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PROTECT YOUR RESIDUAL INCOME AND FOCUS ON WHAT MATTERS

Automate your insurance agency’s daily tasks.

Save Time

Save Money

Save Policies

PROTECT YOUR RESIDUAL INCOME AND FOCUS ON WHAT MATTERS

Automate your insurance agency’s daily tasks.

Save Time

Save Money

Save Policies

When you’re buried in administrative tasks, things can fall through the cracks.

Your business can take a serious hit when your customers decide not to renew their policies with you. Don’t put the burden on them to look for how to make a payment, review their policies, or become aware of important matters.

Feel confident, organized, and efficient.

You’ll be happier, more balanced and live a better life when you have more time to focus on building relationships with people.

A more profitable and efficient way to run your insurance agency.

Made by agents.
For agents.

Our time and money saving platform was created specifically for all major insurance agencies, including AllState™, State Farm™ and Farmers™ and independent brokers.

Tailor-made for you and your business.

Agency Management
Program

Save time and money by integrating your CRM, Acord forms, DocuSign, appointment setting, video emails, texting service, phone calls and automating client notifications and communications into one platform that does it all.

Get an "Easy A" by using ezyagent.

START YOUR FREE TRIAL

The Essential Assistant Plan

START YOUR FREE TRIAL

1. Schedule A Demo

See how easily you can integrate ezyagent into your business in as little as 15 minutes. Schedule here.

2. Create Your Profile

Explore ezyagent and get step-by-step support setting it up for your business.

3. Start Living Your Dream

Follow your passion. Go after new business, or chase golf balls. Use the platform to free up your time for what matters most.

Acord Forms

With form pre-filling

Client Profile

Easy import and storage

Automate Communications

Text message, email marketing and notifications.
Engage clients using Ezytext (just like zipwhip, only better)

E-Sign

Electronic Document Signature

Live Calendar

Clients can self schedule based on availability

Multilingual

English, Spanish, and Mandarin

Dashboard

Easy to use reporting

Messaging Templates

Ready for personalization

Easily manage and service your clients with ezyagent.

Ezyagent was created by insurance agents who understand the challenges of running and building an efficient and profitable insurance agency.

“Without having a staff person, ezyagent has been a huge help.”

Holly Cade
Farmers Agent, 9 years

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“Everything I need in one place for my Farmers and broker business.”

Jerry Seagreaves
Farmers Agent, 14 years

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“A fraction of the cost I would normally spend on an assistant.”

Rachel Payne
Farmers Agent, 27 years

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Streamline your business for growth and efficiency.

Select the right plan for you.

Serving and retaining your client base can be a full-time job.

Ezyagent streamlines your policy management with a platform that virtually assists all of your daily tasks.

This price is worth the investment.

This platform will save me money by integrating services I already use.

This efficiency gained will give me more time for what’s truly important to me.

Prioritize clear and easy communication with your clients using Ezytext – Just like Zipwhip, only better.

Get faster, more frequent response using text message marketing.

Unlimited Texts

Up to 5 Users

1 Line

WE'LL HELP YOU GET STARTED. NO COST UP FRONT.

Created to support you and your business.

Just for trying ezyagent we’ll give you all the Acord Forms you need for free during your trial period.

Free for 14 days.

REGISTER TODAY