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Ezlynx Automation Setup Form
Agency Name:
(Required)
Agency Primary Phone Number:
(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
Remove
Who 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
Remove
What 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 (πππ©ππ£π©ππ€π£ πΎππ£π©ππ§ must be enabled)
Cancellation Notification
Renewal Reminders (πππ©ππ£π©ππ€π£ πΎππ£π©ππ§ must be enabled)
Did You Know Educational Content
Cross-Sell Auto (πππ‘ππ¨ πΎππ£π©ππ§ must be enabled)
Cross-Sell Home (πππ‘ππ¨ πΎππ£π©ππ§ must be enabled)
Suggest Umbrella (πππ‘ππ¨ πΎππ£π©ππ§ must be enabled)
Expert Agent Touchpoints
Life Insurance Sales Campaign
Google Reviews from Clients
Retention Center Requirement
(Required)
By checking the box, you acknowledge and agree to the following:
I understand that in order to activate and use any renewal-related campaignsβincluding but not limited to Renewal Reminders and Notification of Manual Policy Renewalβthe πππππ§ππ’π¨π§ πππ§πππ« feature must be turned on in your EZLynx account. If this feature is not active, these campaigns cannot be installed or function properly.
Sales Center Requirement
(Required)
By checking the box, you acknowledge and agree to the following:
I understand that in order to activate and use any cross-sell campaignsβspecifically Cross-Sell Auto, Cross-Sell Home, and Suggest Umbrellaβthe πππ₯ππ¬ πππ§πππ« feature must be turned on in your EZLynx account. If this feature is not active, these campaigns cannot be installed or function properly.
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 link
List carriers that require manual renewals:
(Required)
Add
Remove
Renewal automations are based on your Retention Center Settings. 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. 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
Acknowledgment & Agreement
(Required)
EZLynx System Changes & Automation Maintenance
We 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 Responsibility
You 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.
