ABOUT THIS EPISODE
Better workflows start with better processes, and better automation starts with better data.
In this episode of Licensed to Talk Insurance, Amanda and Kelsey are joined by Cristina Lopez from Applied EZLynx to talk about how independent agencies can use technology more strategically.
The conversation covers where agencies lose time in sales and service workflows, why clean data is essential for automation, and how better systems can improve the client experience without making communication feel impersonal.
They also discuss common implementation mistakes, practical ways agencies can use Automation and AI, and what to look for when adding new integrations to an agency's tech stack.
If your agency has powerful technology but still relies heavily on manual work, this episode offers a practical look at how to get more from the tools you already have.
