EZLynx + Wunderite

Create commercial risk profiles in Wunderite for new EZLynx commercial prospects

When a new commercial prospect is created in EZLynx, this Zap automatically creates a commercial Risk Profile in Wunderite using the prospect’s details. It removes the need for manual data entry by syncing key information into Wunderite as soon as the prospect is added. This helps agencies streamline commercial intake, reduce errors, and move prospects toward quoting faster and more efficiently.

When a new commercial prospect is created in EZLynx, this Zap automatically creates a commercial Risk Profile in Wunderite using the prospect’s details. It removes the need for manual data entry by syncing key information into Wunderite as soon as the prospect is added. This helps agencies streamline commercial intake, reduce errors, and move prospects toward quoting faster and more efficiently.

  1. When this happens...
    EZLynxEZLynx
    New Commercial Prospect

    Triggers when a new commercial prospect is added.

    TriggerInstant
  2. automatically do this!
    WunderiteWunderite
    Create Risk Profile

    Creates a commercial or personal risk profile.

    ActionWrite
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Supported triggers and actions

  • EZLynx triggers, actions, and search

    Modified Applicant

    Triggers when an applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Applicant

    Triggers when a commercial applicant is modified.

    Trigger
    Instant
    Try It
  • EZLynx triggers, actions, and search

    Modified Commercial Prospect

    Triggers when a commercial prospect is modified.

    Trigger
    Instant
    Try It
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ezlynx logo

About EZLynx

EZLynx provides innovative insurance software that helps streamline your agency’s workflow.

Related categories

  • CRM (Customer Relationship Management)

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wunderite logo

About Wunderite

Wunderite is a service that automates insurance applications for insurance agents and their customers.

Related categories

  • Team Collaboration