Simplify renewals with EasySend

Automate every step of your renewal process. Capture data instantly, validate it with AI, and deliver faster, fully compliant renewals with customer workflows, built for modern teams.
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Turn complex renewals into seamless workflows

Reduce renewal friction

Cut renewal cycles from weeks to minutes with automated reminders and digital workflows.

Reduce churn

Keep customers engaged and on track with guided, mobile-friendly renewal experiences.

Eliminate manual work

Sync data directly with your CRM or policy admin systems to prevent re-entry and human error.

Boost retention

Deliver a smooth, transparent renewal experience that keeps customers year after year.

Still managing renewals manually?

Renewing policies, loans, or accounts often means chasing missing signatures, outdated forms, and back-and-forth emails. Manual renewals waste time, increase error risk, and frustrate both teams and customers.

With EasySend, businesses replace slow, paper-heavy processes with automated digital journeys — reducing churn, improving accuracy, and renewing customer trust with every interaction.
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Make renewals effortless for everyone

Digitize every renewal step

Replace paper forms and PDFs with dynamic, mobile-friendly processes that guide customers through each requirement, from consent to payment.

Automate document and data collection

Use AI-powered validations to verify data, pre-fill known fields, and instantly flag missing information or signatures.

Keep customers engaged with reminders and updates

Send automated reminders, renewal confirmations, and personalized offers through SMS or email.

Scale renewals without adding staff

Automate repetitive tasks, streamline internal reviews, and enable your team to scale with the same resources.

Digitize renewals across industries

Financial services

Baking & lending renewals

- Credit card


- Loan applications

- Line of credit

Investment management

- Portfolio

- Advisory service


- Fee structure

Learn how financial institutions automate renewals

Insurance

Policy renewals

- Auto insurance

- Life insurance


- Property insurance

- Health insurance

- Pension renewals


Learn how insurance companies automate renewals with EasySend

Healthcare

Patient renewals

- Patient intake

- Prescription


- Membership

Learn how healthcare institutions automate renewals

Retail & distribution

Vendor and supplier renewals

- Rewards program


- Service subscriptions


- Vendor or partner contracts

FAQ

1.
What is a digital renewal process?

A digital renewal replaces manual, paper-heavy renewals with automated digital workflows. Customers review and confirm information, sign documents, and complete renewals, digitally in minutes.

2.
How does EasySend improve renewals?

EasySend automates every step of the renewal process. Data is captured instantly, validated with AI, and sent directly into your systems—reducing errors, cutting turnaround times, and improving customer satisfaction.

3.
Can EasySend renewal workflows ensure compliance?

Yes. All renewals are audit-ready with secure data handling, eConsent, and verification features designed for regulated industries.

4.
Are digital renewals mobile-friendly

Absolutely. Every EasySend renewal workflow is fully responsive, so customers can review, update, and sign from any device—desktop, tablet, or smartphone.

5.
Can renewal workflows integrate with my systems?

Yes. EasySend connects seamlessly with your existing CRM, policy administration, or core systems, so all data flows automatically without manual re-entry.

6.
Who can benefit from EasySend’s renewal solution?

Organizations across industries—insurance, banking, financial services, healthcare, and retail—use EasySend to simplify renewals, boost retention, and reduce administrative work.

7.
What are the advantages of digitizing onboarding with EasySend?

Digitizing renewals helps you cut costs, reduce errors, and deliver a smoother experience for customers and teams. With automation and AI validations, you can process renewals faster, stay compliant, and scale without adding manual effort.

  • Business-friendly: Create and customize without heavy IT
  • Scalable: Manage multi-step, multi-party workflows with AI
  • Efficient: Integrate CRMs and business software
  • Enterprise-ready: Meets the highest security standards 
  • Built for customer interactions: Your brand, your channels

8.
How quickly can I launch a renewal process?

Most organizations launch their first digital renewal workflow in a few hours. EasySend’s no-code platform makes it simple to design, test, and deploy without dev reliance.

Book a demo today

See how you can create, manage, and track dynamic digital journeys connected to your business software.