How MyInsuranceGuy Will get a Third of Their Day Again

This submit is a part of a collection sponsored by EZLynx.

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

Utilizing the EZLynx administration system, MyInsuranceGuy 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 development.

Reclaiming Time with Automated Renewals

Maintaining with renewal dates with out an automatic system can shortly turn into overwhelming. With dozens — and even a whole lot — of purchasers to handle, manually monitoring deadlines will not be solely time-consuming but in addition extremely difficult. One missed date or neglected 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 price 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 strategy to renewals, MyInsuranceGuy now responds instantly when a service releases a renewal supply—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 way of the cracks. By staying forward of the curve, MyInsuranceGuy can provoke strategic shopper conversations round protection enhancements, establish potential gaps, and ship a extra consultative service expertise total.

Redefining Service Roles for Higher Shopper Influence

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 lots of information entry and behind-the-scenes processing. Satirically, not a lot buyer interplay,” mentioned Michael DeVito. “Now, with EZLynx workflows and automations in place, we are able to shift the main target of service reps to extra client-facing duties.”

By releasing their employees 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 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 purchasers anticipate seamless digital experiences—and insurance coverage isn’t any exception. Purchasers don’t wish to await an in-person assembly or depend on cellphone calls and emails; they anticipate immediate 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 shopper self-service options made a big impression.

“Most likely half of the calls we get are service calls, and half of these calls are on the lookout 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 Heart does all of that,” mentioned Trenton DeVito. “Giving purchasers that data simply and conveniently was a right away win for us.”

As a result of purchasers have 24/7 entry to their insurance coverage data, the DeVito’s have seen 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.

“Purchasers may ask, ‘What’s the distinction in my renewal?’ That results in us saying, ‘Perhaps it’s time to think about an umbrella coverage,’ or ‘Let’s discuss 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 exhibits what’s attainable when the suitable know-how 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.