How MyInsuranceGuy Will get a Third of Their Day Again

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

Time is essentially the most beneficial asset in any service enterprise — and as an unbiased agent, you recognize all too nicely that your time is commonly in brief provide. MyInsuranceGuy, a family-owned company primarily based in Sycamore, Illinois, prides itself on delivering high-quality, personalised service. However like many rising companies, they have been burning by means of beneficial hours on guide, routine duties — pulling focus away from the eye their shoppers deserve.

Utilizing the EZLynx administration system, MyInsuranceGuy has regained beneficial 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 development.

Reclaiming Time with Automated Renewals

Maintaining with renewal dates with out an automatic system can rapidly change into overwhelming. With dozens — and even a whole lot — of shoppers to handle, manually monitoring deadlines isn’t solely time-consuming but additionally extremely difficult. One missed date or missed renewal can result in misplaced enterprise and annoyed 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 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—not ready for a set calendar date. This shift permits the staff to be proactive with shoppers, guaranteeing renewals don’t slip by means 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 general.

Redefining Service Roles for Higher Consumer Influence

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

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

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

“It provides our staff 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 right this moment’s shoppers anticipate seamless digital experiences—and insurance coverage isn’t any exception. Purchasers don’t wish to look ahead to an in-person assembly or depend on cellphone calls and emails; they anticipate on the spot 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.

“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?’ Consumer Heart does all of that,” mentioned Trenton DeVito. “Giving shoppers that info simply and conveniently was an instantaneous win for us.”

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

“Purchasers 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 appropriate 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 shoppers whereas rising the enterprise.