Insurance & banking
Trust starts with correct details.
In insurance and banking, clients need to reach you quickly, and the details must always be right. With Eazy Connect you manage that centrally, for every branch and every adviser.
Why branches choose Eazy Connect
Always the right contact details
A branch moves or a number changes? Update it once and every profile is instantly correct.
Control what advisers can edit
Decide per employee which fields they can change themselves, so wording and branding stay compliant.
Lost card? Blocked immediately
Mark a card as lost or stolen and it no longer shows any personal details. You can reactivate it at any time.
GDPR compliant, data in the EU
Profile data is stored in the European Union. The card itself holds no personal data.
How a branch network uses it
An insurance brokerage with three branches gives every adviser a branded card. The profile shows their direct number, a button to book an appointment and the location of the right branch. When a branch changes its opening hours or address, the office manager updates it once for every adviser.
Request a free quote
Tell us briefly about your team. Within 24 hours you'll get a proposal with pricing and a sample in your branding.
FAQ for companies
Where is the data stored?
Profile data is hosted in the European Union and processed in line with the GDPR. The NFC chip only contains a link, no personal data.
Can advisers edit their own profile?
You decide. For each profile you choose whether the person can change their photo, contact details, buttons or theme.