How MyInsuranceGuy Will get a Third of Their Day Again

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

Time is essentially the most worthwhile asset in any service enterprise — and as an impartial agent, you already know all too effectively that your time is commonly briefly provide. MyInsuranceGuy, a family-owned company primarily based in Sycamore, Illinois, prides itself on delivering high-quality, personalised service. However like many rising businesses, they had been burning by means of 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 house owners 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 shortly grow to be overwhelming. With dozens — and even tons of — of purchasers to handle, manually monitoring deadlines just isn’t solely time-consuming but in addition extremely difficult. One missed date or ignored 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 fee 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 strategy 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 workforce to be proactive with purchasers, 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 total.

Redefining Service Roles for Higher Consumer Impression

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

“We’re truly hiring proper now for a customer support rep. The job description used to contain plenty of information entry and behind-the-scenes processing. Satirically, not a lot buyer interplay,” mentioned 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 liberating their workers from administrative duties, MyInsuranceGuy offers customer support reps again the time to do what they do finest — actually give attention to 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 present’s purchasers count on seamless digital experiences—and insurance coverage is not any exception. Shoppers don’t need to look forward to an in-person assembly or depend on telephone calls and emails; they count on 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 help. 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?’ Consumer Middle does all of that,” mentioned 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 observed 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 may 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 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 precise know-how 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.