Industries
Insurance agency management software for brokers, agencies, agents and insurers
Insurance distribution runs on many insurers, many products and a steady stream of renewals, documents and claims. EZ Solutions builds PolicyIQ for this work, and builds custom software for insurance teams whose needs go further.
At a glance
What insurance agency management software do brokers need?
For insurance, EZ Solutions offers PolicyIQ, a family of six products for brokers, agencies, agents and insurers. PolicyIQ | Desk runs an agency's team, branches, customers, renewals and commission; the other products cover broking, POSP networks, AI document extraction, insurer APIs and an AI chatbot. For needs outside PolicyIQ, it builds AI, integration and custom software for insurance businesses.
- Made for
- Insurance brokers, insurance agencies, individual agents and POSPs
- Products
- PolicyIQ
- Services
- AI and LLM, Integrations, Mobile apps
Everyday problems
What slows insurance businesses down?
Renewals slip through
Renewal dates live in spreadsheets and phones, so policies lapse because nobody called in time.
Documents arrive in every format
Each insurer sends policy schedules differently, and staff re-type the same fields again and again.
A different system for every insurer
Quotes, issuance and claims mean logging into many portals and copying data between them.
POSP networks are hard to see
Onboarding, certification, activity and payouts for agents sit in separate files and chats.
Recommended products
EZ Solutions products for insurance
Explore PolicyIQPolicyIQ
Insurance broking software
PolicyIQ | One runs a brokerage's policies, renewals, claims and POSP network in one workspace, with Extract, Gateway, Desk, Assist and Match covering documents, insurer APIs, agents, chat and comparison.
Services
EZ Solutions services for insurance
AI and LLM
Document reading for proposal forms and policy schedules, and WhatsApp assistants that answer policy questions, built around an insurer's or broker's own data.
Explore AI and LLMIntegrations
Connections to insurer, KYC and payment APIs, and to accounting, so policy and commission data stops being re-entered.
Explore IntegrationsMobile apps
Apps for POSP agents and field sales teams to quote, collect documents and track leads from a phone.
Explore Mobile apps
Custom software
Custom software for insurance businesses
Insurance businesses often need software shaped around their own products, partners and processes. EZ Solutions builds it to order, for example:
Claims intake app
Customers or agents report a claim with photos and documents from a phone, and the team tracks it to settlement.
Renewal assistant on WhatsApp
Customers get renewal reminders, premium details and a payment link in one conversation.
Partner and corporate portal
Employers or partners see their group policies, endorsements and claims in one place.
Frequently asked questions
Software for insurance: common questions
PolicyIQ. It is a family of six insurance products: One for broking operations, Extract for AI document extraction, Desk for independent POSP agents, Gateway for insurer APIs, Assist for an AI chatbot and Match for policy comparison.
Yes. EZ Solutions builds custom software for insurance businesses, such as claims intake apps, partner portals and WhatsApp assistants, and can connect it to PolicyIQ and to insurer systems.
Yes. PolicyIQ serves brokers, POSP networks, insurers and insurtech teams, and EZ Solutions' AI and integration services suit insurers' own operations teams too.
Official sources
- IRDAIInsurance Regulatory and Development Authority of India, the regulator for insurers, brokers and POSP agents.
The right product, or one built to fit.
Tell EZ Solutions about the business. The team will suggest a product, or build a custom one.