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
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
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