EazySelect

Customer-relationship and sales-management software for South Korean insurance agents

Distribution & Sales Established Bootstrapped

Overview

EazySelect is a customer-relationship and sales-management software provider for individual insurance agents in South Korea, covering both life and non-life lines of business. Rather than selling to carriers or general agencies, the company builds tools that an individual agent installs and owns directly.

Its main product is a locally-installed Windows program that keeps a structured, searchable record for each customer: personal, family, occupational, and financial details, a log of past conversations, itemized policy history, and a digital file store for scanned IDs, applications, and claims paperwork. The program calculates when a customer's long-running policy is close to finishing its premium-payment term and flags customers who may be affected when a competing insurer changes a benefit, surfacing both as sales-timing prompts. Because the software runs locally on the agent's own PC rather than on a shared server, the company positions the offline architecture as a way to keep client data outside pooled agency or carrier systems. The company also sells a standalone calculator for estimating Korean auto-insurance no-claim discount and surcharge tiers.

EazySelect is self-funded and has not raised outside investment. As of 2023 the company reported registered users spanning agents affiliated with 89 different agency and general-agency companies. The founder previously spent 14 years as a life-insurance sales agent and branch manager at ING Life Korea before starting the company.

Products & Services

내고객 다보여 (My Customer, Fully Visible)

Locally-installed Windows CRM for individual insurance agents, used to keep a single searchable record per customer across policies, conversations, and documents.

Key Features

Customer profile records covering personal, family, occupational, and financial details
Searchable log of past customer conversations and notes
Digital file storage for ID scans, applications, benefit-analysis documents, and claims paperwork
Health and policy-exclusion-period tracking with lapse reminders
Automatic calculation of policy premium-payment maturity dates for cross-sell timing
Claims-history tracking
Exportable prospect and in-force-policy lists
Multi-PC license support for up to three devices, added 2022

Target Users: Individual insurance agents and small general-agency offices in South Korea