Agency Name:(Required)Agency Owner Name:(Required) First Last Agency Owner Email:(Required) Please provide Ezlynx Login with Access to Automation Center:Username:(Required)Password:(Required)Does each producer have a CSR?(Required) Yes No In Ezlynx, are they the assigned CSR?(Required) Yes No Please provide the information for your Assigned CSR:(Required)Name:Email:Phone Number: Add RemoveWho works renewals in your agency?(Required) Assigned Producer Assigned CSR Other Please provide the name who manage your renewal:(Required)Name:Email:Phone Number: Add RemoveWhat campaigns would you like to turn on?(Required) TURN THEM ALL ON! Birthday Campaign New Client Onboarding Win-Back Campaign Notification of Manual Policy Renewal Cancellation Notification Renewal Reminders Did You Know Educational Content Cross-Sell Auto Cross-Sell Home Suggest Umbrella Expert Agent Touchpoints Life Insurance Sales Campaign What social medias do you have? (check box form)(Required) Facebook LinkedIn (personal) LinkedIn (business) X (Twitter) Instagram Tik Tok Please provide your google review link:Click Here How to get Google Review linkList carriers that require manual renewals:(Required) Add RemoveRenewal automations are based on your Retention Center Settings. For personal lines, please indicate how far in advance to you want your Renewal List to load in Retention Center (We suggest 45 Days):(Required) 45 days 60 days 90 days Renewal automations are based on your Retention Center Settings. For personal lines, please indicate how far in advance to you want your Expiration List to load in Retention Center (We suggest 60 Days):(Required) 60 days 90 days Attach your logo:(Required)Accepted file types: jpg, jpeg, png, gif.By checking the boxes below, you acknowledge and agree to the following: Acknowledgment & Agreement(Required) EZLynx System Changes & Automation MaintenanceWe are not responsible for any future changes made by EZLynx that may impact the functionality of your automations. If an EZLynx update or modification causes an automation to break, it is your responsibility to address it. We are available to be hired for troubleshooting and repairs, but ongoing maintenance due to EZLynx changes is not included in our service. Acknowledgment & Agreement(Required) Text Message Compliance & Legal ResponsibilityYou acknowledge that it is your responsibility to obtain proper consent from your clients before sending text messages. By using text messaging within your automations, you confirm that you have received the necessary permissions in compliance with federal laws, including the Telephone Consumer Protection Act (TCPA). We are not liable for any legal issues arising from non-compliance.
