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Insurance Agency Tech Stack Evaluation

Agency Information

Name(Required)

Current Agency Technology

Do you have any of these EZLynx add-ons?
Additional programs your agency uses (or is currently paying for)

Current Agency Workflows/Processes

Are you using a CRM or pipeline tool to manage the processes listed below?
Please list the process and the program you use to manage it.
Process
Program
 
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Are any of the automated processes below currently being used?
Other Processes/Automations

Wish List

Processes/Workflow You Might Need Help With:
Specific Automated Workflows You Want To Add
Consent(Required)
I also understand that a StakWise representative will contact me via email, SMS or phone call with an analysis of my request.

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