|AGENCY EXPENSE||MONTHLY COST W/O EZA||MONTHLY COST WITH EZA|
|ESTIMATED STAFF TIME||$960 ($16/HR * 3HRS/DAY)||$80 ($16/HR * 0.25HRS/DAY)|
|ACORD FORMS||$17 - $49||INCLUDED|
|DOCUSIGN||$40 (MINIMUM PLAN)||INCLUDED|
|TOTAL PER MONTH||$1,157+||$279|
Ezy Agent automatically sends voicemail reminders and notifications.
A new feature! Now you can personalize your messages with video emails. Use it for personal event greetings like birthdays or anniversaries. Your clients will love it!
Ezy Agent uses your scheduling preferences to inform your clients when their payments are due.
Ezy Agent sends document management reminders with signature option. Ezy Agent uses DocuSign®!
Ezy Agent invites clients to review and discuss their policies with an option to self-schedule an appointment.
Ezy Agent shares your availability with clients so that they can self-schedule an appointment with you through email.
Ezy Agent offers text messaging and email notifications in English, Spanish and Mandarin!
Ezy Agent automatically sends text message reminders and notifications.
Ezy Agent is a licensed Redistributor of Acord Forms.
Free with your subscription!
Ezy Agent was created and designed by actual Insurance Agents who understand the needs and challenges Insurance Agencies have with client notifications.
Retaining existing clients is key to a successful agency. Ezy Agent builds strong relationships with your clients through consistent, engaging communications.
Ezy Agent services your existing clients allowing you and your staff more time to sell policies to new clients.
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