Digitize onboarding with EasySend
Onboard customers, patients and partners faster
Speed up
onboarding
Increase completion rates
Scale
effortlessly
Sync data automatically
Scalable onboarding in less time
With EasySend’s AI-driven onboarding journeys, digitize even the most complex customer processes into intuitive, automated workflows that scale with your business.
Solve any onboarding challenge
Collect information once with smart, dynamic digital forms that guide users step by step.
Streamline workflows with intelligent automations that reduce bottlenecks and accelerate decisions.
AI assistants validate submissions, flag missing files, and trigger automated reminders to keep onboarding on track.
Ensure every onboarding process is audit-ready with secure data handling.
Deliver sleek, intuitive digital experiences that work seamlessly across devices.
Onboard your industry with ease
Financial services & banking
Customers can verify identity, upload documents, and sign forms securely from any device—while institutions accelerate approvals, reduce risk, and deliver a seamless first impression.
Customer onboarding | Credit cards | Investment portfolios | KYC | Income verification | Credit checks
Insurance
Guided workflows capture customer information, verify eligibility, and connect directly with core systems—helping insurers boost conversion rates and minimize manual errors.
Policyholder onboarding | Digital forms | Claims | Policy changes | Identity verification | Agent and broker onboarding
Healthcare & clinics
Digital onboarding helps new patients complete forms, provide health histories, and sign consent documents before their first appointment.
Patient onboarding | Registration | Medical history | eConsent | Patient intake | Insurance verification | Perscriptions
Retail & distribution
Automated workflows capture business details, verify credentials, and enable instant access to systems or programs, speeding up activation and improving engagement from day one.
Supplier onboarding | Compliance contracts | Investment | Payment setup | Agreements | Distributor and channel partner onboarding
How it works
FAQ
Digital onboarding replaces manual, paper-heavy processes with smart, automated digital workflows. With EasySend, organizations can guide customers, partners, or patients through seamless journeys that are faster, easier, and more reliable.
EasySend streamlines onboarding by digitizing forms, automating approvals, validating data, and reducing manual follow-ups through automated workflows. This ensures a smoother experience for end-users and frees teams from repetitive tasks.
Yes. EasySend includes built-in compliance checks and audit-ready workflows designed for industries such as banking, insurance, and healthcare. This minimizes risk while maintaining a smooth onboarding experience.
Absolutely. All EasySend workflows are responsive and mobile-optimized, so users can complete onboarding from any device, anytime.
Yes. EasySend connects easily with CRMs, core systems, ERPs, and document management tools. Data collected during onboarding flows automatically into your existing infrastructure.
Organizations across multiple industries, including:
- Financial Services & Banking – customer, partner, and loan applicant onboarding
Insurance – policyholder and agent onboarding - Healthcare – patient registration and provider onboarding
- Retail & Supply Chain – supplier, distributor, and channel partner onboarding
EasySend is an AI-powered platform that digitizes the customer journey, ensuring data flows seamlessly back to your CRM or core systems.
- Business-friendly: Create and customize without heavy IT
- Scalable: Manage multi-step, multi-party workflows with AI
- Efficient: Integrate CRMs and business software
- Enterprise-ready: Meets the highest security standards Built for customer interactions: Your brand, your channels
With EasySend’s no-code builder, most customers launch new onboarding processes in hours.
