Pulling your agency data from EZLynx

EZLynx's public help describes “Book of Business” and “Commissions” report categories. Ask support which report gives policy history including cancellations, and a commission report by carrier by month.

What to ask EZLynx support for

1. A policy / transaction history covering January 1 three years ago through the most recent date available. It must include:
   • A unique policy or customer ID (names are not needed — de-identified is fine)
   • Carrier and product / line of business
   • Written premium and agency commission
   • Effective date and expiration date
   • Transaction type: new business, renewal, rewrite, endorsement, cancellation
   • Status
   • Cancellations and non-renewals — not just the policies in force today
   If it will only export active policies, ask for the same report as of twelve months ago too.
2. Premium and commission by carrier, by month — last two complete years and year to date, with commission income and agency fee income shown separately.
3. Written confirmation that your full book and its history can be exported (item 13).

What Applied Systems publishes about reports

• Reports 5.0 overview

Vendor help pages checked 2026-09-30. Reports, names and menus vary by version and license — if what you see is different, ask support for the fields below rather than a specific report.

Reports in EZLynx that cover part of this

Named exactly as the source names them. Versions and licenses differ, so use the names to start the conversation with support, not as a promise of what your screen shows.

• Book of Business Detail Report: "your current book of business filtered by Agent, Master Company, Line of Business and more"; filters include Branch, Policy Term and Policy Type. (ezlynxsupport.freshdesk.com)
• Inactive & Unknown Policies Report: "identifies policies that currently are inactive or unknown status"; filterable by Master Company, Line of Business, Policy Status. (ezlynxsupport.freshdesk.com)
• Producer Commission by Policy Type Report: "how much commission a producer makes based on policy type (Personal vs. Commercial)"; requires the Direct Bill Commissions feature. (ezlynxsupport.freshdesk.com)

Getting cancellations and history, not just today's book

The Inactive & Unknown Policies Report lists inactive policies. Retention Center flags customers "you are most at risk of losing", and EZLynx Agency Pulse sends "a monthly email report" with "agency retention numbers". (ezlynxsupport.freshdesk.com)

How EZLynx exports

Reports 5.0 report categories include Book of Business, Commissions, Retention Center, Policy Management and Accounting, each with its own refresh rate (e.g. Commissions "Every 60 Minutes", Book of Business "Every 4 Hours"), plus CSV exports and a Reports Scheduler for "daily, weekly, or monthly" runs. Individual reports download as "Excel Spreadsheet" or "CSV" from the Reports Actions (gear) menu, and detail reports offer "Export the report to your computer or print the report in a PDF format." (ezlynxsupport.freshdesk.com)

About EZLynx

"Each EZLynx product integrates with our comparative rater and agency management system on a single platform" — cloud-based, built for independent agents. (ezlynx.com)

Sources checked 2026-10-05. Where a source is a consultant or user group rather than Applied Systems, it says so.

Where to get help

• EZLynx Solution Center

Phone: 877-932-2382 (EZLynx support, as listed in the Solution Center)

Copy-and-send request

Send this to support as-is. It asks for the output, not a particular screen, so it works whatever version you run.

Hi EZLynx support,

I need two exports from our agency's data and want to make sure I get the right reports:

1) A policy / transaction history covering January 1 three years ago through the most recent date available. It must include:
  - A unique policy or customer ID (names are not needed — de-identified is fine)
  - Carrier and product / line of business
  - Written premium and agency commission
  - Effective date and expiration date
  - Transaction type: new business, renewal, rewrite, endorsement, cancellation
  - Status
  - Cancellations and non-renewals — not just the policies in force today
If the system can only export active policies, please also run the same report as of 12 months ago.

2) Premium and commission by carrier, by month, for the last two complete years and year to date, with commission income and agency fee income shown separately.

Customer names are not needed; IDs are fine. Excel or CSV works best.
Can you tell me which report(s) produce this, or run it for us? We'd also like written confirmation that our full book and its history can be exported.

Thank you.

Don't have all of it?

Send what you have. Partial data is better than none — we'll tell you exactly what's still missing. See the full checklist or start a confidential conversation.