New EZLynx AI Features

The insurance industry has been abuzz with talk about artificial intelligence (AI) and its potential to transform the way agencies operate. If you're like most agencies, you've likely heard a lot (and I mean a lot!) about AI and your instincts may have been telling you that it's something you should be paying attention to. Why do AI tools matter for your agency? With the help of AI, your agency can improve agency operations, be more productive and deliver superior customer experience.

Manual processes, complex data, and extensive documentation can take up agency time and resources. With AI enhancements to EVA (EZLynx Virtual Assistant), you can accelerate the work of your staff, freeing up agents to focus on revenue-generating activities and valuable customer touchpoints.

EZLynx President Michael Streit described it best in his presentation of EVA:

"Since the early launch of EVA last year, we have been laser focused on embedding AI natively in our management system and the daily policy workflows of our agents, developing these new capabilities with hyper intentionality alongside our customers. Our company had early conviction that AI has the power to be transformative, and the immediate value users are seeing to better service customers and get through the daily tasks more productively from this release only deepens our conviction on the AI opportunity.”

Read on to learn how these cutting-edge features were created to keep your business ahead of the technology curve.

Shaping the Future of Intelligent Software with Customer Collaboration

In 2024, EZLynx embarked on an ambitious journey through the Applied AI Lab, working hand-in-hand with customers to build and test the next generation of AI-powered solutions for the insurance industry. This collaborative effort was an opportunity to partner with customers and shape the future of intelligent software together.

The Applied AI Lab served as a platform for co-creation, where customers played an active role in shaping the AI features that would ultimately enhance their businesses. Through this collaborative process, EZLynx ensured that the AI solutions were not only cutting-edge but also practical and user-friendly, seamlessly integrating into existing workflows and processes.

Introducing the New and Improved EVA: The AI-Powered Virtual Assistant for Your Insurance Agency

Our goal has been to identify areas where AI can assist and accelerate the efforts of insurance agencies. The result? Innovative enhancements to EZLynx Virtual Assistant (EVA), with a suite of AI-fueled features – EVA Email Content Assist, EVA Account Summarization, and EVA Product Assistance – designed to transform the way your agency engages with clients.

EVA Email Content Assist

Effective communication is paramount for every insurance agency. Whether you're reaching out to potential clients, welcoming new customers, or reminding existing ones about important updates, crafting clear and engaging emails can be a time-consuming task. However, with the advent of AI technologies, insurance agents now have a powerful tool at their disposal: EVA Email Content Assist.

This AI-powered feature, purpose-built for insurance agents, streamlines the email creation process, ensuring that your communications are concise, compelling and on message. With EVA Email Content Assist, you can harness the power of artificial intelligence to craft impactful emails quickly and efficiently.

One key advantage of this feature is its ability to understand the context of your communication. Whether you're sending a warm welcome to new clients, emailing out to prospects from a personal auto lead list, or reminding customers about safety tips for the upcoming holiday weekend, EVA Email Content Assist can generate relevant and engaging content tailored to your audience.

The process is simple. You provide prompts about the length, formality and subject matter of the email, and EVA Email Content Assist generates a draft for you. You then have the flexibility to review and make any necessary edits before sending the email, ensuring that you always remain in control of the final message.

EVA Account Summarization

With the vast amounts of data and interactions between agencies and clients, staying on top of every communication can be daunting. This is where EVA Account Summarization comes into play, leveraging the power of AI to streamline and enhance your agency's client communication processes.

EVA Account Summarization is a groundbreaking feature that collates all correspondence between your agency and clients, including emails, texts, and agent notes, into concise and insightful summaries. These summaries provide an immediate overview of your agency's communication history with each client, spanning various timeframes from one week up to three months.

By consolidating all relevant information into a comprehensive summary, EVA Account Summarization saves your agency valuable time and resources that would otherwise be spent manually sifting through screens full of interactions. No more tedious scanning of activity logs or piecing together fragmented threads – EVA does the heavy lifting for you, ensuring you have a complete picture of your client interactions at your fingertips.

Customers are already raving about this solution.

“Just ran our first summarization. AMAZING. MIND-BLOWING! I can already see this feature is going to be invaluable, especially when a client calls in on the phone for service, to get agent up to speed quickly on generally what has been going on with the file recently.”
David P. Archibald, MBA, President, Archibald Insurance.

We agree that this tool is going to be invaluable to agencies. Whether you're covering for an out-of-office colleague, need to quickly get up to speed on touchpoints handled by other team members, or simply need a refresher on a client's history, these quick and easy summaries will make all the difference. With instant access to comprehensive client messaging histories, your agency can provide more thorough and efficient service, reducing wait times and enhancing the overall customer experience.

EVA Product Assistance

Now it’s easier than ever to take full advantage of every EZLynx tool and feature. EVA Product Assistance leverages the power of AI to provide immediate, tailored help and how-to guides right within the EZLynx platform.

EVA Product Assistance acts as your virtual assistant, ready to answer your questions and guide you through any EZLynx task or process. You can simply ask EVA how to perform a specific action, and it will provide detailed, step-by-step instructions. This AI-powered assistance not only saves you time but also empowers you to fully utilize EZLynx's capabilities, streamlining your workflows and enhancing your operational efficiency.

Some Final Thoughts on EZLynx AI

As AI continues to advance and more businesses start using it, agencies that adopt this new technology early on will have a competitive industry advantage. Our AI-powered enhancements to EZLynx Virtual Assistant, aka EVA, are designed to empower your agency to accomplish more, faster. Embracing these AI-driven tools will help position your agency as future-focused, ready to meet the evolving needs of clients and ensure a competitive edge in the marketplace.