Getting Started with Automation in EZLynx Retention Center

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.

Retention Center Settings: 

• Renewal List 00:01:13
• Expiration List 00:02:15
• Risk Variables 00:02:43
• Process Management 00:04:37
• Automated Rating 00:05:15

Automation Center Workflows 00:07:37

• Retention Center Triggers 00:08:30
• Low Risk applicant added to renewal list 00:11:15
• Sending email or text 00:17:12
• Close applicant in Retention Center 00:22:55