Supporting 50 states with one dynamic experience
Meridio needed a smarter way to onboard insurance customers across 50 states. With 66 forms to comply with different state regulations, scalability was nowhere in sight. EasySend helped Meridio build one smart digital journey that adjusts automatically for each state so agents can easily onboard customers across America.
setup and installation time
customer data intake
customers across America faster
forms to scale easier
“The team supports Cincinnati Life across multiple states. Since we've removed a number of setup steps, agents move confidently through one common process.”
Meridio
Insurance
30+
Onboard customers dynamically
Traditionally, Meridio relied on complex PDFs that required significant effort on both the agent and customer sides, and these differed depending on the state. Agents needed to know each state’s guidelines to help customers choose the benefits that were right for them. It just wasn’t scalable, and Meridio needed to shift fast.
Create one smart digital journey
Transforming the customer experience
Becoming dynamic with low-code
Going digital one step at a time
The power of EasySend at Meridio
Meridio used our no-code builder to turn 66 PDF packages into one dynamic digital onboarding journey.
Adding logic and conditions for each state allowed Meridio to create a dynamically adjusting flow.
Each digital journey Meridio makes will start with a custom theme to match the brand’s look and feel.
Having a dynamic workflow means Meridio’s agents no longer need to memorize each state’s guidelines, reducing stress and time.
Meridio can send a pre-filled form to agents or a new link, eliminating the need to search through old processes.
By drastically reducing onboarding time, Meridio helps agents feel more confident, knowing they only need one journey to support everyone.
Working with the EasySend team was terrific and very well organized. If any challenges arose, they were direct and transparent. It was great to get the Builder to account for all state differences and then iron everything out for launch.”
