You struggle to navigate EZLynx's reporting system
You hear terms like "KPIs" but don't know where to start
You want clearer visibility into new business, activity, retention, and cancellations
You need help setting realistic performance goals for your team
Agency Health and Performance is about understanding how your agency is truly functioning - not just financially, but operationally. It's about knowing what's working, what's struggling, and where your biggest opportunities for growth and change really live. Together, we look at the factors that contribute to your agency success so you're able to stay on top of trends and make process decisions proactively instead of reactively.
A clear explanation of what KPIs actually mean for your agency - and how they should function day-to-day.
Review of 3-6 months of historical activity and performance data.
Guidance setting realistic, measurable performance goals for service staff and producers.
Practical training on how to use EZLynx reporting to track and support these goals.
KPI Foundations & Recommendations
$750 - $1,500
Reviewing 3-6 months of data, defining core KPIs, and outlining clear performance recommendations.
Performance Goals & Monthly Review Framework
$1,000 - $2,500
Producer goals, activity expectations, and a structured monthly review process.
Full Agency Health Setup
$2,000 - $3,500
KPI definition, goal alignment, reporting structure, and operational integration across your agency.
Final scope and pricing are confirmed during a kickoff call and outlined in your SOW. Investment varies based on team size and data scope.