Group Medical Onboarding

Experience a smarter, more efficient way to onboard clients. Breez helps you reduce complexity, save time, and enhance client satisfaction—all within a fully customizable platform.

• Flexible and Intuitive: Adapt Breez to fit your brand, workflow, and client needs seamlessly.

• Trusted Worldwide: Used by top brokers and insurers to drive efficiency and improve client experiences.

• Built by Industry Experts: Created by a team with deep insurance and technology expertise, designed to meet your highest standards.

Focus on building strong client relationships and let Breez handle the rest.

Why use Breez?

Enterprise Grade Security and Storage

Fully Customizable to meet your Requirements

Built by Insurance Industry Professionals

Protecting client data is our top priority. Breez utilizes advanced, enterprise-grade security protocols and storage solutions to ensure your information is safeguarded at all times. With Breez, you can trust that your data is handled with the highest standards in the industry, keeping it secure and compliant.

Breez adapts to the unique needs of your business. From branding and workflows to question sets and user access, every element can be customized to align perfectly with your processes. Create an onboarding experience that feels like an extension of your brand, designed to impress.

With decades of combined experience in insurance and technology, our team understands the specific challenges insurers and brokers face. Breez is developed with deep industry insight, making it a platform that truly addresses your needs and elevates your operations.

Instantly elevate your brand and transform the customer experience

150+

Custom digital onboarding experiences created

Customizable

Fully customizable for any industry, journey or specification

Ai Assistant

We train an Ai Assistant to take your clients through your experience.

OCR Technology

OCR to prevent your clients from entering duplicate information.

A short story about us

Use this space to introduce yourself or your business to site visitors. Share who you are, what you do, and the purpose of this website.

150+

15

Years of experience

Happy clients

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Why use Breez?

Unparalleled User Experience: At Breez, we're obsessed with delivering a great UX and UI. With 20 years of experience in crafting optimal digital journeys, we ensure your clients enjoy a seamless, engaging, and intuitive onboarding process.

Rapid Deployment & Customization: Leverage our fast deployment model with a highly customizable front end. No matter what documents or questions you need to ask your customers, Breez can handle it all, tailored perfectly to your specific requirements.

Streamlined Efficiency with Security: Get clients onboarded swiftly and securely. Breez automates manual processes, protects client data with cutting-edge security, and lets you focus on business growth with peace of mind.

Breez revolutionized our onboarding process in under 4 weeks. The best investment we've made.

Paragon Insurance Co.

★★★★★