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Pension Application

Industry:

Insurance

Category:

Applications

Features:

Pre-filled data integration, Conditions, EasySign, Themes &
Co-Browsing

Benefits:

Increase revenue & shorten the sales cycle

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Seamless Pension Application Process

Digitize Pension Applications for Better Policyholder Experience

Enhance revenue opportunities
Faster processing
Improve customer experience

See how

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See how

A better experience for everyone

For Pension Advisors

Enhance your service delivery with our digital application tool. Provide comprehensive support and make the pension application process smoother for your clients.

For your customers

For Applicants

Embark on your pension planning journey with ease. Our digital platform guides you through each step, ensuring a complete and stress-free application process.

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Go digital with EasySend

See how you can digitize your Pension Application process in days, automate your workflow, and streamline customer data intake with EasySend’s no-code platform.

Create one seamless workflow

Send a personalized application link via SMS or email.
Applicants fill in their details and upload necessary documents through a guided digital form.
Automated data processing ensures accuracy and speeds up the application process.
Secure and efficient data handling for quick pension plan approval.
Enjoy a streamlined and user-friendly pension application experience.