Ongoing retainer. Client name withheld at their request.
A US insurance agency running its book on EZLynx had plenty of data and no view of it. We built an ETL pipeline out of EZLynx into Zoho Analytics and a set of dashboards that show how the book is growing by line of business, and how quickly each agent is serving clients against the agency's service standards.
Claims, household and commercial policy data lived inside the agency management system and a scatter of spreadsheets. Leadership could not answer simple questions — how fast is the commercial book growing, which agents respond to claims quickly, where is service slipping — without someone exporting and stitching reports by hand.
Growth you can't measure you can't manage, and service you can't see you can't fix. The agency wanted one set of numbers everyone trusted — for the owners to track growth, and for managers to hold agents to a consistent standard of service on claims and client requests.
Zapier pulls policy, claim and activity data from EZLynx on a schedule and lands it in structured Google Sheets — the extract-and-transform layer EZLynx doesn't provide natively.
Drive holds the staged datasets and exports, so every dashboard number can be traced back to a source file.
Sheets sync into Zoho Analytics, where we modelled policies, claims, households, commercial accounts and agents into one queryable dataset.
Dashboards tracking claims, household and commercial lines over time — new business, retention and growth by segment, for the owners.
How quickly each agent acknowledges and resolves a claim or client request, measured against the agency's service standards, so managers see who is delivering and where to coach.
Data refreshes automatically and dashboards are shared to the right people — no more monthly export-and-stitch.
EZLynx · Zapier · Google Sheets · Google Drive · Zoho Analytics
Most NZ brokerages already have the data — in insurer portals, broker software and spreadsheets. The gap is turning it into one view of renewals due, commissions owed, book growth by line, and how fast clients are being looked after. That is exactly what this build does.
Let's build the dashboards that tell you how the book is really doing.
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