How MyInsuranceGuy Gets a Third of Their Day Back

This post is part of a series sponsored by EZLynx.

Time is the most valuable asset in any service business — and as an independent agent, you know all too well that your time is often in short supply. MyInsuranceGuy, a family-owned agency based in Sycamore, Illinois, prides itself on delivering high-quality, personalized service. But like many growing agencies, they were burning through valuable hours on manual, routine tasks — pulling focus away from the attention their clients deserve.

Using the EZLynx management system, MyInsuranceGuy has regained valuable time in their workday by automating key agency workflows and empowering clients with self-service tools. This has given agency owners Trenton and Michael DeVito more time to focus on high-value customer service tasks while uncovering new opportunities for sales and growth.

Reclaiming Time with Automated Renewals

Keeping up with renewal dates without an automated system can quickly become overwhelming. With dozens — or even hundreds — of clients to manage, manually tracking deadlines is not only time-consuming but also incredibly challenging. One missed date or overlooked renewal can lead to lost business and frustrated clients.

Sharing how EZLynx’s automated renewal capabilities helped his agency, Michael DeVito explained, “it takes that service work—processing renewals, reviewing rate changes—and automates it. We get approximately a third of our day back, just to be able to work through other, more advanced customer service issues.”

Instead of taking a reactive approach to renewals, MyInsuranceGuy now responds immediately when a carrier releases a renewal offer—no longer waiting for a set calendar date. This shift allows the team to be proactive with clients, ensuring renewals don’t slip through the cracks. By staying ahead of the curve, MyInsuranceGuy can initiate strategic client conversations around coverage improvements, identify potential gaps, and deliver a more consultative service experience overall.

Redefining Service Roles for Better Client Impact

EZLynx hasn’t just changed how MyInsuranceGuy handles renewals—it’s reshaping team roles and the way the agency operates.

“We’re actually hiring right now for a customer service rep. The job description used to involve a lot of data entry and behind-the-scenes processing. Ironically, not much customer interaction,” said Michael DeVito. “Now, with EZLynx workflows and automations in place, we can shift the focus of service reps to more client-facing responsibilities.”

By freeing their staff from administrative tasks, MyInsuranceGuy gives customer service reps back the time to do what they do best — truly focus on supporting clients.

“It gives our team the ability to deliver a boutique experience,” Michael DeVito added. “That’s what really differentiates us from the big guys.”

Self-Service That Drives Efficiency and Satisfaction

It’s no secret that today’s clients expect seamless digital experiences—and insurance is no exception. Clients don’t want to wait for an in-person meeting or rely on phone calls and emails; they expect instant access to their insurance information. Recognizing this shift, MyInsuranceGuy saw the need for tools that provide real-time document access and on-demand support. That’s where the EZLynx client self-service features made a significant impact.

“Probably half of the calls we get are service calls, and half of those calls are looking for proof of insurance, whether that be ID cards, or questions like ‘What are my coverages?’ ‘Who do I call?’ ‘Where do I pay a bill?’ Client Center does all of that,” said Trenton DeVito. “Giving clients that information easily and conveniently was an immediate win for us.”

Because clients have 24/7 access to their insurance information, the DeVito’s have noticed a shift in behaviour—clients are taking more ownership of their policies and reaching out with questions. That increased engagement has naturally opened the door to more sales and cross-sell opportunities.

“Clients might ask, ‘What’s the difference in my renewal?’ That leads to us saying, ‘Maybe it’s time to consider an umbrella policy,’ or ‘Let’s talk about your deductible,’” Michael DeVito explained. “Without self-service tools, those opportunities may never come up.”

The Bottom Line: Smarter Operations, Stronger Relationships

MyInsuranceGuy’s success shows what’s possible when the right technology is put to work. By automating manual tasks, enhancing self-service, and streamlining workflows, they’ve created more time for what matters most—building deeper, more meaningful relationships with clients while growing the business.