Clal Insurance
Quality at scale: Digitizing 200+ processes
Insurance customers want immediate service—anywhere and anytime. That’s why Clal created 75 digital processes in just one year with EasySend, going to market fast and efficiently. Today, they have over 200 digital processes, 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.
Elad Shachuch
Withdrawals Department Manager
About Clal Insurance and 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 4,400 people and works with 1,300 insurance agents. It is a publicly-traded company on the Tel Aviv Stock Exchange.
THE 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.
We recently launched a new digital process, "Refund Request for Ambulance Evacuations." Before, it was a very cumbersome process. With EasySend, I can archive the request, transfer the information to the core system, and refund the request. This is just one example. You can really do a lot of things—the sky's the limit.
Erez Granot
Digital Journey Creator
After going digital with EasySend
THE SOLUTION
Building end-to-end digital processes with no code
THE SOLUTION
Building end-to-end digital processes with no code
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 digital processes to scale at speed
Since Clal builds multiple processes from the same base, they speed up production to just six hours. Using XML (Extensible Markup Language), they use the same process in different places, quickly and easily building new digital experiences with little time and effort.
Working more efficiently
Clal uses integrations to launch digital processes in various ways—with or without agents. By removing the manual PDF scanning steps and using logic and pre-filled data to avoid mistakes, Clal receives and processes digital requests faster and with less back and forth.
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 inside Clal, their Collective department can immediately see what's missing, like bank details, confirmations, and claim amounts, and send out an automated request to collect the missing info, reducing processing delays.
Syncing data automatically with integrations
Through EasySend integrations, Clal launches 85% of their digital processes right from their CRM. This allows them to personalize each form with pre-filled data creating a better customer experience. Once the form is submitted, the data is automatically collected and synced with their core systems.
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 digital processes to scale at speed
Since Clal builds multiple processes from the same base, they speed up production to just six hours. Using XML (Extensible Markup Language), they use the same process in different places, quickly and easily building new digital experiences with little time and effort.
Working more efficiently
Clal uses integrations to launch digital processes in various ways—with or without agents. By removing the manual PDF scanning steps and using logic and pre-filled data to avoid mistakes, Clal receives and processes digital requests faster and with less back and forth.
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 inside Clal, their Collective department can immediately see what's missing, like bank details, confirmations, and claim amounts, and send out an automated request to collect the missing info, reducing processing delays.
Syncing data automatically with integrations
Through EasySend integrations, Clal launches 85% of their digital processes right from their CRM. This allows them to personalize each form with pre-filled data creating a better customer experience. Once the form is submitted, the data is automatically collected and synced with their core 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 200+ digital processes with many 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 rely on
We’re committed to keeping your data secure with enterprise-grade security standards. Our platform and electronic signature tool are compliant with the highest international standards, including GDPR, SOC 2 Type II, ISO 27001, PCI DSS, and HIPAA compliance.
Learn more about security
.webp)
Get the latest industry advice
Read blog posts and customer stories on digital transformation.
.png)
June 13, 2022
Real Garant by Zurich
Closing contracts in weeks and impacting the bottom line.
Feb 20, 2024
What's Next In Customer Data Intake: From Digital Interfaces to Dynamic Workflows
Read more
3 minutes