Customer story
BTIS
Speeding up bond submissions & scaling commercial auto-binding
Agents receive insurance quotes from carriers at lightning speed.
BTIS, part of the Amynta Group, provides insurance for the construction and small business industries, offering over 15 lines of business. Since its founding in 1998, they've had one steady goal: to provide outstanding customer service. Using the latest technology, they achieve what few other organizations have: immediate turnaround, unbeatable service, and excellent customer value.
Live
in days
Increased
form submissions
Improved
customer experience
Best binding
month to date
“With these digital processes, we can store the submission data in our database, which we couldn't do before. The data allows us to make sound business and operational decisions. From a customer experience perspective, our agents can easily check the submission status—whether it's been quoted, rated, or bound.”
About
BTIS
BTIS, part of the Amynta Group, provides insurance for the construction and small business industries, offering over 15 lines of business. Since its founding in 1998, they've had one steady goal: to provide outstanding customer service. Using the latest technology, they achieve what few other organizations have: immediate turnaround, unbeatable service, and excellent customer value.
Industry
Insurance
Employing
150+
Services
Professional Liability Quick
Quote Application
Contractors Pollution Liability
Vacant Dwelling Residential
Small Business/BOP
Vacant Commercial
Transportation/Truckers
Vacant Land
Truckers GL
Commercial Bond
Mission
Go to market fast and scale the binding process
BTIS identified that some of its lines of business, including the Commercial Auto Application, were outdated, disconnected, and preventing sales. Additionally, its applications weren’t collecting enough data for the underwriters to provide accurate quotes in a timely manner. Using an outdated and disconnected system, there was too much back-and-forth between underwriters and customers before sending a quote, preventing sales.
Core desires
Connect journeys to business systems
Bind more insurance policies
Increase weekly submissions
Solution
Streamlining insurance quotes and binds
Launching journeys with no code
EasySend Certified, the BTIS team builds journeys and publishes changes without dev reliance.
Improving completion rates
It's easier for agents to fill out more forms every month with the help of pre-filled data, form logic, validation, and conditions.
Better customer experience
By accessing supportive tools like Co-Browsing and status tracking, BTIS agents can track progress and help customers complete form submission faster. While Underwriters receive all the information they need with little back-and-forth so they can write accurate quotes and scale the bond-binding process.
The power of EasySend at BTIS
No-code builder
BTIS turned a complex multiform process into a digital B2B onboarding journey.
Logic & Validations
Journeys with logic and validations built-in helps speed up turn around time and reduce errors
Integrations
BTIS connected their business software to automate data collection and streamline their workflow.
Themes
BTIS added their logo and colors to create an experience that feels native to their brand.
Co-Browsing
BTIS assists customers remotely by sharing screens and supporting clients in real time.
Analytics Dashboard
BTIS tracks and optimizes digital processes by analyzing the data and insights, and reports.
“With EasySend, the ability to make changes on the fly without IT resources has been a game changer.“
Partners since 2020
BTIS initially began using EasySend to shift from disconnected manual Google Forms to integrated digital experiences. To date, BTIS has leveraged EasySend for a variety of use cases spanning different product and business lines, including Auto Commercial, Professional Liability, Vacant Dwelling, Vacant Land, and Business Owners Policy.
