Case Study: Hardee Insurance Group improves renewal management with EZLynx

Hardee Insurance Group manages renewals in real time with EZLynx after 4 years

Hardee Insurance Group, an insurance agency, faced challenges in managing policy renewals efficiently. They previously relied on error-prone manual spreadsheets to track renewals, which made it difficult to identify accounts at risk and was a time-consuming process for their staff. They turned to the vendor EZLynx for a solution, specifically adopting its EZLynx Retention Center product.

The solution from EZLynx provided real-time monitoring of renewals and allowed the agency to automatically shop accounts that exceeded set premium increase thresholds. This proactive approach enabled Hardee Insurance Group to contact clients before policies were at risk. As a result, the agency improved its client retention rates and enhanced overall customer satisfaction by making the renewal process more efficient and reliable.

Hardee Insurance Group

Lisa Brown

Vice President