www.fize.com Open in urlscan Pro
34.249.200.254  Public Scan

URL: https://www.fize.com/products/fize-for-agents?utm_medium=email&utm_source=Outbound&utm_campaign=WDEC
Submission: On December 05 via api from US — Scanned from DE

Form analysis 0 forms found in the DOM

Text Content

 * Home
 * Products
   
    * Fize for Agents
      New
      Utilize Fize for Agents to access verified customer policy data. Enhance
      their experience with personalized advice and pricing based on their
      coverage
    * Enterprise Connect
      Instant access to real-time insurance data, mitigate fraud risks,
      personalize multi-policy quotes, and streamline acquisitions for optimized
      conversion.
    * Integrations
      Effortlessly integrate with leading ecosystem partners like HawkSoft,
      EZLynx, and beyond to enhance your platform's versatility.
   
    * EZLynx
    * Hawksoft
    * Zapier
   
   Platform
    * API References
      Explore the Technical Details: API Reference Documentation
    * Recipes
      Code Crafting Guide: Creating Solutions with API Recipes
    * Setup Instructions
      Navigate through our detailed step-by-step setup instructions to integrate
      Fize with platforms like EZLynx, HawkSoft, Zapier, and more. Streamline
      your workflow with ease.
   
    * EZLynx
    * Hawksoft
    * Zapier

 * Demo
 * Pricing
 * Resource
   
   Learn
    * Blog
      We share our thoughts and insights here. Explore our collection of blogs.
    * Customer Success
      We're honored by our customers' journeys. Explore their success stories
      here.
   
   Support
   
    * Help Center
      We're here to help. Visit our Help Center for any queries or guidance you
      might need.
    * Data Security
      Your safety is paramount. Learn how we prioritize and uphold data
      security.

 * Company
   
   Company
    * About Fize
      Empowering the insurance industry with real-time, carrier-verified data
      access, Fize is committed to driving transparency, reducing
      inefficiencies, and fostering trust.
    * Careers
      We're hiring!
      We value every talent. See how you might find a home in our team.
    * Contact Us
      Your feedback and questions matter to us. Please don't hesitate to reach
      out.
    * Schedule Meeting
      Interested in Fize? Click here to book a 30-minute face-to-face session






FIZE FOR AGENTS

Fize Agency solution enables agents to share digital tools with their customers
to confidently and conveniently share their current insurance information. This
helps agents save time and do what they do best, help customers buy and switch
without investing hours shopping.


Sign Up for Free


HOW IT WORKS?

1
Share your link
2
Customer syncs policy
3
Instantly review data
4
Send data downstream


SHARE YOUR LINK

Effortlessly integrate and share your custom sync link on websites or via
text/email. Simplify client communication by providing easy access to updates.
Streamline interactions and enhance engagement for effective collaboration.


CUSTOMER SYNCS POLICY

Enable seamless policy sharing by allowing clients to sync or upload policies,
mirroring the straightforward process of linking a checking account to Venmo.
This user-friendly approach enhances convenience and ensures efficient policy
management.


INSTANTLY REVIEW DATA

Effortlessly access and assess your client's Home, Auto, and Umbrella policies
in real-time through the intuitive Fize for Agents dashboard. Streamline your
workflow and provide prompt, informed assistance with this powerful and
convenient feature at your fingertips.


SEND DATA DOWNSTREAM

Fize is the industry leader in structured data - enabling the free flow of data
from 95% of policies to flow seamlessly through the ecosystem






HOW IT WORKS

SHARE YOUR LINK

Effortlessly integrate and share your custom sync link on websites or via
text/email. Simplify client communication by providing easy access to updates.
Streamline interactions and enhance engagement for effective collaboration.

CUSTOMER SYNCS POLICY

Enable seamless policy sharing by allowing clients to sync or upload policies,
mirroring the straightforward process of linking a checking account to Venmo.
This user-friendly approach enhances convenience and ensures efficient policy
management.


INSTANTLY REVIEW DATA

Effortlessly access and assess your client's Home, Auto, and Umbrella policies
in real-time through the intuitive Fize for Agents dashboard. Streamline your
workflow and provide prompt, informed assistance with this powerful and
convenient feature at your fingertips.


TRUSTED BY

Top Agencies, Networks, Insurtechs and Lenders




PLANS THAT FIT YOUR NEED


Simple, transparent pricing that grows with you. Try any plan free for 14 days.
Monthly billing
Annual billing
Save 30%


FIZE FOR AGENTS - GROWTH


$89/Month
Billed monthly.
Personal policy details.

Sign up free (14 day trial)

Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings
seamlessly.
• All core features including retrieval of personal policy details, declaration
pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient
communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much
more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• 5 users included 
‍(+$15/additional user)
• 50 syncs per month
‍(+$2/additional sync)

Document History:
• Access up to 7 years of comprehensive document history.



FIZE FOR AGENTS - SCALE


$200/Month
Billed monthly.
Personal policy details.


Sign up free (14 day trial)

Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings
seamlessly.
• All core features including retrieval of personal policy details, declaration
pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient
communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much
more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• 10 users included 
‍(+$15/additional user)
• 150 syncs per month
‍(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.



FIZE FOR AGENTS - COMMERCIAL

Beta

$325/Month
Billed monthly.
Personal policy & Commercial policy.


Sign up free (14 day trial)

Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings
seamlessly and commercial auto.
• All core features including retrieval of personal policy details, declaration
pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient
communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much
more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Commercial policy:
• Supports retrieval of commercial policy details.

Beta
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• Get customised amount of syncs and users depending on your requirement.
User & Sync Flexibility:
• 10 users included
‍(+$15/additional user)
• 150 syncs per month
‍(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.




FIZE FOR AGENTS - GROWTH


$63/Month
Save 30%
$756/Annually
Billed annually.
Personal policy details.

Sign up free (14 day trial)

Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings
seamlessly.
• All core features including retrieval of personal policy details, declaration
pages, and more.

In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient
communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much
more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• 5 users included 
‍(+$15/additional user)
• 50 syncs per month
‍(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.



FIZE FOR AGENTS - SCALE


$140/Month
Save 30%
$1680/Annually
Billed annually.
Personal policy details.

Sign up free (14 day trial)

Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings
seamlessly.
• All core features including retrieval of personal policy details, declaration
pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient
communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much
more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• 10 users included 
‍(+$15/additional user)
• 150 syncs per month
‍(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.



FIZE FOR AGENTS - COMMERCIAL

Beta

$229/Month
Save 30%
$2748.00/Annually
Billed annually.
Personal policy & Commercial policy.


Sign up free (14 day trial)

Personalized Agent Dashboard:
• Manage your clients, view documents, coverages, vehicles and dwellings
seamlessly and commercial auto.
• All core features including retrieval of personal policy details, declaration
pages, and more.
In-House Policy Data Collection Tool:
• Instantly share your link with prospective clients for efficient
communication.
Zapier Integration:
• Connect effortlessly with Agency Zoom, Better Agency, Salesforce, and much
more.
Ezlynx Integration:
Direct integration at no additional cost.
Customization:
• Enhance your link with personalized agency logos and profile pictures.
Commercial policy:
• Supports retrieval of commercial policy details.

Beta
Client Progress Tracking:
• Monitor your client’s progress with intuitive built-in funnel tracking.
User & Sync Flexibility:
• Get customised amount of syncs and users depending on your requirement.
User & Sync Flexibility:
• 10 users included
‍(+$15/additional user)
• 150 syncs per month
‍(+$2/additional sync)
Document History:
• Access up to 7 years of comprehensive document history.


Learn about FIZE for agents


SCHEDULE IN PERSON MEETING

1:1 Demo or onboarding for Fize's Instant Connect for Agents.
Close better business faster!

Schedule


ACCESS FULLY-VERIFIED EXISTING POLICY DATA FROM YOUR CUSTOMERS TO STREAMLINE &
HYPER-PERSONALIZE THEIR EXPERIENCE


MAKE IT EASY TO DO BUSINESS WITH YOU

Save 30 minutes you’d otherwise spend gathering data in order to present a
quote. Your customers need recommendations, not headaches.

OFFER PRESCRIPTIVE RECOMMENDATIONS

Anchor your recommendations to your customer's existing coverage. Are they
over-insured? Under? Glaring gaps? Kick that old "insurance is sold not bought"
adage to the curb

UNLOCK NEW & INCREMENTAL REVENUE

Agents enjoy up to 4x higher conversion rates when customers are empowered by
the simplicity of syncing live auto and home coverages.

LEVEL UP YOUR MARKETING FUNNEL

84% of policy shoppers report they’d prefer the option of sharing policy data in
exchange for personalized service, advice, price. Take the friction out of their
search.




DISTRIBUTING YOUR SYNC LINK & USE CASES



 * Verify the enriety of your prospect's current coverage details
 * Amplify your marketing's potency with "sync, compare, and save" call to
   action
 * Upsell & cross-sell new and existing clients easily in moments

 * Generate & distribute your policy links to any affiliate partner
 * Retarget prospects when their renewal dates are upcoming
 * Recover abandoned and uncontacted prospects


EMPOWER YOUR CLIENTS TO SYNC POLICIES IN ORDER TO ACCESS PRESCRIPTIVE SERVICE,
ADVICE, AND PRICE IN RELATION TO THEIR EXISTING COVERAGE



200+ CARRIERS SUPPORTED



All major and second tier providers comprising of 98% of all active Auto & Home
policies in the United States



GENERATE & DEPLOY YOUR 'SYNC LINK' IN SECONDS



Embed your policy sync link directly to your site, quoting app, or just deploy
via email or text to your customers




INSTANTLY COLLECT ALL COVERAGE DATA



Access dec pages, previous claims, ID cards, binders, asset Info, VINs, and 100+
additional fully verified data elements



NO CODING REQUIRED



We're serious. Retrieved policy data routes to your email, our platform, and/or
directly to your AMS or Rating platforms of choice

Sign Up for Free


SEE WHAT AGENTS ARE SAYING ABOUT US


Sophia Martinez

Independent Agent

“With Fize, I feel like I’m always a step ahead. The platform’s seamless
integration with leading ecosystem partners has expanded my reach and
capabilities. It’s not just a tool; it’s a partner in my success.”

Jake Wilson

Broker at TrustShield Insurance

“Fize is the future of insurance. Its innovative approach to data access and
sharing has set a new standard in the industry. As a broker, it’s given me an
edge in offering hyper-personalized quotes to my clients. Highly recommended!”

Emily Davis

Lead Agent at Horizon Brokers

“In my 15 years as an insurance agent, I’ve never come across a platform as
transformative as Fize. It’s streamlined my operations, reduced quoting time,
and enhanced the overall client experience. Every agent needs Fize in their
toolkit!”

Raj Patel

Agent at Family First Insurance

“Fize has empowered me to serve my clients better. With its instant access to
comprehensive insurance data, I can provide curated insurance products that
resonate with my clients’ needs. The results? Happier clients and more closed
deals!”

Linda Kim

Broker at Metro Insurance Services

“The interoperability that Fize offers is unparalleled. It’s bridged the gap
between carriers, agents, and clients, making the entire insurance process more
transparent and efficient. I can’t imagine going back to the old ways.”

Michael Rodriguez

Senior Agent at SecureLife Insurance

“Fize has revolutionized the way I approach insurance. With instant access to
verified policy data, I can offer my clients tailored solutions that truly meet
their needs. Closing deals has never been smoother!”

Sarah Thompson

Independent Insurance Agent

“Since integrating Fize into my workflow, I’ve seen a significant reduction in
the time I spend on quotes. The platform’s accuracy and efficiency have allowed
me to focus more on building relationships with my clients. It’s a
game-changer!”





Products
 * Fize for Agents
   New
 * Enterprise Connect
 * Integrations
   * EZLynx
     New
   * Hawksoft
   * Zapier

Platform
 * API References
 * Recipes
 * Setup Instructions
   * EZLynx
   * Hawksoft
   * Zapier

Demo
 * Demo

Pricing
 * Pricing

Learn
 * Blog
 * Customer Success

Support
 * Help Center
 * Data Security

Company
 * About Fize
 * Careers
 * Contact Us
 * Schedule Meeting

Copyright © Fize 2023

Privacy Policy
Terms of Use