How MyInsuranceGuy Will get a Third of Their Day Again

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

Time is probably the most worthwhile asset in any service enterprise — and as an impartial agent, you already know all too properly that your time is usually in brief provide. MyInsuranceGuy, a family-owned company based mostly in Sycamore, Illinois, prides itself on delivering high-quality, customized service. However like many rising businesses, they have been burning via worthwhile hours on handbook, routine duties — pulling focus away from the eye their shoppers deserve.

Utilizing the EZLynx administration system, MyInsuranceGuy has regained worthwhile 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 grow to be overwhelming. With dozens — and even a whole lot — of shoppers to handle, manually monitoring deadlines isn’t solely time-consuming but in addition extremely difficult. One missed date or neglected 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 charge adjustments—and automates it. We get roughly a 3rd of our day again, simply to have the ability to work via different, extra superior customer support points.”

As a substitute of taking a reactive strategy to renewals, MyInsuranceGuy now responds instantly when a service releases a renewal provide—not ready for a set calendar date. This shift permits the crew to be proactive with shoppers, making certain renewals don’t slip via 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 Influence

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

“We’re truly hiring proper now for a customer support rep. The job description used to contain a number 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 obligations.”

By releasing their workers from administrative duties, MyInsuranceGuy offers customer support reps again the time to do what they do greatest — really deal with supporting shoppers.

“It offers our crew 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 in the present day’s shoppers count on seamless digital experiences—and insurance coverage isn’t any exception. Shoppers don’t wish to anticipate an in-person assembly or depend on telephone calls and emails; they count on prompt 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 major influence.

“In all probability 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 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 observed 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.

“Shoppers would possibly ask, ‘What’s the distinction in my renewal?’ That results in us saying, ‘Perhaps 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 could by no means come up.”

The Backside Line: Smarter Operations, Stronger Relationships

MyInsuranceGuy’s success reveals what’s attainable when the precise expertise 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.