Center workflow, then it will send an email to the applicant associated with the opportunity.

 


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