We are committed to providing you with the knowledge and tools you need to maximize the benefits of EasiPol. Whether you’re seeking guidance on specific tasks or looking to expand your expertise, our Resources Page is here to help you.

Our mission is to empower funeral parlours, administrators, insurance underwriters, and various subscriber-based service administrators to effectively manage their clients and streamline their business operations. With our complete and secure administration and payment solutions, we are dedicated to preventing theft and fraud, ensuring that you can focus on what matters most: serving your clients and growing your business.

The following resources provide you with valuable information and guidance on some of the most frequently asked questions and important topics by our users. Whether you’re a seasoned user or just getting started with EasiPol, you’ll find the information you need to make the most of our powerful platform.

Feel free to explore the resources we’ve prepared for you, and don’t hesitate to reach out to our dedicated support team if you have any additional questions or need further assistance. We are here to support your success every step of the way.


How to Add Agents

Learn the step-by-step process of adding agents to your EasiPol account, allowing you to expand your network and enhance your service offerings.

How to Capture Policy Receipts

Discover the seamless method of capturing policy receipts, ensuring accurate records and improving your financial management.

How to Add Products

Explore the process of adding new products to your portfolio, enabling you to diversify and meet the evolving needs of your clients.

How to Invoice Items

Master the art of creating invoices for your services and products, simplifying your billing process and boosting your revenue.

How to Cash Up

Gain insights into the cash reconciliation process, helping you maintain financial transparency and accountability.

SMS Tools

Harness the power of our SMS tools to communicate effectively with your clients and keep them informed about important updates and offerings.

Underwriter Admin

Dive into the underwriter administration features of EasiPol, streamlining your underwriting processes and ensuring accurate policy management.

Debit Order Management

Learn how to manage debit orders efficiently, reducing the administrative burden and enhancing the customer experience.