Transform Your Agency with EzlyNX account Summary

This post is part of a series of sponsored by Ezlynx.

It’s no secret that the insurance industry has struggled with a talent shortage, and it creates some major challenges – especially for independent agents. With Bureau of Labor Statistics, which predicts a 5% decrease in requirements for requirements and estimated 21,500 job openings every year in the next decade, it is clear that the industry is struggling to keep up with retirement and departures. For socially focused agencies, competing with larger, more established companies can feel like a tough uphill, especially when staff resources are limited.

Here’s the good news – Ezlynx is here to help. With its all-in-one management system, independent agents can increase their team’s productivity and create good results-self within a small team. By gathering customer data from sales to quote to policy management, Ezlynx integrates seamlessly all aspects of the political life cycle into a centralized platform, giving agents a single, -eligible view of making smarter decisions. This seamless system eliminates the need to juggle with multiple tools, allowing agents to hit the soil and deliver extraordinary results for clients right from day one.

As if Ezlynx couldn’t get better, independent agents can now raise their Ezlynx experience with the power of artificial intelligence (AI) through Ezlynx Virtual Assistant – EVA too short.

Learn Eva: Account Subject

This year, EVA brings a number of new features, including account collection, which improves customer service efficiency by helping agents get up to speed on accounts with automatic summary of recent activity. Say goodbye to chase e emails, trace colleagues for updates or spice up when someone goes on vacation and you need to take over their account. With the opportunity to see updates from the last week, month or even up to the last three months, you always know exactly where you left off and where to pick up with clients. Account Supplement allows your agency to provide both Personal Service clients’ wishes and the advanced insurance tools you need for a growing community. The more you know about your clients, the more they feel appreciated and really cared for, to strengthen your ability to maintain new business and maintain long -term client relationships.

For Bill Richards, Chief Solutions Officer, Community Insurance LLC, gives the time stored with account contexts him to spend less time rolling through client profiles and more time to build meaningful relationships with his customers. “If we save five minutes [using Account Summarization] And do it ten times a day, it’s almost an hour of saving for an employee every day, “shared Richards.” Multiply it across our staff and soon you look at four or five hours saved during the day in total. Over time, it will have a great influence on the quality of our customer relationships. “

Staying in front of the competition

Maintaining strong client conditions and service efficiency is crucial, especially in the insurance industry, where the customer’s expectations are higher than ever. The sector has long struggled with problems such as long waiting times, slow claims and bad experiences – often the subject of internet memes. These challenges have only grown when consumers require faster and more trouble -free interaction. In today’s competitive market, not to meet these expectations cost you to lose clients to competitors. Providing high quality service is the key to independent agencies, and the best way to achieve this is to minimize friction points that lead to longer resolution times.

We have all been there – waiting for a wait with customer support, by being sent between reps and having to repeat the same information over and over again. It’s frustrating, right? So why put your clients through the same experience? With AI tools such as account number, whether a person handles an account or more team members are involved, everyone stays on the same page and in the loop. Not only does it make you look more knowledgeable and as a trusted expert to your clients, but it also helps to improve the quality of the service you provide.

By reducing the need for manual data collection data, account collection minimizes the risk of errors, ensuring more accurate and reliable interactions with your clients. A morning consulting study ordered by Zoom highlights how inaccurate information and delays contribute significantly to customer frustration. It found that 54% of respondents identified inaccurate solutions as an important factor in negative support experiences, while 52% pointed to long waiting times.

Account Subject ensures that your staff remains at the top of their games, enabling them to provide quick and accurate solutions to clients right from the start. Carlo Ferrara, Chief Operating Officer, Streetsmart Insurance Agency Shared, “With Account Subject you can quickly see what happened in the last week. I was just on a call with a client who started explaining his situation as soon as I hit the button, I immediately knew exactly what he needed.”

Creating Extraordinary Experiences with Ezlynx

The Note system within Ezlynx’s account overview tool provides agents even more opportunities to create personalized touch points that lift the client experience.

“When the account collapse became so much better at tracking notes, what I do now for birthdays is to create a note in the system, shared Ferrara.” I had an experience where I didn’t know it was a customer’s birthday, but after checking the details, I saw it. Now, when I add a note about their birthday, anyone who pulls up the account can see it and wish the customer a happy birthday, which I think is a cool experience. “

Supported by the power of Ezlynx’s all-in-one system equips account numbering agents with a strong foundation for their business while improving customer service efficiency. Ezlynx integrates seamless customer data into a comprehensive platform, ensuring that every step of the political life cycle is connected and streamlined – which puts everything that agents need right at hand. Start 2025 with confidence. Delivery of faster, more accurate service starts with Ezlynx.

Topics
Agencies