We’re excited to announce some new enhancements to the EVA AI Account Summarization feature pane. You are now able to generate 12-month account summarization using “Catch Me Up” and filter EVA's summarizations by communication channel (email, text, and/or notes and tasks).


We've also added some usability enhancements that should help reduce time spent digging through account history, eliminate unnecessary clutter, and improve clarity. With better visibility into key interactions, you can make more informed decisions, boost client satisfaction, and streamline follow-ups. 


TABLE OF CONTENTS


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What's in it for me?


  • More Historical Context

Get a full year’s worth of account activity summarized instantly, ideal for long-standing customers or complex renewal conversations. 


  • Channel-Specific Summaries

Easily isolate just emails, texts, or notes to focus on the most relevant communication threads. 


  • Improved UI Experience

Updates like clearer labels, cleaner layout, and the new home icon reduce cognitive load and make EVA more intuitive. 

Accessing EVA AI


You must be an Advanced Package user to have access to our EVA AI Product. To access the EVA AI Account Summarization feature, follow the steps below. 


  • From the top navigation bar select the “AI” button and choose the “Search applicants to summarize” option. Then, search for an applicant. Once you've chosen an applicant, choose “Summarize recent communication with…” to begin the Account Summarization workflow. 


 


  • Alternatively, you can navigate to the Overview page of an applicant and select the "Catch me up" button. 



To learn more about EVA AI Account Summarization as a whole, check out our EVA AI Account Summarization article.

12 Month Summary


EVA now offers a new 12 Month summary option, in addition to 1 week, 1 month, and 3 month summaries. The 3 month option remains the default, but you can easily switch timelines via a dropdown menu. 


Please note, if too much data is selected, you may see an error message suggesting a shorter timeframe. 


Filter by Communication Channel


You can now select which types of communication you’d like to include in your summary such as: 

  • Emails 
  • Text Messages 
  • Notes (this includes any Tasks)


All options are selected by default, but you can uncheck and re-run the summary as needed by clicking the new “send” icon on the right to re-run the summary. 


Usability Enhancements


The “Start new summary” button has been removed from the Summarization menu for a cleaner experience as you can simply re-select a summary timeframe or click the new “send” button as mentioned above. 



The “Add Quick Note” button has been replaced with a simple Add Note icon with tooltip saying “Add summary as a note” when you hover your mouse over.  



The Refresh icon has been replaced with a Home (house) icon, making it clearer how to return to the main EVA menu at any time. It functions the exact same way as it did before, just a bit more clarify that this will relaunch you back to the home menu screen for the EVA Pane. 


Practical Applications  


3 ways your agency can make the most out of this feature: 


  • Prepare for Annual Reviews or Renewals 

Quickly summarize a full year’s worth of client interactions to ensure you're fully informed before making coverage recommendations or negotiating policy changes. 


  • Respond to Escalated Client Issues 

Filter EVA to only show text messages or emails to identify missed follow-ups or misunderstandings that led to dissatisfaction and act fast. 


  • Onboard New Staff or Reassign Accounts 

Have a new CSR or producer stepping into an account? Generate a 12-month summary to get them up to speed without reading through endless notes, tasks, or other activities. 

We hope you are excited for this new feature and look forward to our future releases. Please let us know if this article was helpful in learning about the new feature by answering the question below. Check out our related articles on the right-side of the page to learn more about EZLynx!