Pol-Easy

Insurance management software for brokers and agents in Italy

Core Administration Established Bootstrapped

Overview

Pol-Easy is a broker management platform for insurance agents and intermediaries in Italy. The software is developed by Reference Italia Srls, an Italian software house focused on IT consulting and custom software development for insurance and commercial clients.

The platform consolidates broker operations into a single web-based system, covering the full client workflow from initial quotation requests through invoicing and payment reconciliation. Core capabilities include contract and claims management, unlimited document archiving linked to client records, automated expiration reminders via email and SMS, multi-user access with role-based profiles, and commission and fee billing. The application runs on server infrastructure hosted in certified data centers with automated daily backup.

Pol-Easy is used by small-to-mid-sized insurance brokers and agents across Italy. The platform is priced at EUR 1,499 for the first year and EUR 500 per year thereafter, positioning it as an accessible option for intermediaries who need complete management functionality without requiring dedicated IT resources.

Products & Services

Pol-Easy Insurance Management Platform

A web-based client lifecycle management system designed for insurance brokers and agents operating in Italy.

Key Features

Client management from quotation through final invoice and receipt
Multi-user access with configurable profiles for operators, sub-agents, and collaborators
Document archiving with unlimited storage linked to contracts, claims, and client records
Automated expiration reminders delivered via email, SMS, or fax
Invoice and payment tracking for commissions and consulting fees
Client communication tools including promotional email sending

Target Users: Independent insurance brokers and agents in Italy