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Client's Personal Information

Industry:

Insurance

Category:

Assessments

Features:

Journey Sender, Personalized rules, Validations, Attached documents & two-way integration

Benefits:

Reduce manual labor, Shorten the sales cycle & simplify process

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Streamline Client's Personal Information Intake

The insured can easily and quickly update their personal information with just a few clicks. This not only saves time but also ensures that policyholders have accurate information on file, preventing complications in the event of a claim.

Increased Efficiency
Improved Accessibility
Enhanced Security

See how

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See how

A better experience for everyone

Insurance Organization

Streamline the data collection process and reduce the need for manual data entry, which can save time and reduce errors. This allows for easier sharing of information between different departments, leading to improved collaboration and communication.

For your customers

By providing their information digitally, clients can enjoy a more streamlined and convenient application, claims and renewal process. They may also receive faster responses to their inquiries and claims, as insurers can access their up-to-date information quickly and easily.

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Go digital with EasySend

See how you can digitize your Request for Client's Personal Information process in days, automate your workflow, and streamline customer data intake with EasySend’s no-code platform.