Features & Pricing


Features, Benefits, Pricing

+ Features

  • EZBuy uses exact carrier applications, forms, disclosures and/or text found on original applications where signatures are required
  • EZBuy can default certain underwriting questions as a stop gap measure for adverse risk placement
  • EZBuy allows a producer to get their own agency forms signed in addition to a carrier forms
  • EZBuy allows the producer to simultaneously assist the customer through the signing and buying process over the phone if needed
  • EZBuy includes a co-browse feature that allows the Producer and Customer to see the same forms at the same time online
  • EZBuy allows the producer to monitor a customer’s progress page by page online as they proceed through the process
  • EZBuy allows producer to pre-evaluate responses to critical underwriting questions being answered that could reveal an unacceptable risk before policy inception
  • EZBuy can collect the down payment and any fees seamlessly by credit card, debit card, e-check or PayPal
  • EZBuy can split the down payment if an producer chooses to collect a partial amount
  • EZBuy can automatically direct the down payment to the proper trust account
  • EZBuy can deliver copies to the customer of all signed documents and forms along with their Deal Security Code
  • EZBuy can deliver the declarations page, policy jacket and first months payment notice if carrier is set up to do so
  • EZBuy has an interface that allows producers to access a variety of reports
  • EZBuy restricts access so customer can’t buy insurance alone or after hours in order to cover a prior claim
  • EZBuy allows for an agency’s management to be automatically notified of agent’s sales activity
  • EZBuy provides retrievable records that are SSL encrypted, “hashed”, processed and stored in a safe and secure Class-A SAS 70 Type II Certified facility
  • EZBuy is the only off the shelf e-signature sales process designed and built by insurance people with insurance retail selling experience
  • EZBuy will help agents, brokers and carriers sell more insurance by making it convenient to buy
  • EZBuy sales process is free to agents, brokers, carriers and comparative raters

+ Benefits

  • Increased sales due to real-time availability, click fast convenience and ease of use
  • A useful, money making, value added sales tool that producers can really use
  • Unlimited users
  • Allows producers to package and sell a variety of insurance coverages and carriers online
  • Discourages fraud and misrepresentation by requiring customer to review and “Accept” the information and terms contained on the insurance application in order to proceed
  • No geographical boundaries by allowing sales to be made to customers anywhere
  • Compete with Direct Carriers who are selling online now
  • Better STP (straight through processing) capabilities in applications processing, underwriting and policy issuance
  • Reduction of data inconsistencies from manual data entry errors by providing controls on fields
  • Better internal controls and support of risk management and procedures by providing full audit trails
  • Better customer service by speeding up the entire application process
  • Higher employee and customer retention and satisfaction as well as increased productivity
  • Reduction of operational costs by reducing paper generation, matching and routing
  • Reduction in paper overall, eliminating trips by producers to move forms to customers or to their offices and reducing delivery services all of which contributes to green IT
  • Collateral cost savings on postage, specialty mail-handling, reduction of clerical handling, data rekeying, manual data verification and paper document storage
  • Finger tip monitoring, managing and retrieval of safe and secure records
  • Unsurpassed cost effectiveness because EZBuy is free to agents, brokers carriers and comparative raters

+ Pricing

  • In case you missed it, the EZBuy e-signature sales process is free to agents, brokers, carriers and comparative raters. That’s right, FREE!
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