How Automation Can Solve 12 Common Agency Growing Pains

I know agency automation would take my agency to the next level, but I don’t know where to begin.

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How Automation Can Solve 12 Common Agency Growing Pains

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Agency Automation changes the game for your business. Click below to learn more and start putting automation to work for your agency!

Agency automation can seem intimidating, but once in place requires little work for a big payoff. Setup can be as simple as just a few clicks of the mouse. EZLynx Automation Center comes equipped with recommended workflow templates to help your agency realize the benefits of agency automation right away. These templates were built with the most common agency use cases in mind. They come loaded with predefined filters, checklists, and appropriate actions — so you can easily enable your first workflows and start seeing results immediately.

I know agency automation would take my agency to the next level, but I don’t know where to begin.

As your book of business grows, so do your client servicing demands. If you’re not careful, you’ll find your agency consumed with servicing existing business, and losing its focus to go after new business. Great news! EZLynx Automation Center multiplies the impact of your staff. Agency automation makes follow-ups automatic and strengthens customer communication by making best practices consistent and repeatable. Because agency automation removes repetitive tasks that could be done faster and more effectively by software, it allows your agents to focus on revenue generation and servicing more complicated clients.

The more my book of business grows, the more challenging it becomes to scale my operation.

Automating birthday wishes is always at the top of an agent’s wish list. It can be complicated and time consuming to keep up with all your clients’ milestones, but automation makes it easy. EZLynx Automation Center effectively: • Monitors your clients’ birthdays, anniversaries, and other important events. • Sends out a personal greeting email as their special day approaches. Because these special messages to your clients are automatic, your staff can focus on other important tasks like finding new opportunities.

I need a way to send out birthday wishes without burdening my staff.

Agency automation makes sure that best practices are followed the same way, every time. When you reach out immediately with useful information, it makes new clients feel welcome and valued. A seamless onboarding experience will set the tone for the entirety of the customer relationship. Be sure to pass along: • Important policy information • Your agency’s “welcome kit” • A link to your agency’s customer portal For emails and other electronic documents, EZLynx Automation Center can send those out for you. The software can also provide these documents securely via EZLynx Client Center. Where a human touch is required, EZLynx Automation Center can also create and assign tasks to be completed by your staff, following the correct procedures. These tasks include due dates, tracking and accountability.

I need to welcome each new customer in a consistent, high-quality way.

Every time a client decides to place more of their business with you, it’s a big win and a compliment to your agency. Automation ensures you don’t miss out on opportunities to thank your most valued customers for trusting you with their continuing insurance needs. EZLynx Automation Center helps you send timely communication to your customers, making them feel appreciated. By proactively sending out ID cards and sharing other important policy information using automation, you will give your customers what they need as they need it. When you anticipate your clients’ needs, you drive home the value your agency brings. Bonus: This is also a great time to ask for referrals, why not automate the request?

I need to make sure additional policies get the attention they deserve.

The trick to retention is implementing at scale across your entire agency’s book. Automation can help. To make retention a focus (and a competitive advantage) for your agency, there are two very basic things you must do: • Analyze 100% of renewals. • Communicate with 100% of insureds. EZLynx Automation Center and EZLynx Retention Center work together to help agents manage the client retention process on auto-pilot mode. Lower-risk renewals are automatically triaged through simple strategies like emails, reassuring them that their policy is in line with the current market and you’re available to talk further. This triaging can be set based on percentage increase of the policy premium, for example. Because the bulk of renewals are now automated, renewal teams can focus their time, efforts and expertise on higher-risk clients.

I need to focus on retention to grow my business, but there are so many renewing policies. How can I stay on top of it?

Today’s insurance shopper has an ever-growing list of expectations and agency automation is the only way to keep up. With automation, you can enhance your client experience and differentiate your agency from the competition. EZLynx Automation Center targets and offloads repetitive, time-consuming tasks. In some cases, the software can reach out to the customer for you through email or text. It can also create reminders and triggers for your team to keep them on track and ensure they are checking every box on their growing to-do list. Personal touches are important to building relationships with your clients. When you automate processes that can be done faster and more reliably with software, your team has the time to invest in creating more meaningful customer experiences.

I want to enhance my agency’s customer experience.

Automation can reduce concerns about staying compliant with carriers. Because verifications, signatures, and follow-ups are automatically scheduled, you make sure all these necessary procedures are adhered to. Where the human element is required, EZLynx Automation Center assigns the correct tasks to the appropriate members of your staff within Agency Workspace, a feature of EZLynx Management System. EZLynx is designed for agency-wide collaboration, keeping everyone within an agency on track and ensuring important tasks don’t fall through the cracks.

When it comes to compliance, I want to eliminate room for human error.

With the customer experience rooted in the details, it’s imperative to make sure that each client and prospect receive a consistent, high-level of attention and service. EZLynx Automation Center helps you instill best practices with every customer touchpoint. In some cases, it can reach out to the customer for you, while other times, it simply takes on the heavy lifting of process management and ensures accountability among the team. With software performing routine client-facing tasks faster and more dependably, customer follow-ups only become stronger. Automation goes a long way to save agencies time and money, but this software doesn’t just help your agency do more, it also helps your agency be better.

I need to ensure best practices are being followed by each member of my staff, every time.

Carrier eDocs is an area where agency automation really shines! Every eDoc is an opportunity for your agency to add value to the client if you have the workflows in place to take full advantage. EZLynx Automation Center can be leveraged to: • Automatically route eDocs to the correct agent/CSR • Automatically notify the insured • Suggest next steps Because EZLynx Automation Center combs through carrier notifications in real time, insureds receive time-critical information immediately. EZLynx Automation Center can also trigger internal workflows for your agency (think “best practices”). Example Use Case: When a notice of cancellation comes in, it serves as an alert of premiums due. EZLynx Automation Center intervenes immediately to take the correct steps before a policy is canceled. In addition to automatically notifying the client, the software also schedules next steps with the appropriate members of your staff.

My agency needs to stay on top of carrier eDocs.

Agency automation offloads tasks that software can perform more efficiently and dependably. When you eliminate repetitive and time-consuming tasks, your agency staff can focus on activities where their skillsets are put to better use, like identifying new client opportunities, cross-selling and closing new business. EZLynx Automation Center also helps keep each member of the team on schedule and accountable. When a workflow is triggered, it assigns the correct tasks to the correct members of your staff. EZLynx is designed for agency-wide collaboration, keeping everyone within an agency on track and ensuring important tasks don’t fall through the cracks.

My agents have too much to do! They need more time to find and win new business.

EZLynx Automation Center can automatically fill out, generate and provide important client documents like proof of insurance, questionnaires, and best practice lists. You can choose from a list of standard ACORD forms, as well as documents your agency has created internally. Example Use Case: When a new Commercial Trucking policy goes into effect, a “Best Practices” document, including driver hiring and onboarding tips, is automatically shared with the insured through your Client Center portal. Automated document generation not only saves your agency time and money, but it also works to keep your clients informed.

I want to generate and send out important client documents faster, and more efficiently.

Explore below to learn how agency automation can solve some of the common challenges facing agencies today.

Preloaded Automation Templates

Common filters, checklists, actions

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Happy Birthday email

Client's Birthday arrives

New/Additional Policy

Share policy documents to EZLynx Client Center

New Customer

Welcome Kit email

Agency task list created

Add client to drip campaign

Schedule follow-up tasks with your staff

Send Thank You email and ask for referral

Share policy documents to EZLynx Client Center

Additional Policy

Client #2

Client #1

Customer Experience

Insured

Agent/CSR

New checklist created with staff assignments and due dates

New policy

EZLynx Automation Center

EZLynx Retention Center

Client #3

Client #4

Client #5

Agency Best Practices

Next Steps Checklist

Carrier eDoc Download

Cross-Sell

Find Opportunities

Agency

Automation

Close Deals

Repetitive Tasks

Automatically Generate Required Documents

Share Documents to EZLynx Client Center

Client #5

Client #4

Client #3

Client #2

Client #1

The more my book of business grows, the more challenging it becomes to scale my operation.

I need a way to send out birthday wishes without burdening my staff.

View Solution

I need to welcome each new customer in a consistent, high-quality way.

View Solution

When it comes to compliance, I want to eliminate room for human error.

View Solution

I want to enhance my agency’s customer experience.

View Solution

I need to focus on retention to grow my business, but there are so many renewing policies. How can I stay on top of it?

View Solution

I need to make sure additional policies get the attention they deserve.

View Solution

I want to generate and send out important client documents faster, and more efficiently.

View Solution

My agents have too much to do! They need more time to find and win new business.

View Solution

My agency needs to stay on top of carrier eDocs.

View Solution