Advanced Analytics Platform for Modern Insurance Agencies
Use EZLynx Reporting & Analytics™ to make data-driven decisions that help your agency stay on track and make the right decisions. Streamline access to important information, KPIs at a glance, and in-depth analytics to measure your performance and target higher profitability. With this powerful reporting engine and insurance data analytics solution, you’ll get a view of your agency inside and out in real-time to ensure that it is on course and ready to meet its goals.
Key Benefits
-
KPIs at a Glance
Summary Reports allow stakeholders to see key agency metrics clearly at any time. Dive deep into all accessible data sources to optimize how your agency does business through actionable insights and data-driven decision-making.
-
Easy Access to Info
Detail Reports provide data management with intuitive filters so you can create reports, like marketing lists for sales, in mere minutes to act upon quickly.
-
Increase Productivity
Save your filter settings and automatically have the data ready and waiting for you the next time you need it. Make business intelligence a competitive advantage for your agency.
-
Personalized Reporting
With your ability to save filters, create custom charts and summary tables, and add those to your dashboard, you have the power to make the reports your agency needs.
Product Features
Summary Reports
We do the work for you with our out-of-the-box Summary Reports. With these dashboard-style report visualizations, you can view analytics for accounting, sales pipeline, revenue, and more. These reports allow you to see KPIs automatically updated to easily stay on top of agency performance.
Detail Reports
You need information at your fingertips to effectively run your insurance business. With common filters on the left, details on the right, and quick links to create notes, tasks, and view the applicant's page, “Detail Reports” are a one-stop shop for your business intelligence reporting needs. Create reports in mere minutes, like marketing lists for sales.
Master Reports
Sometimes, you need more than just a standard report. Master Reports let you sort and filter across categories to provide a broader look at multiple data types. Filters can be as simple or complex as you need to ensure you can get the information you want. Apply sophisticated filters, aggregates, formulas, etc., to create highly customized reports.
