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
Submission: On December 05 via api from US — Scanned from DE
Form analysis
0 forms found in the DOMText 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