assistance

EZLife is evolving!

We’re introducing a new and improved version of EZLife in conjunction with our partner, DataRaptor Technologies. You’ll see our features and branding change, but our commitment to great customer service remains the same. As always, EZLife will still be free to use.

Here’s what to expect:

  • New logo & branding. The EZLife brand will become “EZLife powered by DataRaptor.”
  • An enhanced quoter, with XRAE, client fact finder, and financial calculator built in. You won’t have to leave the system or open a new browser window to use any of these time-saving tools.
  • More pre-built marketing e-mails. We’ve expanded our library of pre-built e-mails available to all EZLife users. You’ll have access to e-mails that explain planning concepts as well as products.
  • A new and enhanced website quoter. You’ll be able to create a quoter widget for life, LTC, or basic lead capture. You’ll also have more control over your quoter design – change the headline, button text, background color, button color, and more. You can exclude certain carriers from the quoter results, or choose whether to ask for a prospect’s name, phone, or e-mail. You’ll be able to create and save as many quoter widgets as you want – ideal for making small changes to the text or design to see which converts better.
  • The ability to add notes to client files. With one click, you can view or add notes to a client file from your dashboard.

We’ll send an e-mail to let you know exactly when these changes take effect. You don’t have to do anything at all – your login information will stay the same.

If you have any questions about your EZLife account, call us at 800-823-4852 or email us at tools@ezlifesales.com.

Pro Tip
Need even more enhanced features and capabilities? Check out our DataRaptor-specific accounts here. Give us a call at 800-823-4852 if you’d like to upgrade.