All-in-one Productivity for Financial Advisors
Less admin. More advising.
Ease handles the repetitive, time-wasting tasks — so you and your team can focus on what matters.
Complete CRM, scheduling, drive, and transcription. Save up to 3 hours daily on admin tasks.
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See the transformation
From raw input to structured output—see how Ease simplifies messy admin into clear actions.
Time saved:
25+ minutes per interaction
25+ minutes per interaction
1.Record or Type
Capture client conversations your way. No special formatting.
2.AI Processing
Insurance-trained AI extracts key details and action items automatically.
3.Ready to Use
Structured summaries, follow-ups, and CRM-ready data in seconds.
Cost Calculator
Admin work is draining your time and budget
Keep your personal touch where it matters most client servicing and production. Let automation handle the admin work.
Complete business automation
What Ease Handles — Instantly or On-Demand
Everything your admin assistant does - CRM, scheduling, documents, email coordination - all automated. Free up your time for what matters most.
CRM Updates
Client goals, income, policies, claim details — auto-filled into your CRM right after a meeting, or manually when you need.
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Meeting Transcription & Summaries
Let Ease sit in on your client meetings, or upload a voice note after. It'll transcribe, summarize, and extract key facts instantly.
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Smart Foldering
Documents and images are filed into the right client folders (e.g. John Smith > Claims > Ankle 24/06) without lifting a finger.
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Follow-Up Scheduling
Capture action items, proposals, or review tasks — and have them scheduled on your calendar in one click.
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Ask AI
Instant retrieval of any information on clients, meetings, etc. across all modules, just ask AI.
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Google Integration
Seamless integration with Google Calendar and Gmail — no migration headaches, just clean automation.
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The automation advantage
Keep your personal touch where it counts
More time for clients, less time on admin
Automate 80% of admin tasks: CRM updates, scheduling, documents, email coordination.
Your personal touch stays focused on what matters most: client servicing, production work, and going the extra mile.
What You Need to Know
Frequently Asked Questions
01
Who is Ease designed for?
02
Do I need training to use Ease?
03
What's the onboarding process like?
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Is my data secure?
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What other features are coming?
Stop doing admin. Start serving clients.