Keeping Clients Invested in Their Renewal Process

It’s natural for insureds to see renewal time as an opportunity to reevaluate their coverage. When these conversations (and the required policy changes that accompany them) happen too close to the renewal date, agents can find themselves in a rush to remarket the client.

Don’t sweat – the NEW Renewal Management feature in EZLynx Client Center™ is here to help you stay ahead of the game! It automatically reminds insureds to review their policies before the upcoming renewal and allows them to request any changes directly in your agency’s online customer portal. Pretty cool, right?

Watch this on-demand webinar to learn how driving renewals through your customer portal can keep clients invested in the renewal process and reduce the amount of time you spend reaching out to clients.