Automation Center - Google Reviews + Automation Workflows
Modified on: Tue, 3 Sep, 2024 at 5:41 PM
Today, with Google Reviews feature in Client Center, your insureds are able to give reviews only after completing a self-service transaction in Client Center. With this release, we are excited to announce that the Google Reviews feature can now be sent to your customers via email by utilizing the Automation Center! This will increase the opportunity of getting more positive Google Reviews.
This feature will help you understand the overall experience level of your consumers with your agency by looking at the reviews they provide on Google and also attract potential prospects to view the reviews and reach out to you for their insurance needs. By actively seeking and promoting positive reviews, agencies can attract new customers and establish their credibility in the marketplace. EZLynx remains committed to providing innovative solutions to support its client's success in today's increasingly digital world.
To learn more about Google Reviews or how to set it up, check out our Google Reviews for Client Center's Referral Program article!
TABLE OF CONTENTS
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Which Triggers have the Google Reviews Action
You will see the newly added action for Google Reviews for the following Management System triggers:
- New Customer
- Additional Policy
- Policy Renewal
- Manual Workflow
You will be able to create these workflows so that the request for reviewing your agency can be sent to your customers when these workflows triggers.
How to Access Google Review Action
From one of the above triggers, go to the Add Actions step. The new action is named Get Google Reviews and you will be able to send this request via email to insureds and they will be able to comment and rate you on Google. To learn more about creating workflows, check out our Automation Center - How to Create a Workflow article!
You consumers will see a simple question regarding their experience with your agency in the email that will be sent after the workflow triggers and will be able to provide rating from 1 to 5 stars (1 being the lowest and 5 being the highest). To learn more about how the rating process works, check out our Google Reviews for Client Center's Referral Program article!
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