Monitoring employee productivity can often feel overwhelming and time-consuming. Fortunately, EZLynx provides a simple and effective solution for tracking productivity through labels.

Adding labels to Notes and Tasks is like adding hashtags in social media. While commonly used to organize activity, labels can also serve as a powerful tool for measuring productivity by helping teams stay aligned, accountable and focused on shared objectives. Tracking productivity in the workplace is important to ensure goals are met and resources are used effectively. It helps identify what’s working well and where improvements are needed. By monitoring productivity, managers can support their teams better, recognize strong performance and proactively address issues.

Below are a few key examples of labels you can implement — however, the possibilities are virtually limitless based on your specific tracking needs.

Suggested Productivity Labels

1. Endorsement: Use this label whenever you submit an endorsement or receive an endorsement request from an insured.
2. Quote: Apply this label whenever you generate a quote for an insured.
3. Billing Question/Payment: Add this label when assisting with billing inquiries or making a payment on behalf of an insured or the agency.
4. Email/Phone Call: Use this label whenever you document an email within the system or log a phone call with an insured or carrier.
5. Review: Apply this label when conducting a coverage review with an insured, either at renewal or midterm.

Generating an Activity Report in EZLynx (new Reports 5.0)

When you need to review your team’s activity, EZLynx allows you to generate a productivity report quickly. Follow these steps to run a detailed activity report:

1. Navigate to the Reports Section
   • Click on Reports > Activity > Activity Detail
2. Apply Relevant Filters:
   • Activity Note Created: Set the desired time frame.
   • Activity Note Created By: Select the employee’s name you wish to run a report on.
   • Activity Labels: Choose the labels you want to track.

Pro Tips:

2. • • Select Contains to capture all variations of labels used in past entries.
     • Choose individual labels rather than grouped categories to capture every activity the label was added to.
3. Run the Report: Click Run and view the results instantly.

By leveraging these labels and reports, you can efficiently monitor productivity, improve workflow organization and gain valuable insights into employee performance — all within EZLynx.