EZLynx is right here to make the method a lot smoother
Being a dealer or proudly owning an company can include the battle of managing each gross sales and buyer relations for a number of causes, in response to Vijay Rengarajan (pictured), EZLynx’s director of product administration.
“First, the trade is fiercely aggressive, making it tough for businesses to face out and appeal to purchasers, and plenty of of them don’t know the place to start out or what is going to take advantage of important affect,” he mentioned.
“Second, insurance coverage merchandise are intricate, they usually require a deep understanding of laws, pointers and danger evaluation which takes time and might overwhelm brokers.”
Moreover, gross sales, advertising and marketing and buyer relationship administration also can require strong methods that may be very useful resource intensive.
“Many businesses have restricted monetary sources, manpower, and experience to put money into these initiatives,” Rengarajan added.
What are businesses searching for to do enterprise higher?
Having spoken with varied businesses through the years, Rengarajan famous how “we all know they need simplified gross sales processes and workflows that save time and cut back guide duties. That’s at all times first for any measurement firm.”
Moreover, they’re additionally searching for intuitive, user-friendly technical options to assist them succeed at their job. These embrace:
- Sturdy buyer relationship administration options to trace interactions and tailor providers.
- Efficient lead era instruments to determine and seize potential purchasers.
- Seamless integration with current techniques, corresponding to coverage and company administration techniques.
- Insightful analytics and reporting capabilities to trace gross sales efficiency and determine areas for enchancment.
Responding to shopper considerations
Heeding the calls of purchasers to create extra seamless, simplified but refined instruments to enhance an company’s competencies, EZLynx set to work on a UI replace to its Gross sales Heart.
“The EZLynx Gross sales Heart replace was pushed by our recognition of the essential position efficient lead administration performs in serving to brokers develop their enterprise,” Rengarajan mentioned.
“By offering extra visibility into the gross sales pipeline and providing tailored instruments for lead administration, we aimed to allow brokers to promote extra successfully and shut extra offers.”
Elsewhere, the EZLynx group needed to leverage cutting-edge processes so brokers might maximize the worth of their company administration system at each stage of the shopper journey.
- A contemporary card-based view tailor-made for insurance coverage producers
- The brand new interface affords ‘drag-and-drop’ performance, enabling seamless development of alternatives via the gross sales pipeline
- Producers can now customise seen knowledge, together with new fields, to refine their gross sales strategy and supply personalised service
EZLynx simplified gross sales levels with fewer standing choices, intuitive shade coding, and up to date terminology to align with producers’ workflow.
The corporate has additionally launched a devoted space to handle ‘not closed’ alternatives, guaranteeing no lead goes to waste and permitting for environment friendly follow-up as X-dates strategy.
“These updates empower producers with an intuitive platform designed to maximise effectivity and effectiveness in at the moment’s aggressive insurance coverage market,” Rengarajan mentioned.
Complementing the present capabilities of the Gross sales Heart
Updating the Gross sales Heart didn’t come on the expense of its core capabilities, however moderately, as a complementary extension attuned to the heart beat of businesses’ wants.
“The modernization enhancements have been designed to work with current capabilities corresponding to prospecting/lead import and reporting,” Rengarajan mentioned.
“Moreover, we’ve ensured that communication options like texting and electronic mail campaigns inside the Gross sales Heart combine easily with the brand new card view.”
Collaboration options, corresponding to process era inside the company, proceed to operate successfully alongside the brand new enhancements.
It took 15 months from conceptualization to implementation, together with six months of discovery to grasp consumer wants, construct a method, and develop a roadmap, adopted by three quarters of product improvement to carry it to market.
This was adopted by an iterative strategy that delivered updates to the market each quarter.
“This allowed us to collect suggestions from customers and make steady enhancements primarily based on their enter, guaranteeing that the ultimate product met their evolving wants and preferences,” Rengarajan mentioned.
Be taught extra about EZLynx and its reimagined UI here.
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