This post is part of a series sponsored by Ezlynx.
As an independent agent, time is your most valuable resource, and staying competitive in a rapidly changing insurance market requires efficiency. Good news? Ezlynx’s all-in-one management system will help here. Ezlynx offers powerful end-to-end policy and customer solutions, as well as new AI tools for launching agents – providing your agency’s thriving smart business processes.
New tool, did you say? Enter Ezlynx Virtual Assistance – EVA for short.
From aggregating customer communications to automating tasks such as writing emails, EVA takes Ezlynx to the next level, giving insurance agents more time to focus on what really builds the business: discovering new sales opportunities and building stronger customer relationships.
Before exploring the new features of EVA and how it can benefit your agents, it is crucial to first understand what AI is and how it works.
What is artificial intelligence?
Artificial intelligence changes the insurance industry by traditionally requiring human intelligence to automate tasks. Using technologies such as machine learning (ML) and deep learning, AI can analyze large amounts of data, predict results, and automate language processing and data retrieval. By mimicking how humans solve problems, AI can process more data faster, making it a game changer for independent institutions looking to work smarter and move faster.
How does EVA help me?
EVA is now underway with three exciting new upgrades, including:
- Customer Account Summary
- Email content assistance
- Product Help
Thankfully, AI offers a wide range of applications in the insurance industry – these are just the beginning. With EVA, agents can enjoy more time focusing on growing their business rather than getting stuck with regular tasks. EVA’s account summary quickly solidifies client communications and internal proxy comments, providing clear, actionable insights with just a few clicks. Email content assists ensure that your business communication is professional and personalized, saving time in drafting and editing emails. Meanwhile, product assistance tools can find answers on how to use ezlynx quickly and easily.
The tools above sound not only great—they bring real value to your agents, but also simplify time-consuming daily tasks without the power of AI.
Because when you need to stay in the loop
The EVA Account Summary feature helps agents catch up with customer accounts quickly by providing automatic summary of recent activities. With the ability to choose updates from the past week, month or even the last three months, you will get all the basic details, which are all your basic details, namely, to determine that you need to filter through communications and transactions manually, and potentially save you time every week.
This feature can be especially useful when team members are on vacation or taking leave. It ensures that anyone introducing an account can quickly increase the speed, making the transition smooth and seamless.
In addition to saving time, account summary can also enhance the overall customer experience. Customers no longer need to wait for calls or repeat themselves, resulting in more efficient, productive interactions. By providing fast, personalized touch points, this feature helps strengthen relationships with customers, improve satisfaction and promote long-term loyalty.
Because when you can’t find the correct one
As an agent owner, you know how busy things can be, and you rarely have enough time to brainstorm or find out the perfect words. This is where EVA email content aids are located, designed to help you save time in making emails.
According to a study by WE Talker and Slack, an average small business employee spends 10 hours and 47 minutes a week drafting emails. With EVA email content aid, you no longer need to waste time struggling with the writer’s neighborhood or perfecting every sentence.
The tool works by letting you enter a simple prompt (just a few keywords or quick requests), and EVA will generate an email immediately based on the topic you choose. Whether it’s about quotes, claims processing, policy terms, or any other topic, you just enter and process the rest, saving time and effort.
When you need help
Looking for quick answers to your product questions? EVA Product Assistance Tools Here, you can make your Ezlynx experience smoother by providing clear and instant answers to all Ezlynx queries. With EVA, you can access best practices or get quick answers for specific tasks so you can go back to serving customers. Whether you need help browsing the new auto-renewal workflow or instructions on how to install and use the Ezlynx Outlook plugin, EVA can provide step-by-step guidance.
This feature is also a game changer for new employees, as they can use EVA to self-learning and quickly start speeding up the new system, making training smoother and more efficient.
Grow your business with Ezlynx
Ezlynx’s AI capabilities not only make your life easier, but also enhance all workflows, enhancing the already simple Ezlynx experience. Making full use of the all-in-one management system and its new AI capabilities can make it smarter, rather than harder.
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