Agency Insights mines your existing quote data and book of business to suggest potential opportunities your agency may overlook. You may choose to create an opportunity from an Agency Insight if you have confirmed potential interest from the consumer, or you may temporarily or permanently remove the suggestion if you do not wish to move forward.


TABLE OF CONTENTS


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How to access


To access Agency Insights, hover over the Sales Center icon and choose Prospecting from the Sales Center menu. You do not have to have Prospecting enabled to have Agency Insights enabled. Then, select Agency Insights under Prospect Lists. This will take you to the Agency Insights page.



How it works


Agency Insights will begin working as soon as it is enabled. If you have eligible insights, they will appear the following day, as reports run nightly. Agency Insights has a rolling seven-day window, so anything that is not taken care of on the Action Deadline will roll off Insights the next day. 




Under the Suggested Action column, you'll find the suggested action the Agency Insights is providing for this particular account. 


  • Personal Lines suggestions appear 45 days before the upcoming renewal date and will repeat once a year.
  • Commercial Lines suggestions appear 60 days before the upcoming renewal date and will repeat once a year.


Remember, suggestions will display for only 7 days within Agency Insights, or until an action is taken. If no action is taken, the insight will repeat at the next renewal date. 




Let's go over the Suggested Actions that Agency Insights can provide! 


Suggested ActionDefinition
Capture UnboundIf a Home or Auto quote was never sold, it will provide a Capture Unbound suggestion.
Cross Sell(Auto & Home Only) If there is one active policy without the other, it will suggest the other policy.
Recapture Lost PolicyFor any policy that has been cancelled, it will appear 1 year later as a Recapture Lost Policy suggestion.
Suggest UmbrellaIf there is an Auto & Home policy without an Umbrella, it will provide a Suggest Umbrella suggestion. There are no coverage limits from either policy taken into consideration. This takes into account the next x-date.



Now that you know what the Suggested Actions mean, let's take a look at the actions you can take for each insight. 



Work an Insight

If you want to work an insight, you have two options - Send an Email Campaign and Create Opportunities. 


To send an email campaign, check the box next to the insights you want to email and then select the Send Email Campaign button. This will open the Start a New Email Campaign window.




Use the Select Template drop-down to select the appropriate email campaign template based on the Suggested Action for the insight. Then, select the Schedule button to send out the campaign. 


To learn more about Email Campaigns, check out our Email Campaigns - How to Create & Send Email Campaigns article!




To create an opportunity for the insight, check the box next to the insights you want to email and then select the Create Opportunities button. This will open the Create Opportunity window.




Use the dropdowns to fill out the Opportunity Source and the Assigned Producer. Then, select the Create Opportunity button. This will create the opportunity in Sales Center where it can be worked based on your agency's operation policies. 


To learn more about Opportunities, check out our Sales Center - How to Work the Sales Pipeline article!





Remove a Suggestion

If you don't want to work an insight, you can remove a suggestion using the Actions option next to each insight. You can either temporarily or permanently remove a suggestion.


  • Temporarily: The insight will be removed, but if applicable, will populate at the next renewal (1 year).
  • Permanently: The insight will be removed and will not be suggested again in the future.

Simply select the option that best suits the situation, and the insight will be removed from the list. Remember, if no action is taken, the insight will remove itself from the list after 30 days of inaction.


Reports


If you are curious how Sales Center Insights are going, you can check out the Sales Center Insights reports. A common metric to look at is the Agency Close Ratio. Agency Close Ratio is calculated by (Sold Opportunities/Total Opportunities) x 100.


We hope this training article was helpful in learning how to navigate the Sales Center Agency Insights page and how to work the suggested actions. Please let us know if this article was helpful by answering the question below. Check out our related training articles on the right-side to learn more about how to master EZLynx!