EZLynx, a leading provider of all-in-one insurance management solutions and an Applied company, has announced the launch of advanced AI capabilities within its comprehensive management system. Powered by the EZLynx Virtual Assistant (EVA), these new features are designed to help insurance agents streamline their workflows, improve customer interactions, and optimize the use of their system. EVA supports agents by providing quick summaries of account activity, recommending follow-up actions, and assisting in email creation, ultimately driving increased productivity and relevance in customer service.
The latest updates to EVA include:
- Account Summarization: Agents can now receive summaries of emails, texts, and agent notes from the past 3 months, 1 month, or 1 week. Based on these summaries, EVA recommends next steps for selling and servicing, saving agents valuable time on account analysis and allowing for faster, more efficient customer service.
- Email Content Assist: EVA helps agents craft clear, concise email communications. With prompts to choose the length, tone, and subject matter of the email, agents can quickly create personalized messages, edit them as needed, and maintain stronger relationships with clients and prospects.
- Product Assistance: EVA provides step-by-step guidance on how to better use EZLynx workflows. Agents can easily ask EVA questions about the system and receive instructions to maximize their use of the platform, ensuring they get the most out of their technology investment.
“Just ran our first summarization. AMAZING. MIND-BLOWING!” said David P. Archibald, MBA, President of Archibald Insurance. “I can already see this feature is going to be invaluable, especially when a client calls in for service. It will get the agent up to speed quickly on what has been happening with the account recently.”
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“Since the early launch of EVA last year, we have been laser-focused on embedding AI natively into our management system and the daily workflows of our agents,” said Michael Streit, President of EZLynx. “We developed these new capabilities with hyper-intentionality, collaborating closely with our customers. Our company was early to recognize AI’s transformative potential, and the immediate value our users are experiencing—from enhancing customer service to boosting daily productivity—only strengthens our belief in the future of AI in our industry.”
With these new AI-driven capabilities, EZLynx continues to revolutionize how agents manage customer accounts and workflows, reinforcing its commitment to supporting insurance professionals with the tools they need to succeed in a competitive market.