Agency Health and Performance
Agency Health and Performance
Clear visibility into what's really happening in your agency - so you can lead with confidence, not guesswork.
Clear visibility into what's really happening in your agency - so you can lead with confidence, not guesswork.
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
What "Agency Health" Actually Means
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.
What's Included
Discussion around what KPIs are and how they apply to your agency
Review of 3-5 months of historical activity and performance data
Guidance on realistic performance goals for producers and service staff
In-depth assistance on how EZLynx Reporting supports all of these processes
*This work focuses on operational and performance visibility, not financial or commissions reporting.
Investment:
KPI Foundations & Recommendations: $750-$1,500
(Reviewing 3-6 months of data, defining core KPIs, and providing goal recommendations)
Performance Goals & Monthly Review Frameworks: $1,000-$2,500
(Producer goals, retention targets, activity expectations, and review structure)
Full Agency Health Setup: $2,000-$3,500
(KPIs + goals + review metrics + operational alignment)
Final scope and pricing are always confirmed through a kick-off call and documented in your SOW.
Want a clearer picture of your agency?
Agency Health and Performance projects begin with a discovery call and signed SOW before scheduling any work.