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, all too effectively that your time is commonly in brief provide. MyInsuranceGuy, a family-owned company based mostly in Sycamore, Illinois, prides itself on delivering high-quality, personalised service. However like many rising businesses, they had been burning by worthwhile hours on guide, routine duties — pulling focus away from the eye their purchasers deserve.

Utilizing the EZLynx administration system, MyInsuranceGuy has regained worthwhile 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 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 develop into overwhelming. With dozens — and even lots of — of purchasers to handle, manually monitoring deadlines just isn’t solely time-consuming but additionally 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 different, extra superior customer support points.”

As a substitute 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, guaranteeing renewals don’t slip by 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 general.

Redefining Service Roles for Higher Consumer Affect

EZLynx hasn’t simply modified how MyInsuranceGuy handles renewals—it’s reshaping workforce 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 quite a lot of information entry and behind-the-scenes processing. Sarcastically, 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 obligations.”

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

“It offers our workforce 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 the moment’s purchasers anticipate 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 anticipate instantaneous entry to their insurance coverage info. 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 shopper self-service options made a major impression.

“In all probability half of the calls we get are service calls, and half of these calls are in search of 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,” mentioned Trenton DeVito. “Giving purchasers that info simply and conveniently was a direct 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.

“Shoppers would possibly 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 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 potential when the fitting 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.