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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
Customer story
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Customer story
Customer story
Blog
Sep 27, 2023
The future of banking and Fintech: embedded insurance as a game-changer
As financial organizations, both established and emerging, race to meet evolving customer needs, one thing is clear: embedded insurance isn't just the future – it's the present.
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Blog
5 minutes
Blog
Sep 25, 2023
The dawn of wearable tech in health insurance: enhancing risk assessment and customer engagement
Explore how wearable tech is transforming health insurance through enhanced risk assessment and customer engagement. Discover benefits, challenges, and future prospects.
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Blog
6 minutes
Blog
Sep 21, 2023
Beyond transactional relationships: leveraging digital tools to enhance customer engagement in insurance
For the insurance sector, known for its transactional nature, the journey to deepen customer relationships is not just nice to have—it's critical.
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Blog
5 minutes
Blog
Sep 20, 2023
The evolution of InsurTech: from disruption to collaboration in the insurance ecosystem
75% of insurers are considering collaboration with InsurTech firms to improve their operations. This collaborative ecosystem isn't just a phase—it's the new norm.
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Blog
5 minutes
Blog
Sep 20, 2023
Digital transaction management 101: what you need to know
Digital transaction management (DTM) is changing the way insurance providers do business. Here’s what you need to know about doing DTM right.
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Blog
5 minutes
Blog
Sep 19, 2023
Embracing change: strategies for overcoming resistance to digital adoption in insurance companies
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Blog
5 minutes
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Sep 18, 2023
Privacy in a digital world: balancing data collection and protection in insurance
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Blog
6 minutes
Blog
Sep 12, 2023
Delivering a seamless omnichannel experience: digital solutions for enhancing customer service in insurance
No-code platforms are essential enablers of omnichannel customer service strategies in the insurance industry. By leveraging this technology, firms can quickly and effectively build powerful applications that deliver seamless customer service across multiple channels.
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Blog
5 minutes
Blog
Sep 11, 2023
The new frontier: exploring the role of virtual reality in the insurance industry
The integration of VR and the Internet of Things (IoT) is a game changer for the insurance industry. By leveraging both technologies, insurers can significantly cut down on expenses associated with inspections and loss control.
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Blog
5 minutes
Blog
Sep 7, 2023
Cultivating a digital culture: the role of leadership in driving digital transformation within insurance firms
Explore the pivotal role of leadership in guiding insurance firms through digital transformation, creating a culture of innovation & unlocking growth potential.
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Blog
5 minutes
Blog
Sep 4, 2023
Digital empowerment: how self-service portals are revolutionizing claims management
Claims management can be a laborious and tedious process - but it doesn't have to stay that way. With the power of self-service portals, companies are now able to easily empower their clients and customers to take matters into their own hands.
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Blog
5 minutes
Blog
Aug 31, 2023
Innovations in health insurance: the growing trend of telemedicine and remote patient monitoring
Telemedicine and remote patient monitoring are health insurance trends poised to revolutionize the industry. But only if providers can leverage their full potential.
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Blog
6 minutes
Blog
Aug 29, 2023
Digital transformation and the future of work in insurance: opportunities and challenges
The future of work in insurance and the key to success in a changing industry is all about digital data intake and smart data management.
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Blog
5 minutes
Blog
Aug 23, 2023
The role of digital platforms in supporting mental health coverage
The intersection of digital platforms and mental health coverage is a crucial topic to address. Imagine the magic that could happen if we merged these two worlds - digital platforms and mental health coverage.
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Blog
6 minutes
Blog
Aug 22, 2023
Scaling up sales: harnessing digital platforms to overcome distribution challenges in insurance
In an industry as dynamic and competitive as insurance, staying ahead of the curve is paramount. One key area that is rapidly changing is distribution. Traditional channels have given way to digital platforms, revolutionizing the way insurance is sold and policies are managed.
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Blog
5 minutes
Blog
Aug 21, 2023
The $308 billion threat: how digital tools revolutionize fraud detection in the insurance industry
Insurance fraud losses in the US have skyrocketed to an eye-popping $308 billion annually. To give some context to this number, that’s about 1.5 percent of the GDP each year.
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Blog
5 minutes
Blog
Aug 17, 2023
Instant loans: the role of digital data collection in accelerating personal loan approvals
Digital data collection has revolutionized the personal loan approval process, making it quick, efficient, and customer-friendly.
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Blog
6 minutes
Blog
Aug 16, 2023
Empowering borrowers: how self-service portals are simplifying loan management
Self-Service Portals are quickly becoming the preferred way for borrowers to manage their loans. By providing convenience, transparency, security, and control, they offer a significant advantage over traditional methods of loan management.
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Blog
6 minutes
Blog
Aug 14, 2023
The game changer: exploring the impact of AI in streamlining the underwriting process
The introduction of AI in underwriting is heralding a paradigm shift, redefining risk assessments and reimagining the future of insurance operations.
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Blog
6 minutes
Blog
Aug 10, 2023
Navigating the compliance labyrinth: digital strategies for regulatory challenges in insurance
Embracing digital strategies tailored for regulatory challenges can be a game-changer for insurers, streamlining operations, enhancing transparency, and ultimately building greater trust with regulators and customers alike.
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Blog
6 minutes
Blog
Aug 7, 2023
Solving the pricing puzzle: the role of data-driven insights in insurance premium rate setting
Data-driven strategies enable insurers to navigate the intricacies of the pricing puzzle, offering personalized rates, real-time responsiveness, fraud prevention, and innovative product offerings.
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Blog
6 minutes
Blog
Aug 3, 2023
The customer service conundrum: tackling pain points with digital data Intake in insurance call centers
Insurance call centers can benefit significantly from digital data intake solutions
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Blog
5 minutes
Blog
Aug 2, 2023
Financial inclusion: how digital data intake can extend insurance coverage to the underserved
Extending insurance coverage and enabling financial inclusion for underserved populations can open new market opportunities for insurance providers.
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Blog
6 minutes
Blog
Jul 26, 2023
Empathy in the digital age: humanizing customer interactions amid automation in insurance
Amidst automation-driven advancements, one critical factor must not be overlooked - empathy. Humanizing customer interactions is essential to maintain strong customer relationships and foster trust in the insurance industry.
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Blog
5 minutes
Blog
Jul 25, 2023
Insurance renewals in the digital age: how automation can simplify the process
Insurance renewals in the digital age: how automation can simplify the process
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Blog
5 minutes
Blog
Jul 24, 2023
How EasySend helps insurance and financial services companies accelerate digital transformation
EasySend is key to digital transformation in insurance and digital transformation in banking. Find out why.
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Blog
5 minutes
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Blog
Jul 20, 2023
Workers' Comp 2.0: putting people first with a human-centric approach to digital claims
While digital tools play a crucial role in streamlining processes, we must not overlook the importance of preserving empathy and personalized support for those navigating the workers' comp journey.
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5 minutes
Blog
Jul 18, 2023
Breaking down the silos: integrating InsurTech into the legacy insurance landscape
Do legacy insurance providers and insurtech startups have to be at odds or is their potential for both to benefit from collaboration?
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Blog
6 minutes
Blog
Jul 13, 2023
Streamlining health insurance data collection: overcoming challenges and embracing the future
The collection and management of health insurance data play a crucial role in ensuring efficient operations, accurate claims processing, and improved patient care.
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Blog
5 minutes
Blog
Jul 12, 2023
Simplifying workers' comp: how digital data intake can streamline claims processing
Digital data intake solutions bring transformative changes to workers' compensation claims processing, offering numerous advantages.
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Blog
5 minutes
Blog
Jul 12, 2023
Digital data intake: empowering life insurance agents for success
Digital data intake technology is revolutionizing the life insurance industry and empowering agents to deliver a superior customer experience
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Blog
4 minutes
Blog
Jul 6, 2023
Harnessing technology to revolutionize insurance policy distribution
Explore how technology revolutionizes insurance policy distribution, from enhancing channels and processes to partnering with insurtech startups.
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Blog
5 minutes
Blog
Jul 5, 2023
Boosting insurance agency sales: strategies for optimizing digital channels and customer engagement
Discover key strategies for boosting insurance agency sales in the digital age, from optimizing digital channels to leveraging customer engagement.
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Blog
5 minutes
Blog
Jul 3, 2023
The future of commercial insurance: predictions and trends for 2023 and beyond
In 2023 and beyond, several key trends are set to shape the future of commercial insurance.
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Blog
6 minutes
Blog
Jun 29, 2023
Maximizing business growth: the role of digital data collection in credit unions
By maximizing the potential of digital data collection, credit unions can meet evolving member expectations, drive growth, and build long-lasting relationships.
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Blog
4 minutes
Blog
Jun 28, 2023
Tech tools for tomorrow's agents: the digital transformation of independent brokerages
Explore the digital revolution in insurance and the evolving role of independent agents.
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Blog
5 minutes
Blog
Jun 27, 2023
Harnessing AI to streamline insurance processes: a game changer for underwriters
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Blog
5 minutes
Blog
Jun 26, 2023
Future-proofing insurance: the move towards digital and data-driven operations
By future-proofing claims, underwriting, and customer service, insurers can stay ahead of the curve, meet customer expectations, and maintain a competitive edge in an ever-changing business landscape.
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Blog
5 minutes
Blog
Jun 21, 2023
The shift to digital: overcoming resistance in traditional insurance companies
The time to embrace digital transformation is now, and those who do so successfully will be well-equipped to navigate the future of insurance with confidence.
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Blog
5 minutes
Blog
Jun 19, 2023
The future of customer experience in insurance: a look at digital innovations
Insurers are embracing digital innovations that promise to streamline processes, enhance service delivery, and ultimately, redefine the customer journey.
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Blog
4 minutes
Blog
Jun 15, 2023
Transforming the insurance landscape: exploring the key applications of AI in insurance
AI has already begun transforming various aspects of insurance, paving the way toward more efficient processes, superior customer experiences, and better risk management strategies.
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Blog
4 minutes
Blog
Jun 14, 2023
The future of health insurance: digital transformation through no-code platforms
Health insurance, is getting a big makeover. The future of health insurance, according to numerous experts and thought leaders, is undeniably digital, an no-code platforms are emerging as game-changers.
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Blog
4 minutes
Blog
Jun 13, 2023
The digital shift: how data intake is reshaping insurance underwriting
Underwrting, the cornerstone of insurance, where risks are measured, policies are priced, and coverage terms are determined, is being revolutionized thanks to the integration of digital data intake.
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Blog
6 minutes
Blog
Jun 11, 2023
Embracing FinTech: How credit unions can benefit from collaborations with innovative startups
FinTech partnerships provide a unique opportunity for credit unions to leverage innovative technologies and models while avoiding large investments in developing their own solutions.
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Blog
5 minutes
Blog
Jun 8, 2023
No-code platforms: empowering a seamless transition to digital insurance processes
No-code platforms revolutionize the insurance industry by facilitating a smooth shift to digital operations and fostering cutting-edge innovation.
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Blog
5 minutes
Blog
Jun 6, 2023
Redefining customer engagement: how digital data collection enhances the insurance user experience
Discover how digital data collection revolutionizes the insurance user experience, from personalized services to streamlined processes.
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Blog
5 minutes
Blog
May 31, 2023
Boosting customer retention: digital data collection in financial loyalty programs
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
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
Digital data collection helps insurers create personalized insurance policies that meet customer expectations and give insurers a competitive edge.
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Blog
5 minutes
Blog
May 24, 2023
Reducing friction in lending and accelerating loan approvals with digital data collection
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
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
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
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 9, 2023
Transforming Quote-to-Bind ratios in P&C insurance through digital data collection
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
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
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
Blog
Apr 28, 2023
Digital data collection in mortgage underwriting: the future is now
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
Learn 7 practical tips to streamline communication between carriers and insurance producers, including prioritizing timely responses and utilizing technology.
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Blog
Apr 19, 2023
Collaboration and communication in commercial insurance: the key to successful digital transformation
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
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
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
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
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
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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5 minutes
Blog
Apr 4, 2023
The state of commercial insurance 2023: trends and predictions for the future
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
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
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
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
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
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
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
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
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
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
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
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
Blog
Mar 1, 2023
Breaking down barriers: the impact of digital data intake on carrier-agent relationships
Digital data intake is an essential tool for independent agents that helps to reduce the complexity of carrier/agent communications and boost policy sales growth.
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Blog
5 minutes
Blog
Feb 28, 2023
Enhancing communications in claims with digital solutions for third-party administrators (TPAs)
Digital data intake enables better communication between TPAs and other stakeholders in claims processing, boosting efficiency and customer satisfaction.
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Blog
6 minutes
Blog
Feb 27, 2023
Leveraging technology to make manual data intake a thing of the past
This blog post explores how technology can help insurers overcome these challenges and streamline their data intake processes.
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Blog
6 minutes
Blog
Feb 16, 2023
Elevating customer experience in the P&C commercial lines industry
Learn how P&C commercial lines insurers can enhance policyholder experience through digital innovation and customer-centric strategies.
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Blog
5 minutes
Blog
Feb 15, 2023
From manual to digital: boosting MGA & MGU efficiency with workflow automation
As the insurance industry evolves, automation will become increasingly important for MGAs’ success.
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Blog
5 minutes
Blog
Feb 13, 2023
Underwriting technology trends 2023: what to expect
The underwriting technology landscape is set to continue its rapid progression in 2023, with AI and digitalization at the forefront.
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5 minutes
Blog
Feb 9, 2023
13 tell-tale signs your bank needs to digitize its data intake process
Discover why digitizing data intake is essential for banks that want stay competitive and provide high-quality service for their customers.
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Blog
5 minutes
Blog
Feb 2, 2023
The importance of policyholder experience in call centers
Digital data intake systems for call centers help ensure positive experiences for policyholders, leading to increased customer satisfaction and loyalty.
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Blog
4 minutes
Blog
Feb 1, 2023
Maximize your profits in a challenging insurance market: a guide for independent agents
The hardening market is a given, but that doesn’t mean that independent agents must resign themselves to dwindling profits. Here is what you can do to not just survive, but thrive.
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Blog
5 minutes
Blog
Jan 31, 2023
The benefits of digital data intake technology for insurance producers
The ability to quickly and accurately collect customer information is essential for any agent or broker, and digital data intake technology can be a great tool to make that possible.
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Blog
5 minutes
Blog
Jan 29, 2023
Streamlining insurance processes with No-Code/Low-Code solutions
No-code/low-code solutions enable insurers to keep up with customer expectations while reducing time to market, complexity, and cost.
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Blog
4 minutes
Blog
Jan 23, 2023
Streamline submissions and supplemental data collection in underwriting
Digital tools can help streamline the submission process by allowing agents to quickly gather customer data and fill out ACORD forms.
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Blog
4 minutes
Blog
Jan 19, 2023
Digital claims: streamlining the P&C claims process with digital data collection
P&C carriers who want to streamline claims processing must embrace digital data collection and unify siloed data sources into a single, evolving journey.
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Blog
6 minutes
Blog
Jan 18, 2023
Streamlining underwriting: how digital data intake can improve agent and broker experience
The agent and broker communication with underwriting is often far from ideal. Learn how digital data intake can change that.
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Blog
6 minutes
Blog
Jan 18, 2023
Leveraging digital data intake to streamline policy distribution
Digital data collection is the foundation of modern insurance distribution, and it is essential for agents to have the right tools and resources in place to ensure that customer data is accurate, up-to-date, and clearly communicated to all stakeholders within and outside the organization.
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Blog
5 minutes
Blog
Jan 16, 2023
Streamlining P&C policy management: the benefits of digital data intake for TPAs
TPAs can use the downturn to their advantage by adapting to the changing market conditions and adjusting their business strategies accordingly.
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Blog
5 minutes
Blog
Blog
Dec 30, 2022
Make the most out of policy renewal: tips to streamline insurance renewal processes
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Blog
5 minutes
Blog
Dec 29, 2022
Modernizing insurance customer communication: a guide to upgrading outdated workflows
To reduce errors, lower costs and improve policyholder experience, insurance companies need to upgrade their customer communication workflows with digital solutions.
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Blog
5 minutes
Blog
Dec 26, 2022
Digital transformation lessons: how Liberty Mutual's 110 year journey led to the cloud
Insurers can learn from Liberty Mutual how to tackle complexity and legacy systems
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Blog
4 minutes
Blog
Dec 24, 2022
Why it’s important to streamline submission and logging processes in underwriting
Submitting and logging of insurance applications for underwriting includes several major points of friction and inefficiencies, leading to significant issues and challenges.
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Blog
6 minutes
Blog
Dec 22, 2022
How structuring claims data collection can lead to improved claims experience
Structured claim data collection processes can improve claims experience, reduce claim cycle time and improve claim settlement outcomes.
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Blog
6 minutes
Blog
Dec 21, 2022
Selecting a no-code digital partner: a guide for insurers
Digital experience no-code vendors can provide insurers with the right strategy, platform, and team to stay ahead of the curve.
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Blog
4 minutes
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EasySend Featured in Celent’s 2023 CCM Solutions Report for Global Insurance
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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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Transforming Forms into Digital Journeys: Where Do I Start?
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