One Platform, Customizable Modules, Endless Capabilities

With hands-on experience transforming companies and brokers. We know how to create and customized platforms that agents and customers will love.
Trusted By Leading Insurance Companies and partners
Why Eazy?
Our team of developers and insurance experts are ready to build customized modules
to fit your sales and distribution needs.
Improve Efficiency

Digital transformation for companies will make it easier for companies to scale without adding additional headcount.

Enable Digitization

With our state-of-the-art platform, we enable agents and customers to interact with companies in a new way via web and mobile.

Engaging

Engaging with existing customer base is where profitability from retention, renewals, cross-selling and up-selling will come from for insurance providers.

Kick-ass Team

We have a kickass team with year of insurtech, entrepreneurship and operational experience to pull this off. With experiences in distribution, risk, actuarial, and C-level management.

Improve Efficiency

Digital transformation for companies will make it easier for companies to scale without adding additional headcount

Enable Digitization

With our state-of-the-art platform, we enable agents and customers to interact with companies in a new way via web and mobile

Engaging

Engaging with existing customer base is where profitability from retention, renewals, cross-selling and up-selling will come from for insurance providers

Kickass Team

We have a kickass team with year of insurtech, entrepreneurship and operational experience to pull this off. With experiences in distribution, risk, actuarial, and C-level management

Streamline Your Agency Operations Today
Improved Agent Activation

80% of agents are opportunistic and have no tools or platforms to help them sell. With a tool, even a small % of extra activation would result in a large sales increase.

Foster Competition via Gamification

Our platform enhances sales performance via competition and campaign creation based on variables such as GWP, commissions, products, time frame, renewal rate, and more.

Manage Multiple Tiered Teams

We can support up to 5 levels of agents and teams allowing for insurers and agents to be managed at multiple levels.

Our Solutions for Insurers

Campaigns & Competitions

Eazy Digital's Streamlined Telesales Solutions Designed for Insurers to Increase Sales by 20%
  • Keep agents actively involved with rewards for streaks, leaderboards, and challenges.
  • Encourage top results with ranking-based rewards and real-time leaderboards
  • Celebrate achievements with tiered rewards, finish-line goals, and first-achiever incentives.
  • Make daily tasks more rewarding, ensuring agents stay engaged and perform at their best.

Workflow and Quotation Management

Manage all of your leads, opportunities, requests and more from one central location
  • Manage the Entire Process – Streamline workflows from lead capture to requests, quotations, sharing, and follow-ups.
  • Request Quotes – Customize fields, upload documents, and apply validations for manual quotation processing.
  • Instant Quotes – Automate pricing with uploaded rate tables, API integrations, and AI-driven product recommendations.
  • Share & Compare Quotes – Generate templated quotes with coverage details, compare multiple options side-by-side, and facilitate informed decision-making.
  • Quote Analytics – Track customer interactions, engagement, and conversion rates to optimize sales strategies.

Customer Portal

Give customers full control over their policies with instant access to claims, renewals, and purchases—all in one easy-to-use platform.
  • Customers can view, manage, and update their policies in one centralized platform.
  • Easily submit claims, request policy changes, and track statuses in real time.
  • Stay informed with renewal reminders and proactive policy updates.
  • Empower customers to purchase policies, request quotations, and access support anytime.

Commissions Rule Engine

Eliminate manual errors with a powerful rule-based engine that automates commission calculations, supports multi-tier structures, and adapts to your business needs
  • Eliminate manual errors with a rule-based engine that ensures precise commission payouts.
  • Set rates by percentage, fixed amounts, policy type, or package for full customization.
  • Manage multi-level commissions seamlessly, rewarding agents based on hierarchy and performance.
  • Easily configure and update commission rules to match your business needs.

Dashboarding & Reporting

Empower your agents and managers with customizable dashboards and reports to track agent productivity, policy sales, and key metrics—all in one place.
  • Track key metrics like sales, leads, and persistency for agents, brokers, and managers.
  • Configure reports based on your specific needs and available data.
  • Analyze data easily with bar charts, line graphs, pie charts, and lists.
  • Monitor reports seamlessly on mobile, tablet, or desktop.

Credit & Billing Management

Monitor credit limits, track policy payments, and collect funds seamlessly with real-time visibility and automated notifications.
  • Monitor, configure, and manage credit limits with full visibility for each partner
  • Stay on top of policy statuses and pending payments with easy filtering.
  • Access billing statements and collect payments effortlessly via integrated gateways.
  • Get instant notifications on payment status via SMS, email, and in-platform alerts.

Agent Onboarding

Recruit agents faster with seamless digital onboarding, E-KYC verification, and automated workflows for higher conversions and compliance.
  • Digitize the onboarding process to recruit agents quickly and efficiently.
  • Ensure authenticity with built-in E-KYC, ID, and phone verification.
  • Smart lead capture and automated follow-ups improve recruitment success.
  • Automate document collection, approvals, and account creation for a smooth onboarding experience.

Media & Communications

Access, share, and track media seamlessly across devices with real-time alerts, smart search, and built-in engagement analytics.
  • View and manage media effortlessly on mobile, desktop, or tablet.
  • Receive instant alerts on new media releases, categorized for easy browsing.
  • Find content instantly with keyword, tag, and content-based search functionality.
  • Share media via custom links, download in various formats, and track engagement with built-in analytics.

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

Manage the entire process from lead, to requests, to quotes, sharing and more

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Request Quotes: Custom fields, document uploads, and validations for manual quotations.
  • Instant Quotes: Upload price lists, API integration, and data-based recommendations.
  • Share Quotes: Templated quotes with documents and coverage details.
  • Compare Quotes: View multiple quotes side-by-side.
  • Quote Analytics: Track customer engagement on shared quotes.

Our Solutions for Brokers

Brokers CRM

Manage all of your leads, opportunities, products, requests and more from one central location
  1. End-to-End Quote Management – Handle the full journey from lead capture to quote requests, approvals, and client follow-ups.
  2. Custom Quote Requests – Configure fields, upload necessary documents, and validate details for accurate manual quotations.
  3. Instant Pricing & API Integration - Access preloaded rate tables, real-time pricing, and AI-driven product recommendations.
  4. Flexible Quote Sharing & Comparison – Generate professional, templated quotes, compare multiple offers, and share directly with clients.
  5. Client Engagement & Conversion Tracking – Monitor customer interactions on shared quotes, enabling timely follow-ups and better conversion rates.

Campaings & Competitions

Eazy Digital's Streamlined solutions designed for motivation and performance management
  1. Keep your sales team actively involved with rewards for streaks, leaderboards, and challenges.
  2. Encourage top results with ranking-based rewards and real-time leaderboards
  3. Celebrate achievements with tiered rewards, finish-line goals, and first-achiever incentives.
  4. Make daily tasks more rewarding, ensuring agents stay engaged and perform at their best.

Customer Portal

Save a lot of time with operations and level up as a broker giving customers the service they've never had
  • Give them a level of service beyond other brokers
  • Submitted claims can go straight to insurance companies saving your team time and reducing risk
  • Remind your team as well as customers on expiring policies improving renewal rates
  • Change request to policies can be managed easily on the platform

Commission Rule Engine

Understand exactly what you are getting paid for as well as what you are paying your sales teams.
  • Eliminate manual errors with a rule-based engine that ensures precise commission payouts.
  • Set rates by percentage, fixed amounts, policy type, or package for full customization.
  • Ensure accurate calculations without any human intervention savign you time and money
  • Easily configure and update commission rules to match your business needs.

Dashboarding & Reporting

Integrated dashboard giving you an overview of sales, leads, opportunities, team's activity and more via mobile or desktop
  1. Track key metrics like sales, leads, and renewal rates. Run your business effortly
  2. Configure reports based on your specific needs and available data.
  3. Analyze data easily with bar charts, line graphs, pie charts, and lists.
  4. Monitor reports seamlessly on mobile, tablet, or desktop.

Group Policy Management

Manage all of your leads, opportunities, products, requests and more from one central location
  1. Seamless Employee Management - Easily add or remove employees individually or in bulk.
  2. Automated Premium Calculation - Get instant pro-rated premium adjustments and rebates.
  3. Transparent Dashboards & Reports - Give clients real-time insights into claims and active employees.
  4. Plan & Product Management - Full visibility into packages with easy document downloads.
  5. Billing & Credit Management - Track payments and rebates with online payment options.

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.

Customer Portal

Give access to customer access to their policies seamlessly Through:
  • Secured login with OTP
  • Customer activities:
    - Claims Management
    - View existing active policies
    - Buy new policies
    - View renewals
  • Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum Lorem Ispsum

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

Manage the entire process from lead, to requests, to quotes, sharing and more

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Request Quotes: Custom fields, document uploads, and validations for manual quotations.
  • Instant Quotes: Upload price lists, API integration, and data-based recommendations.
  • Share Quotes: Templated quotes with documents and coverage details.
  • Compare Quotes: View multiple quotes side-by-side.
  • Quote Analytics: Track customer engagement on shared quotes.
Comparison Chart
EAZY
Modular platform with configurable integrations
Sales focused platform with clear path to ROI
Years of insurance knowledge and experience
Constantly updated platform and functionalities
Ready to use within weeks
ISO 27001 Certification
Others
Modular platform with configurable integrations
Sales focused platform with clear path to ROI
Years of insurance knowledge and experience
Constantly updated platform and functionalities
Ready to use within weeks
ISO 27001 Certification
EAZY
Others
Modular platform with configurable integrations
Sales focused platform with clear path to ROI
Years of insurance knowledge and experience
Constantly updated platform and functionalities
Ready to use within weeks
ISO 27001 Certification
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Frequently asked questions
How will this help my agents?

We want to enable the modern agent to become more digital by helping them reduce mundane tasks. Providing these tools will improve their sales performance, increase their sense of connection to the insurance company and allow them to better manage their customers.

Why would sales performance increase?

By providing your agents with visibility and tools at their fingertips, you enable them to easily acquire customers, make faster quotations, view their performances via dashboards, and engage them in competition with promotions and campaigns. All of these are proven factors that help increase the sales performance of agents.

How will my agents be trained?

Our team not only provides integration and support, but we also provide training support ensuring that your staff and trainers know how to use and configure the platform to best serve your agents. We can also provide direct agency training at an additional cost at your request.

How long will integration take?

Usually, integration takes around 6 weeks from the signing of the agreement. The integration and configuration involve mapping of the data to our systems, connecting via APIs, SFTPS, or csv uploads to populate the platform with your data to use the functionalities.

What kind of data do you need to use the platform?

The data required to leverage the platform will depend on the functionalities that you want. In general the platform will require agency data, policy data, and product data. With these 3, our platform can open functionalities such as quotations, requests, agency profiles, dashboards, reports, promotions, campaigns and more.

How do you charge for the platform?

Our platform is designed to be effective at a low upfront cost to any insurance company. We charge a one-time implementation fee and regular monthly SaaS fees for the platform. With these costs, we take care of all infrastructure, security, backups, hosting, upgrades, and maintenance, and best of all, we give you unlimited agent accounts!

Is the platform accessible on Android and iOS?

The platform is designed to be mobile first and can be used across all devices and operating systems regardless of size. You don’t need to install anything or worry about which device to use ever again!

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