Automate Policy Updates with ezyagent Alerts

Set automated notifications for policy updates, including pending cancellations, expirations, and missing documents. Choose from our templates, write custom alerts, or let our AI generate them. Schedule follow-ups and reach clients instantly via email, SMS, or calls—all within ezyagent. Prevent policy lapses and boost retention - try ezyagent today!

Scheduling Appointments and Creating Events Made ezy

Schedule appointments effortlessly with the built-in calendar. Need to reach a group of clients? Create events to send personalized emails and text blasts at once.

Unified Connectivity

Connect seamlessly with Google Workspace, Outlook & Zoom. Sync calendars, send meeting links - all in one place.

Build Custom Forms with ezyagent

ezyagent lets you create custom forms to gather information, generate quotes, and streamline your workflow. ezyagent keeps everything organized in one place. Try it today!

Free ACORD Forms, Custom Quotes, Policy Management - All In One Place

Access a library of free ACORD forms, generate personalized quotes, and manage all your policies within a central hub. Plus, stay informed with integrated policy alerts directly through ezyagent. Experience the convenience of managing all aspects of your broker business effortlessly and keep your broker business data organized with ezyagent. Try ezyagent today!