Automation Center

Summary of Common Error Messages and Insights (SPLICE and Automation Center text/emails)

Based on the analysis of the "Failed" sheet, the most common error messages are primarily related to missing or incorrect contact information for applicants and co-applicants within various workflows, including those potentially associated with Splice and Automation Center text emails.

• Missing Email Addresses: The most frequent error is "Email address not found," indicating a significant issue with capturing accurate email addresses during the initial setup or within the system. Specific instances of applicant email addresses not found also contribute to this category.

• Missing Phone Numbers for Text Messages: A substantial number of errors are related to the inability to send text messages due to missing phone numbers, particularly for co-applicants. This highlights a gap in collecting complete phone contact information for all relevant parties.

• Business Email Addresses: When applicable, capturing business email addresses is also proving to be a significant factor in successful communication.

Key Considerations for Splice and Automation Center (Text Emails)

• Splice and Applicant Phone Numbers: It is noted that for Splice workflows, the system is mindful of the phone number on the primary applicant but may not fire correctly on the co-applicant. This is a critical distinction and requires careful attention during data entry.

• Automation Center and Co-Applicant Contact Information: For Automation Center text emails, it is essential to double-check email addresses and text message capabilities for both primary and secondary co-applicants. This reinforces the need for comprehensive contact data for all individuals involved in a policy or application.

Recommendations for Improving Data Collection with EZLynx

To mitigate these common errors and improve workflow success rates, the following recommendations for data collection within EZLynx are crucial:

• Obtain Complete Information at Setup: When setting up a new client (applicant), it is paramount to obtain complete and accurate contact information, including email addresses and phone numbers, for both the primary applicant and all secondary co-applicants.

• Double-Check During Service and Renewal: Implement a process to double-check and verify client contact information whenever they call in for service or during policy renewal. This proactive step can catch errors or omissions before they lead to workflow failures.

• Prioritize Business Email Addresses: Where relevant, make a concerted effort to obtain business email addresses in addition to personal ones.

• Leverage EZLynx Capabilities: Explore how EZLynx's features and data validation rules can be best utilized or enhanced to ensure that all necessary contact fields are populated and accurate before initiating any workflows.