Fize for Agents

Fize Agency solution enables agents to share digital tools with their customers to confidently and conveniently share their current insurance information. This helps agents save time and do what they do best, help customers buy and switch without investing hours shopping.

Sign Up for Free

How it works?

1
Share your link
2
Customer syncs policy
3
Instantly review data
4
Send data downstream

How it works

Share your link

Effortlessly integrate and share your custom sync link on websites or via text/email. Simplify client communication by providing easy access to updates. Streamline interactions and enhance engagement for effective collaboration.

Customer syncs policy

Enable seamless policy sharing by allowing clients to sync or upload policies, mirroring the straightforward process of linking a checking account to Venmo. This user-friendly approach enhances convenience and ensures efficient policy management.

Instantly review data

Effortlessly access and assess your client's Home, Auto, and Umbrella policies in real-time through the intuitive Fize for Agents dashboard. Streamline your workflow and provide prompt, informed assistance with this powerful and convenient feature at your fingertips.

Trusted by

Top Agencies, Networks, Insurtechs and Lenders

Plans that fit your need

Simple, transparent pricing that grows with you. Try any plan free for 14 days.

Fize Connect - Personal Lines

$89/Month
Billed monthly.
Sign up free (14 day trial)
Personalized Agent Dashboard, where you manage your clients, view documents, coverages, vehicles, and dwellings.
In-house policy data collection tool built to share your Link with prospective clients instantly.
Zapier Integration for connecting with Agency Zoom, Salesforce and much more.
Personalize your link with your agency logo and profile picture
Track your client's progress with your built in funnel tracking
10 users included with no cap on the number of syncs.
Upto 7 years of document history 

Fize Connect - Commercial Lines 

$249/Month
Billed monthly.
Sign up free (14 day trial)
Personalized Agent Dashboard, where you manage your clients, view documents, coverages, vehicles, and commercial auto.
In-house policy data collection tool built to share your Link with prospective clients instantly.
Zapier Integration for connecting with Agency Zoom, Salesforce and much more.
Personalize your link with your agency logo and profile picture
Track your client's progress with your built in funnel tracking
10 users included with no cap on the number of syncs.
Upto 7 years of document history

Fize Connect - Personal & Commercial 

$325/Month
Billed monthly.
Sign up free (14 day trial)
Personalized Agent Dashboard, where you manage your clients, view documents, coverages, vehicles, dwellings and commercial auto.
In-house policy data collection tool built to share your Link with prospective clients instantly.
Zapier Integration for connecting with Agency Zoom, Salesforce and much more.
Personalize your link with your agency logo and profile picture
Track your client's progress with your built in funnel tracking
10 users included with no cap on the number of syncs.
Upto 7 years of document history

Fize for Agents - Personal Lines

$63/Month
Save 30%
$756/Annually
Billed annually.
Sign up free (14 day trial)
Personalized Agent Dashboard, where you manage your clients, view documents, coverages, vehicles, and dwellings.
In-house policy data collection tool built to share your Link with prospective clients instantly.
Zapier Integration for connecting with Agency Zoom, Salesforce and much more.
Personalize your link with your agency logo and profile picture
Track your client's progress with your built in funnel tracking
10 users included with no cap on the number of syncs.
Upto 7 years of document history 

Fize for Agents - Commercial Lines 

$170/Month
Save 30%
$2040/Annually
Billed annually.
Sign up free (14 day trial)
Personalized Agent Dashboard, where you manage your clients, view documents, coverages, vehicles, and commercial auto.
In-house policy data collection tool built to share your Link with prospective clients instantly.
Zapier Integration for connecting with Agency Zoom, Salesforce and much more.
Personalize your link with your agency logo and profile picture
Track your client's progress with your built in funnel tracking
10 users included with no cap on the number of syncs.
Upto 7 years of document history 

Fize for Agents - Personal & Commercial 

$229/Month
Save 30%
$2748/Annually
Billed annually.
Sign up free (14 day trial)
Personalized Agent Dashboard, where you manage your clients, view documents, coverages, vehicles, dwellings and commercial auto.
In-house policy data collection tool built to share your Link with prospective clients instantly.
Zapier Integration for connecting with Agency Zoom, Salesforce and much more.
Personalize your link with your agency logo and profile picture
Track your client's progress with your built in funnel tracking
10 users included with no cap on the number of syncs.
Upto 7 years of document history 
Learn about FIZE for agents

Schedule in person meeting

1:1 Demo or onboarding for Fize's Instant Connect for Agents.
Close better business faster!

Access Fully-Verified Existing Policy Data From Your Customers to Streamline & Hyper-Personalize their Experience

Make it easy to do business with you

Save 30 minutes you’d otherwise spend gathering data in order to present a quote. Your customers need recommendations, not headaches.

Offer prescriptive reccomendations

Anchor your recommendations to your customer's existing coverage. Are they over-insured? Under? Glaring gaps? Kick that old "insurance is sold not bought" adage to the curb

Unlock new & incremental revenue

Agents enjoy up to 4x higher conversion rates when customers are empowered by the simplicity of syncing live auto and home coverages.

Level up your marketing funnel

84% of policy shoppers report they’d prefer the option of sharing policy data in exchange for personalized service, advice, price. Take the friction out of their search.

Distributing Your Sync Link & Use Cases

Empower your clients to sync policies in order to access prescriptive service, advice, and price in relation to their existing coverage

200+ Carriers Supported

All major and second tier providers comprising of 98% of all active Auto & Home policies in the United States

Generate & Deploy Your 'Sync Link' In Seconds

Embed your policy sync link directly to your site, quoting app, or just deploy via email or text to your customers
iPhone mockup

Instantly Collect All Coverage Data

Access dec pages, previous claims, ID cards, binders, asset Info, VINs, and 100+ additional fully verified data elements

No Coding Required

We're serious. Retrieved policy data routes to your email, our platform, and/or directly to your AMS or Rating platforms of choice

See what agents are saying about us

Sophia Martinez

Independent Agent

“With Fize, I feel like I’m always a step ahead. The platform’s seamless integration with leading ecosystem partners has expanded my reach and capabilities. It’s not just a tool; it’s a partner in my success.”

Jake Wilson

Broker at TrustShield Insurance

“Fize is the future of insurance. Its innovative approach to data access and sharing has set a new standard in the industry. As a broker, it’s given me an edge in offering hyper-personalized quotes to my clients. Highly recommended!”

Emily Davis

Lead Agent at Horizon Brokers

“In my 15 years as an insurance agent, I’ve never come across a platform as transformative as Fize. It’s streamlined my operations, reduced quoting time, and enhanced the overall client experience. Every agent needs Fize in their toolkit!”

Raj Patel

Agent at Family First Insurance

“Fize has empowered me to serve my clients better. With its instant access to comprehensive insurance data, I can provide curated insurance products that resonate with my clients’ needs. The results? Happier clients and more closed deals!”

Linda Kim

Broker at Metro Insurance Services

“The interoperability that Fize offers is unparalleled. It’s bridged the gap between carriers, agents, and clients, making the entire insurance process more transparent and efficient. I can’t imagine going back to the old ways.”

Michael Rodriguez

Senior Agent at SecureLife Insurance

“Fize has revolutionized the way I approach insurance. With instant access to verified policy data, I can offer my clients tailored solutions that truly meet their needs. Closing deals has never been smoother!”

Sarah Thompson

Independent Insurance Agent

“Since integrating Fize into my workflow, I’ve seen a significant reduction in the time I spend on quotes. The platform’s accuracy and efficiency have allowed me to focus more on building relationships with my clients. It’s a game-changer!”