Eazzy Insurance Brokers
This software is specifically designed for insurance brokers and agents. See your job on the screen for the management of customers, insurance policies & related claims. Simple to use and understand, this software will change the way you operate, and ensure you remain focused on your customers and operations.
Eazzy Insurance Brokers
This software is specifically designed for insurance brokers and agents. See your job on the screen for the management of customers, insurance policies & related claims. Simple to use and understand, this software will change the way you operate, and ensure you remain focused on your customers and operations.
Insurance Brokers Management Software
CUSTOMERS, POLICIES, CLAIMS, RENEWALS
Driven by years of hands-on expertise and strong client partnerships, we’ve engineered a next-generation browser-based Insurance Brokers platform — smart, seamless, and built for performance
User Friendly
The software’s ergonomy has been designed so that users quickly understand the way to operate within it.
The Best Price
Our software is affordable and will meet your budgets
Secure
Various levels of rights for users will determine what users can do or not in the system
Personalized Training
We ensure that trainings are delivered in line with our customers business environment
EAZZY INSURANCE BROKERS
Features Listing
Client Management
- Structured Client Architecture
Dedicated Individual (Natural Person) and Corporate (Legal Person) profiles built to meet insurance regulatory standards and governance best practices. - 360° Client Intelligence
Centralised access to policies, claims, compliance records, related parties and historical interactions — delivering a complete operational view. - Integrated Communication Framework
Direct connectivity with Outlook, PABX / 3CX telephony and WhatsApp, ensuring seamless, traceable and professional client engagement. - Proactive KYC & Compliance Oversight
Dynamic forms, automated expiry monitoring and real-time reporting transform compliance into a controlled and continuously supervised process.
Policies Management
- End-to-End Policy Lifecycle Governance
Structured management of New Business, Renewals, Endorsements, Extensions and Cancellations within a controlled digital environment. - Advanced Role-Based Policy Structure
Clearly defined insured roles — Main Insured, Co-Insured, Beneficiaries and related parties — ensuring contractual clarity and regulatory precision. - Intelligent Multi-Party Premium Allocation
Automated premium distribution with full financial traceability and reconciliation integrity. - Controlled Renewal Orchestration
Automated workflows with embedded validation checkpoints and approval controls to safeguard operational standards. - Unified Real-Time Integration
Live synchronisation with client data, documentation, billing and compliance status — creating a fully connected brokerage ecosystem. - Enterprise Audit & Traceability
Comprehensive tracking of every amendment, validation and approval to ensure governance excellence and audit readiness.
Placing Slips Management
- Comprehensive Placing Slip Administration
Structured management of placing slips across multiple lines of business including General, Motor, Travel, Life and Health insurance. - Multi-Line Transaction Control
Designed to support different transaction types within a unified and standardised framework, ensuring operational consistency. - Integrated Risk & Documentation Management
Direct linkage between placing slips, client profiles, underwriting details and supporting documentation. - Operational & Compliance Transparency
Full traceability of amendments, approvals and communications to ensure regulatory alignment and internal governance control.
Proforma & Invoicing Management
- Integrated Proforma & Invoice Control
Comprehensive management of proformas, invoices and credit notes within a structured and controlled financial environment. - Direct Credit Note Processing
Issue credit notes for reversals without the need to create policy endorsements — simplifying operational workflows while preserving financial accuracy. - Optimised Payment Allocation Interface
Redesigned allocation engine enabling fast, precise matching of receipts to policies, insurers and outstanding balances. - Real-Time Debtor & Insurer Reporting
Instant access to debtor positions and insurer statements — reducing reporting time from hours to minutes. - Automated Statement of Account Distribution
System-driven emailing of Statements of Account (SOA) by policy type, including Motor and Non-Motor portfolios.
Management of Claims
Manage and follow-up the claims of your customers.
Payment Allocation & Balance Management
- Integrated Payment Allocation Engine
Eazzy’s advanced allocation module enables precise matching of incoming payments against multiple invoices and policies within a controlled financial framework. - Multi-Transaction Allocation Capability
Allocate a single receipt across multiple transactions, clients or insurers — ensuring complete financial traceability. - Partial & Full Payment Monitoring
Accurately track partial and full settlements at both client and insurer levels with real-time balance visibility. - Automated Outstanding Recalculation
Instant recalculation of outstanding balances with automatic updates to batch histories and financial records. - Receipt Generation & Documentation
Immediate issuance and printing of official receipts, maintaining audit integrity and accounting compliance.
Document Management System (DMS)
- Structured & Secure Document Architecture
The inbuilt DMS ensures documents are organised within structured, standardised directories for immediate access and efficient retrieval. - Automated Filing Intelligence
Advanced naming conventions, grouped or individual document classification, unique document references and automated templates streamline document creation and storage. - Integrated Email & Communication Archiving
Structured email classification and automated filing maintain a complete and organised communication record. - Advanced Search & Retrieval Capabilities
Powerful search functions enable rapid identification of documents across clients, policies and transactions. - Flexible Deployment Environment
Available in Cloud, On-Premise or Hybrid configurations, for maximum operational flexibility. - Governance & Operational Efficiency
Designed to eliminate time lost in creating, searching and managing documents while ensuring compliance, security and audit readiness.
EAZZY INSURANCE BROKERS
Features Listing
Customer Management
Ensure there is one single & complete source of truth about your customers from which you can get a reliable 360-degree view including policies, claims etc.
View/manage the customer’s policies history and refer to related saved documents or generated in the system; in EAZZY data and documents are found in the same place. This approach ensures that you have at hand all pertinent information about your customer quickly and can provide quick answers and professional service if required.
Policies Management (New / Renewal / Endorsement / Cancellation)
The software provides for the management of all lines of business an Insurer Broker should require.
Travel, Health, Motor, Marine & General Insurance. Underwrite, endorse, adjust and renew your transaction easily.
Management of Quotes and Placing Slips
The system will generate quotes with listed items for each customer by pre-defined types of business.
When the quote is approved, generate the placing slips and send to the insurer using the same process. In order to facilitate all this, all the insurers services and products with whom your company works, are imported in the system so that you do not waste time looking for them.
Management of Claims
Manage and follow-up the claims of your customers.
Proforma and Invoicing Management Module
In the billing module, create invoices using a variety of combinations.
By policy per client, by client with many policies, by group of companies with one or many invoices for one or several policies. With EAZZY you may also link invoices to your accounting software.
Balance Due Management
Manage and view the balances on each policy per client.
This reporting module will be updated only if EAZZY Insurance Brokers is linked to your accounting software. If this is the case you will then be able to update and manage: Company/client information and see who has paid or not or which police has been paid or not.
Document Management System
The inbuilt DMS in Insurance Brokers ensures that documents are organized in well structured directories for quick access and document retrieval.
We believe that it is important to have secured, organized & automated filing directories for documents’ intuitive and quick access besides other all search functions available. Numerous functionalities are available: single or grouped documents naming conventions, in-built and other automated templates, with unique document references, as well as organized emails classifications, besides many other functions, will ensure that you will not spend time creating, searching and saving any type of document. Adopting a Cloud, on premise or hybrid access to your documents is possible as Insurance Brokers DMS section can be linked to any cloud.
more on the software features
Managing customer's policies efficiently
Customer Management: View/manage the customer’s policies history and refer to related saved documents or generated in the system; in EAZZY data and documents are found in the same place. This approach ensures that you have at hand all pertinent information about your customer quickly and can provide quick answers and professional service if required.
Policies Management (New/Renewal/Endorsement/Cancellation): Travel, Health, Motor, Marine & General Insurance. Underwrite, endorse, adjust and renew your transaction easily.
Management of Quotes and Placing Slips: When the quote is approved, generate the placing slips and send to the insurer using the same process. In order to facilitate all this, all the insurers services and products with whom your company works, are imported in the system so that you do not waste time looking for them.
more on the software features
See who has paid or not
Proforma and Invoicing Management Module: By policy per client, by client with many policies, by group of companies with one or many invoices for one or several policies. With EAZZY you may also link invoices to your accounting software.
Balance Due Management: This reporting module will be updated only if EAZZY Insurance Brokers is linked to your accounting software. If this is the case you will then be able to update and manage: Company/client information and see who has paid or not or which police has been paid or not.
Document Management System: We believe that it is important to have secured, organized & automated filing directories for documents’ intuitive and quick access besides other all search functions available. Numerous functionalities are available: single or grouped documents naming conventions, in-built and other automated templates, with unique document references, as well as organized emails classifications, besides many other functions, will ensure that you will not spend time creating, searching and saving any type of document. Adopting a Cloud, on premise or hybrid access to your documents is possible as Insurance Brokers DMS section can be linked to any cloud.
ADD ON MODULES
Stock Module
Multi Stocks Management
Inventories Management
Stock Removed Linked To a Job And an Equipment
Returns To Stock Linked To a Job And an Equipment
Management Of Transfer Between Stores
Management Of Bin Transfer
Management Of Stock Purchases
Management Of Returned Purchases To Supplier
History Of Every Stock Movement
Reports
Supplier Management
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