AI Solutions for Insurance Agents

Empower your staff with EZLynx’s insurance artificial intelligence tools. From automated workflows and smart task routing to predictive insights and customer engagement, our AI solutions help independent agencies work smarter, respond faster, and grow more efficiently.

AI is your assistant in being more productive and finding new growth

Insurance agents spend a large portion of their day handling client communications, checking on quote status, managing claims, and performing other routine tasks that could benefit from increased efficiency. That’s where artificial intelligence (AI) comes in – to take your busywork, not your job. Our AI-powered tool EZLynx Virtual Assistant™ (EVA) is designed specifically for insurance agencies like yours and includes a slew of features to enhance the way you work and how you engage with your clients. Whether you’re prepping for meetings, drafting emails, or looking for EZLynx product help, EVA does the heavy lifting, leaving you more time to focus on what you do best.

What can AI do for your agency?

Increase Staff Productivity

When AI takes on routine tasks, your staff has more time to focus on where their expertise is best spent – advising customers and prospects on protecting their risks.

Improve Agency Operations

Leveraging the latest AI technology, including advanced machine learning algorithms, allows you to simplify workflows, scale for growth, and consistently deliver improved results.

Deliver a Superior Customer Experience

With more compelling emails, automated text message replies, and better-informed interactions, clients will find your agency more engaging and delightful to do business with.

EVA Email Content Assist

Need a hand crafting the perfect email? EVA streamlines the email creation process, ensuring clear, concise, and engaging communication. You decide the email's length, formality and subject matter, and AI drafts the message for you. Review the content and make any necessary edits before sending.

It's that simple to send emails that will pique the reader’s interest.

EVA Account Summarization

Imagine if you could have a complete picture of all your customer interactions at your fingertips. You can! EVA collates information from the account activity log, including emails, texts and agent notes, to provide an immediate summary of your agency’s communication history with the client. Summaries can cover timeframes from one week to three months, and EVA can even suggest next steps.

Just think of the time you’ll save by no longer having to scan through these interactions manually.

EVA Product Assistance

Never have a question about your agency management system go unanswered. EVA acts as your virtual assistant, ready to answer your questions and guide you through using the EZLynx Management System™. Simply ask EVA how to perform a specific action, and it will provide detailed, step-by-step instructions.

You get the answers you need instantly and can be confident you have the knowledge to accomplish all your tasks.

EVA Automated Text Replies

Sending insureds their ID card and providing coverage, vehicle, or driver information can eat up a lot of time. What if you could automate responding to simple client requests? EVA monitors your agency’s incoming text messages for these types of requests and automatically responds to fulfill the client’s needs.

Now, you’re free to focus on more profitable activities, and the quick service increases customer satisfaction.

EVA Email and Account Summarization for Your Inbox

Need to catch up on client interactions quickly? EVA summarizes incoming email threads in your Microsoft® Outlook inbox. It will even recap a client’s communication history with your agency, including the newest email.

Enjoy all this functionality on your phone or from whatever device you use for emails.

Our customers say it best

We asked real agents who use EZLynx to share how EVA helps them.

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

David Archibald

President, Archibald Insurance

Resources

Do you want to know more, do more, and become more valuable to your clients?

Harness the power of AI and reach new heights with EZLynx.