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EasyLife AI
QUOTE CLEANLY THE FIRST TIME
Real multi-carrier rules guide rate class and product fit in real time.
QUOTE SMARTER. CLOSE FASTER. PLACE CLEANER.
Instant, accurate quoting decision support that drives clean policy placement.
WHAT EASYLIFE AI DOES
FIND THE PERFECT POLICY IN SECONDS
Picture this: Your client, a 40-year-old non-smoker, needs a $500,000 term life policy, and you have minutes, not hours, to match them to the right policy.
UNMATCHED ACCURACY & SPEED
EasyLife AI instantly applies underwriting rules, rate class logic, and carrier APIs to identify optimal quotes—no guesswork, no digging.
HOW EASYLIFE AI HELPS
INSTANT PRECISION
Scan across carriers—all medical impairment lists, Rx rules, and product configurations—so you always quote the right product fit, every time.
10X FASTER SALES DECISIONS
Cut quote-to-application submission time dramatically, with fewer follow-up calls, back-and-forths, or escalations.
CONFIDENCE IN SUBMISSION
Inline validation ensures applications align perfectly with client profiles—reducing OTAs and NIGO rework.
BENEFITS GRABBED BY YOUR CLIENTS
BROADER ACCESS
Compare multiple carriers instantly, including complex cases.
TAILORED RECOMMENDATIONS
Rate class and product match that adapts to each client’s unique profile.
SMARTER CLIENT CALLS AND MEETINGS
Upfront prompts help agents capture a complete client profile — so every quote is accurate, and every app is clean.
WHO BENEFITS?
Independent Agents:
Close deals faster with confidence.Financial Advisors:
Add Term Life & IUL to your wealth toolkit without becoming an underwriting expert.Brokers & Platforms:
Power multi-carrier quoting across your producer network.Carriers:
Reduce processing time, decrease OTA rates, improve satisfaction.
WHY IT WORKS
Built On Real Underwriting Logic:
No more guess-and-check—every quote reflects carrier rules, rate class, and product fit.Tech-Forward, Human-Approved:
Agents stay in control, with system-enforced guardrails and smart prompts.Scalable Integration:
Plugs into existing systems—no dev work, no third-party exposure.
HOW IT WORKS
1) Start With The Basics
Speak or type a few essentials (age, sex, state, amount, term).
The Client Information Snapshot on the left fills instantly and updates as you go.
2) EasyLife Prompts For The Minimum
It asks for the few essentials needed to run a rate-class assessment (e.g., height, weight, smoking). Minimums are configurable to your workflow.
3) Assess, Explain, Refine
Click Assess Rate Class to get a carrier-by-carrier view with reasoning.
Not sure yet? Click Ask EasyLife AI to see the rule-level impact of new details.
Ready to price? Click Get Rate Quote for rate quotes tied to those exact classes — quote what’s real.
4) Follow-Ups To Lock It In
Each assessment appends three in-context follow-up questions (e.g., most recent blood pressure with date, lipid panel results, medications/family history) so you can replace assumptions and get it right the first time.
Ready To See It Live?
This isn’t a concept. It’s a working system powering real-time quoting—built on the same platform that delivers our AI Orchestration solutions.
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