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Renewals and Client Retention

Stay ahead of upcoming renewals and reinforce your role as a trusted advisor. EZLynx helps insurance agencies maintain a healthy book of business with patented retention workflows, automated renewal insights, and proactive client engagement tools.

 

Nothing impacts your agency’s health like customer retention rates.

Even with new clients coming in, you still need to have a strategy for keeping existing customers if you want your book of business to grow. EZLynx makes it easy to stay on top of renewals with a comprehensive, proactive approach to retention that works for your entire insurance agency.

How can EZLynx help you manage renewals?

Our patented customer retention software prioritizes at-risk policies, summarizes premium-bearing changes, and automates follow-ups so you can touch 100% of renewals.

  • Centralize your view on all renewals
  • Instantly compare current and renewal policies to identify any changes
  • Automate remarketing workflows to kickstart renewals

The value of using EZLynx to handle renewals

  • Manage renewals in one place

    Manage renewals in one place

    With EZLynx, you can investigate premium changes, proactively communicate with policyholders, and manage renewals in one location.

  • Gain insight into every policy renewal

    Gain insight into every policy renewal

    EZLynx summarizes premium-bearing changes between the insured’s current policy and the carrier’s renewal offer. You can dig deeper with a side-by-side comparison highlighting all the pertinent differences. This means no more manually comparing dec pages.

  • Identify and prioritize at-risk policies

    Identify and prioritize at-risk policies

    Predictive analytics risk models pinpoint clients most at risk because of premium increases and flag them to you so you can focus your efforts on those customer interactions.

  • Autopilot the remarketing process

    Autopilot the remarketing process

    Automated Renewal Quoting automatically retrieves remarketed rates for at-risk renewals and displays them alongside the renewing policy details for quick premium comparison. This saves you up to 15 minutes of manual effort per renewal.

  • Automate renewal touchpoints

    Automate renewal touchpoints

    You can pre-configure renewal workflows to automatically email lower-risk clients, reassuring them that their policy is in line with the market rate and you’re available to chat further. Automating this stage of the renewal process lets you look out for customers' needs without increasing staff.

One system is all you need to keep your book healthy

EZLynx has all the necessary tools to investigate, communicate and proactively manage renewals. See how we can help you retain more business.

The impact EZLynx has on retention

  • 5X


    More costly to acquire a new customer than to retain one

  • 8 Points


    Higher customer retention is experienced by agencies using EZLynx

  • 15 Minutes


    Are saved per renewal using Automated Renewal Quoting

Real insurance agents trust EZLynx

  • “One of the features that I think helps agencies the most is Retention Center. The reason I say that is because Retention Center helps you streamline the whole renewal process of knowing where you need to focus your attention the most.”

    Beaux Pilgrim

    Principal, Reed Insurance

Are you ready for a winning customer retention strategy? 

Increase your retention rates by touching 100% of renewals with EZLynx.