Driving Growth Through Automation: Unlocking the Power of EZLynx
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Streamline your workflows, enhance client retention, and boost sales with this focused learning bundle on the EZLynx Automation Center. Whether you're just getting started or looking to refine your existing automation strategy, this series offers actionable insights and real-world examples to help your agency operate more efficiently and effectively. Explore automation basics, advanced use cases, and key tools like the Sales and Retention Centers to optimize every stage of the client journey.
Includes:
- EZLynx Automation Center: What is Agency Automation
- Getting Started with Automation in EZLynx Retention Center
- ACN Roundtable: EZLynx Automation
- EZLynx Automation Center – EZLynx User Alliance Meeting Slide Deck
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Have you ever thought you might be missing out on using automation to gain productivity? Do you struggle to know where to start? In this session, the presenters will break down all the basics of agency automation for every stage of the customer life-cycle and teach you some practical ways to get started today.
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Learn how to automate workflows and create manual triggers within Retention Center as Albert Kimbrell, Technology Coordinator at Keystone Insurance Group walks you through the process.
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This ACN Roundtable will cover how you can better utilize EZLynx Automation. During this dynamic peer-to-peer discussion, Beaux Pilgrim, Agency Principal, Reed Insurance, will share expert tips and tricks you can “take home” and implement immediately.