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🔴 On-Demand Webinar

Automation Workflows
Every Insurance Agency Should Be Using

 30–40 min · Fireside Chat   
 For independent agency teams

Stop chasing quotes, missing renewals, and texting from personal phones. Learn the 4 automation workflows that keeps your communication engine working while you don't.

Cohosted by:

EZLYnx and TextUs
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What's You'll Learn

Fix the 4 biggest communication bottlenecks in your agency

Two industry experts walk you through battle-tested automation playbooks — built specifically for independent agencies.

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Instant Quote Response

Auto-confirm every request the moment it lands. Stop losing leads to the agency that replied first.
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Missing Info Follow-Ups

Automated SMS sequences that chase down the info you need — without a single manual reminder.
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Quote-Ready Notifications

Alert clients the moment their quote is ready. Drive faster review and higher conversion rates.
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Renewal Reminder Cadence

A proactive 45–60 day outreach sequence that retains clients and surfaces upsell opportunities.
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The Numbers

Why SMS changes everything for agencies

Data from the 2026 SMS Engagement + Benchmark Report — 763 respondents, 521 active SMS users.

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Your Speakers

Meet the experts

Practitioners, not presenters. These are people who've spent years inside agency workflows and sales communication.

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Andrew Davis

VP Marketing, TextUs

Andrew leads marketing at TextUs and has spent years working with sales and customer success teams to operationalize SMS as a revenue channel. He's seen what separates agencies that scale from those that stall — and it almost always comes down to communication infrastructure.

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Beaux Pilgrim

Founder and CEO, IA Blueprint + EZLynx Consultant

Beaux runs his own independent agency on EZLynx automation — and helps other agencies do the same. As CEO of iaBlueprint, he specializes in getting the EZLynx Automation Center fully implemented and tailored to how each agency actually operates.

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Your agency runs on relationships.
Let automation handle the rest.