Automation Center - Work Flows🦾

Introduction to Automation Center

• 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.

Accessing the Workflow Icon

• 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 

• 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. 

History of Workflows

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.

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. 

• 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:

• 1. • 1. Personal Auto Policy Change Request Download - filtered by LOB is one of Auto (Personal) (AUTOP), policy source is download

       2. Personal Auto Policy Change Request Manual - filtered by LOB is one of Auto (Personal) (AUTOP), policy source is manual

       3. Businessowners Policy Change Request Download - filtered by LOB is one of BOP Liability (BOPGL), Business Owners (BOP), General Liability (CGL), policy source is download

       4. Commercial Package Policy Change Request Manual - filtered by LOB is one of Commercial pkg (CPKGE), policy source is 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