EasyRisk

Facility Management Software

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The SaaS streamlines insurance and financial contract management by establishing a centralized facility that integrates client inquiries, policy placement, document issuance, renewals, and portfolio oversight into a unified system. Its main features include one-time setup of master facilities, automated publishing of sales channels, single-click placement and documentation, real-time renewal monitoring, and role-specific interfaces for managers, brokers, and clients, making it ideal for insurance brokers, financial service providers, and management teams seeking efficient, scalable, and transparent operations.

EasyRisk can be found in Facility Management Software categories.

The most similar products to EasyRisk are:

Kure Promoted → ThreeFlow → Taurus → Insly → Insurity →

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Details

EasyRisk Main Features

• Fair Pricing
  All features are included without hidden costs or extra fees, and no lock-in contracts.
• Pricing Plans
  There are different plans for small teams and larger firms, with flexible options to grow.
• Broker Workspace
  Brokers have a simple workspace to quote, place, and follow contracts inside each facility.
• Client Mobile App
  Clients can view policies, documents, and claims from their phones anywhere.
• Facility Platform
  The SaaS allows setting up a facility once, and all contracts, clients, and roles run on it from start to finish.
• Back-Office Console
  Managers and admins can set up and control all facilities from one easy dashboard.
• Renewals & Oversight
  Keep track of important renewals and see live views of exposure, revenue, and pipeline.
• Single Facility Model
  Use one facility for the whole firm to manage all policies and contracts easily.
• Publish Sales Channels
  Post each facility's offer where clients can see it and get automatic inquiries.
• One-Click Placement & Issue
  Bind contracts in the right facility and create client documents quickly with one click.

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EasyRisk Alternatives

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