Discover How EZLynx Can Help You with AI-Powered Insurance Tech

Staying competitive in today’s insurance marketplace requires businesses to think outside the box and embrace innovation. That’s where EZLynx® comes in with AI for insurance agents that simplifies day-to-day tasks, improves workflows, and makes providing an excellent customer experience easier than ever.

At the core of this innovation is EZLynx Virtual Assistant™ (EVA™), AI-powered features within our EZLynx Management System™ designed to help your agency achieve more, faster. Read on to explore how the artificial intelligence capabilities in EVA can give your agency an edge.

Stay in the Know

EVA Account Summarization simplifies keeping up to date on client history. Whether you’re preparing for a big call or stepping in for a colleague, this tool gathers emails, texts, and agent notes into a concise, easy-to-read summary that makes customer interactions a breeze. Choose a time frame – like the past week or last three months – and EVA handles the rest, saving you time and effort. These AI features are designed to assist, not take over, ensuring your data is unchanged and you stay fully in control.

Effortless Email Writing

EVA Email Content Assist makes crafting client emails faster and easier than ever. This generative AI feature helps you write clear, engaging emails with ease, from reaching out to leads and welcoming new clients to sending holiday reminders. You can even use it to create more extended drip email campaigns.

With customizable prompts for tone, length, and subject matter, EVA streamlines the process while keeping you in full control. Review, edit, and send polished emails that reflect your agency’s voice –quickly and effortlessly. EVA ensures every communication is impactful and professional.

Get More from Your Tools

Software is great, but learning how to use it to its full potential takes time most of us don’t have. That’s where EVA Product Assistance comes in. No matter if you're new to EZLynx or a seasoned user looking to explore the platform further, EVA is there to guide you – like having your own personal EZLynx tutor.

Have a question about how to perform a specific task? EVA provides quick, detailed, and step-by-step instructions whenever you need them. This feature makes it easy to unlock the full benefit of your EZLynx investment, so you and your team can feel confident navigating the platform every day.

Never Miss a Beat

In a world that moves quickly, your clients expect fast responses. That’s why EVA’s Automated Text Replies is such a useful ally. This feature works with EZLynx Text Messaging to instantly reply to common questions and requests – from Auto ID Cards to help with coverage or vehicles.

But it doesn’t stop there. EVA can also create follow-up tasks for your team, helping you stay organized. Clients needing more detailed assistance can easily be redirected to your agency’s customer portal.

The result? Better client response times, more customer satisfaction, and less pressure on your team to handle routine tasks. Everyone wins.

The Latest: Smarter Emails with AI Summarization for Outlook

The EZLynx Office 365 Email Add-In has gotten even better with the introduction of EVA Email and Account Summarization for Outlook. This new AI-driven upgrade takes your inbox to the next level, providing quick and actionable insights to keep you on top of client communications.

Now, not only can you match emails to applicants, upload attachments to client records, and manage tasks directly from your inbox, but you can also instantly summarize email threads and get a full snapshot of a client’s communication history – including the most recent exchanges. This makes it easier to stay informed in real time, whether you’re at your desk or on the go.

Taking Your Agency to the Next Level with EZLynx AI

AI-powered EVA isn’t just about cool technology – it’s about making your day-to-day work in insurance more manageable and impactful. AI technology is simply a tool, and the real value lies in what it helps you achieve: time savings, better service, and more informed interactions with your clients.

At the end of the day, it’s not about AI itself; it’s about the productivity and meaningful business outcomes EVA brings to your agency.

Curious about how EVA can work for you? Tune into our on-demand webinar, Amplify Productivity with New AI Features, to see exactly how AI can give your business an edge.