Assieasy

Web-based management platform for insurance intermediaries in Italy

Core Administration Established Bootstrapped

Overview

Assieasy is a core administration and agency management platform serving insurance intermediaries -- agencies, brokers, and sub-agents -- in Italy. Developed and operated by Save S.R.L., the platform is purpose-built for the Italian insurance market, addressing the operational needs of independent insurance professionals and agency networks.

The platform is delivered as a cloud-based SaaS with an optional on-premises deployment. It provides a complete digital management environment covering client and portfolio profiling, production analytics, commission calculations, claims workflows, digital signature with OTP authentication, and multi-channel client communications via email, SMS, and WhatsApp. The system automates policy data imports from more than 30 Italian insurance carriers, including Allianz, Generali, AXA, Unipol, and Zurich, replacing manual data entry. Accounting integration is available for 12+ software systems including Team System, Zucchetti, and Wolters Kluwer, with SDI electronic invoicing compliance for Italian regulatory requirements.

Assieasy serves over 1,000 insurance agencies across Italy, including 53 agencies operating under Zurich distribution mandates. The company is bootstrapped and privately held, with no venture funding reported.

Products & Services

Assieasy Web Management System

Complete digital management platform for insurance intermediaries covering client management, portfolio administration, production analytics, commission calculations, and claims workflows.

Key Features

Client and portfolio profiling with full history
Production analytics and reporting dashboards
Commission calculation and tracking
Claims management workflows
Digital signature with OTP authentication

Target Users: Insurance agencies, brokers, and sub-agents in Italy

Assieasy Mobile Web-App

Mobile-responsive version of the management platform accessible from smartphones and tablets.

Key Features

On-the-go access to portfolio and agency data
Full compatibility with the web platform
No dedicated app install required (browser-based)

Target Users: Insurance agents and agency staff working remotely

Policy Flow Management

Automated import of policy data from 30+ Italian insurance carriers, eliminating manual data entry across the agency portfolio.

Key Features

Automated data flows from 30+ carriers including Allianz, Generali, AXA, Unipol, UnipolSai, and Zurich
Standardized policy data normalization across carrier formats
Reduces manual reconciliation and data entry errors

Target Users: Insurance agencies managing multi-carrier portfolios

Multi-Channel Communications

Integrated tools for client outreach directly within the management platform.

Key Features

Email, SMS, and WhatsApp messaging from the platform
Client communication history tracking
Automated renewal and notification workflows

Target Users: Insurance agencies and brokers managing client relationships

Home Insurance Portal

Dedicated customer-facing portal for home insurance quote management and client interactions.

Key Features

Online quote requests for home insurance products
Customer self-service portal
Integration with the agency management backend

Target Users: Insurance agencies offering home insurance products

Accounting Integration

Export capabilities and direct integration with major Italian accounting software platforms.

Key Features

Integration with 12+ accounting systems (Team System, Zucchetti, Wolters Kluwer)
SDI electronic invoicing compliance for Italian regulatory requirements
Automated export of financial data from the agency platform

Target Users: Insurance agencies managing accounting and regulatory compliance

At a Glance

Headquarters: Tortona, Alessandria, Italy
Employees: 1-10
Funding: Bootstrapped

Category & Focus

Category: Core Administration
Subcategories: Agency Management Policy Administration Claims Management Accounting Integration
Insurance Verticals: P&C Personal P&C Commercial Specialty/E&S
Target Customers: Agents/Agencies, Brokers