New EZLynx AI Features for Insurance Agents

The insurance industry has been abuzz with talk about artificial intelligence (AI) and its potential to revolutionize the way agencies operate. If you're like most agencies, you've heard a lot (and I mean a lot!) about the advent of AI and your instincts may have been telling you that it's something you should be paying attention to. However, it may not have been clear how all this talk about AI will impact your agency and its day-to-day operations.

While the excitement surrounding AI is palpable, the real question is: how can AI help your agency be more successful? The answer lies in the unique challenges faced by the insurance industry. Manual processes, complex data, and extensive documentation make insurance a prime candidate for AI innovation. As AI emerges as the next technological frontier, the focus should be on finding the right opportunities to leverage this technology in the smartest, safest, and most valuable ways.

Shaping the Future of Intelligent Software

At EZLynx®, we’re meeting the opportunity created by AI head-on through our Applied AI Lab – a collaborative initiative with agencies to develop practical, cutting-edge AI tools that seamlessly integrate into workflows.

One of our proudest achievements is the ongoing evolution of EZLynx Virtual Assistant (EVA™). With a host of new AI-powered features to speed up time-consuming tasks, EVA is here to assist and accelerate the efforts of insurance agencies like yours. Let’s explore some of the latest innovations in EVA.

EVA Email Content Assist

EVA Email Content Assist streamlines the email creation process, ensuring that your communications are concise, compelling and on message. With this tool, you can harness the power of artificial intelligence to craft impactful emails quickly and efficiently.

One key advantage of Email Content Assist is its ability to understand the context of your communication. Whether you're sending a warm welcome to new clients, emailing prospects from a personal auto lead list, or reminding customers about safety tips for the upcoming holiday weekend, it can generate relevant and engaging content tailored to your audience that enhances customer interactions. Personalization tags even enable you to autofill customer-specific content, something no other copy-generating AI, or large language model (LLM), currently provides.

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

EVA Account Summarization

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

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 real-time access to comprehensive client messaging histories, your agency can provide more thorough and efficient service for better decision making. Not to mention, it reduces wait times and enhances the overall customer experience.

Just In! Account Summarization Enhancements

Now, EVA Account Summarization has been upgraded to provide even greater flexibility and insight. Agencies can generate summaries spanning up to 12 months or focus the analysis on a single communication channel – emails, texts, notes, or tasks – rather than summarizing all channels automatically. These improvements save time, optimize workflows, and ensure clients receive faster, more personalized service. And that’s not all…

Introducing EVA Account Summarization in the EZLynx Office 365 Email Add-In

The EZLynx Office 365 Email Add-In now includes EVA Email and Account Summarization, bringing deeper insights to your inbox. Alongside features like email matching, task management, and attachment uploads, you can summarize email threads and review client communication histories, including the latest interactions, without leaving your email. This streamlined overview is accessible on any device, giving you a comprehensive view of client activity wherever you are.

EVA Product Assistance

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

EVA Product Assistance functions 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 solution not only saves you time but also empowers you to fully utilize EZLynx's capabilities, streamlining your workflows and problem solving, and enhancing your operational efficiency.