Evolve forms
into easy digital experiences

Streamline customer data intake and automate your workflow with EasySend’s no-code platform.
Different ways and tools to digitize your processes
Trusted by fortune 500 companies worldwide

Digital transformation solutions for enterprises

Chad Dull pet plan
Go live fast
“It was amazing. We went from verbal discussions to live with our first process in less than three weeks. It was so easy. It was so fast. It was actually the fastest partnership integration project I’ve ever worked on. And I’ve been in this industry and call center management support for about 20+ years.”
Chad Dull
Senior Claims Manager, PetPlan
Florian Rohkamm 
Chief Distribution Officer, Real Garant by Zurich
Improve your sales onboarding
Ever since we started working with EasySend, we have noticed an improvement in our sales onboarding process. EasySend is reliable, transparent, and completely digital, which is exactly what we need in the current times."
Florian Rohkamm
Chief Distribution Officer
Real Garant by Zurich
Scott Hagberg
Application & Automation Architect, VGM Group Inc.
Better  for everyone
“The biggest advantage is the improved customer experience. We digitized our data completely, we can quickly process applications into our core systems with all the required fields. No manual handling is needed.”
Scott Hagberg
Application & Automation Architect,
VGM Group Inc.
Go live fast
“It was amazing. We went from verbal discussions to live with our first process in less than three weeks. It was so easy. It was so fast. It was actually the fastest partnership integration project I’ve ever worked on. And I’ve been in this industry and call center management support for about 20+ years.”
Chad Dull
Chairman Director, PetPlan
Improve your sales onboarding
“Ever since we started working with EasySend, we have noticed an improvement in our sales onboarding process. EasySend is reliable, transparent, and completely digital, which is exactly what we need in the current times.”
Florian Rohkamm
Chief Distribution Officer,
Real Garant by Zurich
Elevate your workflow
“When we went to production, we realized that we had moved past the major point. We built our processes software around PDFs and now we're building processes and then defining the PDF. We're no longer tied to the questionnaire, so we can branch out. We've got five, six, seven different enhancements going, and three months later live in production.”
Scott Hagberg
Application & Automation Architect,
VGM Group Inc.

How it works

1

Send a link

Send a personalized link to your customers via SMS or email.

2

Fill in the details

Your customers fill out the digital process step by step.

3

Sign and send

All parties legally sign and complete the process from any device.

4

Integrate your software

Streamline customer data intake and automate your workflow with integrations.

Get help adapting to COVID-19 without pausing business

Get in touch

Digital transformation solutions for enterprises

Chad Dull pet plan

Go live fast

"It was amazing. We went from verbal discussions to live with our first process in less than three weeks. It was so easy. It was so fast. It was actually the fastest partnership integration project I’ve ever worked on and I’ve been in this industry and call center management support for about 20+ years."

Chad Dull
Claims Director, PetPlan
Florian Rohkamm 
Chief Distribution Officer, Real Garant by Zurich

Improve your sales onboarding

Ever since we started working with EasySend, we have noticed an improvement in our sales onboarding process. EasySend is reliable, transparent, and completely digital, which is exactly what we need in the current times.”

Florian Rohkamm 
Chief Distribution Officer, Real Garant by Zurich 
Scott Hagberg
Application & Automation Architect, VGM Group Inc.

Elevate your workflow

"When we went to production, we realized that we had moved past the major point. We built our processes software around PDFs and now we're building processes and then defining the PDF. We're no longer tied to the questionnaire, so we can branch out. We've got five, six, seven different enhancements going, and three months later live in production."

Scott Hagberg
Application & Automation Architect, VGM Group Inc.

Everything you need to go digital

No-code platform

Build and manage digital experiences with no code

Digital transformation is easier than you think with our no-code customer engagement platform. Start from scratch or digitize any PDF. Use smart tools like validations and conditions to make sure each form is filled out accurately. Assign custom roles and permission to manage the workflow every step of the way. With custom themes, every journey you build will feel true to your brand.

example of EasySend drag and drop builder
Workflow automation

Automate your workflow

Turn your PDFs into interactive digital experiences initiated from any channel. Integrate all your existing manual processes into one workflow and assign custom roles and permissions for every step. 

Integrations and CRM

Streamline customer data intake

Create a seamless workflow from start to finish by integrating your enterprise applications, CRM, ERP, and core systems. You’ll reduce human error and manual labor.

Business analytics

Make smarter decisions

See the big picture or dive into the data. With your Analytics Dashboard, track each process and understand where customers are getting stuck. By seeing your data visually, you’ll understand how to improve customer engagement and find new revenue streams.

Co-Browsing

Provide better service

Assist customers remotely to help them finish their digital experience in real-time. With our Co-Browsing software, your agents can be their awesome selves remotely and continue building relationships even from afar. It’s the best way to boost brand loyalty and speed up the sales cycle—from any device.

Easysend co-browsing tool. where an agent is helping a customer online and in real time to complete his online process
EasySign

Collect digital signatures anywhere

Make it easy for agents and customers to sign securely from any device with our eSignature solution for enterprises. Cut out any manual tasks and automate data documentation. Set up reminders, so your customers finish the process as efficiently as possible. Your agents are ready for change and your customers will thank you for making the process hassle-free.

Mobile view of EasySend's  e-signature tool

Digitizing 2000+ forms

Transform your financial and insurance manual processes into engaging customer experiences.
Search forms
Digitizing 2000+manual processesDigitizing 2000+manual processes

Get prepared for life after COVID-19

See how

A powerful suite of enterprise digital transformation solutions

EasySend security icon

Enterprise-grade security

EasySend maintains the most stringent global security standards and international privacy and data regulations keeping your data secure.
EasySend Privacy and data compliance icon

Privacy & data compliance

EasySend is compliant with the highest international privacy and data regulations, including GDPR, SOC 2, ISO 27001, and PCI DSS and HIPAA compliance. 
EasySend SSO (single-sign-on) icon

SSO (Single-Sign-On)

Allow your agents and customers to sign in once while providing excellent security compliance across your entire platform.
EasySend training and consulting icon

Training & consulting

We’ll be here every step of the way to onboard, train your team, map out projects, and provide any support you need to keep moving forward.

White-glove service

Gain a team of experts dedicated to your success including a Customer Success Manager, UX Specialist, Project Manager, and Technical Support.
EasySend custom solutions icon

Custom solutions

Every digital experience you build is fully customizable so it feels like a natural extension of your company—from start to finish. 
Let's talk

Get the latest industry advice

Read blog posts and customer stories on digital transformation.
 Reducing data costs without jeopardizing growth in insurance
Nov 25, 2022

Reducing data costs without jeopardizing growth in insurance

Read more
5 minutes
Closing contracts in weeks and impacting the bottom line.
June 13, 2022

Real Garant by Zurich

Closing contracts in weeks and impacting the bottom line.

 Reducing data costs without jeopardizing growth in insurance
Nov 25, 2022

Reducing data costs without jeopardizing growth in insurance

Read more
5 minutes
View more

Your digital partner

We’ll help you evolve forms into easy digital experiences.
Let’s talk