It can cost seven to nine times more to attract a new customer than to retain an existing one — yet most independent agencies are still managing renewals the same way they did a decade ago. For many, that means manual follow-ups, missed touchpoints, and limited visibility into which accounts need attention most. The result is higher customer churn and a harder path to long-term profitability.
Hardee Insurance Group has spent 30 years building lasting client relationships in Conway, South Carolina. To keep delivering that same level of service as their customer base grew, they knew they needed a smarter system.
With EZLynx’s renewal and client retention tools, the team gained the visibility to spot at-risk accounts earlier and turn policy renewals into one of their strongest drivers of sustainable growth.
Shifting From Reactive to Proactive
Before EZLynx, Hardee Insurance Group managed policy renewals manually, which made it challenging to identify policyholders at risk of significant rate increases and left room for manual entry errors.
“We got Retention Center probably about a year ago. We used to rely on spreadsheets, but now we can easily see what renewals are coming up and what the increase is, so that we can automatically go and start shopping the account,” said Lisa Brown, Vice President, Hardee Insurance Group.
Renewal Tools That Keep Clients Coming Back
With EZLynx Retention Center, Hardee’s team now has a real-time renewal dashboard that automatically flags accounts that exceed their rate-increase threshold, helping Hardee immediately see which clients are most at risk.
“It’s been great. It’s something that we all look at every morning. We’re able to reach out to the insured before they get their renewal, and before they start shopping it, we shop it for them,” shared Lisa.
With EZLynx’s renewal and retention tools, Hardee can:
- Manage every renewal in one place: Investigate premium changes, proactively communicate with policyholders, and action renewals from a single dashboard — streamlining the entire renewal process and reducing pain points for the whole team.
- Automate the remarketing process: Automated Renewal Quoting pulls remarketed rates for at-risk accounts instantly, saving up to 15 minutes of manual work per renewal and freeing Hardee to focus on higher-value customer interactions.
- See exactly what changed on every policy: EZLynx summarizes premium-bearing changes and flags key differences side-by-side between the expiring policy and the renewal, making it easy to communicate changes to clients, all without having to manually compare declaration pages.
