EZLynx

Solution Center

101 - Automation Center for CSRs and Producers

This folder contains all of the articles that will help CSRs and Producers on how to use the Automation Center to handle day to day tasks.

Automation Center - How to Create/Suggest a Workflow
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 importa...
Thu, 13 Jun, 2024 at 7:17 PM
Automation Center - Workflow Icon
The Automation Center can automate task creation and send email campaigns and text messaging automatically depending on events and filters the Automation Ce...
Thu, 4 Apr, 2024 at 3:56 PM
Automation Center - External Automation Actions
The vision of EZLynx Automation Center is to empower your agency to be profitable by enabling you to eliminate redundant operational activities. Our goal is...
Thu, 12 Jan, 2023 at 1:35 PM
Automation Center - Successful Quote Submission Trigger & Quote Personalization Tag
With this release we have added a brand-new trigger in Automation Center - Successful Quote Submission! This new trigger will sent out an automatic email wh...
Thu, 8 Apr, 2021 at 8:53 PM
Automation Center - Birthday Workflow
EZLynx has completely redesigned the user experience for our Automation Center product. With this new version of Automation Center, Agencies will have a new...
Tue, 15 Dec, 2020 at 8:04 PM
Automation Center - Recommended Workflow Templates
EZLynx is proud to announce an enhancement to the Automation Center - Recommended Workflow Templates! The goal of the Recommended Workflow Templates is to r...
Tue, 15 Oct, 2024 at 5:31 PM
Automation Center - Document Generation Actions
We are proud to announce another amazing enhancement to the Automation Center! Automation Center saves time for agencies by automating repetitive mundane ac...
Sun, 29 Sep, 2024 at 2:11 PM
Integrated & Suggested Automation
EZLynx is excited to introduce a significant enhancement to our Automation Center, designed to boost efficiency and streamline operations! We have improved ...
Mon, 10 Jun, 2024 at 6:02 PM
Automated Renewal Management for Client Center
We're excited to announce significant enhancements to the EZLynx Client Center with the focus to improve the pre-renewal stage of the insurance lifecycl...
Fri, 14 Jun, 2024 at 11:55 AM