Agency service demonstration
A renewal ready for your team to review.
Start with the result: two declarations compared, the differences saved, and a clear next step for staff. Then watch the actual agent prepare it.
Saved sample result · Riley Carter
What Jamie has to review
| Item | Expiring | Renewal |
|---|---|---|
| Term premium | $1,280 | $1,496 · +$216 (+16.88%) |
| Collision deductible | $500 | $1,000 |
| Comprehensive deductible | $500 | $500 |
The shown liability limits, vehicle and VIN match. The documents and account activity give no reason for the increase; the agent does not invent one.
Saved: the comparison in the existing service task and account activity. Assigned to Jamie Wilson, due October 9, high priority and still Open. The policy and renewal remain unchanged.
Staff’s next step: check the source documents, clarify carrier terms as needed, and decide what to discuss with Riley. No coverage recommendation or customer message was made.
Watch the actual renewal review · 32:02 ↗ Inspect the saved result · 35:08 ↗The complete demonstration
Watch the complete demonstration ↗
Prepare the work for review
Start with the customer’s request. Follow the saved draft and paperwork through to a named staff task.
- Watch at 00:00
Can it read a request and an attached PDF?
Reads the sample customer email and purchase document before entering the change.
- Watch at 01:15
Can it find the right customer and policy?
Opens the account and checks the existing policy before preparing the request.
- Watch at 01:50
Can it enter a vehicle change?
Prepares the requested change; vehicle and VIN entry begins at 03:30. The request stays unconfirmed.
- Watch at 04:55
Can it create and file the paperwork?
Reviews the generated request memo PDF. This is a servicing memo, not a carrier-issued policy.
- Watch at 05:30
Can it leave a clear next step for my team?
Saves the service note and assigns an open review task to a staff member.
Reconcile work already issued
Compare the carrier’s document with the original request before confirming the sample transaction.
- Watch at 06:58
Can it check an issued endorsement?
Reads the issued PDF, compares it with the original request and records what matches.
- Watch at 13:36
Can it finish the record and task?
Confirms the matching sample transaction, checks the updated policy and completes the service checklist.
Catch exceptions and avoid duplicate work
Missing or conflicting information gets a documented next step. Work already completed stays completed.
- Watch at 17:01
What if information is missing?
Recognizes the missing VIN, saves an unsent request for it and assigns staff follow-up without changing the policy.
- Watch at 22:32
What if the carrier document disagrees with the request?
Documents the conflicting dates, leaves the request unconfirmed and prepares a carrier clarification draft.
- Watch at 29:01
Will it recognize work that is already complete?
Checks the later activity and records a duplicate without repeating the endorsement or reopening the completed task.
Prepare the renewal conversation
- Watch at 32:02
Can it prepare a renewal review?
Compares both declarations PDFs, records the premium and deductible changes and leaves an open review task for staff.
What you’re watching
This is an agent operating a functional sample-data reconstruction based on public EZLynx training. It is not a live EZLynx account or an official EZLynx demonstration. The homepage animation is an illustration; this video records actual agent input. Each workflow runs continuously; title cards separate the six recordings. The first two use computer input; the four additional cases use browser controls.
No real customer messages are sent or coverage bound. This shows sample service work, not measured savings or a tested connection to your agency’s systems. Your pilot starts with one agreed task and the checks your team needs. Staff assignment here is not a recording of a person taking control; that separate demonstration is still to be recorded.
Which part would help your agency?
Tell me about one service task and where it gets stuck today.