How MyInsuranceGuy Will get a Third of Their Day Again

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

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

Utilizing the EZLynx administration system, MyInsuranceGuy has regained helpful 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 concentrate on 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 turn into overwhelming. With dozens — and even a whole lot — of shoppers to handle, manually monitoring deadlines will not be solely time-consuming but additionally extremely difficult. One missed date or ignored 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 fee 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 an alternative of taking a reactive method to renewals, MyInsuranceGuy now responds instantly when a provider releases a renewal provide—now not ready for a set calendar date. This shift permits the crew to be proactive with shoppers, guaranteeing 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 Impression

EZLynx hasn’t simply modified how MyInsuranceGuy handles renewals—it’s reshaping crew 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 plenty of knowledge entry and behind-the-scenes processing. Sarcastically, 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 duties.”

By liberating their employees from administrative duties, MyInsuranceGuy provides customer support reps again the time to do what they do finest — actually concentrate on supporting shoppers.

“It provides our crew the power to ship a boutique expertise,” Michael DeVito added. “That’s what actually differentiates us from the large guys.”

Self-Service That Drives Effectivity and Satisfaction

It’s no secret that right this moment’s shoppers count on seamless digital experiences—and insurance coverage is not any exception. Purchasers don’t need to watch for an in-person assembly or depend on cellphone calls and emails; they count on on the spot entry to their insurance coverage data. 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 big influence.

“Most likely 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?’ 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.

“Purchasers would possibly ask, ‘What’s the distinction in my renewal?’ That results in us saying, ‘Possibly it’s time to think about 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 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 shoppers whereas rising the enterprise.