EZLynx

2 articles

Create Airtable Records from EZLynx Pending Policies 🗂️

Managing pending insurance policies can be hard when details are spread across different systems. This automation creates Airtable Records from EZLynx right away. Your team can log every pending policy in one place without doing it by hand. It captures key details from each new pending policy in EZLynx. This includes policy ID, account ID, …

Sync EZLynx Pending Policies to Google Sheets 🛡️

Every time a pending policy appears in EZLynx, your agency needs to decide what happens next. Many teams choose to sync EZLynx pending policies to Google Sheets. This makes it easier to review changes—like premium increases or account updates—and decide if customer follow-up is needed. With a Workload automation, those policy details flow into your …