This publish is a part of a sequence sponsored by EZLynx.
When most individuals consider EZLynx, the comparative score system is commonly the very first thing that involves thoughts—and for good motive. As a market-leading private strains comparative rater, it provides entry to a broad vary of merchandise and permits brokers to generate on the spot quotes from over 330 carriers throughout 48 states.
Whereas quick and correct quoting is a significant power, EZLynx is greater than only a rater. Businesses that use it solely for quoting could also be lacking out on a wide range of instruments designed to streamline operations, enhance communication, and improve total effectivity.
Listed below are 4 methods the EZLynx company administration system goes past quoting that will help you run a better, extra linked company.
1. Smarter Lead and Gross sales Administration
Monitoring the consumer journey after a quote is shipped will be difficult—particularly if you’re managing leads manually or throughout a number of platforms. EZLynx simplifies this course of by bringing each side of lead monitoring into one centralized system. You’ll be able to simply comply with prospects via every stage of the gross sales funnel—from new leads and preliminary contact to quoting, coverage evaluate, and eventually, conversion into loyal purchasers.
You now not must handle scattered spreadsheets or siloed CRMs. All consumer interactions and gross sales progress are tracked throughout the platform, providing higher oversight and improved accountability throughout your crew.
EZLynx additionally leverages your present quote and coverage information to uncover new alternatives. It helps you establish the place you may recapture misplaced enterprise, comply with up on unconverted quotes, and uncover cross-sell potential, making certain you get probably the most worth from the information that’s saved in your administration system.
2. Automated Touchpoints That Construct Loyalty
EZLynx makes it straightforward to fulfill purchasers the place they’re: proper on their cellular gadgets. Whenever you want a quicker response, you may ship fast and clear textual content messages to purchasers instantly from the administration system to make communication extra speedy and handy. EZLynx additionally contains advertising and marketing instruments like drip electronic mail campaigns that allow you to schedule customized messages for coverage renewals, birthdays, weddings, graduations and different vital milestones. These automated emails assist your company keep high of thoughts with out further effort and present purchasers you care, even after they’re not reaching out.
Whenever you’re sending electronic mail campaigns with a advertising and marketing or promotional focus, EZLynx’s built-in reporting instruments assist you observe efficiency. You’ll be able to see whether or not your messages are resonating with purchasers and regulate your method as wanted. Over time, this lets you ship extra customized and efficient communication that helps construct stronger consumer relationships.
3. Proactive, Organized Renewal Administration
Renewals could be a main supply of stress if you’re making an attempt to develop your small business and handle the numerous transferring elements that include constructing an company. Manually monitoring renewal dates, figuring out purchasers most in danger, and organizing priorities can really feel overwhelming and result in missed particulars, pricey errors, and finally misplaced enterprise.
EZLynx’s automated renewal administration capabilities assist you keep forward by figuring out upcoming renewals and clearly exhibiting you which ones purchasers are most in danger for vital premium modifications, so you realize precisely the place to prioritize your time. The administration system highlights high-risk renewals, permitting you to achieve out earlier than purchasers even ask for assist or start procuring round. When it’s time to evaluate choices, EZLynx delivers a transparent abstract of every coverage together with the insurance coverage firm’s renewal supply, arming you with every thing you want to have knowledgeable conversations with purchasers that construct belief.
4. 24/7 Consumer Self-Service Entry
Your time is effective. It’s higher spent addressing advanced consumer wants, not getting slowed down by administrative duties. On the similar time, purchasers count on to entry their insurance coverage info each time they want it. As an alternative of your crew spending time sending certificates of insurance coverage, ID playing cards, or processing private info updates and coverage change requests, purchasers can now care for these duties themselves utilizing EZLynx’s consumer portal.
It’s a win-win: purchasers get the service they want after they want it, and your company eliminates the small however time-consuming duties that may add up shortly all through the day. The result’s fewer disruptions to your workflow and a greater expertise on your purchasers.
Unlock the Full Potential of EZLynx for Your Company
When you’re trying to higher handle your gross sales pipeline, improve consumer communication, keep forward of renewals, and supply extra handy service entry, it might be time to discover the complete suite of EZLynx instruments.
From monitoring leads and managing renewals proactively, to automating customized consumer communications and enabling self-service entry, EZLynx frees up your time so you may give attention to rising your small business and delivering distinctive service.
A very powerful insurance coverage information,in your inbox each enterprise day.
Get the insurance coverage business’s trusted e-newsletter
