Supercharge Your Agency with EZLynx’s New AI Tools: Meet EVA

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. The good news? EZLynx’s all-in-one management system is here to help. With its powerful end-to-end policy and customer solutions, along with new AI tools for startup agents— EZLynx provides the intelligent business processes your agency needs to thrive.

New tools, you say? Enter EZLynx Virtual Assistance— or EVA for short.

From summarizing client communications to automating tasks like writing emails, EVA takes EZLynx to the next level, giving insurance agents even more time to focus on what really builds a business: discovering new sales opportunities and building stronger client relationships.

Before exploring EVA’s new features and how they can benefit your agency, it’s essential to first understand what AI is and how it works.

What is Artificial Intelligence?

Artificial Intelligence is transforming the insurance industry by automating tasks traditionally requiring human intelligence. Using technologies like machine learning (ML) and deep learning, AI can analyze huge amounts of data, predict outcomes, and automate things like language processing and data retrieval. By mimicking how humans solve problems, AI can handle way more data at much faster speeds, making it a game-changer for independent agencies looking to work smarter and move faster.

How Can EVA Help Me?

EVA now comes with three exciting new upgrades, including:

Client Account Summarization
Email Content Assist
Product Assistance

Thankfully, AI offers a wide range of applications in the insurance industry – these are just the beginning. With EVA, agents can enjoy more time to focus on growing their business instead of getting bogged down by routine tasks. EVA’s Account Summarization quickly consolidates client communication and internal agency notes, providing clear, actionable insights with just a few clicks. Email Content Assist ensures your business communications are professional and personalized, saving time on drafting and editing emails. Meanwhile, the Product Assistance tool makes finding answers on how to use EZLynx quick and effortless.

The tools above don’t just sound great—they deliver real value to your agency, streamlining everyday tasks that would typically be time-consuming without the power of AI.

For When You Need to Stay in the Loop

The EVA Account Summarization feature helps agents quickly catch up on client accounts by providing automatic summaries of recent activity. With the ability to select updates from the past week, month, or even up to the last three months, you’ll have all the essential details at your fingertips—eliminating the need to sift through communications and transactions manually, potentially saving you hours each week.

This feature can be especially helpful when team members go on vacation or take time off. It ensures that whoever steps in to cover an account can quickly get up to speed, making transitions smooth and seamless.

Beyond saving time, Account Summarization enhances the overall customer experience. Clients no longer have to wait on the phone or repeat themselves, leading to more efficient, productive interactions. By offering quick, personalized touchpoints, this feature helps strengthen relationships with clients, improving satisfaction and fostering long-term loyalty.

For When You Can’t Find the Right Words

As an agency owner, you know how busy things can get, and there’s rarely enough time to brainstorm or figure out the perfect thing to say. That’s where the EVA Email Content Assist tool comes in, designed to help you save time spent crafting emails.

According to a study from We are Talker and Slack, the average small business employee spends 10 hours and 47 minutes per week drafting emails. With EVA Email Content Assist, you no longer have to waste time struggling with writer’s block or perfecting every sentence.

The tool works by letting you enter a simple prompt—just a few keywords or a quick request—and EVA will instantly generate an email based on your chosen topic. Whether it’s about quotes, claims processing, policy terms, or any other subject, you simply type it in, and EVA handles the rest, saving you time and effort.

For When You Need a Helping Hand

Looking for quick answers to your product questions? The EVA Product Assistance tool is here to make your EZLynx experience even smoother by providing clear, instant answers to all your EZLynx inquiries. With EVA, you can access best practices or get quick answers for specific tasks so you can get right back to serving customers. Whether you need help navigating a new automated renewals 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 onboarding new employees, as they can use EVA to self-learn and quickly get up to speed on new systems, making training smoother and more efficient.

Grow Your Business with EZLynx

EZLynx’s AI features don’t just make your life easier—they supercharge all your workflows, enhancing the already easy EZLynx experience. Take full advantage of the all-in-one management system and its new AI capabilities to work smarter, not harder.

Topics
InsurTech
Data Driven
Artificial Intelligence

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