Our EZLynx Optimization Services

Tailored solutions to streamline your agency's operations and maximize the potential of your EZLynx platform

How We Help Insurance Agencies

At Brown Door Consulting, we specialize in helping insurance agencies optimize their EZLynx experience through these key service areas:

Commission Setup & Management

Proper commission setup is critical for agency profitability. Our commission services ensure you're tracking and receiving every dollar you've earned.

Our Commission Setup Services Include:

  • Initial commission configuration for all carriers
  • Commission statement reconciliation and troubleshooting
  • Producer split setup and management
  • Agency-wide commission reporting
  • Commission workflow optimization
  • Training staff on commission entry and management
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Automation Configuration

EZLynx's automation capabilities can significantly reduce manual tasks and streamline your agency's workflows when properly configured.

Our Automation Services Include:

  • Custom workflow automation setup
  • Activity creation and assignment rules
  • Automated email and text message templates
  • Document generation automation
  • Process mapping and workflow optimization
  • Integration with other agency systems

Workspace Optimization

An optimized EZLynx workspace improves staff efficiency and ensures consistency across your agency operations.

Our Workspace Optimization Services Include:

  • Custom field configuration
  • User interface personalization
  • Role-based view configuration
  • Document folder structure setup
  • Standard operating procedure development
  • Agency-wide consistency implementation

Reporting Solutions

Data-driven decisions require meaningful reports. We help you extract the most valuable insights from your EZLynx data.

Our Reporting Services Include:

  • Custom report development
  • Automated report scheduling
  • Key performance indicator tracking
  • Producer and CSR performance monitoring
  • Data analysis and interpretation
  • Executive dashboard creation

Training & Support

Ensure your team knows how to leverage EZLynx to its fullest potential with our customized training programs.

Our Training Services Include:

  • One-on-one staff training
  • Group training sessions
  • Custom training materials development
  • Process documentation
  • Ongoing support and troubleshooting
  • New feature implementation guidance

Our Consulting Process

We follow a structured approach to ensure your EZLynx optimization delivers maximum value

1

Discovery

We begin with a thorough assessment of your current EZLynx setup, workflows, and business goals.

2

Planning

Based on our findings, we develop a customized optimization plan tailored to your agency's needs.

3

Implementation

Our team implements the agreed-upon changes, configurations, and optimizations to your EZLynx platform.

4

Training

We provide comprehensive training to ensure your team can effectively utilize the optimized system.

5

Follow-up

We schedule regular check-ins to address any questions and ensure everything is working as expected.

Ready to Optimize Your EZLynx Experience?

Contact us today to schedule a consultation and discover how we can help your agency maximize efficiency and profitability.