EzyTise
Sales and marketing automation CRM for insurance agencies and independent agents
Overview
EzyTise is a sales and marketing automation CRM platform built specifically for insurance agencies, independent agents, and small-to-mid-size sales organizations. Founded in 2012 and headquartered in Anthem, Arizona, EzyTise has developed an all-in-one platform that automates up to 90% of the prospecting cycle while preserving the human element in client interactions.
The platform integrates CRM, 2-way SMS, email automation, AI-powered chat, and multi-channel campaign tools into a unified workflow engine. Insurance professionals use EzyTise to convert leads, nurture pipelines, schedule appointments, and retain clients without manually managing repetitive tasks.
EzyTise also serves mortgage originators, CPAs, real estate brokers, lawyers, and other sales professionals, though its primary market focus is insurance distribution.
Products & Services
EzyTise CRM
An all-in-one sales and marketing automation platform designed for insurance professionals. The core CRM combines communication, pipeline management, and marketing tools in a single interface.
Key Features
- 2-way SMS messaging and email sequences
- Google My Business (GMB) texting
- Live webchat for real-time lead engagement
- Pipeline management and sales funnel builders
- Website builder with form and survey tools
- Reputation marketing and local listing management
- Workflow automation for lead nurturing and follow-ups
- Online appointment scheduling
- Customer data dashboard and reporting
Target Users: Insurance agencies, independent agents, small-to-mid-size sales organizations
ChatEngage.AI
A conversational AI bot powered by ChatGPT-4 that engages leads with specific sales objectives. Designed to handle appointment booking and product promotion through natural, human-like dialogue.
Key Features
- ChatGPT-4 powered conversational engine
- Automated lead qualification and appointment booking
- Consistent, scalable AI-driven outreach
- Integrates with EzyTise CRM workflows
Target Users: Insurance agents, sales teams seeking to automate lead engagement
Campaign Tools
A suite of multi-channel marketing tools for insurance professionals to run campaigns and capture leads.
Key Features
- Direct digital mail campaigns
- Social media automation
- Video and content marketing
- Multi-channel campaign management (SMS, email, social media)
- Lead capture workflows
Target Users: Insurance agencies, independent agents running marketing campaigns
At a Glance
- Founded
- 2012
- Headquarters
- Anthem, Arizona, United States
- Employees
- 11-50
- Funding
- Bootstrapped
Category & Focus
- Category
- Distribution & Sales
- Subcategories
- CRM Sales Automation Marketing Automation Lead Nurturing
- Insurance Verticals
- P&C Personal P&C Commercial Life & Annuity
- Target Customers
- Agents/Agencies, Brokers
Customers
- Insurance Brokers of Arizona (case study -- Cameron Brown, Agency Owner & Principal)
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Last updated: 2026-04-10