This post is part of a series sponsored by Ezlynx.
You will strive to provide customers with a smooth insurance experience – the way your agents operate behind the scenes should be streamlined.
Even with the right tools, if they are not connected, you may spend valuable time switching between systems that don’t communicate and add unnecessary steps to your team.
Eliminate disconnected workflow
Like many agents, your current setup may look like this:
- Evaluator of personal bank quotes
- CRM for customer notes
- Spreadsheet tracking renewal
- Shared inboxes for services and follow-up
Things can get messy when everything lives in different places. Copying data back and forth between platforms is not only inefficient, but also opens the door to errors and omissions. Maybe there is an important note in your CRM about the client’s upcoming renewal – but no one caught it because it is stored separately from where you actually track the renewal.
An all-in-one agent management system
What if everything your agent needs is in one place?
With an all-in-one proxy management system like Ezlynx, you can. Instead of bounced between four or five different tools, your team works from a connected platform. Customer information, policies, documents, and conversations are all synchronous and easy to access.
This is an all-in-one system unlock
Automatic renewal that saves time
Managing renewal dates and navigating multiple carrier portals can quickly become overwhelming. Without a simplified process, deadlines are missed and customers can slip through cracks, resulting in loss of opportunities and revenue. Ezlynx allows you to set up automatic reminders for renewals, quote follow-ups and lost documents. No more use spreadsheets and mine inboxes.
Sales and cross-selling opportunities
By analyzing customer profiles and policy history, the system can discover valuable cross-sell and UpSell opportunities in your current business book, so you won’t leave revenue on your desk. Whether it’s identifying a car customer without homeowner coverage or finding a business owner without cyber liability protection, Ezlynx gives you insight into what already exists in front of you.
Effortless customer communication
Automating marketing campaigns and customer communication can be effortless. Set up automatic messages to alert customers about upcoming renewals or important policy changes – keep your agent one step away. You can also arrange personalized emails for birthdays and policy anniversary so customers always feel appreciated and contact your agent.
Performance indicators
Ezlynx gives you quick access to agency performance reports. You can easily track things like retention rates, written premiums, and customer count so you can see where you are great and where there is room for growth. You can even benchmark your numbers against peer agencies to see how they stack.
AI tools that can help you work smarter
Tools such as Ezlynx Virtual Assistant Eva, help you manage client communications and account details more easily. Request a draft customer email, summarize account history, and even answer questions about Ezlynx, so there is no need to view the support you need outside of the management system.
ezlynx irl
Want to know how real-life agents love Ezlynx? Here are some of them to say:
Streetsmart insurance requires a better way to manage client outreach activities. With Ezlynx, they regularly set up automatic text and emails to keep communication consistent without overwhelming customers.
Compass Insurance found Ezlynx’s account summary tool particularly valuable. Their team can quickly increase customer accounts, be more responsive, and provide a more seamless service without wasting time backtracking.
Make sure you are running the tool – not the other way around
Technology should make your agent more effective, not more confusing. If you keep switching between systems, tracking files or reworking elsewhere, it may be time to rethink the possibility of a unified agency management system.
Even if you aren’t ready to make a leap today, it’s time to evaluate your position and start building a more connected future toward an agency.
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Agency insurance technology
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