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The EasySend Blog

Read our latest discoveries on digital transformation and building excellent customer experiences.

Why forms are failing your digital strategy

4 minutes

7 customer data types in insurance (with tips for collecting data)

7 minutes
7 customer data types in insurance (with tips for collecting data) | EasySend blog

Top 16 digital transformation trends in insurance in 2026

12 minutes
Top 16 digital transformation trends in insurance in 2024 | EasySend blog
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What leading insurers are actually doing with AI — and what it means for regional carriers
Blog
April 22, 2026

What leading insurers are actually doing with AI — and what it means for regional carriers

7 minutes
Digital Transformation
The shift to digital claims processing: a 2025 vision for insurance companies | EasySend blog
Blog
April 15, 2026

The shift to digital claims processing: a 2027 vision for insurance companies

5 minutes
Insurance
Digital Claims
Maximizing business growth: the role of digital data collection in credit unions | EasySend blog
Blog
March 24, 2026

Maximizing business growth: the role of digital data collection in credit unions

4 minutes
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Blog
February 9, 2026

Step-by-step: building a digital contract renewal journey with eSignatures

6 minutes
eSignature
Blog
February 2, 2026

Best way to collect distributor information and agreements digitally

6 minutes
Digital Onboarding
Blog
January 12, 2026

How do I digitize distributor onboarding and contract renewals?

5 minutes
Digital Onboarding
Blog
January 5, 2026

How AI turns loan PDFs into digital journeys with real-time validations

5 minutes
Banking and Financial Services
Blog
December 23, 2025

What a digital loan document intake workflow really looks like

5 minutes
Banking and Financial Services
Blog
December 23, 2025

From forms to journeys: Rethinking loan application data intake

5 minutes
Banking and Financial Services
Blog
December 16, 2025

Best platforms for loan origination document intake in 2026

7 minutes
Banking and Financial Services
Blog
December 9, 2025

The future of loan origination: Pre-fill, uploads, and real-time validation

7 minutes
Banking and Financial Services
Blog
October 16, 2025

EasySend vs Formstack for loan origination workflows

2 minutes
EasySend
Blog
October 16, 2025

Loan origination systems vs. digital journeys: How AI workflows bridge the gap between lenders and borrowers

5 minutes
Banking and Financial Services
Blog
October 14, 2025

Why borrowers abandon loan applications (and how to solve it with digital journeys)

6 minutes
Banking and Financial Services
Blog
October 10, 2025

Step-by-step: Designing a digital journey for loan document intake

5 minutes
Banking and Financial Services
Blog
October 8, 2025

How do I automate document collection for loan applications?

6 minutes
Banking and Financial Services
Blog
October 2, 2025

The best way to gather pay stubs, tax returns, and IDs for loan origination

5 minutes
Banking and Financial Services
Blog
September 17, 2025

Complete guide to KYC data intake workflows in 2026

10 minutes
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Blog
September 17, 2025

Beyond manual processes: Why financial institutions need dynamic journeys for KYC

5 minutes
Banking and Financial Services
Blog
September 16, 2025

Explore how digital KYC in 2026 enables instant uploads, prefill from trusted sources, and fewer drop-offs through AI-powered, multi-step workflows.

5 minutes
Banking and Financial Services
Blog
September 15, 2025

Best tools for KYC document intake in banking & fintech

4 minutes
Banking and Financial Services
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