The one-page plan from the free review, exactly as you'd receive it. The company below is a composite example — invented so you can see the format — but every review follows this shape: where the hours go, one free fix you do yourself, the three that matter, and what to skip.
You and your two account managers build every certificate of insurance by hand and re-key renewal data between EZLynx and a spreadsheet. Between COIs and renewal chasing, that's roughly 12 hours a week of licensed-staff time going to work a system can do.
Save your five most-requested COIs as templates in EZLynx. You issue the same handful of certificates over and over — a landlord's additional-insured, a GC's waiver of subrogation. Build each once as a template today and you stop rebuilding them from scratch. Saves about 2 hours a week by Friday, no tools and no help from me.
| # | Recommendation | Hours/wk back | Effort | Cost |
|---|---|---|---|---|
| 1 | Auto-generate routine COIs from a request form | ~6 | needs help | ~$30/mo (Make) |
| 2 | Renewal reminders + task hand-offs, automated | ~3 | needs help | $0 (Power Automate — already in your Microsoft 365) |
| 3 | Weekly production dashboard from your EZLynx exports | ~2 | weekend | $0 (Looker Studio) |
A branded request form (in your own account) feeds an automation that pulls the policy from EZLynx and produces the certificate for a quick human sign-off. Runs entirely inside your systems and logins — I set it up, I never hold your data. "Done" looks like: a broker emails you for a standard COI and it's back in five minutes without an account manager touching it.
Ninety, sixty, and thirty days out, the system opens the renewal task and assigns it — no more scanning the expiration report by hand. Uses Power Automate, which you already pay for inside Microsoft 365, so there's no new tool. "Done" looks like: nothing renews late because someone forgot to look.
Your EZLynx export drops into a free Looker Studio dashboard — written premium, new vs. renewal, by producer — refreshed weekly on its own. "Done" looks like: Monday morning you glance at one page instead of building a spreadsheet.
The AI website chatbot a vendor pitched you last month. For a 15-person agency your business comes from referrals and your carrier reps, not from strangers on your homepage — a chatbot would be a monthly bill guarding a door almost nobody uses. Put that money toward the COI automation that gives you back six hours a week.
The review was free and everything above works without me. If you'd rather have any of it built and running for you, that's a flat-fee engagement. Either way, I'm around.
Composite example — the business and numbers are invented to show the format. Tool prices are illustrative.
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