ezyagent

ezyagent

软件开发

San Ramon,California 710 位关注者

Streamline, Automate, Grow! ezyagent automates tasks & helps insurance agents and brokers close more deals.

关于我们

ezyagent is an all-in-one Insurance Agency Management System (AMS) and Sales & Marketing automation platform designed to streamline and automate insurance operations for agents, brokers, and providers. With our easy-to-use cloud-based software, agents and brokers can easily manage critical operational tasks such as claims processing, product and policy administration, reinsurance processes, and customer relationship management all on a single, centralized platform, enhancing productivity and service delivery. Beyond basic functionalities, our key feature is facilitating payment collection, text messaging, centralized communication and getting you five-star Google reviews. Additionally, our platform incorporates AI technology to help you streamline operations, work smarter, and close more deals. At ezyagent, we prioritize user privacy, operating without an ad-revenue model across all aspects of our business. We believe in providing value without compromising user data or experience. Headquartered in Monterey, California, we are dedicated to helping insurance professionals achieve success.

网站
https://ezyagent.com/
所属行业
软件开发
规模
11-50 人
总部
San Ramon,California
类型
合营企业
创立
2020
领域
CRM、Automate Notifications、E-Signature、Email Integration、Calendar Integration、Appointment Scheduling、Business Broker Dashboard、Google Reviews、Reputation Management、Automate Payments Reminders、Lead Management、Text Marketing、Video Emails、Customer Engagement、Built-in AI、Business Management、Sales Management、Prefillable ACORD Forms和Brokerage Management

地点

  • 主要

    2603 Camino Ramon

    US,California,San Ramon,94583

    获取路线

ezyagent员工

动态

  • 查看ezyagent的公司主页,图片

    710 位关注者

    Insurance Agents and Brokers, are you ready to ease your workload this holiday season? You’re juggling client needs, policy management, and follow-ups, all while trying to make time for yourself. With EZYAGENT, you can automate all your insurance tasks, from client emails to policy updates, saving hours each week. Imagine the freedom to focus on new clients and enjoy the holiday season without being tied to endless tasks. Don’t let the season pass you by, let EZYAGENT handle the workload. If you're interested, DM us or comment "interested," and we'll get back to you! #InsuranceAutomation #AgencyManagementSystem #Insurance

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  • 查看ezyagent的公司主页,图片

    710 位关注者

    Are you struggling to keep track of which clients are truly committed to their policies? Managing client reliability is essential for building strong, long-term relationships in the insurance business. But constantly checking in can be time-consuming. Introducing ezyagent’s HealthScore - a smart AI feature that assesses client commitment based on alert frequency. Get instant insights: Good Health: Few alerts indicate a committed client. Poor Health: Frequent alerts suggest higher chances of future delays. With real-time updates, you can focus on clients who take their policies seriously and proactively manage those who might need extra attention. Ready to automate your insurance business? Comment or DM “Interested,” and we’ll get back to you! #InsuranceAutomation #AgencyManagementSystem #Insurance

    • Know Your Client's HealthScore
0 additional fees. 100% Insight.

ezyagent HealthScore
A smart AI feature that evaluates client reliability based on alert frequency.

Good Health: Few alerts - client is likely committed to their policy
Poor Health: Frequent alerts - predicts higher chances of future alerts
Real-time updates to help agents focus on serious clients
  • 查看ezyagent的公司主页,图片

    710 位关注者

    Are you spending too much time on repetitive client communications? We know that managing client emails and follow-ups can be time-consuming, pulling you away from building valuable relationships. With ezyagent’s AI-powered email tool and automated texting feature, you can reclaim those hours each week! Our platform takes care of the routine communication, so you can focus on what matters most, growing your business and connecting with clients. Start saving time today with ezyagent, and join countless agents who are transforming client communication into an effortless experience. DM us or comment "Interested" if you'd like to get started! #AgencyManagementSystem #Insurance

    • Refusing to streamline client communications is like leaving deals on the table.
  • 查看ezyagent的公司主页,图片

    710 位关注者

    Tired of spending hours on paperwork instead of growing your insurance business? ezyagent’s AMS can cut your admin workload by 60%, giving you back the time you need to focus on what truly matters, your clients. Our system automates routine tasks like policy management and client communications, reducing the hassle and boosting your productivity. With ezyagent, you can streamline operations and get more done in less time, without sacrificing quality. Ready to transform how you manage your business? Start using ezyagent today and see the difference for yourself! Interested? DM us or comment "AMS," and we'll reach out to you.

    • 60%
decrease in time spent on paperwork after adopting ezyagent.
Our AMS streamlines routine tasks, giving insurance agents more time to focus on building their business.
  • 查看ezyagent的公司主页,图片

    710 位关注者

    As an insurance agent, do you spend most of your time managing policies, chasing renewals, or following up with clients? We know how overwhelming it can be when you’re buried in admin tasks that take up most of your workday. ezyagent can automate these time-consuming tasks, helping you manage policies, renewals, and client communication with ease. Trusted by agents, it streamlines your workflow and saves you precious time. What if you could focus on growing your business instead of juggling admin tasks all day? Stop wasting time, let ezyagent simplify your workload so you can focus on what really matters. If you're interested, DM us or comment "Interested" and we'll get back to you!

    • What do you spend most of your time doing as an Insurance Agent?

Managing Policies
Chasing Renewals
Client Follow-Ups
Handling Claims

Let us help simplify your work!

Try ezyagent Today!
  • 查看ezyagent的公司主页,图片

    710 位关注者

    Struggling to keep up with your policies, client communications, and deadlines? We know how time-consuming it can be to manage every aspect of your insurance business. ezyagent is your all-in-one solution. With features that help you stay reliable by tracking policies and deadlines, simplified tools for managing clients with ease, and a proven track record of saving agents time—ezyagent is trusted by top insurance professionals. Imagine automating tasks, boosting productivity, and focusing more on your clients. Take control of your workload today. Start with ezyagent and see the difference! Get Started Now!

    • If It’s ezyagent, It’s:
Reliable: Stay on top of policies and deadlines.
Simplified: Manage clients effortlessly.
Proven: Trusted by agents to save time.
ezyagent – The Insurance Solution You Need.
Get Started Today!
  • 查看ezyagent的公司主页,图片

    710 位关注者

    Do you find it hard to keep track of policies, clients, and tasks using different tools? As an insurance agent or broker, using too many tools can slow you down and lead to mistakes. ezyagent gives you everything in one place! From automated policy alerts to client communication, CRM, and policy management, it’s all in one platform. Imagine never missing a policy update, keeping in touch with clients easily, and having all your tasks in one simple tool. ezyagent makes your work easier! Ready to make managing your business simple? DM us or comment "ally" to get started, and we’ll get back to you! #InsuranceAutomation

    • What Makes ezyagent Your Ideal Insurance Ally?
One platform, multiple insurance management functions.
  • 查看ezyagent的公司主页,图片

    710 位关注者

    Struggling to keep up with policies, claims, and client calls? As an insurance agent or broker, keeping up with everything can be overwhelming. Missing a policy renewal or deadline could cost you a client. With ezyagent’s automation, including policy alerts, you’ll always know when a policy needs attention. No more missed updates, everything is handled for you! Imagine having all your policy management, claims tracking, and client communication in one place, powered by AI. With ezyagent, you can focus on growing your business while we handle the rest. Want to save time and make your work easier? DM us or comment "automation" to get started, and we’ll reach out! #InsuranceAutomation

    • Meet your new partner in insurance automation.
Policy management, claims, client communication, and AI-powered insights - all in one place.
  • 查看ezyagent的公司主页,图片

    710 位关注者

    Want to stand out as an insurance agent or broker? In the insurance industry, a strong online presence is vital. Your agency’s visibility hinges on glowing reviews. Clients trust recommendations, and a strong online reputation is essential for attracting new business. With ezyagent's Google Review feature, you can easily monitor all your feedback and showcase your best reviews. Keep your agency’s reputation shining with testimonials from your happiest clients. Imagine consistently ranking above your competitors in search results, backed by a history of 5-star reviews. ezyagent makes this possible, effortlessly. Let us manage your reviews while you focus on your clients. Interested? DM us or comment "review" to get started, and we’ll get back to you. #GoogleReviews #InsurTech #InsuranceAgents #InsuranceBrokers

    • Build a Reputation that precedes you with ezyagent
  • 查看ezyagent的公司主页,图片

    710 位关注者

    Today, we pause to honor the resilience and unity that defines us. On Patriot Day, we remember the lives lost and the heroes who rose in the face of adversity. Let’s take this moment to reflect on the strength of our nation and the importance of coming together in the spirit of compassion, courage, and hope. #PatriotDay #UnitedWeStand

    • Patriot Day
September 11th
Never Forget
Today we remember, reflect, honor and mourn those who lost their lives 23 years ago.

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