How MyInsuranceGuy Will get a Third of Their Day Again

This put up is a part of a collection sponsored by EZLynx.

Time is probably the most invaluable asset in any service enterprise — and as an unbiased agent, you recognize all too properly that your time is commonly briefly provide. MyInsuranceGuy, a family-owned company based mostly in Sycamore, Illinois, prides itself on delivering high-quality, customized service. However like many rising companies, they had been burning by invaluable hours on guide, routine duties — pulling focus away from the eye their purchasers deserve.

Utilizing the EZLynx administration systemMyInsuranceGuy has regained invaluable time of their workday by automating key company workflows and empowering purchasers with self-service instruments. This has given company house owners Trenton and Michael DeVito extra time to give attention to 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 change into overwhelming. With dozens — and even lots of — of purchasers to handle, manually monitoring deadlines will not be solely time-consuming but additionally extremely difficult. One missed date or ignored renewal can result in misplaced enterprise and pissed off purchasers.

Sharing how EZLynx’s automated renewal capabilities helped his company, Michael DeVito defined, “it takes that service work—processing renewals, reviewing fee adjustments—and automates it. We get roughly a 3rd of our day again, simply to have the ability to work by different, extra superior customer support points.”

As a substitute of taking a reactive method to renewals, MyInsuranceGuy now responds instantly when a service releases a renewal provide—now not ready for a set calendar date. This shift permits the staff to be proactive with purchasers, making certain renewals don’t slip by the cracks. By staying forward of the curve, MyInsuranceGuy can provoke strategic consumer conversations round protection enhancements, determine potential gaps, and ship a extra consultative service expertise general.

Redefining Service Roles for Higher Consumer Affect

EZLynx hasn’t simply modified how MyInsuranceGuy handles renewals—it’s reshaping staff roles and the way in which the company operates.

“We’re really hiring proper now for a customer support rep. The job description used to contain plenty of knowledge entry and behind-the-scenes processing. Mockingly, not a lot buyer interplay,” stated Michael DeVito. “Now, with EZLynx workflows and automations in place, we will shift the main focus of service reps to extra client-facing tasks.”

By liberating their workers from administrative duties, MyInsuranceGuy offers customer support reps again the time to do what they do greatest — actually give attention to supporting purchasers.

“It offers our staff the power to ship a boutique expertise,” Michael DeVito added. “That’s what actually differentiates us from the large guys.”

Self-Service That Drives Effectivity and Satisfaction

It’s no secret that at this time’s purchasers anticipate seamless digital experiences—and insurance coverage isn’t any exception. Shoppers don’t wish to look ahead to an in-person assembly or depend on telephone calls and emails; they anticipate on the spot entry to their insurance coverage data. Recognizing this shift, MyInsuranceGuy noticed the necessity for instruments that present real-time doc entry and on-demand assist. That’s the place the EZLynx consumer self-service options made a major influence.

“In all probability 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?’ Consumer Middle does all of that,” stated Trenton DeVito. “Giving purchasers that data simply and conveniently was a direct win for us.”

As a result of purchasers have 24/7 entry to their insurance coverage data, the DeVito’s have observed a shift in behaviour—purchasers 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.

“Shoppers may ask, ‘What’s the distinction in my renewal?’ That results in us saying, ‘Possibly it’s time to contemplate an umbrella coverage,’ or ‘Let’s speak about your deductible,’” Michael DeVito defined. “With out self-service instruments, these alternatives might by no means come up.”

The Backside Line: Smarter Operations, Stronger Relationships

MyInsuranceGuy’s success reveals what’s potential when the precise expertise is put to work. By automating guide duties, enhancing self-service, and streamlining workflows, they’ve created extra time for what issues most—constructing deeper, extra significant relationships with purchasers whereas rising the enterprise.