Making it Eazier to Unlock Insurance Sales Growth

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Trusted By Leading Insurance Companies and partners

Our Platform

Sales Distribution Management Platform

Applicable to Agency Teams, Telesales Teams, Brokerage Channels and More...
Sales Performance Tracking
Efficient Quotation System
Robust Dashboard & Analytics
Promotions & Campaign Management
Agent Profile Management & Sharing
Full Onboarding & Training
White Labeled for Your Brand
Customer Portal
Know more

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 Functionalities
and Modules

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

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.

Our Functionalities and Modules

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

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

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.
Why Choose Eazy?
Our team of developers and insurance experts are ready to build customized modules
to fit your sales and distribution needs.
Increase Distribution Team Sales Performance Upto 20%
Customised Modules & White Labelled 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.

How we Increase Your Sales

Increase
Leads
Reporting
Drive
Conversions
Agents Engagement
Onboard More
Clients

Increase amount of leads

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  • Profile page that help build trust
  • Lead gen platform that help you do marketing on your behalf
  • Share media and brochures online

Increase your conversion rate from quotes to sales

Creating campaigns for tele-sales to ensure sales performance and competition.
  • Faster access to leads
  • Visibility to customer actions, opens, notifications
  • Ability to send/track quotation
  • Digital payment collections

Increase activations and activity of agents & brokers

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)

How We Increase Your Sales

Increase
LeadsReporting
Drive
Conversions
Agents
Engagement
Onboard More
Clients

Increase amount of leads

Built around giving agents, brokers, and managers visibility on performance, persistency, leads, opportunities, and more.
  1. Profile Pages that help build trust
  2. Lead gen platform that help you do marketing on your behalf
  3. Share media and bochure online
  4. 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

Increase your conversion rates from quotes to sales

Creating campaigns for tele-sales to ensure sales performance and competition.
  1. Faster access to leads
  2. Visibility to customer actions, opens, notifications.
  3. Ability send/track quotation.
  4. Digital payment Collections
  5. 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

Increase activation and activity of agents & brokers

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 and Dashboarding
  • 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

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)
  • 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

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

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

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