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What is atEaseAI?

Managing customers after the sale takes more than keeping records up to date. Teams need to recognise when an account needs attention, prepare for the right conversation, and make sure someone follows through. atEaseAI gives Customer Success Managers, Account Managers, and their leaders a shared workspace for that work. Designed for B2B SaaS businesses, the platform connects information from supported customer systems to help teams assess relationships, track progress toward value, and organise their next steps. It supports the customer lifecycle, including onboarding, ongoing adoption, churn prevention, renewal preparation, and account growth. Agent Caleb lets users work conversationally with account and portfolio information. A team member can ask for a customer review, investigate a risk, explore an expansion opportunity, or prepare a plan. Agent Caleb uses the available customer data alongside the organisation’s Business Profile, which defines its terminology, customer journey, success measures, and operating playbooks. The responsible person reviews the output, makes adjustments, and approves consequential actions before they are carried out through available integrations and platform capabilities. Automation & Workflows help maintain ownership and repeatable processes, while reporting helps leaders assess progress and team performance. atEaseAI suits dedicated post-sales departments as well as smaller businesses where one person handles several customer responsibilities. Its account-based pricing includes unlimited users and AI usage, allowing colleagues to collaborate without additional seat charges. Developed by Renz Innovations Private Limited, atEaseAI focuses on helping teams spend less time assembling information and coordinating routine work, leaving more time for meaningful customer conversations.

What is Decerto Agent Portal?

Decerto Agent Portal is an enterprise-grade insurance software solution that provides agents, brokers, and insurance organizations with a unified platform for managing sales, service, customer relationships, and operational activities. Designed as a 360-degree agent workplace, the platform consolidates critical insurance processes such as quoting, policy calculations, policy issuance, customer portfolio management, claims services, commissions, billing, renewals, and post-sale support into a single environment. Agents gain immediate access to real-time customer information, sales performance metrics, commission data, and operational KPIs, allowing them to work more efficiently and deliver better customer experiences. The platform’s modular structure includes six core components: Sales, 360 Customer View, 360 Agent View, Sales Dashboards, Post-Sale and Claims Services, and Commission & Billing Management. Workflow automation supports the entire policy lifecycle, from multi-carrier quoting and binding through renewals and ongoing service activities, reducing manual effort and minimizing operational errors. Built on a modern microservices architecture, the platform offers scalability, flexibility, and seamless integration with existing insurance ecosystems through REST and SOAP APIs. Cloud-ready deployment options, mobile-responsive interfaces, omnichannel support, and configurable business processes allow insurers to adapt the platform to evolving operational needs. Advanced security measures, including encrypted communications, secure authentication, Single Sign-On, OAuth2, OpenID Connect, and independent security audits, help safeguard customer and business data. Decerto Agent Portal also enhances agent satisfaction by simplifying daily tasks, improving access to information, and providing tools that support sales growth and customer retention.

Media

Media

No images available

Integrations Supported

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

Integrations Supported

API Availability

Has API

API Availability

Pricing Information

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

Pricing Information

Pricing not provided

Supported Platforms

SaaS

Supported Platforms

SaaS
Windows
Mac
Linux

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Standard Support
Web-Based Support

Training Options

Documentation Hub
Online Training
On-Site Training

Training Options

Documentation Hub
Online Training

Company Facts

Organization Name

atEaseAI

Date Founded

2025

Company Location

India

Company Website

www.ateaseai.com

Company Facts

Organization Name

Decerto

Date Founded

2006

Company Location

ul. Złota 59 00-120 Warszawa Poland

Company Website

www.decerto.com/us

Categories and Features

Customer Success

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

Categories and Features

Insurance

Not specified

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