AI for Insurance Agents: Benefits You Can’t Ignore

As the insurance industry races ahead at lightning speed, agencies need to embrace technology to beat the competition. AMS, CRM...but there’s one key area (and initialism!) that absolutely has to be part of that conversation: AI. 

Artificial intelligence (AI) is showing up in more tools than ever, and it has the power to transform your operations. The real value is in how it can simplify the day to day. Explore the benefits of AI for insurance agents and how your agency can put it to work right now.

Debunking Fears About AI

Insurance agents often think of AI as a threat that will replace their jobs or diminish the industry’s trademark personal touch. But when it’s built and used correctly, artificial intelligence is secure and helpful.

What AI Is and Isn’t

Think of yourself as the Clark Kent of insurance. Without a cape, you’re still an expert, but AI is the super suit that turns you into Superman, helping you be better and faster. With that in mind, remember what’s important:

• Insurance software AI is designed to assist your team, not replace it.
• The tech doesn't call the shots. You control the output while AI acts as an extra set of hands.
• AI tools aren’t perfect. You need human oversight to vet their accuracy.
• Generic tools won’t cut it – AI must fit your workflows and speak the language of insurance.

The robots aren’t here to take over your team or make decisions for you. AI is simply a tool to streamline your operations. But it can’t do this if it’s not built for your needs.

Using AI to Your Agency's Advantage

The industry needs to embrace innovation to get an edge. AI for insurance agents makes it easier than ever to streamline workflows and tasks so you can deliver excellent customer experiences.

Summarize interactions

Agents often get lost in a sea of client data before renewal calls. Quit juggling your digital and physical paper trail.

One of the biggest time-saving benefits of AI for insurance agents is for reviewing client history. Use it as a prep tool to assess emails, texts, portal messages, and calls and generate a quick summary of client communications to help inform your next conversation.

Write smarter content

Agents live in a world of numbers and probabilities, so deciding what to write in client communications can feel like rocket science. 

AI can give you a lift by helping to create content. Use AI as your creative assistant to quickly brainstorm everything from emails to cross-sell messages, personalizing the content to match your voice and tone.

Get answers in the moment

Tired of digging through help articles? AI can save you valuable research hours.

Get instant answers inside the platform so you aren’t spinning your wheels learning how to use your AMS. Platforms with integrated chatbots reduce delays by providing immediate, preprogrammed answers to common questions and even step-by-step instructions to perform certain tasks.

Unlock the Benefits of AI for Insurance Agents with EZLynx

You have AI on your own mobile device, so why wouldn’t it be available in your insurance tech? It’s becoming ingrained in everything, and smart technology partners are staying ahead of the curve.

EZLynx integrates AI tools to support your operations. Improve your productivity, service speed, and client satisfaction with EZLynx Virtual Assistant™ (EVA™). Our suite of smart features is designed to help agencies work more efficiently by checking off your most important boxes. Here’s what you get:

• EVA Account Summarization to get you up to speed on client interactions. Instead of manually sifting through activity logs, use AI to analyze emails, texts, and agent notes for a selected timeframe and organize it all into an easy-to-read summary.
• EVA Email Content Assist to create email drafts. Whether you’re reaching out to leads or sending reminder emails, just enter a few details about the subject, tone, and length into the customizable prompts to generate a starter draft and modify to your needs.
• EVA Product Assistance to get step-by-step instructions from the EZLynx knowledge base. Use AI intelligence to answer your questions about the EZLynx platform – including step-by-step instructions for how to perform specific tasks.
• EVA Automated Text Replies to respond to simple client requests. Replies work with EZLynx Text Messaging™ to help you save time on responding to FAQs, sharing policy information, sending ID cards, or even directing clients to your agency’s customer portal

Discover best practices for using AI in your insurance agency. Watch our webinar on-demand for an up-close look at EZLynx's advanced features and how AI improves your operations.