Simplify renewals with EasySend




Turn complex renewals into seamless workflows
Reduce renewal friction
Reduce churn
Eliminate manual work
Boost retention























Still managing renewals manually?
With EasySend, businesses replace slow, paper-heavy processes with automated digital journeys — reducing churn, improving accuracy, and renewing customer trust with every interaction.



Make renewals effortless for everyone
Replace paper forms and PDFs with dynamic, mobile-friendly processes that guide customers through each requirement, from consent to payment.
Use AI-powered validations to verify data, pre-fill known fields, and instantly flag missing information or signatures.
Send automated reminders, renewal confirmations, and personalized offers through SMS or email.
Automate repetitive tasks, streamline internal reviews, and enable your team to scale with the same resources.
Digitize renewals across industries
Financial services
Baking & lending renewals
- Credit card
- Loan applications
- Line of credit
Investment management
- Portfolio
- Advisory service
- Fee structure

Insurance
Policy renewals
- Auto insurance
- Life insurance
- Property insurance
- Health insurance
- Pension renewals

Healthcare
Patient renewals
- Patient intake
- Prescription
- Membership

Retail & distribution
Vendor and supplier renewals
- Rewards program
- Service subscriptions
- Vendor or partner contracts

How it works
FAQ
A digital renewal replaces manual, paper-heavy renewals with automated digital workflows. Customers review and confirm information, sign documents, and complete renewals, digitally in minutes.
EasySend automates every step of the renewal process. Data is captured instantly, validated with AI, and sent directly into your systems—reducing errors, cutting turnaround times, and improving customer satisfaction.
Yes. All renewals are audit-ready with secure data handling, eConsent, and verification features designed for regulated industries.
Absolutely. Every EasySend renewal workflow is fully responsive, so customers can review, update, and sign from any device—desktop, tablet, or smartphone.
Yes. EasySend connects seamlessly with your existing CRM, policy administration, or core systems, so all data flows automatically without manual re-entry.
Organizations across industries—insurance, banking, financial services, healthcare, and retail—use EasySend to simplify renewals, boost retention, and reduce administrative work.
Digitizing renewals helps you cut costs, reduce errors, and deliver a smoother experience for customers and teams. With automation and AI validations, you can process renewals faster, stay compliant, and scale without adding manual effort.
- 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
Most organizations launch their first digital renewal workflow in a few hours. EasySend’s no-code platform makes it simple to design, test, and deploy without dev reliance.






