When
Date: Wednesday, July 29, 2026
Time: 12:00 p.m. - 1:00 p.m. (CST)
Agenda
From Reports to Results: Strengthening Agency Health
A strong agency starts with clear visibility and consistent action. In this EZLynx User Alliance meeting, we’ll focus on how reporting and analytics support agency health by helping you audit performance, spot trends, and make informed decisions.
Alliance Leaders will cover what defines agency health and walk through reporting best practices at every level:
- Weekly reports to track activity and identify early trends
- Monthly reports to evaluate performance and guide decisions
- Quarterly reports for deeper insights and strategic planning
We’ll also discuss how to turn insights into action, including:
- The producer perspective on accountability and performance
- Implementation strategies for driving adoption, consistency, and accountability
- Using reporting insights to reduce risk exposure and support a healthy, compliant agency environment (including EPLI considerations)
Attendees will also receive a handout on how to pull key reports in EZLynx to support immediate application.
Have a question for your peers? Let us know in the comments here or on your registration form!
Registration
FREE for ALL ACN Members!
The dial-in number and link will be included in the registration confirmation email.
What is an Alliance Meeting?
Member Alliance meetings are virtual gatherings for ACN members of like-personas, designed to promote networking and information sharing across North America. Please note that Alliance meetings are not recorded.
Meeting Contact
Tiffany Blanchard
tblanchard@ifsinsure.com