Easy Agent enables you to create a database of agents using our global database. You will have access to agent contact details across the world and be able to filter by role, institution or country. Link Easy Agent to other modules such as Easy Agent Publisher and Easy Communicator to streamline your entire agent management process.
Once you have an Easy Agent database you can use Easy Agent Publisher to publish all your agent details on your institution website. This subscribes to ESOS compliance and you don’t have to do manual updates. Every time an agent makes a change, the software will update it on your site.
Your agent network is worldwide with multiple contact people. Easy Communicator is a system that enables you to communicate with the right person each time. By having all your messages in one system you don’t have to refer to multiple emails. Track all your communication history and make sure your messages get to the right people.
Every agent may have a different commissions scheme. Easy Commissions enables you to manage it all – set, calculate and process commissions for each of your agents based on their respective packages. With Easy Commissions you can keep track of all amounts paid and owing without having to calculate each account manually.
As an institution you are responsible for everything your agents do and say. Our solution is Easy Notes, a module that enables you to record all critical interactions with your agents. These include marketing plans or visits, comments, documents and reports. With a complete record on hand, you and your staff will always be up to date with agent dealings.
With Easy Agreement Manager you can issue contracts to your agents and keep track of agreement expiry dates. You will also be able to run audit checks for agent appointments and renewals. Easy Agreement Manager removes the pain of paperwork. You can always check on agreement statuses online or run reports to see what’s outstanding.