How to update in summer

This post is part of a series sponsored by Ezlynx.

Summer is a busy season for renewal insurance, especially for personal routes such as car and homeowner insurance. For independent agents, this time of year usually means taking into account a lot of deadlines, advanced changes and customer communication.

If your renewal strategy involves starting the review process 60 to 90 days in advance and contacting clients a month before the policy expires, you know how difficult it is to always stay at the top of each schedule in a business book. With so many moving parts, even a missed deadline can make you a valuable customer, and letting some slip away can quickly impact your retention.

Good news? You don’t have to navigate alone. Ezlynx’s technology can make management renewals less like reactive firefighting, but a positive way to grow business.

Easy and automatic tracking of updates

According to McKinsey, employees spend 1.8 hours a day, nine hours a week, just searching for information. If your current tracking renewal workflow is not integrated into your agent management system, you may waste valuable time between emails, spreadsheets, and carrier portals. Not only will this cut to the time you can spend consulting clients, but it will also increase your risk of error.

Ezlynx eliminates this efficiency by automatically monitoring all customer policy expiration dates. With real-time alerts and a clean, centralized dashboard, you will always know what’s coming, when you can stay ahead and take control of everything.

Stay proactive by identifying high-risk customers

Not all renewals are created equally. Some customers are facing significant premium growth, putting them at higher shopping risks or changing cars.

With all your renewal activities concentrated in one place, Ezlynx automatically determines that customers face the greatest risks. It tags accounts that have experienced a lot of premium hikes, allowing you to prioritize these renewals and contact customers before considering switching providers or completely invalidating their policies.

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Once you know which customers are in danger, ezlynx makes it easy for them to provide them with actionable renewal information. ezlynx can automatically send an insurer’s pre-renewal policy summary and optionally personalize videos from its agents to explain any coverage changes. Remarketing features Extract real-time quotes for your at-risk client and display with current policy details – no manual data entry is required.

The platform then presents these options to Clean, side by side comparison,,,,, Allows you to immediately identify advanced changes, coverage gaps, or adjustments. This makes it easier to guide clients’ renewal decisions and ensures that you are fully prepared for each conversation.

Take advantage of cross-selling opportunities

If you can easily determine opportunities to offer other products and services when helping renew customers?

Ezlynx leverages data from existing books and smart surface cross-selling advice and enables insured to easily add products during the renewal process. This feature helps agents roll up accounts without additional manual work and allows customers to easily take action when insurance has become the most important thing.

Don’t let updates burn you

Ezlynx automated management of time-consuming tasks involved in renewals, saving you hours of administrative work every week. This extra time allows you to focus on growing your business, strengthening your customer relationships, or just enjoying the summer in less stressful situations.

While the renewal season is always busy, it doesn’t have to be overwhelming. With Ezlynx’s renewal and retention tools, you can simplify your workflow and increase customer loyalty – you and your team breathe even more during the busiest time of the year.