Dear Fellow Agency Owner,

There are many reasons why some people grow successful agencies 
while others struggle year after year.

But one of the biggest reasons has to do with your processes... 

Years ago I started to study what top agency owners do differently than the rest. 

I'm talking about those agencies with seven, eight, or even nine digits of revenue. And I noticed a pattern – as they say “success leaves clues.” And I realized the best agencies were all very good at automating, outsourcing and delegating. 

So I decided to get really good at each of those too. 

For the automation piece, I chose EZLynx. But instead of just using the basics, I decided to go all in and become a power user. And over the last 10 years I've learned all the ins and outs of this powerful tool and how to use it to its fullest potential.

EZLynx noticed I was using 100% of its features, whereas the average agency was only utilizing around 20%. So they reached out to me and asked if I’d be willing to serve on their board. They told me I’m one of the top 5 power users out of the 55,666 users out there, which was quite an honor to hear that.

But what I was most excited about were the results this produced in my agency. 

After fully implementing EZLynx we went from 1.5 policies-per-household to over 2.0. Our retention grew from 90% to 98%. And we went from no customer referrals to hundreds of customer referrals.

Word began to spread. And other agency owners asked if I could help them achieve similar results. Before installing all this automation my answer would have been, “I would love to but I’m too busy managing the agency.”

But thankfully, all this automation also freed up a ton of time. So I started helping other agency owners… demand grew and iaBlueprint was formed. 

Fast forward a few years to the present day and I now have a team and a proven process that allows us to set up your Automation Center in just a few days.

But we can only take on 20 clients a month right now. I’m on the EZLynx Users board and word is starting to spread. So if you want to do this, then book a call with one of our team members today. Or if you know you want this, then click the Getting Started button to begin the process.

To your success,

Beaux Pilgrim
Owner, Reed Insurance
CEO, iaBlueprint

Beaux Pilgrim

 You fill out the onboarding form.

Your time: About 15 minutes.

Your time: About 4 minutes.

Securely Grant Us Access to Your EZLynx

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Chip McClain

Agency Owner & Principal Agent
McClain & Co - Insurance Services

Adam Bamford

 Agency Owner | Bamford Insurance Agency

I highly recommend EZLynx Automation Setup.  

I needed to partner with a group that could assist me with proper setup of automation and ongoing fluidness of the capabilities. EZLynx Automation Setup provided me just the client engagement enhancements I needed. Feedback from my policyholders prior to signing up with EZLynx Automation Setup was that they weren’t hearing from my agency enough, especially near renewal time.  

EZLynx Automation Setup ensured my policyholders received timely notices well in advance of renewals but the agency benefited from much more.  My Google reviews have seen steady growth and we have been able to successfully grow our book via cross-sell opportunities, birthday campaigns and win-backs!

EZlynx Automation Setup is one of the best services you can add to your insurance business.

Every insurance agency owner needs to be running some type of automation.  We all need help managing our automation to not only stay in front of our current clients with pertinent information and updates, but also to get back in front of clients we may have lost, cross sell, get in front of new clients, capture referrals & google/Facebook reviews. And make sure our value as insurance advisors is seen consistently throughout the client lifecycle.

EZLynx Automation Setup does all of that and more for you automatically.  The best part of this system is it runs without hiring another person to oversee it and loosens up that time for you the agency owner to focus on running your agency.  It allows you to streamline so many processes and scale that much faster and that much more cost effectively and it is all run through a system you are already using.

Your time: 0 minutes.

We set up the automations and you reap the benefits!

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