Smarter Week

How to automate it

How to automate “write up client conversations and coverage declined for E&O”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

30 min
typically, every day
60%
of the time can be automated
Easy
to set up

Fix 1 of 1

Software feature

Let AI summarize calls into the AMS activity for E&O

Phone systems and AMS AI features can transcribe and summarize client calls, including coverage offered and declined, into an activity note. You check it, which is faster and more complete than writing from memory.

Typically saves about 50% of the time45 min to set up
  1. 1Turn on call recording and AI summaries in your phone system (for example RingCentral, Dialpad or Zoom Phone), with the disclosures your state requires.
  2. 2Use your AMS's AI summary features where available.
  3. 3After each call, check the summary, especially coverages offered and declined, and save it to the client activity.
  4. 4Send a short email confirming any declined coverage.

Tools: RingCentral · Dialpad · Zoom Phone · Applied Epic or EZLynx AI summaries

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Insurance Agent / Broker

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Other common tasks for Insurance Agents / Brokers