Renewal Assistant
Details:
Please select the program tier for your agency:
- Tier 1 – up to 25 renewal quotes for $415.
- Tier 2 – up to 50 renewal quotes for $715.
- Tier 3 – up to 75 renewal quotes for $1,015.
- We quote Home, Auto, Umbrella, Condo, and Renters.
-Sorry, no mobile homes, ATV, RV, rental property, or other toys.
- Takes 2 weeks to onboard new agents.
- Onboarding 2 – 4 agents per month.
- Billing will be on your Automation Statement.
- Only 1 slot available per agency.
Process
1 – We quote your accounts inside of your EZlynx management system.
2 – We bridge the most competitive options with your preferred carriers to ensure accuracy.
3 – We send those to your email inbox in an easy-to-read spreadsheet.
4 – Review and confirm the quote and present to your client.
Nitty Gritty:
- In our setup process, we will ask you for a list of your top 3 – 5 preferred carriers. These are the ones you prefer to write with.
- We will also ask for your coverage standards and the standard endorsements you want on every quote.
- When you receive the renewal quote, you will need to review the top option for accuracy. We strive to take care of 90% of the work for you, but you still need to walk through the quote on the carrier site to be sure we got everything like you want it.
Need more than renewal quotes? Click below to learn about hiring a full-time virtual employee.