EasySend for Insurance
Our suite of
digital products
Meet customers where they are
Manage personalized documents at scale
Accelerate agreements with digital signatures
Map your digital touchpoints
Make data-backed decisions
Sync your systems in a heartbeat
Optimize your
Salesforce workflow
Enterprise features made for insurance
Assign permissions for each role in your organization and control data access.
multilingual
Speak your customers’ language and support them across any channel.
Allow agents to guide customers through a digital journey from start to finish by sharing screens.
Create digital interactions that feel native to your brand.
Give customers the ability to complete digital interactions from desktop or mobile.
Create journeys or documents faster with the help of AI.
Self-service expectations are changing—is your business ready?
"We now tell our teams that whatever they can imagine, we can make it happen. We've thrown away all those boundaries, and now we're able to give our customers and teams tools that go above and beyond their expectations."
Built for every kind of insurance
Streamline your P&C workflow
Make it easy for policyholders to buy and manage their coverage online. Receive high-quality data submissions for faster and more accurate risk assessment.
Quote Request | Policy Submission | Loss and Claims History Report | Policy Issuance | Cancellation | FNOL | Claim Payment
Simplify life insurance for everyone
Streamline the application and claims processes, providing policyholders with financial protection in the event of a long-term disability that prevents them from working.
Applications | Beneficiary Forms | Medical Examination | Authorization | Policy Change | Policy Surrender
Bring health insurance up to speed
Policyholders can quickly fill in treatment details and upload supporting documents digitally, speeding up claim processing and approval times.
Health Application | Health Insurance Claim | Pre-Authorization & Health Consent | Questionnaires | Coordination of Benefits | Claim Appeals
Enterprise-grade security and compliance
We’re committed to protecting your data secure with enterprise-grade security standards. Our platform and electronic signature tool are compliant with the highest international standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.
