We wanted to take a moment to walk you through a few ways you can look at your existing book of business to create opportunities with tools already at your fingertips.

Every agency has 5+ core marketing tools underneath their own roof that they should be doing.

•             Re-market quotes not bound

•             Analyze cancelations, lapses, and non-renewals then re-market

•             Cross-Sell monoline business where the agent has Auto but not main property line, including renters and condos. And vice versa where the agent has the Home line but not the auto….

•             Account rounding where agent already had both lines but the customer may not be aware of limitations in policy for things like jewelry.  Also, other line needs – Boats, ATVs, Umbrellas, etc., from an account review update to provide protection and save the client $.…

•             Referrals- People always like to save $ and get value.  More so even now.  As agents make contact they can inquire about a referral for someone else who may be in need…

Managing Leads in EZLynx

The video walks through how to…

•             Customize lead information for each applicant in EZLynx ( starts at min 3:24)

•             Run a Leads Detail Report and how to schedule the report to be sent to you in an email every Monday morning  (starts at min 10:51)

•             Run a Cross-Sell Detail Report and how to save the report to use in the future for generating an email campaign (starts at min 12:20)

•             Run a Policy Expiration Detail report and identify renewal increase outliers to re-market (starts at min 25:30)

•             Use Text Messaging to communicate with clients (starts at min 33:00)

•             Generate an email campaign to a target audience (starts at min 37:50)

•             Ask for a referral (starts at min 48:14)

If you are having any questions or need assistance, please reach out to your personal lines training specialist.