This put up is a part of a sequence sponsored by EZLynx.
Time is probably the most helpful asset in any service enterprise — and as an impartial agent, you understand all too properly that your time is commonly in brief provide. MyInsuranceGuy, a family-owned company based mostly in Sycamore, Illinois, prides itself on delivering high-quality, personalised service. However like many rising companies, they have been burning by way of helpful hours on handbook, routine duties — pulling focus away from the eye their shoppers deserve.
Utilizing the EZLynx management system, MyInsuranceGuy has regained helpful time of their workday by automating key company workflows and empowering shoppers with self-service instruments. This has given company homeowners Trenton and Michael DeVito extra time to deal with high-value customer support duties whereas uncovering new alternatives for gross sales and progress.
Reclaiming Time with Automated Renewals
Maintaining with renewal dates with out an automatic system can shortly turn into overwhelming. With dozens — and even lots of — of shoppers to handle, manually monitoring deadlines is just not solely time-consuming but in addition extremely difficult. One missed date or missed renewal can result in misplaced enterprise and pissed off shoppers.
Sharing how EZLynx’s automated renewal capabilities helped his company, Michael DeVito defined, “it takes that service work—processing renewals, reviewing fee modifications—and automates it. We get roughly a 3rd of our day again, simply to have the ability to work by way of different, extra superior customer support points.”
As an alternative of taking a reactive method to renewals, MyInsuranceGuy now responds instantly when a service releases a renewal provide—not ready for a set calendar date. This shift permits the staff to be proactive with shoppers, guaranteeing renewals don’t slip by way of the cracks. By staying forward of the curve, MyInsuranceGuy can provoke strategic shopper conversations round protection enhancements, determine potential gaps, and ship a extra consultative service expertise total.
Redefining Service Roles for Higher Shopper Affect
EZLynx hasn’t simply modified how MyInsuranceGuy handles renewals—it’s reshaping staff roles and the best way the company operates.
“We’re truly hiring proper now for a customer support rep. The job description used to contain quite a lot of information entry and behind-the-scenes processing. Sarcastically, not a lot buyer interplay,” stated Michael DeVito. “Now, with EZLynx workflows and automations in place, we will shift the main target of service reps to extra client-facing tasks.”
By liberating their employees from administrative duties, MyInsuranceGuy provides customer support reps again the time to do what they do greatest — actually deal with supporting clients.
“It provides our staff the flexibility to ship a boutique expertise,” Michael DeVito added. “That’s what actually differentiates us from the massive guys.”
Self-Service That Drives Effectivity and Satisfaction
It’s no secret that at present’s shoppers anticipate seamless digital experiences—and insurance coverage is not any exception. Purchasers don’t wish to await an in-person assembly or depend on telephone calls and emails; they anticipate instantaneous entry to their insurance coverage data. Recognizing this shift, MyInsuranceGuy noticed the necessity for instruments that present real-time doc entry and on-demand help. That’s the place the EZLynx client self-service options made a big affect.
“Most likely half of the calls we get are service calls, and half of these calls are searching for proof of insurance coverage, whether or not that be ID playing cards, or questions like ‘What are my coverages?’ ‘Who do I name?’ ‘The place do I pay a invoice?’ Shopper Middle does all of that,” stated Trenton DeVito. “Giving shoppers that data simply and conveniently was a right away win for us.”
As a result of shoppers have 24/7 entry to their insurance coverage data, the DeVito’s have seen a shift in behaviour—shoppers are taking extra possession of their insurance policies and reaching out with questions. That elevated engagement has naturally opened the door to extra gross sales and cross-sell alternatives.
“Purchasers would possibly ask, ‘What’s the distinction in my renewal?’ That results in us saying, ‘Possibly it’s time to think about an umbrella coverage,’ or ‘Let’s speak about your deductible,’” Michael DeVito defined. “With out self-service instruments, these alternatives could by no means come up.”
The Backside Line: Smarter Operations, Stronger Relationships
MyInsuranceGuy’s success exhibits what’s doable when the suitable know-how is put to work. By automating handbook duties, enhancing self-service, and streamlining workflows, they’ve created extra time for what issues most—constructing deeper, extra significant relationships with shoppers whereas rising the enterprise.
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