Make every customer journey flow

Create AI-powered customer experiences and enterprise workflows that
streamline data intake from onboarding to renewals.
Book a demo

Why enterprises choose EasySend

221%
uplift in customer adoption
70%
Faster sales cycle
50%
Reduced operational costs

Accelerating processes in real estatefinanceinsurancehealthcareretail

Trusted by insurance, financial and healthcare businesses worldwide

Make every
interaction thoughtful

Journeys

Onboard customers with ease  

Create, manage, and track dynamic digital journeys with AI, streamline customer data intake and save hours of work.
DynamicDoc

Generate personalized documents at scale

Enhance efficiency and streamline your document generation and management process with a single, adaptable template inside Microsoft Word.
EasySign

Speed up document signing

Create legally-binding documents with AI and capture signatures with our secure and privacy-compliant eSignature solution.

The EasySend difference

EasySend AI

Build faster with responsible AI

Create seamless digital journeys and fillable documents instantly with our conversational AI.
Workflow Manager

Visualize end-to-end customer journeys

Map the business logic, communication and integrations behind your digital journeys—so you automate your workflow.
Integrations

Connect your business software

Integrate your CRM, ERP and core business software to streamline customer data intake from any channel or device.
Analytics

Optimize based on
real-time insights

Track every digital interaction and turn insights into better customer experiences.

No customer journey is too complex

Insurance

Insurance Quote


FNOL


Policy Update


Claims

customer intake form built on EasySend

Healthcare

Patient Intake


e-Consent

Medical History Report

HIPAA Authorization

customer intake form built on EasySend

Financial services

Customer onboarding


KYC


Compliance


Investment

customer intake form built on EasySend

Business Operation

Vendor Onboarding

Purchase Order


Customer Onboarding
Employee Contract

customer intake form built on EasySend

Construction

Request for Proposal (RFP)‍

‍Building Permit Application‍

‍Contractor Agreement‍

‍Change Order

customer intake form built on EasySend

Real estate

Purchase Agreement

‍‍Lease Agreement

‍‍Rental Agreement

‍‍Listing Agreement

customer intake form built on EasySend

Entertainment

Licensing

Talent Contract

Distribution Agreement

Talent Release Form

customer intake form built on EasySend

Retail

Supplier Onboarding & Registration

Customer Onboarding

Employee Contract

Purchase Order

Solve any use case, no matter how complex

Insurance

Insurance Quote


FNOL


Policy Update


Claims

customer intake form built on EasySend

Banking

Account Opening


Loans


Mortgages


Direct Deposit Form


Credit Card Application

customer intake form built on EasySend

Healthcare

Patient Intake


Consent Forms


Medical History Report

customer intake form built on EasySend

Construction

Permit


Contractor Agreement

customer intake form built on EasySend

Real estate

Lease Agreement


Mortgage Approval

customer intake form built on EasySend

Financial services

Customer onboarding


KYC


Compliance


Investment

customer intake form built on EasySend

Entertainment

Licensing

Talent Contract

Distribution Agreement

Talent Release Form

customer intake form built on EasySend

Retail

Supplier Onboarding & Registration

Customer Onboarding

Employee Contract

Purchase Order

customer intake form built on EasySend

Committed to responsible AI

We believe with great power comes great responsibility. EasySend is built on a foundation of strict data privacy, continuous compliance, and total transparency, ensuring your workflows remain efficient while your proprietary data stays entirely secure and within your control.

Real human support, start to finish

Our local experts work alongside your team from day one — helping you build, adapt, and scale digital journeys through launch, renewals, and every moment in between.

Take a guided tour

See how EasySend uses AI and automation to help you streamline your customer data intake.
examples of EasySend.io digital processes

One platform for every journey

White label branding

Brand the EasySend suite of products with your logos, colors, and fonts to create a seamless experience.

No code

Drag and drop page sections, fields, dynamic images, special inputs, and payment options.

Roles & Permissions

Assign permissions for each role in your organization and control data access.

Co-Browsing

Allow agents to guide customers through a digital journey from start to finish by sharing screens.

Responsive

Create dynamic digital experiences that adapt to any customer need or device.

Multichannel &
multilingual

Deliver a seamless experience across email, SMS, and web—no matter the language.

Scott Hagberg
Application and Automation Architect at VGM
“Now we're able to give our customers and teams tools that go above and beyond their expectations."

Enterprise-grade security

EasySend maintains the most stringent global privacy and security standards to protect your data. Our suite of products is compliant with GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA.

Book a free demo today

See how you can create digital journeys, measure performance, and elevate customer experiences with EasySend.

Let’s create a digital journey together

Want to learn more?