Know what's happening in your agency without asking.
A 3-minute morning brief. Answers about any client, task or teammate in seconds. The slips before a client finds them, and the rule that stops them coming back.
EZLynx · 6 carriers
You blocked two hours to sell. You sold for zero.
An owner-producer's Tuesday at a 15-person agency, today. A cancellation nobody owned, three SOPs that disagree, and a renewal EZLynx never heard about.
Example Tuesday for an owner-producer
60 emails. A Travelers cancellation for non-pay went to the shared inbox. Four people saw it, nobody owns it. Lost
Sales block starts. The client calls: "My policy is cancelled?" Nothing in EZLynx. Pulled into service
"Did anyone handle this?" Three replies: not me. Pinging people
A VA asks how to do a Nationwide endorsement. Three SOPs, none current. You walk the VA through it yourself. Lost
"Did we renew the Garcia BOP?" EZLynx says expiring. A producer renewed it on Nationwide and never updated EZLynx. How often does this happen? No idea. Error found late
Team leaves. The cross-sell call you planned never happened. Lost
Payroll and commission statements at home. After hours
Four things AgencyView does for you.
It learns from the real work in your AMS, email and carrier sites. Nothing to set up, no reports to build.
Brief
What happened, what's at risk, who has it.
Ask
Answers from the work itself, in seconds.
See
Where the hours go, and where errors start.
Fix
Set it once. The whole team follows it.
Next Tuesday, with AgencyView.
Same agency, same team, same phones.
Example estimates for a 15-person agency
Home at 5:30. Payroll done at 4.
- 7:30: morning brief, 3 minutes. One risk, already with a CSR
- 9:00: the cross-sell call actually happens
- 10:30: "Did Garcia renew?" Answered in seconds
- 2:00: the same slip doesn't happen twice
What owners get out of it.
Grow premium without hiring. Know what happened without asking. Spend your day selling.
Time back to sell
No more covering service because nobody knows who has it. The hours go to the accounts that grow the book.
Fewer fires
Slips show up in your brief, not on the phone with an upset client.
The same slip, not twice
See where an error started and how often. Set the rule once and the whole team follows it.
Know without pinging
Every task, who did it, and where it stands. No "did anyone handle this?" in Teams.
A record you can defend
What was done, in which system, against which step, and who signed off. Useful when E&O comes asking.
Grow without hiring
See exactly which work to hand off next, and how many hours it gives back.
Two products, one picture.
Your team works in AgentStation. AgencyView shows you what that work adds up to.
AgentStation
For your CSRs, account managers and VAs.
- Coaches every step
- Does the routine work in its own windows
- Checks every field before it goes out
AgencyView
For you and your managers.
- Morning brief and answers
- Where the hours go and why things slip
- Team rules and SOPs, set once
See the work. Not the screens.
AgencyView shows outcomes and answers. It is not a tool for watching people, and your team knows exactly what's captured from day one.
What you see
- Tasks done, by whom, and whenEndorsements, certificates, renewals, payments.Yes
- Hours by task, app and clientWhere the time goes, across the team.Yes
- Errors and slips, and whyThe step and system where each one started.Yes
- Answers about the workAny client, task or teammate.Yes
What you never see
- Screen recordingsClips are only used to learn steps. You see results.Never
- Personal apps and websitesNever captured in the first place.Never
- Mouse "activity scores"No idle timers, no minute-by-minute ranking.Never
- Other agencies' dataKept separate, never used to train shared AI.Never
Questions owners ask.
Do I need to connect my AMS or build reports?
No. AgencyView learns from the work your team does in AgentStation, on top of EZLynx, Applied Epic, AMS360, HawkSoft and the rest. There is nothing to map and no report to build.
How soon do I see something useful?
Numbers start with the first install. Your first full morning brief comes after about three days, once it has seen the team work.
Will my team feel watched?
Staff see at install exactly what's captured: work apps only, never personal apps or sites. You see results and answers, never screen recordings.
Can my office manager use it too?
Yes. Owners and managers both get the brief, answers and results. You decide who sees what.
Does it work with our VAs?
Yes. VAs install AgentStation like everyone else, from any provider. You see their work, hours and slips in the same brief.
What does it cost?
It depends on the size of your team. We'll walk you through it on the demo.
See AgencyView on your agency.
A 30-minute demo. We reply within one business day with times that work.
- 30 minutes, no obligation
- What your morning brief would show
- Where your team's hours likely go