The Automation Center can automate task creation and send email campaigns and text messaging automatically depending on events and filters the Automation Center Admin sets up. These Workflows save time and increase productivity by letting the system track common events so that you can focus on more important tasks.
The Workflow Icon allows you to see the workflows associated to a specific customer as well as manual workflows that you have access to trigger whenever necessary.
You can find the Workflow Icon next in the top right-hand corner of EZLynx. You might also see the Agency Workspace icons next to it. If you click on the Workflow icon, it will open the Workflow pane. The My Workflows section will be shown by default if you are not on a customer account.
In Progress Workflows shows and workflows that are currently running which means the system is working on processing the workflow.
Most of the time there won't be any results listed under the In Progress section because the workflow engine will authenticate a workflow and execute its actions instantly.
The History of Workflows will show the past workflows that have triggered for a customer. You can either search for a customer's account or if you are already on the customer's account it will display the past workflows. When you are viewing the past workflows you can expand to see more details by clicking the arrow. There you can see:
Applicant - The Customer's Name
Workflow Type - The complexity of the workflow (Currently, all workflows are labeled as Basic)
Start Time - The time the workflow was triggered
End Time - The time the workflow finished or was cancelled
Status - Whether the workflow failed or succeeded
Owned By - The EZLynx User that created the workflow
View Workflow - This allows you to view the individual actions that were triggered when the workflow went off.
It is important to keep in mind the SIC Codes for each line of business since this will be used as one of the Workflow filters in the future
484 - applies to Trucking
1799 & 7899 - applies to Commercial Lines
Personal lines do not have SIC Code
On rare occasions, the Automation Center doesn't have a trigger you need, you can always make a Manual Workflow. Manual Workflows are workflows that will only trigger when you ask them to. Manual Workflows should have a checklist attached to it when run. One of the filters is the policy source - manual. To run a Manual Workflow:
1. Click the Workflow Icon.
2. Find the Customer.
3. Click the Manual Workflow Icon.
4. Expand the Workflow you want to trigger.
5. Click Start Workflow.
Automation Center has several different scenarios which are called triggers. When a trigger goes off the Automation Center then does an action such as running a workflow for download sourced policies. Download workflows usually do not have a checklist attached to it when triggered from the Automation Center. It is filtered by policy source - download.
Some Workflows are designed for a specific line of business of that policy. It is triggered using a filter by Line of Business or LOB.
Depending on the LOB (Personal Lines/Commercial Lines/Trucking), it will be then assigned to the appropriate backend team.
Here are a few examples of policy change request workflows available in Automation Center per line of business:
Personal Auto Policy Change Request Download - filtered by LOB is one of Auto (Personal) (AUTOP), policy source is download
Personal Auto Policy Change Request Manual - filtered by LOB is one of Auto (Personal) (AUTOP), policy source is manual
Businessowners Policy Change Request Download - filtered by LOB is one of BOP Liability (BOPGL), Business Owners (BOP), General Liability (CGL), policy source is download
Commercial Package Policy Change Request Manual - filtered by LOB is one of Commercial pkg (CPKGE), policy source is manual
There are also some workflows in Automation Center that are assigned to be triggered and do not have a specific line of business such as the following examples below:
Personal Lines:
Personal Backend Change Request Manual
Policy Change Request - Personal Backend Download
Commercial Lines:
Policy Change Request -Commercial Backend Manual
Policy Change Request -Commercial Backend Download 1
Trucking - No generic WF yet for Trucking, we’ll work on this and add the SIC Code as filter to the generic commercial lines WFs