Excel Spreadsheets are a staple in the Insurance industry, but sharing them introduces risks such as user errors, version confusion and proliferation, and potentially exposing IP to unauthorized users. EASA lets insurers, MGAs, underwriters, and product teams keep complex Excel models intact while ensuring complete protection of IP and securing the underlying model.

Don’t waste time copying and pasting your complex Excel-based models into a new platform. EASA supports 100% of Excel’s functionality, including VBA/macros.

When you share spreadsheets, you risk exposing your IP and unauthorized access. EASA’s authorization controls allow you to control who has access to your rating logic.

In Excel, actuaries must remember to annotate their changes within the spreadsheet making it a challenge to track. EASA stores your data in a centralized database so that you have full version history and auditability.

Using Excel typically means that your rating tools are cut off from the rest of your organization’s software ecosystem. EASA supports a 2-way sync with your database so you can connect your CRM, policy administration systems, third-party APIs, and external data sources so users can prefill applications, validate inputs, and move seamlessly between systems.

Collaboration in Excel can be difficult, so there is often a disconnect between the underwriters who use the raters and the actuaries who build them. With EASA you can only edit the most up-to-date version of your file as well as control which fields and inputs can be manipulated so that you can share your spreadsheets across teams.
Everything you need to know about the product and billing.
Your spreadsheet is hosted on a secure cloud server. Only the designated input and output fields are accessible via the web app, eliminating the risk of exposing formulas, calculations, or proprietary methods.
EASA provides version control, access restrictions, and an audit trail of all changes and submissions. This ensures your pricing and underwriting tools follow internal and external compliance standards.
Yes. EASA supports 100% of Excel functionality, including VBA, macros, add-ins.
Don’t let Excel limitations get in the way of your business. Request a free consultation with one of our experts to discuss how EASA can optimize your spreadsheet processes.
