ezyagent

ezyagent

Software Development

Monterey, California 710 followers

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

About us

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.

Industry
Software Development
Company size
11-50 employees
Headquarters
Monterey, California
Type
Partnership
Founded
2020
Specialties
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, and Brokerage Management

Locations

  • Primary

    70 Garden Court

    First Floor

    Monterey, California 93940, US

    Get directions

Employees at ezyagent

Updates

  • View organization page for ezyagent, graphic

    710 followers

    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.
  • View organization page for ezyagent, graphic

    710 followers

    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!
  • View organization page for ezyagent, graphic

    710 followers

    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!
  • View organization page for ezyagent, graphic

    710 followers

    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.
  • View organization page for ezyagent, graphic

    710 followers

    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.
  • View organization page for ezyagent, graphic

    710 followers

    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
  • View organization page for ezyagent, graphic

    710 followers

    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.
  • View organization page for ezyagent, graphic

    710 followers

    Are you feeling the strain of burnout as an insurance agent or broker? Burnout is more than just fatigue. 33% of agents are losing focus, 31% are losing interest, 21% are procrastinating, and 37% feel out of control. Could this be impacting your success? Manual tasks aren’t just time-consuming—they increase errors, stress, and even legal risks. Automation can help you work smarter, not harder, improving both productivity and work-life balance. ezyagent is the all-in-one automation tool that manages alerts, scheduling, texts, and emails. With everything centralized on one platform, you’ll cut errors, regain control, and banish burnout. Ready to experience the difference? Automate your insurance tasks and reclaim your time with ezyagent. Try it free for 14 days! If interested, comment "automate" and we’ll reach out to you. #InsuranceAMS #InsurTech

  • View organization page for ezyagent, graphic

    710 followers

    Do you feel overwhelmed by tracking every policy deadline? As an insurance agent or broker, missing a payment or document deadline could cost you a client and your peace of mind. With ezyagent, you can automate alerts for payments, pending cancellations, expirations, and missing documents. Our platform ensures you never miss a critical deadline again. Imagine the relief of knowing every important date is tracked and managed automatically. Start using ezyagent today and keep your business on track effortlessly! If interested, DM us or comment "automate," and we’ll reach out to you!

    • No alternative text description for this image
  • View organization page for ezyagent, graphic

    710 followers

    Want a simpler way to manage client communication? With ezytext on ezyagent, you can send, receive, schedule, and automate messages all from one powerful platform. Picture this: effortlessly scheduling policy reviews, sending timely reminders for document submissions, and automating follow-ups, all from your dashboard. With ezytext, insurance agents and brokers can efficiently handle communications like reminding clients about upcoming renewals, confirming appointments, or providing updates on claims, all while typing with ease. Start using ezytext on ezyagent today to streamline your client communication and boost your productivity! Interested? DM us or comment "text" and we'll reach out to you! #Texting #TextingAutomation

    • All Your Texting in One Platform
Send and receive client texts seamlessly with ezytext, all from ezyagent.

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