How MyInsuranceGuy Gets a Third of Their Day Back

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

Time is essentially the most useful asset in any service enterprise — and as an impartial agent, 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 by way of useful hours on handbook, routine duties — pulling focus away from the eye their shoppers deserve.

Utilizing the EZLynx administration systemMyInsuranceGuy has regained useful time of their workday by automating key company workflows and empowering shoppers with self-service instruments. This has given company house owners 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 out to be overwhelming. With dozens — and even a whole bunch — 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 pissed off shoppers.

Sharing how EZLynx’s automated renewal capabilities helped his company, Michael DeVito defined, “it takes that service work—processing renewals, reviewing price adjustments—and automates it. We get roughly a 3rd of our day again, simply to have the ability to work by way of different, extra superior customer support points.”

As a substitute of taking a reactive strategy to renewals, MyInsuranceGuy now responds instantly when a service releases a renewal supply—not ready for a set calendar date. This shift permits the staff to be proactive with shoppers, making certain renewals don’t slip by way 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 Shopper Affect

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

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

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

“It provides our staff the flexibility 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 at present’s shoppers count on seamless digital experiences—and insurance coverage is not any exception. Purchasers don’t wish to look ahead to an in-person assembly or depend on telephone calls and emails; they count on immediate entry to their insurance coverage data. 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 impression.

“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 Heart does all of that,” stated Trenton DeVito. “Giving shoppers that data simply and conveniently was an instantaneous win for us.”

As a result of shoppers have 24/7 entry to their insurance coverage data, 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 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 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 appropriate know-how 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.