Self-service is how you make customers happy and reduce admin work for staff
You can’t be available 24/7, but your insureds expect around-the-clock customer support. An online client portal gives insureds access to their policy information from any device, day or night, and EZLynx comes complete with one. Our client portal lets insureds view insurance coverages, request policy changes, and share documents securely with your team, all within a user-friendly interface. This level of quick, convenient service makes your customers happy and reduces the time you spend dealing with general service requests. It’s a win-win for everyone.
What can policyholders do in your client portal?
Think of a client portal as your agency's digital twin, ready to help policyholders access documents and request changes around the clock every day of the year. With a client portal, policyholders can:
- View policy information like deductible limits
- Download ID cards
- Generate certificates
- Upload claims info and images
They can do all this and MORE from anywhere – even on the side of the road
What can a client portal do for your agency?
A client portal keeps your insurance agency open 24/7/365, allowing customers to access their policies anytime. This flexibility enhances the customer experience and builds trust and loyalty.
Giving clients the option to self-serve reduces general service requests, freeing up time for your agents to focus on more important tasks.
When insureds request changes or submit inquiries through the portal, activity notifications are instantly sent to your agency. This real-time communication lets your team promptly address customer needs, minimizing delays and enhancing your service reputation.
When a policy change request is submitted through the customer portal, an audit trail is automatically created. Because the request was made in the client's own words, the record cannot be disputed.
You can personalize the portal with your agency's logo, color scheme, and branded messaging. Doing so creates a consistent brand experience across all touchpoints, reinforcing your agency's unique identity and value proposition.
Insureds can easily review their policy details before upcoming renewals. Driving this activity through your customer portal keeps initial steps low-touch, invests insureds in the renewal process, and provides a modern customer experience.
You can send interactive personal lines quote proposals through the portal. Consumers can review their tailored coverage options and premium suggestions and either accept them or request changes. The reply will automatically create follow-up tasks in EZLynx.
Our customers say it best
We asked real agents who use EZLynx to share how our client portal helps them.
-
“Providing service is something that has always been #1 on our list for things we wanted to provide people. They have access to their ID cards even at times when we might be sound asleep in our beds. So now, through the education of our clients, and the beautiful thing that is EZLynx Client Center, we have connectivity 24 hours a day, even when we’re not available, and that’s a gift that keeps on giving.”
Owner, B&B Insurance Services
You might also like…
-
Agency Smarts: Getting the Most Out of Your Client PortalHear from a fellow insurance agent about how they benefit from the EZLynx self-service portal and how to use it to increase agency success.
Watch Now
-
Self-Service Portal ToolkitGet ready-to-use examples for how you can promote your new self-service portal to your customers and staff.
View Now
-
What Is a Client Portal?Explore some of the ways a client portal could benefit your agency and customers.
Read Now
You might also like…
-
Agency Smarts: Getting the Most Out of Your Client Portal
Hear from a fellow insurance agent about how they benefit from the EZLynx self-service portal and how to use it to increase agency success.
Watch Now
-
Self-Service Portal Toolkit
Get ready-to-use examples for how you can promote your new self-service portal to your customers and staff.
View Now
-
What Is a Client Portal?
Explore some of the ways a client portal could benefit your agency and customers.
Read Now