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An AI-Powered Platform that Streamlines
Your Benefits Enrollment, Decision Support, and Administration
One Benefits Platform, Endless Possibilities
AI-Powered Efficiency
Optimized for Carriers, Brokers, & Employees
Enrollment + Billing + Reconciliation + Employee Communications
Real-Time Data in One Place
Why Should You Choose AgencyEZ
Watch How AgencyEZ Redefines How Employee Benefits are Managed
An All in One Benefits Management Solution
Whether you manage small groups or enterprise-level cases, agencyEZ give you the operational backbone to scale confidently.
- Set up cases in minutes, not days
- Support complex group and worksite products accross multiple states
- Deliver omnichannel enrollment (self-service, call center, offline)
- Eliminate spreadsheets, manual billing, and reconcilliation chaos
- Focus more time on selling, not fixing systems
Our benefits administration platform helps carriers simplify distribution while maintaining compliance, accuracy, and control.
- Receive clean, compliant enrollment data automatically
- Support complex underwriting rules (GI vs SI, issue vs attained age)
- Reduce exception handling and manual intervention
- Integrate seamlessly via APIs and secure file delivery
- Scale distribution without scaling operational risk
Fully customizable solution for GA's and their broker partners, delivering operational efficiency to all stakeholders
Join the Growing Network of Partners
Annual Active Premium
Lives on Platform
Carrier Integrations
A Solution for All Size Companies
Whether you’re looking for streamlined enrollment, automated billing, financial accuracy, AI-driven workflows, or seamless integrations, agencyEZ gives you the tools you need to operate at enterprise speed.
AEZ Core
Essential tools for emerging teams or smaller groups firing up automation for the first time.
Most Popular
AEZ Pro
The ideal fit for growing agencies, carriers, or association increasing scale and complexity.
AEZ Enterprise
Full enterprise power with advanced automation, custom branding, APIs, and unlimited potential.
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