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.
Eazy Digital's Streamlined Telesales Solutions Designed for Insurers to Increase Sales by 20%
提供されたデータに応じて、要件に応じて柔軟に設定できます。
各代理店とパートナーのGWP、ポリシー、製品タイプ、顧客数別の保険料と売上の合計を表示します。
バー、ライン、パイ、リストなど、さまざまな形式で表示されるデータ。
すべてのデバイスでモバイルとウェブに対応。
キャンペーンとコンテスト
テレセールス向けのキャンペーンを作成し、販売実績と競争力を確保します。
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.
通知とリマインダー
Give customers full control over their policies with instant access to claims, renewals, and purchases—all in one easy-to-use platform.
ポリシー関連
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.
メディア共有
Eliminate manual errors with a powerful rule-based engine that automates commission calculations, supports multi-tier structures, and adapts to your business needs
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