Customer story
Clal
Quality at scale:
Digitizing 200+ processes
Insurance customers want immediate service—anywhere and anytime.
Clal created 75 digital processes in just one year with EasySend, going to market fast and efficiently. Today, they have over 200 journeys, streamlining the customer experience with fast self-service any time of the day.
221%
uplift in customer adoption
350,000+
yearly transactions
60-80%
process conversion rate
80%
faster time to market
“Any digital process that I can dream of, EasySend can make happen. EasySend is a tool to improve customer experience and shorten our SLA.”
About
Clal Insurance & Finance
Clal Insurance Enterprises Holdings is a leading insurance and long-term savings group in Israel. It offers a range of services and products to private and business customers. The group employs around 4,500 people and works with 3,700 insurance agents. It is a publicly traded company on the Tel Aviv Stock Exchange.
Industry
Insurance
Employing
4,500
Lines of business
Non-Life Insurance
Long-Term Saving
Health Insurance
Life Insurance
Financial Savings
Pension & Provident products
Credit Insurance
Mission
Improve customer service & optimize operations
Clal had a vision: Save dev resources and create self-service success. This meant finding a solution that involved little to no code so they could go to market fast, react quickly to market demands, and be available wherever customers needed them.
Core desires
Tackle their customer pain points
Integrate processes with business
software
Offer self service
Go to market faster
Reduce development resources
Scale at speed
Solution
Building end-to-end digital journeys
A faster go-to-market plan
By reducing dev resources with EasySend’s no-code platform, Clal built branded digital processes in days instead of months. With such a fast go-to-market workflow, they were able to save valuable resources while offering more services that feel digitally native.
Reusing journeys to scale at speed
Since Clal builds multiple processes from the same base, it reduces production time to six hours. Using XML (Extensible Markup Language), they can reuse the same journey in different places, quickly and easily building new journeys with minimal time and effort.
Reducing manual work & errors
In insurance, it's common to receive forms with missing details or typos. Since EasySend is connected to five core systems within Clal, their Collective department can immediately identify what's missing, such as bank details, confirmations, and claim amounts, and send an automated request to collect the missing information, thereby reducing processing delays.
Working more efficiently
Clal utilizes integrations to launch digital processes in various ways, with or without the involvement of agents. By eliminating manual PDF scanning steps and utilizing logic and pre-filled data to minimize errors, Clal receives and processes digital requests more efficiently and with fewer back-and-forth exchanges.
Syncing data automatically with integrations
Through EasySend integrations, Clal launches 85% of its digital processes from its CRM. This allows them to personalize each form with prefilled data, creating a better customer experience. Once the form is submitted, the data is automatically collected and synced with their business systems.
Partners since 2017
EasySend made it simple for Clal to achieve digital transformation with fast and simple processes that are easy to duplicate and reuse. Today, they have over 200 digital processes with numerous integrations to support launching forms, submitting details, and processing payments. Now, their customers can request Health Questionnaires, Money Transfers, Pensions, and Claims from the comfort of their homes.
Security you can trust
We’re dedicated to keeping your data secure with enterprise-grade security standards. Our platform and electronic signature tool comply with the highest international standards, including GDPR, SOC 2, ISO 27001, PCI DSS, and HIPAA compliance.
