Maintain the pulse of agent performance with Ezlynx reporting and analysis

This post is part of a series sponsored by Ezlynx.

Performance data is one of the most powerful tools an independent agency can use to stay competitive, but only if it is timely and easily understood. Outdated spreadsheets, static end-of-month reports or having to chase emails and colleagues just to get the statistics you need and you won’t delete it anymore.

With Ezlynx’s reporting and analytics, you need direct access to all the understanding and improvement agents you need in your management system.

When you know more, you can do more

The Ezlynx Agency Pulse report provides you with a clear, real-time overview of the overall health of the agency, i.e., monthly inboxes. From sales pipelines and revenue to customer counts, accounting data, employee performance, personal and business line segmentation, and written policies and premiums, all your key metrics are centralized and easy to review.

The number goes without saying: Data-driven organizations are 58% more likely to exceed their income targets and 162% more likely to exceed their income targets than relying on outdated methods. If you want to grow your own agency, you need real-time visibility into your business – until the details.

For Trenton Devito, a licensed insurance broker and owner of MyinsuranceGuy, Pulse Report’s updates and automatic insights empower his agency to make smarter, data-driven decisions. With clear visibility into performance, Devito and his team no longer have to rely on guesswork or intuition.

“Pulse reporting has been a key piece of growth for our agency. Before our agency growth, we had few metrics to base any decision-making on any decision. It was essentially a blindfolded dart. Now we can make informed decisions with information that I don’t think would be useful. It tracks almost everything.”

Pulse Report Don’t just support better daily decisions, it can also help you plan for the long term. Because they are so comprehensive and visually understandable, Pulse Reports can help you determine your goals and develop strategies to drive growth and improve agency performance over time.

“We have been implementing pulse reports in our budget and plans. We have a five-year plan that we can plan almost two years ahead of this feature,” Devito said. “It has incredible impact.”

Transform insight into advantages

You are working hard to serve your customers every day and keep the top of the game – so it would be helpful to know how your agency can really hit others with someone like you? The peer benchmarking feature of Ezlynx Pulse reports makes it possible by providing valuable insights into your position in the market by clearly understanding how your agent compares to peers of similar size.

These insights allow you to focus on areas where the agency needs to improve while doubling the areas where you stand out, helping you to enhance your competitive advantage.

“We didn’t have a similar benchmark before,” Devito added. “We’ll try and Google to see if we can find metrics for relative performance, and we can never find anything. But now with Ezlynx, we’ve got the aggregated data.”

Ezlynx reports can also be customized to your needs. Want to take a look? Ezlynx summary reports provide fast, out-of-the-box dashboard-style visualizations that give you easy access to key metrics and advanced snapshots of your agency.

If you need more details, Ezlynx Master Reports lets you categorize and filter across performance metrics, such as business and operators by Premium, Thressactions, monthly or per customer’s strategy. Filters can be as complex as possible, allowing you to apply complex formulas and aggregations to create reports tailored to you.

Enhance the future of your agent

Metrics to understand and access an agency should not prevent you from growing. With Ezlynx directly providing performance insights in the Ezlynx agent management system, you can skip the busy work of data quarrels and focus on what really matters – enabling clients, strengthening relationships and expanding your agents.