This post is part of a series sponsored by Ezlynx.
The insurance industry has been struggling to cope with talent shortages, which is well known, poses some huge challenges, especially for independent agents. With the Bureau of Labor Statistics predicting a 5% decline in claim professionals, with an estimated 21,500 vacancies per year, it is clear that the industry is working to keep up with retirement and departure. For community-centric institutions, competing with larger, more well-known companies can feel like a tough battle, especially when staffing resources are limited.
This is good news – ezlynx is here to help you. With its all-in-one management system, independent agents can also increase team productivity and achieve outstanding results, even in small teams. By seamlessly integrating aspects of the policy lifecycle from sales to quotes to policy management, Ezlynx provides an actionable view for agents to drive smarter decision-making. This seamless system eliminates the need to juggle multiple tools and provides outstanding results to clients from day one, empowering agents to abilities.
As if Ezlynx doesn’t get any better situations, independent agents can now enhance their Ezlynx experience in artificial intelligence (AI) with the Ezlynx virtual assistant-eva.
Understand EVA: Account Summary
This year, Eva brought a range of new features, including an account summary, which improves customer service efficiency by helping agents improve customer speed with automatic summary of recent activities. Say goodbye to search emails, track colleagues for updates, or scramble for someone while on vacation and you need to take over their account. By being able to view updates from the past week, month, and even the last three months, you will always know exactly where you left and where you pick up with your customers. Account summary allows your agents to deliver the needs of individually serving customers, and provide the cutting-edge insurance tools needed for a growing community. The more you know about your customers, the more they are valued and truly cared for, enhancing your ability to retain new business and maintain long-term customer relationships.
For Bill Richards, Chief Solutions Officer at Community Insurance LLC, the time saved through account summary makes him spend less time scrolling through client profiles and building meaningful relationships with clients. “If we save five minutes [using Account Summarization] Doing it ten times a day saves nearly an hour for employees,” Richards said. “Multiply it by our employees and soon, you are saving four to five hours in total. Over time, this will have a significant impact on the quality of our customer relationships. ”
Leading in the game
Maintaining strong customer relationships and service efficiency is crucial, especially in the insurance industry where customers expect higher than ever. The industry has long struggled with issues such as waiting for time, slow claims and poor experience, which are often the subject of internet memes. These challenges will only evolve as consumers demand faster and more seamless interactions. Failure to meet these expectations in today’s competitive markets can lead you to lose customers and enter your competitors. Providing high-quality services is key to independent organizations, and the best way to achieve this is to minimize friction points that lead to longer resolution times.
We’ve all been there – waiting with customer support, passing between representatives, and having to repeat the same information over and over again. Frustrating, right? So, why let your clients experience the same experience? With AI tools such as account summary, each stays on the same page and loop, whether one is working on an account or involving multiple team members. Not only does this make you look more knowledgeable, but it is like a customer-to-customer expert, but it also helps improve the quality of service you provide.
By reducing the need for manual data retrieval, account aggregation minimizes the risk of errors, ensuring more accurate and reliable interactions with customers. A morning consultation study commissioned by Zoom highlights how information and delays can make a significant contribution to client frustration. The study found that 54% of respondents identified inaccurate resolutions as the main factor in negative support experiences, while 52% pointed to longer wait times.
Account summary ensures that your employees stay at the top of the game, allowing them to provide customers with fast and accurate solutions from the start. “With the account summary, you can quickly see what happened in the past week. I was just calling with a client who started explaining his situation and once I pressed the button, I immediately knew what he needed.”
Create an excellent experience with ezlynx
The annotation system in Ezlynx’s Account Summary Tool provides agents with more opportunities to create personalized touchpoints to improve customer experience.
“Since the account summary gets better at tracking notes, my job now to birthday is to create a note in the system, sharing Ferrara. “I have an experience that I didn’t realize it was the client’s birthday, but after checking the Details tab, I saw it.” Now when I add a note about their birthday, anyone who brings up an account can see it and wish the client a happy birthday, which I think is a cool experience. ”
Supported by the capabilities of the Ezlynx all-in-one system, account summary provides a strong business foundation for agents while improving customer service efficiency. Ezlynx seamlessly integrates customer data into a unified platform to ensure every step of the policy lifecycle is connected and simplified, allowing agents to invest everything in a way that is within reach. Start 2025 confidently. Providing faster and more accurate services starts with Ezlynx.
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