How MyInsuranceGuy Will get a Third of Their Day Again

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

Time is probably the most precious asset in any service enterprise — and as an impartial agent, all too effectively that your time is usually in brief 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 have been burning by means of precious hours on handbook, routine duties — pulling focus away from the eye their purchasers deserve.

Utilizing the EZLynx administration system, MyInsuranceGuy has regained precious time of their workday by automating key company workflows and empowering purchasers with self-service instruments. This has given company homeowners 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 rapidly grow to be overwhelming. With dozens — and even lots of — of purchasers 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 annoyed purchasers.

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 by means of different, extra superior customer support points.”

As an alternative of taking a reactive method to renewals, MyInsuranceGuy now responds instantly when a provider releases a renewal supply—now not ready for a set calendar date. This shift permits the workforce to be proactive with purchasers, making certain renewals don’t slip by means 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 Consumer Influence

EZLynx hasn’t simply modified how MyInsuranceGuy handles renewals—it’s reshaping workforce 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 a whole lot 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 are able to shift the main focus of service reps to extra client-facing obligations.”

By releasing their employees from administrative duties, MyInsuranceGuy provides customer support reps again the time to do what they do finest — actually give attention to supporting purchasers.

“It provides our workforce the power 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 need to look ahead to an in-person assembly or depend on cellphone calls and emails; they anticipate prompt entry to their insurance coverage info. 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 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 info simply and conveniently was an instantaneous win for us.”

As a result of purchasers have 24/7 entry to their insurance coverage info, 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 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 discuss 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 doable when the correct 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 purchasers whereas rising the enterprise.