With the Automation Center, your agency can create workflows that will help automate manual tasks so that your agency can focus on what's really important - your customers!


Automation Center has several different scenarios which are called triggers. When a trigger goes off the Automation Center then does an action. For example, if you create a customer account in EZLynx then Automation Center will send an email that contains a link to the Client Center portal on your agency website.


With lots of triggers and actions, there are numerous workflows to create. What's nice though is that it only takes 4 steps to create a workflow! If you are interested in our Automation Center product, please email sales@ezlynx.com


In this article, we have a complete list of all the templates, triggers, filters, and actions currently available in Automation Center. To learn how to create a workflow, check out our Automation Center - How to Create a Workflow article!


TABLE OF CONTENTS

Templates


To learn more about the specific templates and how they are setup, check out our Automation Center - Recommended Workflow Templates article!


TemplateSummary
Claim Experience ReviewConduct a quick customer survey on claims experience
Commercial Account Rounding OpportunitiesReview commercial accounts for new revenue opportunities
Invite Customer to Share Policy Information OnlineUse the Additional Policy trigger to share policy information via Client Center
Organize Commercial Account InformationLeverage the Applicant Created trigger and create relevant folders for commercial accounts
Organize Personal Account InformationLeverage the Applicant Created trigger and create relevant folders for personal accounts
Proactively Review Notice of CancellationUtilize the Notice of Cancellation trigger and create a task for the agent to review
Review Lost PoliciesUtilize the Policy Cancellation trigger and create a task for the agent to review
Send Customer Birthday WishesLeverage the Birthday trigger and send birthday emails to your customers
Send ID Cards on Policy RenewalEnable insureds to conveniently get their ID cards on demand
Share Personalized Quote Results OnlineUse the Successful Quote Submission trigger to send quote results instantaneously
Welcome Your New CustomersLeverage the New Customer trigger and send a welcome email, link to Client Center, set up a drip campaign for continuous customer engagement
Initiate Conversation with your ProspectsLeverages the Sales Center - Interview trigger to reach out to your prospects automatically to establish contact when the opportunity enters the interview stage in Sales Center.
Present Quote Results to Your Personal Lines ProspectsLeverages the Sales Center - Presentation trigger to share quote results via email with personal lines prospects when the opportunity enters the presentation stage in Sales Center.
Review Quote Results With Your Commercial Lines ProspectsLeverages the Sales Center - Presentation trigger to initiate communication with commercial lines prospects to go over their quote results when the opportunity enters presentation stage in Sales Center.
Share Renewal Policy To Client Center for ReviewWhen an applicant is added to the renewal list, this workflow allows you to share the renewal policy summary to Client Center and send an email notification to the Insured to review.
Share Expiring Policy to Client Center for ReviewWhen a policy is added to the expiration list, this workflow allows you to share the policy summary to the Client Center and send an email notification to the Insured to review.
Streamline Your Commercial Submission with Best PracticesProvide a structured checklist of best practices to help agents efficiently manage commercial submissions.
Engage and Retain Low-Risk Auto ClientsHelps you effectively engage and retain low-risk auto clients through targeted communication strategies.
Manage High-Risk Clients with Best PracticesCreates a task with a best practice checklist for agents to efficiently manage and review high-risk personal lines clients.
Share Declaration Pages OnlineUtilize the Carrier Documents Received trigger and share declaration pages via Client Center.

Triggers


Section Name
Trigger Name
AccountingInvoice Created
Communication CentereSignature Completed
Management SystemAdditional Policy
Management SystemApplicant Created
Management SystemBirthday
Management SystemCarrier Document Received
Management SystemCarrier Notification Received
Management SystemClaims
Management System
Customer Lost
Management SystemLabel Added
Management SystemManual Workflow
Management SystemNotice of Cancellation
Management SystemNew Customer
Management SystemPolicy Audit
Management SystemPolicy Cancellation
Management SystemPolicy Change
Management SystemPolicy Change Request - Confirmed
Management SystemPolicy Change Request - Open
Management SystemPolicy Renewal
Management SystemPolicy Reinstatement
Management SystemTask Completed
Rating EngineSuccessful Quote Submission
Retention CenterApplicant Added to the Renewal List
Retention CenterPolicy Added to the Expiration List
Sales CenterNew Status
Sales CenterContacted Status
Sales CenterQuoted Status
Sales CenterReviewed Status
Sales CenterWon Status
Sales CenterCross Sell
Sales CenterCapture Unbound
Sales CenterRecapture Lost Policy
Sales CenterSuggest Umbrella
Submission CenterCommercial Submission Added
Submission CenterCommercial Submission Updates

Filters


Section Name
Filter Name
ApplicantAge
ApplicantApplicant Status
ApplicantAssigned Producer
Applicant
CSR
Applicant
Date Applicant Created
ApplicantLead Source
ApplicantNAICS Code 
ApplicantSIC Code 
ApplicantState
ApplicantType
Applicant
VIP Status
Applicant
Zip Code
BirthdayBirthday is for one of
Birthday
Days Until Birthday is
BirthdayAge
BirthdayBirthday
Carrier DocumentsCarrier Document Type
Carrier NotificationMessage Type
Change RequestSource
ClaimsAdjuster Information
ClaimsClaim
ClaimsIncurred Loss Amount
ClaimsReserve Amount
ClaimsSource
ClaimsStatus
ClaimsType
OpportunityLine of Business
PolicyAssignee
PolicyBilling Type
PolicyCarrier 
PolicyDepartment 
PolicyLine of Business
PolicyPolicy Source
PolicyPremium
PolicyRating State
Quote SubmissionCarrier
Quote SubmissionChannel
Quote SubmissionLOB
Quote SubmissionPackage Submission
Quote SubmissionPremium
Quote SubmissionResubmitted Quote
Retention Center Applicant RenewalCarrier
Retention Center Applicant RenewalChange Reason
Retention Center Applicant RenewalLine of Business
Retention Center Applicant RenewalRisk
Retention Center Applicant RenewalTotal % Change
Retention Center Applicant RenewalTotal Annualized Premium
Retention Center Applicant Renewal
Total Premium change
SubmissionCarrier
SubmissionCarrier Status
SubmissionLine of Business
SubmissionSubmission Assignee
SubmissionSubmission Status
WorkspaceChecklist
WorkspaceLabel is one of

Actions


Action Name
Expected Time Delay
Assign Opportunity to Producer 
N/A
Assign to Renewal Manager
N/A
Close Applicant in Retention CenterN/A
Create FoldersN/A
Create Note/TaskN/A
Execute Automated QuoteN/A
Generate Agency DocumentsN/A
Generate Client DocumentsN/A
Get Google ReviewsN/A
Send Client Center LinkWill generate after 10 AM CST
Send EmailWill generate after 10 AM CST
Send Text Message
Will generate after 10 AM CST
Share to Client CenterN/A
Share Renewal Policy Summary to Client CenterN/A