Agency Questionnaire Name First Last PhoneEmail Please select the program tier for your agency:Please ChooseTier 1 – up to 25 renewal quotes for $385Tier 2 – up to 50 renewal quotes for $685Tier 3 – up to 75 renewal quotes for $985What is the size of your personal lines book of business?Please ChooseLess than $2,000,000 in premiumBetween $2,000,000 and $4,000,000 in premiumMore than $4,000,000 in premiumWho would you like automated messages to come from?Please ChooseThe principle agency owner (You)The Ezlynx Assigned ProducerThe Ezlynx Assigned CSRFor automation to work, we will need to ensure the account has the following: The insured’s email address is in the Primary email field The insured’s cell phone number is in the Mobile phone field Are your Ezlynx accounts all assigned to the correct producer Yes No Are your Ezlynx accounts all assigned to the correct CSR Yes No This will need to be corrected in your Ezlynx management system. This is something we can do for you for a one time fee of $250For automation to work, we will need to ensure the account has the following: Producer assignment to a person (unless all messages come from the agency owner) The insured’s email address is in the Primary email field The insured’s cell phone number is in the Mobile phone field For automation to work, we will need to ensure the account has the following: Producer assignment to a person (unless all messages come from the agency owner) CSR assignment to a person (unless all messages come from the agency owner) The insured’s email address is in the Primary email field The insured’s cell phone number is in the Mobile phone field We can take care of this cleanup for you for $250. Would you like us to do this for you? Yes No Consent I have read and agree to the following statement:I consent to the above-selected setting for Automation Center. I understand that ia Blueprint cannot be held responsible for errors created by Ezlynx or the agent’s information entered into Ezlynx. Some emails will be addressed from the agency owner regardless of the other selections above. We will set up automation as requested in this form.
