Conway, SC
Headquarters
4 Years
As an EZLynx Customer
Company Facts
Commercial lines: 20%
Personal lines: 80%
Enhancing policy visibility and client experience
Hardee Insurance Group wanted a smarter way to manage renewals and boost client retention. Before EZLynx, the agency relied on spreadsheets to track renewals, which were time-consuming and prone to errors. Staff had to manually update and review data, making it difficult to identify accounts at risk.
After adopting EZLynx® Retention Center®, Hardee Insurance Group can now monitor renewals in real time and automatically shop accounts that exceed set thresholds. This proactive approach allows the agency to reach out to clients before their policies are at risk, thereby improving retention and enhancing customer satisfaction.
