Achieve more with less.


Meet Ezy Agent, your cloud-based virtual assistant saving you time and money.

Ezy Agent allows you to run your insurance agency easier and more profitably by automatically handling all your important client notifications. With Ezy Agent on board, you and your staff can concentrate on acquiring new clients, not administering existing clients. Giving you more time for success. Watch Demo

Free 14 day trial. No credit card required.

Within days Ezy Agent makes running your agency easier by handling all of your important client notifications.

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Easy and efficient.

Ezy Agent notifies your clients about:

  • Payments
  • Acord Forms (Free with subscription!)
  • Policy Reviews
  • Document Management (Ezy Agent Offers E-Sign)
  • Appointments (with Ezy Agent clients can schedule their own appointments)

Ezy Agent is a simple to use yet sophisticated program created by Insurance Agents who understand the needs and challenges of running an efficient and profitable Insurance Agency in an ever increasing competitive environment.

Ezy Agent uses state of the art technology that helps you retain clients by keeping you connected and engaged with them automatically through:

  • Texts
  • Phone Calls
  • Emails
  • Ezy Agent Video Emails

Only $199 per month! Free Trial!

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
ZIPWHIP (TEXTING) $49 INCLUDED
VIDEO EMAILS $39+ INCLUDED
APPOINTMENT SETTINGS $20 INCLUDED
TOTAL PER MONTH $1,157+ $279
Single Service
AUTO CALLS

Ezy Agent automatically sends voicemail reminders and notifications.

EZY VIDEO EMAILS

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!

PAYMENTS

Ezy Agent uses your scheduling preferences to inform your clients when their payments are due.

DOCUMENTS

Ezy Agent sends document management reminders with signature option. Ezy Agent uses DocuSign®!

POLICIES

Ezy Agent invites clients to review and discuss their policies with an option to self-schedule an appointment.

LIVE CALENDAR

Ezy Agent shares your availability with clients so that they can self-schedule an appointment with you through email.

MULTI-LANGUAGE

Ezy Agent offers text messaging and email notifications in English, Spanish and Mandarin!

AUTO TEXTING

Ezy Agent automatically sends text message reminders and notifications.

Acord Forms

Ezy Agent is a licensed Redistributor of Acord Forms.

Free with your subscription!

EZY Video Email Demo

Open Video play
Jerry Seagreaves
Farmers Agent 13 Years
Open Video play
Holly Cade
Farmers Agent 8 Years
Open Video play
Rachel Payne
Farmers Agent 26 Years

Contact Us for a Personal Demo.

Our staff is standing by to show how Ezy Agent works for your agency and can save you money.

Schedule Now
INSURANCE AGENCY EXPERIENCE

Ezy Agent was created and designed by actual Insurance Agents who understand the needs and challenges Insurance Agencies have with client notifications.

RETENTION

Retaining existing clients is key to a successful agency. Ezy Agent builds strong relationships with your clients through consistent, engaging communications.

MORE TIME FOR SALES

Ezy Agent services your existing clients allowing you and your staff more time to sell policies to new clients.

1. Sign up

Take advantage of Ezy Agent’s 14 day Free Trial and start seeing positive changes in your business within days! Click on Free Trial

2. Upload Data

Enter your clients’ information and schedule how and when you want Ezy Agent to contact them. The upload screens are easy to fill and you have the option to upload from excel.

Ezy Agent has staff ready to assist you!

3. Sell

Now that Ezy Agent is handling all your client communications and notifications, you and your staff are free to sell new policies. Time for success!