How to Stay Ahead of the Summer Renewal Rush

This post is part of a series sponsored by EZLynx.

Summer is a notoriously busy season for insurance renewals, especially for personal lines like auto and homeowners’ insurance. For independent agents, this time of year often means juggling a flood of deadlines, premium changes, and client communications.

If your renewal strategy includes starting the review process 60 to 90 days in advance and reaching out to clients about a month before their policies expire, you know how difficult it can be to stay on top of each of these timelines across your book of business. With so many moving parts, even one missed deadline could cost you a valued client—and letting a few slip by can quickly impact your retention.

The good news? You don’t have to navigate this alone. EZLynx’s technology can make managing renewals feel less like reactive firefighting and more like a proactive way to grow your business.

Automatically Track Renewals with Ease

According to McKinsey, employees spend 1.8 hours per day, over 9 hours each week, just searching for information. If your current workflow for tracking renewals isn’t integrated into your agency management system, you’re likely losing valuable time toggling between emails, spreadsheets, and carrier portals. Not only does this cut into the time you could spend advising clients, but it also increases your risk of errors.

EZLynx eliminates this inefficiency by automatically monitoring all client policy expiration dates. With real-time alerts and a clean, centralized dashboard, you’ll always know what’s coming up and when so you can stay ahead and keep everything under control.

Stay Proactive by Identifying At-Risk Clients

Not all renewals are created equal. Some clients face significant premium increases, putting them at higher risk of shopping around or switching carriers.

With all your renewal activity centralized in one place, EZLynx automatically identifies which clients are most at risk. It flags accounts experiencing substantial premium hikes, allowing you to prioritize those renewals and reach out to clients before they consider switching providers or letting their policies lapse altogether.

Present Side-by-Side Renewal Comparisons

Once you know which clients are at risk, EZLynx makes it easy to present them with actionable renewal information. EZLynx can automatically send insureds pre-renewal policy summaries and, optionally, a personalized video from their agent explaining any coverage changes. Remarketing features pull real-time quotes for your at-risk clients and display them alongside their current policy details—no manual data entry required.

The platform then presents these options in a clean, side-by-side comparison, allowing you to instantly identify premium changes, coverage gaps, or adjustments. This makes it easier to guide your clients through their renewal decisions and ensures you’re fully prepared for every conversation.

Take Advantage of Cross-Sell Opportunities

Wouldn’t it be great if while helping clients with renewals, you could also easily identify opportunities to offer them additional products and services?

EZLynx leverages data in your existing book and intelligently surfaces cross-sell recommendations and enables insureds to easily add products during the renewal process. This functionality helps agents round out accounts without additional manual work and makes it easy for clients to take action when insurance is already top of mind.

Don’t Let Renewals Burn You Out

EZLynx automates the time-consuming tasks involved in managing renewals, saving you hours of administrative work each week. This extra time lets you focus on growing your business, strengthening client relationships, or simply enjoying the summer with less stress.

While renewal season is always busy, it doesn’t have to be overwhelming. With EZLynx’s renewal and retention tools, you can streamline your workflows and enhance client loyalty—giving you and your team more breathing room during the busiest time of year.