EZLynx® Agency Pulse™ is a one-of-a-kind monthly report that delivers enhanced business performance insights to insurance agencies.
This monthly agency report aggregates data from EZLynx Rating Engine and EZLynx Management System into actionable business intelligence that helps agency owners and administrators manage their businesses more profitably and efficiently.
The EZLynx Agency Pulse report provides agencies key metrics and trend analysis of your insurance agency’s monthly performance, derived directly from your EZLynx data to make targeted, educated business and marketing decisions. EZLynx, with an all-in-one platform that has both a comparative rater and a full-featured agency management system, is uniquely positioned to provide rich, multi-dimensional agency reports that are unavailable in any other system.
This powerful agency trend report uses all of the robust quoting and policy data found in EZLynx Rating Engine and EZLynx Management System to deliver eye-opening performance metrics. With so much customer data locked away in outdated agency management systems, agency owners have been desperate for the kind of actionable agency analytics that is provided in the EZLynx Agency Pulse report.
Automatically generated each month with both Agency Snapshot and Detailed Information sections, the EZLynx Agency Pulse report delivers performance data in an easy-to-view report that has been designed to provide key performance information based on a collaboration between EZLynx and a team of agency owners. Actionable metrics that help reveal opportunities for growth and increased profitability include statistics and trends on close ratios, retention, clients, carriers, and premium. More importantly, agency owners can see their month-over-month trends at a glance, making it much easier to track strategic objectives and priorities.
We checked in with one of our users to find out what their experience has been. “EZLynx Agency Pulse has illuminated the business performance of my agency in ways that would have never been possible on our legacy management system,” said Brian Burns, Owner at Compass Insurance Group LLC in Colorado. “Because EZLynx is a tightly integrated comparative rater and agency management system on One Platform™, they are able to build amazing reports that can’t be found in any other system. That, combined with the quarterly website performance meeting that is part of EZLynx Agency Websites, we have been able to make strategic marketing decisions based these reports from EZLynx and then actually track the results each month to gauge the successes or failures of our efforts.”
EZLynx Agency Pulse is available today for customers of EZLynx Management System at no additional cost. EZLynx automatically sends out Agency Pulse each month to all agency owners with an EZLynx Management System account.