Automation Center - List of all Triggers, Filters, Actions, and Templates
Modified on: Thu, 21 Sep, 2023 at 4:47 PM
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!
Template | Summary |
---|---|
Claim Experience Review | Conduct a quick customer survey on claims experience |
Commercial Account Rounding Opportunities | Review commercial accounts for new revenue opportunities |
Invite Customer to Share Policy Information Online | Use the Additional Policy trigger to share policy information via Client Center |
Organize Commercial Account Information | Leverage the Applicant Created trigger and create relevant folders for commercial accounts |
Organize Personal Account Information | Leverage the Applicant Created trigger and create relevant folders for personal accounts |
Proactively Review Notice of Cancellation | Utilize the Notice of Cancellation trigger and create a task for the agent to review |
Review Lost Policies | Utilize the Policy Cancellation trigger and create a task for the agent to review |
Send Customer Birthday Wishes | Leverage the Birthday trigger and send birthday emails to your customers |
Send ID Cards on Policy Renewal | Enable insureds to conveniently get their ID cards on demand |
Share Personalized Quote Results Online | Use the Successful Quote Submission trigger to send quote results instantaneously |
Welcome Your New Customers | Leverage 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 Prospects | Leverages 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 Prospects | Leverages 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 Prospects | Leverages 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. |
Triggers
Section Name | Trigger Name |
Accounting | Invoice Created |
Communication Center | eSignature Completed |
Management System | Additional Policy |
Management System | Applicant Created |
Management System | Birthday |
Management System | Carrier Document Received |
Management System | Carrier Notification Received |
Management System | Claims |
Management System | Customer Lost |
Management System | Label Added (NEW!) |
Management System | Manual Workflow |
Management System | Notice of Cancellation |
Management System | New Customer |
Management System | Policy Audit |
Management System | Policy Cancellation |
Management System | Policy Change |
Management System | Policy Change Request - Confirmed |
Management System | Policy Change Request - Open |
Management System | Policy Renewal |
Management System | Policy Reinstatement |
Management System | Task Completed (NEW!) |
Rating Engine | Successful Quote Submission |
Retention Center | Applicant Added to the Renewal List |
Retention Center | Policy Added to the Expiration List |
Sales Center | Capture Unbound |
Sales Center | Cross Sell |
Sales Center | Decision Status |
Sales Center | Fulfillment Status |
Sales Center | Interview Status |
Sales Center | Presentation Status |
Sales Center | Pricing Status |
Sales Center | Recapture Lost Policy |
Sales Center | Suggest Umbrella |
Submission Center | Commercial Submission Added |
Submission Center | Commercial Submission Updates |
Filters
Section Name | Filter Name |
Applicant | Age |
Applicant | Applicant Status |
Applicant | Assigned To |
Applicant | Date Applicant Created |
Applicant | Lead Source |
Applicant | NAICS Code |
Applicant | SIC Code |
Applicant | State |
Applicant | Type |
Applicant | VIP Status |
Applicant | Zip Code |
Birthday | Birthday is for one of |
Birthday | Days Until Birthday |
Carrier Documents | Carrier Document Type |
Carrier Notification | Message Type |
Change Request | Source |
Claims | Adjuster Information |
Claims | Claim |
Claims | Incurred Loss Amount |
Claims | Reserve Amount |
Claims | Source |
Claims | Status |
Claims | Type |
Opportunity | Line of Business |
Policy | Assignee |
Policy | Billing Type |
Policy | Carrier |
Policy | Department |
Policy | Line of Business |
Policy | Policy Source |
Policy | Premium |
Policy | Rating State |
Quote Submission | Carrier |
Quote Submission | Channel |
Quote Submission | LOB |
Quote Submission | Package Submission |
Quote Submission | Premium |
Quote Submission | Resubmitted Quote |
Retention Center Applicant Renewal | Carrier |
Retention Center Applicant Renewal | Change Reason |
Retention Center Applicant Renewal | Line of Business |
Retention Center Applicant Renewal | Risk |
Retention Center Applicant Renewal | Total % Change |
Retention Center Applicant Renewal | Total Annualized Premium |
Submission | Carrier |
Submission | Carrier Status |
Submission | Line of Business |
Submission | Submission Assignee |
Submission | Submission Status |
Workspace | Checklist (NEW!) |
Workspace | Label (NEW!) |
Actions
Action Name | Expected Time Delay |
Assign Opportunity to Producer | N/A |
Assign to Renewal Manager | N/A |
Close Applicant in Retention Center | N/A |
Create Folders | N/A |
Create Note/Task | N/A |
Generate Agency Documents | N/A |
Generate Client Documents | N/A |
Send Client Center Link | Will generate after 10 AM CST |
Send Email | Will generate after 10 AM CST |
Send Text | Will generate after 10 AM CST |
Share to Client Center | N/A |
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