Sometimes, finding the right words is hard. But we've got you covered when it comes to getting your customers to start using your client portal!
Check out the content below to find the communications you need to let your clients know about the convenience of your customer portal, including where they can reach your agency 24/7, access policy docs, and make requests, all without a single phone call.
Congrats! Your customers are going to love this!
Promote Client Center to Your Customers!
Here are some ready-to-use examples for how you can promote your new Client Center to customers. We’ve even included a section on announcing this new solution to your staff.
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Customer Emails and Texts
Announce your convenient new self-service method to your customers.
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Internal Email
Help explain EZLynx Client Center and its benefits to your team.
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Social Post
Tell the world about your exciting new customer portal and remind customers self-service is available.
Social Post
During onboarding, EZLynx provided a unique URL for your agency’s customer portal. This Client Center Setup email was sent to your agency admin. Include this link anywhere to promote adoption of your customer portal, including social media.
EXAMPLE:
Reach our agency any time, day or night! Visit our online customer portal to securely view ID cards and policy details, request changes to your coverage, or share documents. [INSERT YOUR AGENCY’S CLIENT CENTER LINK]