Ask Me Anything: EZLynx Microlearning Series - Questions About Automation

Explore our "Ask Me Anything: EZLynx" Microlearning Series to get answers to the most common challenges users face. This on-demand collection brings you insights from our 2025 office hour sessions, featuring real questions and practical solutions from power users. In this episode, dive into automation strategies that simplify your workflows. Learn the best starting points for automation, how to get started without feeling overwhelmed, and tips for making everyday tasks easier in EZLynx. Discover how to set up automated notifications for producers and create emails for expiring home or dwelling policies—plus more time-saving ideas. Whether you missed the live sessions or want quick, actionable guidance, this series helps you work smarter and stay ahead.

Part 1: What is the best starting point for automation? (0:15)

Part 2: How can I get started with automation without being overwhelmed? (1:38)

Part 3: What are your top tips for making things easier in EZLynx? (4:16)

Part 4: Can automation notify a producer (not assigned) when a new policy is added? (6:00)

Part 5: How do I set up an email to go out automatically for home or dwelling fire policies expiring within 90 days? (7:03)