1
Live FirstCRM that feels effortless
All clients, policies, renewals and touchpoints in one clean timeline.
Client profilesActivitiesRenewalsNotes
What’s inside Easy Insurance?
A modular platform built for modern insurance broking.
2
Live FirstLeads in. Deals moving.
Capture, qualify and assign leads with SLAs and follow-ups built in.
Lead capturePipelinesFollow-ups dueSource tracking
3
Live FirstQuote-to-Cash, end-to-end
Request quotes, compare options, present, bind and track payments.
Quote requestsComparisonsAcceptancePayments
4
Coming SoonUnderwriting, streamlined
Rules, referrals and approvals in a single underwriting workbench.
ReferralsRule checksAuthority levelsAudit trail
5
Coming SoonClaims made simple
FNOL to settlement with tasks, documents, updates and reporting.
FNOLStatus trackingDocs hubNotifications
6
Coming SoonPricing you can control
Configure products with parameters, tables, rules and calc steps.
ParametersData tablesRulesOutputs
7
Coming SoonSelf-service portals that reduce admin
Clients and brokers upload docs, track status, and download schedules.
Upload linksSecure accessDownloadsHistory
8
Coming SoonEvery document, instantly searchable
Quotes, wordings, schedules and claims docs — organised and fast.
VersioningTagsOCR-readyPermissions
9
Coming SoonAutomations that do the chasing
Triggers, reminders and confirmations — without manual follow-ups.
Email/SMSTasksWebhooksTemplates
10
Coming SoonCompliance built-in
Track advice, disclosures, approvals, and changes with full audit trails.
FAIS-readyLogsRolesRLS security
1
Live FirstCRM that feels effortless
All clients, policies, renewals and touchpoints in one clean timeline.
Client profilesActivitiesRenewalsNotes
2
Live FirstLeads in. Deals moving.
Capture, qualify and assign leads with SLAs and follow-ups built in.
Lead capturePipelinesFollow-ups dueSource tracking
3
Live FirstQuote-to-Cash, end-to-end
Request quotes, compare options, present, bind and track payments.
Quote requestsComparisonsAcceptancePayments
4
Coming SoonUnderwriting, streamlined
Rules, referrals and approvals in a single underwriting workbench.
ReferralsRule checksAuthority levelsAudit trail
5
Coming SoonClaims made simple
FNOL to settlement with tasks, documents, updates and reporting.
FNOLStatus trackingDocs hubNotifications
6
Coming SoonPricing you can control
Configure products with parameters, tables, rules and calc steps.
ParametersData tablesRulesOutputs
7
Coming SoonSelf-service portals that reduce admin
Clients and brokers upload docs, track status, and download schedules.
Upload linksSecure accessDownloadsHistory
8
Coming SoonEvery document, instantly searchable
Quotes, wordings, schedules and claims docs — organised and fast.
VersioningTagsOCR-readyPermissions
9
Coming SoonAutomations that do the chasing
Triggers, reminders and confirmations — without manual follow-ups.
Email/SMSTasksWebhooksTemplates
10
Coming SoonCompliance built-in
Track advice, disclosures, approvals, and changes with full audit trails.
FAIS-readyLogsRolesRLS security
1
Live FirstCRM that feels effortless
All clients, policies, renewals and touchpoints in one clean timeline.
Client profilesActivitiesRenewalsNotes
2
Live FirstLeads in. Deals moving.
Capture, qualify and assign leads with SLAs and follow-ups built in.
Lead capturePipelinesFollow-ups dueSource tracking
3
Live FirstQuote-to-Cash, end-to-end
Request quotes, compare options, present, bind and track payments.
Quote requestsComparisonsAcceptancePayments
4
Coming SoonUnderwriting, streamlined
Rules, referrals and approvals in a single underwriting workbench.
ReferralsRule checksAuthority levelsAudit trail
5
Coming SoonClaims made simple
FNOL to settlement with tasks, documents, updates and reporting.
FNOLStatus trackingDocs hubNotifications
6
Coming SoonPricing you can control
Configure products with parameters, tables, rules and calc steps.
ParametersData tablesRulesOutputs
7
Coming SoonSelf-service portals that reduce admin
Clients and brokers upload docs, track status, and download schedules.
Upload linksSecure accessDownloadsHistory
8
Coming SoonEvery document, instantly searchable
Quotes, wordings, schedules and claims docs — organised and fast.
VersioningTagsOCR-readyPermissions
9
Coming SoonAutomations that do the chasing
Triggers, reminders and confirmations — without manual follow-ups.
Email/SMSTasksWebhooksTemplates
10
Coming SoonCompliance built-in
Track advice, disclosures, approvals, and changes with full audit trails.
FAIS-readyLogsRolesRLS security
Progress Report...
0%
Building
Our platform is currently undergoing testing. We’re working hard to bring you a simpler, smarter way to handle insurance brokering.
Here’s to making insurance brokering easier with Easy Insurance.
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