Eazydigital provides a modular SaaS platform for insurance carriers and brokers that automates quotation generation, commission calculations, and agent onboarding using AI and rule‑based engines. The solution includes a gamified campaign suite, self‑service customer portal, and real‑time analytics dashboards, all accessible via APIs and widgets for seamless integration with existing systems.
Funding
Funding not disclosed
Founders
Product
Problem
Insurance carriers and brokerage firms often rely on disconnected tools for sales campaigns, quotation processing, commission calculations, and customer service, leading to manual errors, low agent engagement, and delayed insights into performance. These inefficiencies hinder sales growth and increase operational costs.
Solution
Eazydigital delivers an AI‑enhanced, modular SaaS platform that unifies sales enablement, workflow automation, and customer interaction for insurers and brokers. The system automates quotation generation using rate‑table uploads and AI‑driven product recommendations, while a rule‑based commission engine calculates multi‑tier payouts without manual intervention. Gamified campaign modules keep agents motivated through leaderboards, streak rewards, and real‑time performance tracking. Self‑service portals empower customers to manage policies, submit claims, and obtain quotes instantly. Integrated dashboards provide configurable, real‑time analytics across sales, credit, and compliance metrics, enabling data‑driven decision making. The platform also offers API‑based widget integration and digital onboarding with eKYC to streamline agent recruitment and system adoption.
Target Audience
The primary customers are insurance carriers and brokerage firms seeking to digitize their sales channels, as well as agency and telesales teams that require automated quoting, commission management, and performance analytics.
Features
- AI‑powered quotation engine with API‑connected rate tables, instant pricing, and product recommendation models.
- Rule‑based commission engine supporting percentage, fixed‑amount, policy‑type, and multi‑tier structures with automated payouts.
- Gamified campaign suite featuring real‑time leaderboards, streak incentives, and tiered reward mechanisms to boost agent productivity.
- Unified customer portal for policy view, claim submission, renewal reminders, and on‑demand quote requests.
- Configurable dashboards and reporting tools with drill‑down visualizations for sales, KPIs, credit limits, and billing status.
- Digital agent onboarding workflow with eKYC verification, document automation, and automated approval routing.
- Media & communications hub with searchable asset library, push notifications, and engagement analytics across web, mobile, and tablet.
- Widget and API integration layer allowing seamless embedding of platform functionality into existing insurer or broker systems.