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.
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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 Functionalities
and Modules

Dashboarding
& ReportingReporting
Campaigns & Competitions
Notifications
& Reminders
Media
Sharing
Credit &
Billing
Commission Management
Producer Profile Page
Widget Implementation

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
& ReportingReporting
Campaigns &
Competitions
Notifications
& Reminders
Media
Sharing
Credit &
Billing
Commission
Management
Producer Profile
Page
Customer
Portal
Widget
implementation

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

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
Reporting
Campaigns &
Competitions
Notifications & Reminders
Media Sharing
Credit & Billing
Commission Management
Producer Profile
Customer Portal
Widget
Implementation

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 customers access to their policies seamlessly through:
  • Secured login with OTP
  • Customer Activities:
      - Claims management
      - View existing active policies
      - Buy new policies
      - View renewals
     

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
Reporting
Campaigns & Competitions
Notifications & Reminders
Media Sharing
Credit & Billing
Commission Management
Producer Profile
Widget Implementatio

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

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.
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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