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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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
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Customer story

Nürnberger

Acting fast and offering flexibility in times of uncertainty.
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Customer story

VGM

Achieving a five-year digital plan in three months.
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Customer story

Meridio

Supporting 50 states with one dynamic journey.
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Customer story

Real Garant by Zurich

Closing contracts in weeks and impacting the bottom line.
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Customer story

BTIS

Achieving its best commercial binding month to date.
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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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5 minutes
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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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6 minutes
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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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5 minutes
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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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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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5 minutes
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Sep 19, 2023

Embracing change: strategies for overcoming resistance to digital adoption in insurance companies

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Sep 18, 2023

Privacy in a digital world: balancing data collection and protection in insurance

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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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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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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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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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5 minutes
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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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6 minutes
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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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5 minutes
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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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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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5 minutes
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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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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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6 minutes
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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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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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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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6 minutes
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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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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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5 minutes
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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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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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5 minutes
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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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5 minutes
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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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5 minutes
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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
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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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6 minutes
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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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5 minutes
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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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5 minutes
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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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4 minutes
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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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5 minutes
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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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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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6 minutes
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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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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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Jun 27, 2023

Harnessing AI to streamline insurance processes: a game changer for underwriters

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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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5 minutes
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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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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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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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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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4 minutes
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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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6 minutes
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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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5 minutes
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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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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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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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5 minutes
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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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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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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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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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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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4 minutes
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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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5 minutes
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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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5 minutes
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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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6 minutes
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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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5 minutes
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May 2, 2023

Insurance agency of the future: emerging trends shaping the industry

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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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5 minutes
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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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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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5 minutes
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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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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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4 minutes
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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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5 minutes
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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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4 minutes
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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
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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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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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6 minutes
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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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5 minutes
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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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5 minutes
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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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6 minutes
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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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4 minutes
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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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6 minutes
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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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6 minutes
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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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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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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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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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5 minutes
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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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5 minutes
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Feb 28, 2023

Enhancing communications in claims with digital solutions for third-party administrators (TPAs)

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Digital data intake enables better communication between TPAs and other stakeholders in claims processing, boosting efficiency and customer satisfaction.
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6 minutes
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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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6 minutes
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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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5 minutes
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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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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
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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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5 minutes
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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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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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5 minutes
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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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5 minutes
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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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4 minutes
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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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4 minutes
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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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6 minutes
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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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6 minutes
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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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5 minutes
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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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Jan 12, 2023

‍The benefits of using a digital data intake system for P&C insurance carriers

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Dec 30, 2022

Make the most out of policy renewal: tips to streamline insurance renewal processes

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5 minutes
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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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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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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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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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6 minutes
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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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4 minutes
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EasySend Featured in Celent’s 2023 CCM Solutions Report for Global Insurance

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US P&C Insurance Industry 2023 Outlook & Trends

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Digital Transformation in Underwriting: Streamlining and Improving Efficiency

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Financial Services Technology: EasySend’s Vision for 2025

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How digital customer data collection can help insurers slash combined ratios in 2023

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How to make the most of your digital data intake solution: a guide for insurers

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The end of web forms: the evolution of customer data collection methods

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The Ultimate Buyer's Guide to No-Code Platforms

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In-Depth Guide to Auto Insurance Claims in 2023: Technology & Strategy

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Transforming Forms into Digital Journeys: Where Do I Start?

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