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You’ve Arrived At The Future Of Insurance Sales!
DOCUMENTATION
How Easy Assistants AI Works
Install, connect, run voice and SMS agents, trigger workflow actions, and see exactly how CRM data is used.
What Easy Assistants AI does and how teams use it day to day.
Install the app, approve access, and finish workspace setup.
Build AI callers that follow up, qualify, and book appointments.
Send and receive AI text conversations from one inbox.
Start and AI voice call or SMS outreach from a contact workflow.
How SMS and voice activity stay in sync with your CRM inbox.
Contacts, tags, custom fields, opportunities, and calendars.
Why we request each permission and how the data is used.
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The Future of Insurance Agency Management
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Features
Live Real-time Support
Smart Inbox Suite
Desktop and Mobile App
Sales Management
Lead Capturing
Lead Nurturing
Integrated Calendars
Appointment Booking
CRM
Email Marketing
SMS Messaging
Team Training Portal
Insurance Website
Website & Funnel Builder
Online Review Generator
Reporting & Analytics
1-Year email Campaign
Form & Survey Builder
1-click email & texting
Payments & Invoicing
WebChat Widget
Powerdialer
Team Training Portal
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