ezMakler - 2026 Pricing, Features, Reviews & Alternatives

ezMakler is a comprehensive insurance solution designed for insurance brokers, financial service providers, multi-agents, insurance agencies, and insurance administrators. The software enables users to manage customer contracts, claims, tasks, and appointments.

One of the key features of ezMakler is its collection of pre-designed Word document templates, including letters, cancellations, premium waivers, powers of attorney, and claims notifications. This helps streamline common administrative tasks and significantly simplifies the user experience. The software also allows users to search for customers based on the contract status, providing valuable insights and enabling targeted outreach. ezMakler also offers functionalities such as GDV data import, comprehensive contract change history, clear visualization of commissions, detailed commission accounting with full management of cancellations, and email integration.

The product is network-capable and available in a SQL Server version, allowing for multiple deployment options. ezMakler also offers a user management module, enabling the assignment of different access rights to various users. Additionally, the software integrates with a variety of third-party systems, including BiPRO interfaces, Zeitsprung, b-tix Box, Mr-Money, appRIORI, FinanzPlaner, NAFI and DWA Online Consumer Check for customer credit checks.