Create new EZLynx applicants with opportunities from new InsurGrid clients
Enhance efficiency in your insurance process with this InsurGrid to EZLynx automation. Each time a new client is added in your InsurGrid system, it sets up a personal applicant with an opportunity in EZLynx. This seamless operation streamlines customer onboarding by saving you the trouble of manual data entry and ensuring consistent opportunity creation.
Enhance efficiency in your insurance process with this InsurGrid to EZLynx automation. Each time a new client is added in your InsurGrid system, it sets up a personal applicant with an opportunity in EZLynx. This seamless operation streamlines customer onboarding by saving you the trouble of manual data entry and ensuring consistent opportunity creation.
- When this happens...New Client
Triggers when a client is created.
- automatically do this!Create Personal Applicant With Opportunity
Creates a new personal applicant with opportunity.
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New Client
Triggers when a client is created.
Try ItNew Applicant
Triggers when a new applicant is added.
Try ItNew Commercial Applicant
Triggers when a new commercial applicant is added.
Try ItNew Commercial Prospect
Triggers when a new commercial prospect is added.
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New Declaration Page
Triggers when a new client declaration page is created.
Try ItModified Applicant
Triggers when an applicant is modified.
Try ItModified Commercial Applicant
Triggers when a commercial applicant is modified.
Try ItModified Commercial Prospect
Triggers when a commercial prospect is modified.
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