Keeping a Pulse on Agency Performance with EZLynx Reporting and Analytics

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 when it’s timely and easy to understand. Outdated spreadsheets, static end-of-month reports, or having to chase down emails and colleagues just to get the stats you need won’t cut it anymore.

With EZLynx’s reporting and analytics capabilities, everything you need to understand and improve your agency can be accessed directly within the management system.

When You Know More, You Can Do More

The EZLynx Agency Pulse Report provides you with a clear, real-time overview of your agency’s overall health—straight to your inbox every month. From sales pipelines and revenue to customer counts, accounting data, staff performance, personal vs. commercial lines breakdowns, and total written policies and premiums, all your key metrics are centralized and easy to review.

The numbers speak for themselves: data-driven organizations are 58% more likely to beat their revenue goals and are 162% more likely to significantly surpass revenue goals than firms relying on outdated methods. If you want to grow your agency, you need real-time visibility into your business—right down to the details.

For Trenton DeVito, Licensed Insurance Broker and Owner of MyInsuranceGuy, the updates and automated insights from the Pulse Report have empowered his agency to make smarter, data-driven decisions. With clearer visibility into performance, DeVito and his team no longer have to rely on guesswork or intuition.

“The Pulse report has been a critical piece to our agency’s growth. Before it, we had virtually no metrics to base any decision making off of. It’s essentially playing darts blindfolded. Now, we can make informed decisions with information I didn’t even think would be useful. It tracks almost everything.”

Pulse Reports don’t just support better day-to-day decision-making—they also help you plan for the long term. Because they’re so comprehensive and visually easy to understand, Pulse Reports can help you confidently set targeted goals and develop strategies to drive growth and improve your agency’s performance over time.

“We have been implementing pulse reports into our decision making — into budgeting and planning. We’ve got a five-year plan that we could barely plan two years in advance before this feature,” said DeVito. “It has been incredibly influential.”

Turn Insights into Advantage

You work hard every day to deliver for your clients and stay at the top of your game—so wouldn’t it be helpful to know how your agency truly stacks up against others like yours? EZLynx Pulse Reports’ Peer Benchmarking feature makes that possible by offering a clear view of how your agency compares to similar-sized peers, providing valuable insight into your position in the market.

These insights enable you to focus on areas in your agency that need improvement while doubling down on areas where you excel, helping you sharpen your competitive advantage.

“We had nothing like the Peer Benchmarks before,” DeVito added. “We would try and Google to see if we could find metrics on how we were performing comparatively, and we would never find anything. But now with EZLynx, we’ve got the aggregated data.”

EZLynx reports can also be customized to your needs. Want to stay informed at a glance? EZLynx Summary Reports offer quick, out-of-the-box, dashboard-style visualizations that give you easy access to key metrics and a high-level snapshot of your agency.

If you need more detail, EZLynx Master Reports let you sort and filter across performance indicators like lines of business and carriers by premium, transactions per month or policies per customer. Filters can be as complex as you need, allowing you to apply sophisticated formulas and aggregates to create reports tailored to you.

Empowering Your Agency’s Future

Understanding and accessing your agency’s metrics shouldn’t hold you back from growth. With EZLynx delivering performance insights directly within your EZLynx agency management system, you can skip the busywork of data wrangling and focus on what really matters—serving clients, strengthening relationships, and scaling your agency.