EZLynx Quick Tip - Book of Business (BOB) Report
From the EZLynx User Alliance Forum Tips of the Week series.
Need a fast, reliable way to check in on your agency’s performance? Look no further than the Book of Business report in EZLynx. In this short and informative video, you’ll learn how to quickly access a comprehensive snapshot of your agency’s active policies, premium totals, and carrier distribution—all without the hassle of digging through multiple screens or reports.
Amanda Crawford
Systems Strategist
Compass Insurance
Amanda Crawford is the Systems Strategist at Compass Insurance, where she specializes in agency structural organization, technology implementation, and fostering employee relations. With a background in both personal and commercial lines, Amanda brings nearly two decades of industry experience to her role. As Co-Leader of the EZLynx User Alliance, Amanda is passionate about empowering agencies to feel confident using the EZLynx platform, enabling them to grow and streamline their operations. She is also dedicated to cultivating a positive and collaborative community of EZLynx users who share knowledge and promote growth and learning.
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