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Introducing EasyWinbacks—the ultimate solution for effortlessly managing terminations and winbacks. Say goodbye to the endless hours spent sifting through data and manually calculating bonuses. With EasyWinbacks, you can streamline your processes, gain actionable insights, and focus on what really matters: growing your business.
Key Benefits:
- Efficient Termination Audits: Quickly generate detailed summaries by producer, revealing trends, patterns, and bonus calculations in just a few clicks. You can even run multiple years for the same month at once!
- Smart Winback Filtering: Instantly weed out accounts that have moved, defaulted, or are otherwise ineligible, allowing you to zero in on high-potential Winbacks.
- Intuitive Interface: Designed for simplicity and speed, EasyWinbacks saves you valuable time by presenting complex data in a clear, digestible format.
- Boost Productivity: Eliminate tedious manual tasks and empower your team to focus on retention strategies and driving business success.
- Run Multiple Years: get multiple years of Winbacks all renewing at the same time. Nothing has ever been this Easy!
- Build History: EasyWinbacks can now build history at the push of a button.
- See Success: You can also compare any Termination audit to success with the campaign by looking at what now exists in your current book.
Perfect for insurance agencies and businesses managing multiple producers, EasyWinbacks transforms cumbersome audits into a seamless, productive experience. Upgrade your workflow today and unlock the power of easier, more efficient data management.
See how much time you save, we calculated it takes about 45 seconds per policy look up. Let EasyWinbacks let you know how much time you save by Working Smarter.
Time and Time Saved is meant to be celebrated!
*Updated 3/23/2026