With this release, we are pleased to announce updates to Sales Center Agency Insights. These updates will visually align Agency Insights with Opportunities and assist in using Agency Insights seamlessly throughout the sales pipeline process. 

  • Agency Insights will now be listed within Sales Center on the left-hand navigation making it easier to find and utilize.
  • The addition of Status to each Insight to assist in prioritizing which Insights to work on next. 
  • Expansion of the lifetime of an Insight from 7 days to 30 days means extra time to touch Insights before they expire.
  • Summary Cards have been added to help provide a snapshot view of Insights with the ability to filter so you can quickly view the insights most important to you.


Let's take a look at the new Agency Insights!


TABLE OF CONTENTS


Check out our video if you'd rather watch and follow along!


Did you know? - You can click on the images in our articles to make them bigger!

How to access


To access the new Agency Insights, you must be a Sales Center Admin. To check if you have the correct permissions, hover over the Sales Center icon and look for Agency Insights. If you do not see this option, you do not have Sales Center Admin permissions and should work with your Agency Admin.


To access the new Agency Insights:

  1. Hover over the Sales Center icon. 
  2. Choose Agency Insights which is now listed at the top of the Sales Center menu. This will take you to the Agency Insights page.

New Agency Insights


Just like the previous user interface (UI), Insights will be listed within a table with the table defaulting to have the Insights with the more current Expiration Date toward the top. There are some new features as well as some that are more familiar to you just with a new look, so let's review all the changes.



Summary Cards 

Along the top of the screen, you will see the new Summary Cards. You can select one or more of the cards to filter to those values. Please note, the number of Insights associated with each Summary Card will stay the same, no matter how the list of Insights is filtered. They are meant to be a summary of the entire list so they are static and will not change when using filters.


The first three cards relate to the Status of the Insight. More on statuses later in the article.

  • New - Total Number of New Insights. These Insights were created that day. 
  • Expiring Today - Total Number of Insights with current day as the action deadline. These Insights will expire today and be removed if no action is taken. 
  • Expiring Soon - Total number of Insights that are within 7 days of the action deadline. These Insights will expire and be removed within the next 7 days if no action is taken. 



Did you know? - In EZLynx, you can hover over a card to see its definition!



The next four cards relate to the Suggested Action. Check out our Sales Center - Agency Insights article to learn more about Suggested Actions.

  • Cross Sell - Total number of cross sell Insights are listed. These Insights are based on active policies of the applicant and will appear prior to the active policy renewal date. 
  • Capture Unbound - Total number of Insights for policies that are unbound are listed. These Insights are applicants that have unbound policies. 
  • Recapture Lost Policy - Total number of policies that were lost are listed. These Insights are previously lost policies. 
  • Suggest Umbrella - Total number of cases that qualify for suggesting Umbrella are listed. These Insights are based on qualified active policies without an Umbrella. There are no coverage limits from the existing policies taken into consideration. 



If for any reason, you do not wish to see these summary cards, you can select the Hide Summary button.



Similarly, if you are not seeing the summary cards but would like to, you can select the Show Summary button.



Search & Filters 


Just like the previous UI, you can search and filter your Insights. With this update, all the same functionality is available. We've just moved things around a bit. 


To search for a specific Insight by Prospect name, type the name within the Search box. It will populate any values that match the search criteria. Selecting one of the results will then show only that Insight on the list. 



With filters, you can refine your view of the Insights that are available. Selecting Filters will open the filters pane or hide the filter pane if it's already open. Chose a filter and then select apply to apply the filter to the table of Insights. If you close the Filter pane, you will see how many filters are applied via a badge indicator. The following are the available filters for Agency Insights: 

  • Producer 
  • Suggested Action 
  • Suggested LOB
  • Date Insight Created (NEW)
  • Insight Expiration (NEW)
  • Status (NEW)











Status Column  

We have added a new column called Status to Agency Insights. The following is a more detailed description of each Status:

  • New - Within the 30-day lifespan of an Insight, this will be the status on day 30 
  • Open - Within the 30-day lifespan of an Insight, this will be the status on days 29 to 8 
  • Expiring Soon - Within the 30-day lifespan of an Insight, this will be the status on days 7 to 2 
  • Expiring Today - Within the 30-day lifespan of an Insight, this will be the status on day 1 



Let's a look at an example of how an Statuses might work with an Insight.


An Insight is created to Cross Sell Auto to an customer with a Homeowners policy and the Homeowners policy has an X-Date of July 16th. If no action is taken to create an Opportunity or remove the Insight the following will occur: 

  • On June 1st you will see the suggested action of Cross Sell and it will have a status of New.  
  • From June 2nd to June 23rd, it will appear with the status of Open.  
  • From June 24th to June 29th, it will appear with the status Expiring Soon.  
  • On June 30th it will appear with the status of Expiring Today. 

Check out our Sales Center - Agency Insights to learn more about how to work an Insight.


Bulk Actions

To perform bulk actions, check the box next to one or more Insights. This will display the following Bulk Action options at the top of the table: 

  • Email campaign – This option will open the Email Campaign window and perform the action on all Insights selected. 
  • Create opportunity – This option will request an Opportunity Source and an Assigned Producer for the selected Insights. Once these have been indicated, you can create Opportunities for all selected Insights. The Opportunity will be visible in Sales Center Opportunities with ‘New’ as the Status and include the Line of Business, and X-Date in the Opportunity with no action needed on your part. 
  • Remove Insight – This option will give you the option to either Temporarily or Permanently remove the selected Insights. 


Why this is important

  • Increase Sales - Sales is a key function directly related to the success of your agency, these insights can help point you in the right direction and increase sales. 
  • Proactive Approach - Allows your agency to be proactive rather than reactive, helping you seize opportunities, increase revenues, and maintain the role of a trusted advisor with your insureds. 
  • More Opportunities - The system does the work to let you know where the possibility of a sale might be and then you are able to convert them into an Opportunity within your Sales Center pipeline.


We hope you enjoy these new features, UI updates, and look forward to our future releases! Check out the related articles on the right side to learn more about EZLynx!