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About

Decerto Agent Portal is an insurance software platform designed to provide agents with a centralized workspace for managing the entire insurance sales and service lifecycle. The solution combines quoting, policy management, customer information, commission tracking, renewals, and post-sale services into a single platform. Built as a comprehensive insurance CRM, it enables agents to access real-time customer data, sales performance metrics, and operational insights from one interface. The platform automates sales, policy issuance, renewals, and service processes, reducing administrative workloads and improving productivity. Its modular architecture allows insurers to deploy individual components or a complete end-to-end solution while integrating with existing systems. By streamlining workflows and providing a unified agent experience, Decerto Agent Portal helps insurers improve agent satisfaction, efficiency, and customer service.

About

atEaseAI is an AI-powered Post-Sales Operating System that helps Customer Success and Account Management teams execute onboarding, adoption, retention, renewals, and expansion from a single workspace. Powered by Caleb, its AI teammate, atEaseAI understands customer context, recommends the next best actions, automates routine workflows, prepares QBRs and meetings, drafts customer communications, and helps teams proactively manage onboarding, adoption, renewals, and expansion opportunities. By combining AI-driven insights with execution, atEaseAI helps organizations accelerate time-to-value, improve customer retention, increase team productivity, and scale post-sales operations without a proportional increase in headcount. Currently onboarding founding design partners and early-access SaaS teams.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Insurance carriers, insurance agencies, brokers, agent networks, and insurance operations teams seeking a centralized platform for agent management, policy administration, customer engagement, and sales automation

Audience

Customer Success Managers, Account Managers, Customer Success Leaders, Revenue Operations teams, and B2B SaaS companies.

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

No images available

Screenshots and Videos

Pricing

No information available.
Free Version
Free Trial

Pricing

Free Trial
Manage up to 50 accounts for 30 days free.
No credit card required.
Full access to all core features.
Free Version
Free Trial

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Decerto
Founded: 2006
ul. Złota 59 00-120 Warszawa Poland
www.decerto.com/us

Company Information

atEaseAI
Founded: 2025
India
www.ateaseai.com

Alternatives

Alternatives

Verity

Verity

VRC Insurance Systems
Cara

Cara

Oyster Technologies
SmartKarrot

SmartKarrot

SmartKarrot Inc

Categories

Categories

Customer Success Features

Account Alerts
Account Management
Communication Management
Customer Engagement
Customer Lifecycle Management
Health Score
Onboarding
Revenue Management
Usage Tracking / Analytics
Win / Loss Analysis

Integrations

Freshdesk
Gmail
Google Analytics
HubSpot CRM
Microsoft Outlook
PostHog
Salesforce
Zendesk
Zoho CRM

Integrations

Freshdesk
Gmail
Google Analytics
HubSpot CRM
Microsoft Outlook
PostHog
Salesforce
Zendesk
Zoho CRM
Claim Decerto Agent Portal and update features and information
Claim Decerto Agent Portal and update features and information
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Claim atEaseAI and update features and information