Making it Eazier for Insurance to Digitize

Digitally enable your agents with our tools and platform today!
AS SEEN ON
Trusted By Leading Insurance COMPANIES
Why Choose Eazy?
Provide your agents with the tools that they need to sell in the digital age
Increase Agency Sales Performance up to 20%
White Labelled for Your Brand
Improve Efficiency with Performance Tracking
Minimal Upfront Costs
Quick Implementation

Our Platform

Agency Management Platform

Built specifically to help agents sell more and perform better through :
Sales Performance Tracking
Efficient Quotation System
Robust Dashboard & Analytics
Promotions & Campaign Management
Agent Profile Management & Sharing
Full Onboarding & Training
White Labeled for Your Brand
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Direct to Consumer Platform

Advance E-commerce platform for seamless insurance sales.
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Integrated Chat Platform

Fully integrated platform for AI powered customer conversation management.
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Digital Transformation Consultancy

Elevate your business with expert consulting to unlock  innovation, optimize operations & stay competitive.
Know more

Our Functionalities and Modules

Campaigns & Sales

Visually see sales and campaigns all in one place.

Agent Profile Pages

Allow agents to login to the platform via their credentials.

Workflows

Follow up the requests for multiple steps.

Campaigns & Sales

Visually see sales and campaigns all in one place.

Agent Profile Pages

Allow agents to login to the platform via their credentials.

Workflows

Follow up the requests for multiple steps.

Campaigns & Sales

Visually see sales and campaigns all in one place.

Agent Profile Pages

Allow agents to login to the platform via their credentials.

Workflows

Follow up the requests for multiple steps.

Onboarding

Digital form to allow for quicker agent acquisitions.

KPIs Management

Manage KPIs and SLAs for staff individually or as a team.

Appointments & Tasks

Create appointments and get reminders on a timely manner.

Onboarding

Digital form to allow for quicker agent acquisitions.

KPIs Management

Manage KPIs and SLAs for staff individually or as a team.

Appointments & Tasks

Create appointments and get reminders on a timely manner.

Onboarding

Digital form to allow for quicker agent acquisitions.

KPIs Management

Manage KPIs and SLAs for staff individually or as a team.

Appointments & Tasks

Create appointments and get reminders on a timely manner.

Our Functionalities
and Modules

Dashboarding & Reporting

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Flexible and configurable based on your requirements according to data provided.
  • View total premiums and sales by GWP, policies, product type, no. of customers for each agent and partner.
  • Visible data presented in various formats: bar, line, pie and lists.
  • Mobile and web friendly across all devices.

Campaigns & Competitions

Creating campaigns for tele-sales to ensure sales performance and competition.
  • Variety of gamification features: Streaks, Leaderboard, Sales Bingo, Finish lines and First Achievers.
  • Build Campaigns created based on time frame, volume, no. of orders and max reward limits.
  • Create content around the promotions and campaigns and flexibility to send campaigns to different teams and groups.
  • Unlimited number of campaigns can be created with ability to choose for auto join or opt-in campaigns.

Notification & Reminders

Manage multiple formats and methods of reminding and notifications via sms, email, in platform and chat integration.
  • Policy  Related: renewal notifications, leads generated and status changes
  • Payment Notifications: payments processing, payments under review and payments completed
  • Admin Level Notifications: targets reached, partner level reportings and agent payment notifications

Media Sharing

Robust front end and backend media sharing capabilities to empower your agents in working more efficiently.
  • Easily access all medias via frontend platform accessible via mobile, desktop, and or tablet.
  • Get notified upon new media releases while easily viewing media segmented in different categories and formats.
  • Robust search capabilities based on  keyword, tags, and or content.
  • Easily share your media to your customers via custom links and download attached documents in various formats.
  • Analytics built in for tracking Read, Shared and Tim on page  via GTM.

Credit & Billing

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Easily monitor your credit limit, configure credit limits for agents and available balance.
  • Filter by policy with different statuses and track all incoming and issued policies as bills to be paid.
  • View credit movement over period for clearer visibility or choose to pay for policies due at an individual policy level.
  • Access all detailed billing statements and connect to payment gateway for easy payment collection from all agents.
  • Summary of payment and status changes provided in real-time via SMS, Email and platform notification.

Commission Management

A Rule-Based Configuration sophisticated system designed for defining and applying commission rules, tailored to manage and automate commission calculations effectively.
  • Rules Management: Set commission rates as % of policy’s net premium as a fixed amount, by policy type and by packages.
  • Supporting Tiered structures: Manage multiple levels of commissions earned by agents based on % of overall commission, % of commission earned by level above or Fixed amount.

Producer Profile Page

Flexibility for agents to build and manage their own agent profile seamlessly.
  • Adjusting their agent info to boost credibility.
  • Contact info
  • Skills
  • Product expertise
  • Update broker license
  • Change pictures
  • Fill in information about themselves
  • See their star rating based on reviews
Sharing official Insurer profile page to customers as an e-profile whether on social media or via LINE app.

Widget Implementation

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Allow for us to implement our platform within existing systems and platforms of the insurance company
  • Insurance company provides the space where we render, calculate and populate the platform for your agents to access
  • Managed by Eazy’s backend
  • Minimal work for your dev team
  • Functional configuration on Eazy platform for those modules

Our Functionalities and Modules

Dashboarding & Reporting

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Flexible and configurable based on your requirements according to data provided.
  • View total premiums and sales by GWP, policies, product type, no. of customers for each agent and partner.
  • Visible data presented in various formats: bar, line, pie and lists.
  • Mobile and web friendly across all devices.

Campaigns & Competitions

Creating campaigns for tele-sales to ensure sales performance and competition.
  • Variety of gamification features: Streaks, Leaderboard, Sales Bingo, Finish lines and First Achievers.
  • Build Campaigns created based on time frame, volume, no. of orders and max reward limits.
  • Create content around the promotions and campaigns and flexibility to send campaigns to different teams and groups.
  • Unlimited number of campaigns can be created with ability to choose for auto join or opt-in campaigns.

Notification & Reminders

Manage multiple formats and methods of reminding and notifications via sms, email, in platform and chat integration.
  • Policy  Related: renewal notifications, leads generated and status changes
  • Payment Notifications: payments processing, payments under review and payments completed
  • Admin Level Notifications: targets reached, partner level reportings and agent payment notifications

Media Sharing

Robust front end and backend media sharing capabilities to empower your agents in working more efficiently.
  • Easily access all medias via frontend platform accessible via mobile, desktop, and or tablet.
  • Get notified upon new media releases while easily viewing media segmented in different categories and formats.
  • Robust search capabilities based on  keyword, tags, and or content.
  • Easily share your media to your customers via custom links and download attached documents in various formats.
  • Analytics built in for tracking Read, Shared and Tim on page  via GTM.

Credit & Billing

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Easily monitor your credit limit, configure credit limits for agents and available balance.
  • Filter by policy with different statuses and track all incoming and issued policies as bills to be paid.
  • View credit movement over period for clearer visibility or choose to pay for policies due at an individual policy level.
  • Access all detailed billing statements and connect to payment gateway for easy payment collection from all agents.
  • Summary of payment and status changes provided in real-time via SMS, Email and platform notification.

Commission Management

A Rule-Based Configuration sophisticated system designed for defining and applying commission rules, tailored to manage and automate commission calculations effectively.
  • Rules Management: Set commission rates as % of policy’s net premium as a fixed amount, by policy type and by packages.
  • Supporting Tiered structures: Manage multiple levels of commissions earned by agents based on % of overall commission, % of commission earned by level above or Fixed amount.

Producer Profile Page

Flexibility for agents to build and manage their own agent profile seamlessly.
  • Adjusting their agent info to boost credibility.
  • Contact info
  • Skills
  • Product expertise
  • Update broker license
  • Change pictures
  • Fill in information about themselves
  • See their star rating based on reviews
Sharing official Insurer profile page to customers as an e-profile whether on social media or via LINE app.

Widget Implementation

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Allow for us to implement our platform within existing systems and platforms of the insurance company
  • Insurance company provides the space where we render, calculate and populate the platform for your agents to access
  • Managed by Eazy’s backend
  • Minimal work for your dev team
  • Functional configuration on Eazy platform for those modules

Take a Look into Our Platform Overview

We’ve had an impressive journey
850K
INSURED DIGITALLY
200+
CLIENTS & PARTNERS
$2.3mn
RAISED IN SERIES A

Eazy Digital in the News