Firefly’s tech stack fuels your agency’s growth

Just imagine the growth of your insurance agency if you could close just 5% more of your prospects, and retain 5% more of your customers every year! You would make much more money – year after year.

Firefly’s tech stack can give you that 5%, and much more, with our EZLynx tech stack, like this:

Below, you’ll see details showing how EZLynx helps you to increase both sales and retention, and see how automations help you do it all in record time.

• Each section will give you an overview, with screenshots.
• You can also go deeper, if you want, with links to training pages and videos from EZLynx.

 

1) Win more accounts with EZLynx Sales Center

EZLynx Sales Center shows you where every one of your leads is in the sales process. You’ll never overlook a quoting opportunity or have to wonder what you should work on next.

• If you have multiple producers in your office, you can filter it to see what each person is working on.

This is what your lead opportunities look like in Sales Center:

Note the columns above for each stage of the sales process:

• New
• Contacted
• Quoted
• Reviewed

 

And to the right of the screen, you’ll see final statuses for prospects that are Won, a future X-date, or Dead files.

How do leads get into EZLynx?

• Automatically when you start a quote for a new prospect.
• Automatically when someone starts a quote on your website their information comes here.
• You can also manually upload purchased or external lead lists from a spreadsheet and manage them here!

What about AUTOMATIONS in Sales Center?

At the end of this article, you can read more about automations. For now, it’s enough to say that they are  a big part of what makes Sales Center so useful.

⚙️ For example:

• You can set up automations to create tasks, checklists, or send messages when your lead moves to the next stage.
• And when you quote a prospect in EZLynx’s rater, that lead will automatically be moved from either the New or Contacted state to the Quoted stage.

EZLynx Sales Center does even more than we’ve shown above. But you can see that this tool will definitely help you close more sales than you would without it.

If any of the choices above apply to a renewing policy, then that policy will change color to indicate its risk level on your renewal list: (Shown below, where policies are marked as “High” risk in red.)

This renewal list shown above is refreshed every day with the latest policies that are renewing, and this is where you work on your renewals.

• As you can see above, you can indicate for yourself when an account has been quoted (green checkmark) or that you’ve reviewed it.
• You can click on the name of each customer to see their policy details – but Retention Center does so much more than that!

 

Easily see policy changes at renewal

Another way it saves you more time is by summarizing the differences between the current and renewal versions of each policy. It looks like this:

• Items with green text indicate an addition was made to the new version.
• Items with red text have been removed from the previous version.

Sometimes you’ll find that a change in coverage, or the existence of a new claim caused the rate increase. And you might decide that this customer’s renewal is competitive when those changes are taken into account.

But some customers need to be requoted, and quoting takes valuable time, even with a great comparative rater like EZLynx.

⚙️EZLynx Retention Center includes Automated Remarketing!

This is a huge time saver for you!

Just click the “Get Quote” button from within Retention Center. (See below.)

⭐⭐⭐ EZLynx does the work for you by automatically quoting your customer with the carriers you’ve set up in EZLynx.

In a few moments, you’ll see rates from your other Home and Auto carriers.
You just saved all the time you would have spent manually preparing those quotes. You can just compare the renewal rates to the quote results that appear here – without even having to leave Retention Center!

And on the same screen, you can send an email to your customer with those rates – which could show the customer that their renewal is competitive OR that you have an option that might be good for them to move to.

Bottom line:

EZLynx Retention Center puts technology to work so you can:

• Review your renewals
• Requote them if needed
• And communicate with them

 

And you do this all in one place, without the need to pay for a CSR or Virtual Assistant to do it.

🔎 Want to take a closer look at EZLynx Retention Center?

3) Save even more time with EZLynx Automations

What is an automation and why does it matter?

You spend time every day doing repetitive tasks. They are important, but not the best use of your time. Many things can be automated so you can run a great agency and have time to do the things that matter most.

Simply put, an automation has two parts.

1. A trigger (If “X” happens . . .)
2. An action (. . . Then “Y” is automatically done)

(See the numbers, circled in red in the screenshot below.)

In EZLynx, triggers include things like:

• A new policy is issued
• A claim happened and was downloaded into EZLynx
• A policy renews
• And there are many, many more!

 

And automated actions include:

• Emailing a new customer a link to EZLynx Client Center where they can see their coverage, print their own ID cards, or request service from your agency.
• Emailing the customer about the claim AND making a task for you to call the customer
• Emailing fresh ID cards when an auto policy renews

⌛ These are only a very few examples of triggers and actions. Each one happens automatically, which means that each one saves you time!

Here are three examples of automations in EZLynx Sales Center and Retention Center:

1. When a prospect in Sale Center is moved from one step of the sales process to another, you can have emails sent to customers, or tasks created for you or someone on your team to follow up.
2. When a customer is added to the renewal list, an email goes to them based on whether their renewal was high-risk or not.
3. You can automate the remarketing/requoting step so you that alternative quotes are created when a renewal happens.

These automations, and many, many more, supercharge almost everything that EZLynx can do.

🆘 Firefly can help you with EZLynx automations

Learning how to create and customize automations takes time and effort. But Firefly’s team has done lots of  experiments with automations and we’ve figured a lot of it out for you.

Firefly can help you with EZLynx automations in two ways:

1. We can give you the fully-functional automations that we’ve created.
   • You can get them without having to set up each step yourself.
   • With a few clicks, we give you access to them.
   • You just have to turn them on.
2. If you want to customize one of those automations, or you want to create a new automation of your own, our team can review it with you.
   • If you run into trouble, we can also point you to someone at EZLynx

 

⚡Think of Firefly’s automations as shortcuts to unleash EZLynx in your agency.

With Firefly’s help, you’ll be able to use the EZLynx automations help can save you time and reduce the frustration of figuring it all out yourself.

This is the ultimate formula for a successful independent insurance agency:

If you choose to work with Firefly:

• You’ll have all these EZLynx tools in just days.
• You’ll have all your carriers in just weeks.
• And you’ll be happy for years!

 

. . . because you’ll be ready to close more sales, make more money, and enjoy the life of insurance agency ownership that you want.

⬇️ DOWNLOAD OUR EBOOK to get ALL the details about what you’d get by working with Firefly.