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Resources
All the info, guides, and case studies you need to understand digital transformation and how to start your journey today.
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Blog
Top 16 digital transformation trends in insurance in 2023
2023 is going to be a big year for digital transformation projects in the insurance industry. Check out this list of the top 16 trends that will shape the future of insurance!
March 4, 2022
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12 minutes
Customer story
Customer story
eBook
eBook
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16 Best Practices for Customer Data Collection in Insurance
Customer story
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Customer story
Customer story
Blog
May 31, 2023
Boosting customer retention: digital data collection in financial loyalty programs
Blog
Let’s explore how leveraging digital data collection can help financial institutions optimize their loyalty programs, ensuring better customer retention and long-term growth.
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Blog
5 minutes
Blog
May 30, 2023
Microinsurance revolution: expanding access to insurance services through digital data collection and technology
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Microinsurance utilizes digital data collection and technology to make it easier for people to access insurance services
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Blog
5 minutes
Blog
May 25, 2023
Personalizing insurance policies: how digital data collection empowers customized coverage
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Digital data collection helps insurers create personalized insurance policies that meet customer expectations and give insurers a competitive edge.
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5 minutes
Blog
May 24, 2023
Reducing friction in lending and accelerating loan approvals with digital data collection
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Any institution interested in reducing friction in lending and accelerating loan approvals has to adopt digital data collection as a first step.
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Blog
5 minutes
Blog
May 22, 2023
Improving customer experience in commercial insurance with streamlined digital workflows
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Explore how digital workflows revolutionize customer experience in commercial insurance, boosting satisfaction and engagement.
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Blog
7 minutes
Blog
May 18, 2023
The value of ecosystems and integrations in the insurance industry
Blog
Learn how to stay ahead of the competition in insurance with ecosystem integration. Adapt to customer needs, leverage technology, and differentiate yourself for a competitive edge.
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Blog
4 minutes
Blog
May 16, 2023
Unleashing the power of real-time data sharing: 5 benefits for commercial insurance
Blog
Real-time data sharing enables greater efficiency and accuracy in the commercial lines insurance data collection process, reducing the complexities associated with manual communication and data entr
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Blog
5 minutes
Blog
May 15, 2023
[Webinar] Commercial insurance in 2024 and beyond: priorities, technologies, and challenges
Blog
Explore the future of the commercial insurance sector with our on-demand webinar where we delve into 2024's top priorities, emerging technologies, and key challenges in the industry.
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Blog
5 minutes
Blog
May 9, 2023
Transforming Quote-to-Bind ratios in P&C insurance through digital data collection
Blog
Uncover the power of digital data collection in enhancing Quote-to-Bind ratios in P&C insurance. Drive process efficiency and customer delight with technology.
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Blog
5 minutes
Blog
May 8, 2023
20 crucial KPIs for insurance customer experience improved by digital data collection
Blog
Discover 10 KPIs to gauge the success of insurers' digital data initiatives aimed at enhancing customer experience. Measure, improve & thrive!
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Blog
6 minutes
Blog
May 4, 2023
How technology is transforming retail banking: self-service dispute resolution
Blog
Uncover the ways technology is reshaping retail banking through self-service dispute resolution, enhancing customer experiences, and streamlining operations for greater efficiency.
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Blog
5 minutes
Blog
May 2, 2023
Insurance agency of the future: emerging trends shaping the industry
Blog
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Blog
5 minutes
Blog
Apr 28, 2023
Digital data collection in mortgage underwriting: the future is now
Blog
Discover the influence of digital data collection on mortgage underwriting, exploring its advantages, obstacles, and potential future developments.
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Blog
5 minutes
Blog
Apr 20, 2023
7 tips on streamlining communications between carriers and insurance producers
Blog
Learn 7 practical tips to streamline communication between carriers and insurance producers, including prioritizing timely responses and utilizing technology.
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Blog
5 mnutes
Blog
Apr 19, 2023
Collaboration and communication in commercial insurance: the key to successful digital transformation
Blog
Data silos can be a major roadblock to digital transformation in commercial insurance. The lack of real-time sync between core and secondary systems leads to gaps in the understanding of customer data and misalignments between different teams.
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Blog
5 minutes
Blog
Apr 18, 2023
10 reasons why credit unions should consider no-code tools
Blog
No-code tools can be a gamechanger for credit unions. We’ve put together a list of the top ten reasons credit unions should consider using no-code tools.
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Blog
5 minutes
Blog
Apr 13, 2023
7 banking call center technology trends in 2023
Blog
Digitizing customer data collection is an important first step to taking advantage of new technologies in the call center
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Blog
4 minutes
Blog
Apr 12, 2023
5 ways digital transformation is revolutionizing insurance claims processing
Blog
Digital data collection is a key element of the digital claims submission process and provides several significant benefits to insurers and customers.
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Blog
5 minutes
Blog
Apr 12, 2023
Exposed: 7 ways email document sharing is putting your organization at risk
Blog
To ensure data security and maintain compliance, financial institutions need to upgrade their document exchange process to a secure digital platform.
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Blog
4 minutes
Blog
Apr 6, 2023
Disruptive technologies in commercial insurance: how no-code and digital data collection are changing the game
Blog
To keep up with customer demands, commercial lines insurers are shifting their focus away from the conventional "one-size-fits-all" policies and instead are providing customers with customized coverage based on individual requirements.
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Blog
5 minutes
Blog
Apr 4, 2023
The state of commercial insurance 2023: trends and predictions for the future
Blog
Commercial insurance is likely to face a radical transformation in the near future as changes in technology and regulation continue to reshape the way businesses select and purchase policies.
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Blog
5 minutes
Blog
Mar 30, 2023
From paper to pixels: the benefits and challenges of digitizing underwriting processes
Blog
Digital underwriting is faster, more accurate, and more efficient than underwriting processes with manual touchpoints.
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Blog
6 minutes
Blog
Mar 29, 2023
Top credit union trends and priorities shaping the financial landscape in 2023
Blog
Explore the top trends and priorities for credit unions in 2023, including digital transformation, member engagement, data analytics, and integration
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Blog
5 minutes
Blog
Mar 28, 2023
The future of insurance distribution: how automation and AI are changing the landscape for insurance agents
Blog
We are in the midst of the AI-revolution. AI-powered tools and platforms provide a range of capabilities, from automated customer service to predictive analytics. With these tools, agents can gain better insights into their customers’ needs and preferences to deliver personalized services.
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Blog
5 minutes
Blog
Mar 27, 2023
The human touch in the digital world: balancing automation with personalization in insurance
Blog
Automation is an effective tool for streamlining processes, reducing costs, and improving customer experience. But automation on its own cannot deliver a truly outstanding customer experience.
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Blog
6 minutes
Blog
Mar 20, 2023
The benefits of no-code development: how credit unions can catch up with digital leaders
Blog
No-code development offers several benefits for credit unions — from faster, cost-effective development to personalized experiences and scalability.
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Blog
4 minutes
Blog
Mar 17, 2023
Digital as an enabler, not a disruptor, of the agent/broker distribution model in insurance
Blog
By leveraging digital technologies to their fullest potential, agencies can continue to offer superior customer service while modernizing the agency distribution model in insurance.
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Blog
6 minutes
Blog
Mar 16, 2023
Simplifying commercial lines submissions: a case study
Blog
For agencies operating in multiple states, commercial multi-state submissions can be a real challenge to stay on top of ever-changing compliance requirements. Here is how BTIS solved this challenge with digital data intake.
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Blog
6 minutes
Blog
Mar 10, 2023
5 obstacles to digital transformation in credit unions and how to overcome them
Blog
iI you want to keep up with expectations of your members, it's time to start thinking about transforming your credit union digitally.
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Blog
5 minutes
Blog
Mar 9, 2023
8 strategies for auto lending businesses to increase loan volume and minimize risk
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Here are some strategies that auto lending businesses can consider to increase loan volume while minimizing risk
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Blog
6 minutes
Blog
Mar 7, 2023
How credit unions can leverage digital data collection to improve member experience and drive growth
Blog
One powerful way credit unions can improve member experience and drive growth is by leveraging digital data collection.
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Blog
5 minutes
Blog
Mar 6, 2023
The future of agent-assisted interactions in banking
Blog
Digital data intake journeys are the future of agent-assisted interactions in banking. They are more user-friendly, efficient, and accurate than traditional data collection methods.
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Blog
5 minutes
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Digital Transformation in Underwriting: Streamlining and Improving Efficiency
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The end of web forms: the evolution of customer data collection methods
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How to make the most of your digital data intake solution: a guide for insurers
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How digital customer data collection can help insurers slash combined ratios in 2023
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Financial Services Technology: EasySend’s Vision for 2025
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The Ultimate Guide to Customer Data Intake and Signature Collection for Marketplace Lenders
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In-Depth Guide to Auto Insurance Claims in 2023: Technology & Strategy
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Top 11 Digital Transformation Trends for Banks and Credit Unions in 2023
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15 Ways to Onboard and Serve Customers Faster and Better in 2023
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Top 26 Digital Transformation Trends in Insurance in 2023
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Transforming B2B Onboarding with Interactive Customer Data Intake UIs
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How Can Midsize Banks Compete With Big Banks in the Digital Space?
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Customer Data Intake Automation in Insurance: A Deep Dive
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How to Improve User Experience in Digital Claims. In-depth Guide for Insurers
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Digital Transformation of Automakers: Top 12 Trends
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The 7 Leading Trends in Digital Transformation in Logistics and Transportation
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Transforming Forms into Digital Journeys: Where Do I Start?
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12 Digital Transformation Trends in Business Process Outsourcing
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10 Strategies for Transforming Your Car Dealership into a Digital Powerhouse
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UX 101 Guide: Intro to Improving Customer Journey in Financial Services
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