Insurance is
always evolving

Go digital with EasySend to streamline data intake, automate your workflow and reduce touch points. It’s fast and code-free, so you do insurance the modern way.

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Our customer stories

Achieving its best commercial binding month to date.

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Supporting 50 states with one dynamic journey.

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Achieving a five-year digital plan in three months.

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Acting fast and offering flexibility in times of uncertainty.

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Closing contracts in weeks and impacting the bottom line.

Read customer story →

Achieving its best commercial binding month to date.

Read customer story →

Supporting 50 states with one dynamic journey.

Read customer story →

Achieving a five-year digital plan in three months.

Read customer story →

Acting fast and offering flexibility in times of uncertainty.

Read customer story →

Closing contracts in weeks and impacting the bottom line.

Read customer story →

Built for the
insurance industry

Boost productivity and efficiency

Free your team to focus on the most important requests and reduce manual costs.

Create personalized customer experiences

Make it easy for policyholders to buy and manage their coverage online.

Collect all the data you need

Get structured data that’s complete and verified directly to your database.

Make smarter decisions faster

Receive high-quality data
submissions for faster and more accurate risk assessment.

Customer data intake
made easy

Policy Distribution

Call Centers

Underwriting

Claims

Underwriting

Policy Management

Policy Distribution

Policy Management

Distribution Underwriting Policy Claims Call Centers

Meet customers where they are

Boost policy sales growth

Make it easy for customers to purchase policies directly or through an agent.

Speed up quote requests
Send a link via email or SMS
Allow self-service
Make it easy for agents to sell policies and service your clients

Processes to digitize

Agent Appointment
Contact Request
Quote Request

Streamline and accelerate underwriting workflows

Reduce back and forth

Save on manual work and make decisions based on accurate data.

Get better quality submissions
Reduce manual effort
Improve decision making
Expand underwriting & quoting capacity
Bind more policies
Reduce touchpoints

Processes to digitize

Quote/Bind/Issue
Policy Submission
Loss and Claims History Report
ACORD Form
Declaration
Supplemental Information
Mid-term Adjustment

Create a seamless and efficient policy issuance and maintenance process

Streamline new business intake

Swiftly process documents and policy packages for your customers or agents.

Produce digital policy packages
Send a link via SMS or email
Request additional info
Onboard employees with ease

Processes to digitize

Policy Issuance
Issue COI
Premium Billing
Renewal
Cancellation
Endorsement
Payment & Personal Detail Update

Speed up the claims process

Be there when customers need you

Ensure effective and clear communication to resolve claims as efficiently as possible.

Streamline the claims process
Enhance policyholder experience
Eliminate manual data entry
Manage third-party/vendor communication
Reduce average time to settle a claim
Reduce loss adjustment expense (LAE)

Processes to digitize

FNOL
Claim Payment
Claim Inspection Report
Claim Assessments

Keep calm and carry on

Provide excellent service

Assist customers remotely throughout the entire policy lifecycle.

Redirect to self-service channels
Send digital processes via email or SMS
Support in real-time
Collect customer data
Speed up the sales cycle

Processes to digitize

Customer Service Call
Claims Intake Call
Claims Status Call
Payment Request Call
Quote Request

How insurers slash combined ratios in 2023

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Streamline
your agent and carrier workflow

Build strong customer relationships that improve satisfaction and operational efficiency.

Easier for agents

Simplify the process from quote to bind. When it comes to coverage and claims, ensure digital forms are filled out correctly and processed quickly saving you time and resources so you work the smart way.

Better for carriers

Create and manage digital insurance processes that shorten the sales cycle and claim processing. Work together and deliver customer experiences that keep policyholders satisfied.

Sync with your systems

It’s your usual way of working, but better. EasySend integrates seamlessly with your existing databases, core systems, and CRMs.

Launch your digital process
Send processes via SMS, email, website, CRM/core system, API or agent portal
Fill, sign & send
Each party completes the digital process with the support of automatic validations.
Send data to your system automatically
Data is updated in real-time enabling faster approval or decline.
Request supplemental info
Easily send a digital request to the agent or customer.
Quote & bind
Send a quote, negotiate rates, and if approved, bind and process billing online.

The only digital transformation solution you need

Build

Manage

Optimize