EZLynx Announces Customizable Dashboards & Other New Report Features at AgentLynx User Conference

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EZLynx, an industry-leading Agency Management System and Comparative Rating vendor for the independent insurance industry, announces new reporting tools to increase the value of information provided within their ONE PLATFORM™ suite.

At the first annual AgentLynx User Conference, EZLynx announced new reporting tools to increase the value of information provided within their ONE PLATFORM™ suite. These enhancements include optimizations and new features that will benefit agencies who want to take full advantage of their system to make intelligent, data-driven business decisions.

“Our primary goal for 2016 has been to make the reports in EZLynx more intuitive. Agents should be able to get actionable information quickly and easily,” says Kimberly Moore, Data Analyst at EZLynx. “We are very proud of how far our reports have come this year – they are virtually unrecognizable – and we are excited to keep the ball rolling with even more exciting new features in Q4 and beyond. These updates put EZLynx yet another step beyond our competition.”

What’s New with EZLynx Reporting

Throughout 2016 the team at EZLynx created a host of new reports. Several of these are categorized as Summary Reports, since they provide key information at a glance. The newest Summary Report, the Applicant Summary, shows agents demographic information on current policy holders. This report provides agents valuable information like Active Policies and Average Premium per Customer as well as summary statistics on gender, education level, and marital status.

The team also created another series of reports, Detail Reports. These reports help agents pull commonly requested lists of information. With their standardized, user-friendly filters, these reports help minimize the time that it takes to access valuable information. The time savings do not stop there. Thanks to the new integration with the EZLynx Campaign Tool, these reports can be saved and used for email marketing campaigns.

“The most exciting feature, however, is the all new Customizable Dashboards,” said John McKay, Director of Sales at EZLynx. “This Dashboard tool, currently in BETA testing, allows a user to use EZLynx’s predefined library of 75+ tables, charts, and graphs to build their very own Dashboard. Putting the information that is most important front and center.”

If the information that an agent is interested in is not available in the Dashboard Library, the agent can even create their own charts and tables using the EZLynx Master Reports. With the tools available to EZLynx users, each Dashboard can be completely customized by adding, removing, and even creating widgets, altering their layout, and creating personalized tabs. The opportunities are literally endless.

What’s Coming Next?

As a company, they have committed to continually improving their product based on the needs of their customers, and that commitment extends to Reporting.

A few of the upcoming features that were announced at their recent AgentLynx Conference, include Report Scheduling, Drill-Through Reporting, and Trend Reporting.

Report Scheduling will enable a user to have a report run on a daily, weekly, or monthly basis. Agents will no longer have to login to run the same report each month; users can simply have it scheduled to be delivered to their inbox.

Drill-Through Reporting is an exciting feature that will allow users to gain deeper insight with just one click. “See information in a pie chart and want to know exactly what policies are making up that piece of the pie? Simply click and you will be taken to the details you seek,” says Moore.

Trend Reporting will allow users to see historical trends across their book of business, customer counts, and much more. Knowing the past is essential to making informed decisions for the future; EZLynx has vowed to not stop with historical trends but to look into the future and provide its agents with forecasting tools.

These are only three of the many future projects highlighted at the AgentLynx Conference. One thing that was made very clear was that the improvements to reporting within EZLynx will not stop here. The leadership at EZLynx has a bold vision for reporting that spans far past 2016 and 2017.

About EZLynx

EZLynx develops industry-leading cloud-based software for the insurance industry. Their software has helped more than half of all independent agents operate their businesses more effectively for over ten years.

EZLynx is proud to be the innovator of several products available on its ONE PLATFORM™ solution, including real-time Rating Engine, Retention Center™, Agency Pulse™, Policy Sync, eSignature, and Agency Management System.

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Riley Simmons
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