AI-Powered Solutions for Insurers & Brokers to Drive Sales Growth

Automate workflows, increase engagement, and sell more with AI-driven insurance tools.
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Trusted By Leading Insurance Companies and partners

Our Product Suite

AI-Powered Insurance Solutions Built To drive High Performance and Efficiencies

Applicable to Agency Teams, Telesales Teams, Brokerage Channels and More...

For Insurers

Track sales agent performance in real-time
Increase engagement with gamification
Automate commissions and payments seamlessly
Streamline onboarding with a self-service portal

For Brokers

Boost sales with campaigns & gamification
Enhance customer experience with self-serve portal
Ensure accurate & timely commission payouts
Optimize sales with real-time performance insights
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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.
Know more

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 Solutions for Insurers

Campaigns &
CompetitionsReporting
Workflow and
Quotation Management
Commissions
Dashboarding &
Reporting
Credit & Billing
Management
Agent
Onboarding
Media &
Communications

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.

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

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

Dashboarding & Reporting

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 Management

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.

Agent Onboarding

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.

Media & Communications

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.

Our Solutions for Insurers

Campaigns &
CompetitionReporting
Workflow and
Quotation Management
Customer
Portal
Commissions Rule
Engine
Dashboarding &
Reporting
Credit & Billing
Management
Agent
Onboarding
Media &
Communications
Widget
implementation
Workflow
Management

Campaigns & Competition

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 CRMReporting
Campaigns &
Competition
Customer
Portal
Commission
Rule Engine
Dashboarding &
Reporting
Group Policy
Management

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.

Campaigns & Competition

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 Solutions For Insurers

Campaigns &
Competitions
Reporting
Workflow & Quotation
Management
Customer Portal
Commission
Rule Engine
Dashboarding &
Reporting
Credit &
Billing Management
Agent
Onboarding
Media &
Communication

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

Creating campaigns for tele-sales to ensure sales performance and competition.
  • 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
  • Get notified upon new media releases while easily viewing media segmented in different categories and formats.
  • 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, 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 & Communication

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.

Our Solutions for Brokers

Brokers CRM
Reporting
Campaigns &
Competitions
Customer Portal
Commission Rule Engine
Dashboarding &
Reporting

Brokers CRM

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • End-to-End Quote Management – Handle the full journey from lead capture to quote requests, approvals, and client follow-ups.
  • Custom Quote Requests – Configure fields, upload necessary documents, and validate details for accurate manual quotations.
  • Instant Pricing & API Integration - Access preloaded rate tables, real-time pricing, and AI-driven product recommendations.
  • Flexible Quote Sharing & Comparison – Generate professional, templated quotes, compare multiple offers, and share directly with clients.
  • 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
  • Keep your sales team 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.

Customer Portal

Manage multiple formats and methods of reminding and notifications via sms, email, in platform and chat integration.
  • Gamification with Badges and Leaderboards
  • Configurable and targetable marketing campaigns (with analytics)
  • Reporting & dashboarding

Increasing distribution

Robust front end and backend media sharing capabilities to empower your agents in working more efficiently.
  • Easy onboarding and training of agents.
  • Referral Campaigns
  • E-KYA (Know your agents)

Increase more products sold per customer

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.
Why Choose Eazy?
AI-powered solutions tailored for insurers and brokers
to optimize sales and distribution.
Increase Distribution Team Sales Performance Up to 20%
AI Assistant-Powered Solutions, White-Labeled for Your Brand.
Low Upfront Cost & Monthly Saas Billing.
Quick Implementation as fast as 6-8 Weeks.
World Class Standard Security
(ISO 27001 & Soc 2 Certified)
Working Team has Product, problem and Tech Knowledge.

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

Take a Look at Our AI Assistant in Action!

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

Eazy Digital in the News

Harnessing the Power of Visualization: The Future of Insurance Sales Performance

Revolutionize Your Approach and Elevate Results with Cutting-edge Visualization Techniques in Insurance Sales.

Thai SaaS insurtech startup Eazy Digital bags US$1M for Malaysian, Philippine expansion

Eazy Digital Secures $1M Funding to Fuel Expansion into Malaysia and the Philippines in a Thriving SaaS Insurtech Landscape.

Eazy Digital helps Southeast Asia’s small insurers digitize their operations

Eazy Digital Drives Digital Transformation for Small Insurers in Southeast Asia.

Sivatel Tower, 1202, 12th Fl.,
53 Witthayu Rd, Lumphini,
Pathum Wan, Bangkok 10330

Brokers

Brokers CRMCampaigns & CompetitionCustomer Portal Commission Rule EngineDashboarding & ReportingGroup Policy Management
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