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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
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Customer story
Customer story
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 multi-state 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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Blog
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
Blog
Dec 20, 2022
2023 digital banking trends: cost-cutting strategies, optimization solutions & new revenue streams
2023 is here and new digital banking trends are on the horizon. Find out what the year has in store for the banking industry.
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Blog
5 minutes
Blog
Dec 19, 2022
Transforming the life insurance customer journey with digital submissions
Digital submissions not only simplify life insurance sales and claims processes but also improve customer experience, reduce costs, and enable life insurers to develop more tailored life insurance products and services.
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Blog
4 minutes
Blog
Dec 14, 2022
What do 2022 insurance customer experience trends mean for 2025 and beyond
Stay ahead of customer experience trends that will affect the future of the insurance industry, including experience personalization, DIY insurance, AI and chatbots, digital transformation, visual engagement, and more.
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Blog
5 minutes
Blog
Dec 8, 2022
The insurer’s guide to choosing the right eSignature software in 2023
Using eSignatures to sign documents can offer a number of benefits for insurers and their customers. Here is how to select eSignature solution for your business.
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Blog
7 minutes
Blog
Dec 5, 2022
8 obstacles to digital transformation in insurance and how to overcome them
In this article, we will discuss eight of the biggest obstacles to digital transformation in insurance and how companies can overcome them.
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Blog
4 minutes
Blog
Nov 25, 2022
Reducing data costs without jeopardizing growth in insurance
With most companies in resiliency mode, how can they ramp up data efforts while managing data costs?
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Blog
5 minutes
Blog
Nov 23, 2022
7 customer data types in insurance (with tips for collecting data)
When it comes to collecting customer data, it’s important to strike a balance between being too intrusive and not collecting enough information.
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Blog
7 minutes
Blog
Nov 21, 2022
6 customer satisfaction drivers in insurance claims
It’s not easy to figure out how to drive customer satisfaction in insurance claims, but digital data intake can play a key role.
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Blog
6 minutes
Blog
Nov 17, 2022
15 key digital transformation in banking buzzwords to know
The fintech industry is an exciting and fast-moving landscape. To help you keep up, here are 15 digital transformation in banking buzzwords you should know
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Blog
6 minutes
Blog
Nov 15, 2022
Digitizing the top 3 insurance customer touchpoints with no-code: quotes, FNOL, and payments
Quickly and easily build omnichannel connected experiences for quotes, FNOL, or payments without relying on scarce IT resources.
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Blog
6 minutes
Blog
Nov 10, 2022
8 Success drivers in large commercial insurance
KMPG’s Connected Enterprise model for navigating the future commercial insurance landscape requires making an important change: digital data intake.
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Blog
6 minutes
Blog
Nov 10, 2022
Budget crunch? 10 reasons to consider a no-code platform in 2023
The initiatives that will make it into the 2023 digital transformation budgets will be those that have a high probability of success, high ROI, and a low cost of implementation. This is where no-code comes in.
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Blog
5 minutes
Blog
Nov 9, 2022
3 benefits of digitizing customer data intake processes in banking
The banking industry is rapidly changing and digitizing data intake is one way to stay ahead of the curve
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Blog
5 minutes
Blog
Nov 8, 2022
The importance of data integrity for your bottom line
With a large scale of data to process, ensuring high data integrity is vital for insurance companies. Here’s why
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Blog
5 minutes
Blog
Nov 7, 2022
Call center efficiency in insurance: digitize your top call drivers into self-serve digital journeys
What if you could reduce call volume, handle time, and costs of your call center by digitizing your most common call drivers into self-serve digital journeys?
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Blog
4 minutes
Blog
Nov 3, 2022
Paperwork is killing your insurance company's policyholder experience. Here is what you can do about it.
One of the biggest pain points in insurance is paperwork. The insurance onboarding process often requires customers to fill out a significant amount of paperwork, which can be time-consuming and confusing.
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Blog
4 minutes
Blog
Nov 1, 2022
Hyperautomation in insurance: the future of data-driven decision-making
In this blog post, we explore how hyperautomation can benefit your organization and why digital data intake is critical to its success.
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Blog
5 minutes
Blog
Oct 31, 2022
Digital experience in insurance: the importance of making complex simple
Simplicity is key when it comes to digital customer experience. By making the complex simple, businesses can improve conversion rates, create loyalty, and reduce friction.
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Blog
5 minutes
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Blog
Oct 27, 2022
Are PDF forms and manual data intake processes putting your business at risk?
Manual data intake and PDF forms may be putting your insurance business at risk. Learn why digital data capture is the safer, better option
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4 minutes
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Blog
Oct 25, 2022
The three pillars of digital transformation: data integration, data intake and customer experience
To succeed with digital transformation, businesses need to focus on three key pillars: data integration, digital data intake and digital experience.
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Blog
5 minutes
Blog
Oct 24, 2022
12 steps to taking your manual data intake process digital
So, you've decided to convert your paper or PDF forms into digital journeys - that's fantastic! But where should you begin? Here are 12 essential steps to get you started on your data transformation journey
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Blog
5 minutes
Blog
Oct 21, 2022
9 ways to make data collection easy and painless for insurance customers
Customer data collection in insurance doesn’t have to be painful. With these tips, it can be easier than you think.
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Blog
4 minutes
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Blog
Oct 20, 2022
The true meaning of paperworkless
Becoming paperless is not enough. Learn more about the new concept of paperworkless and what it means to have a digital customer data collection process.
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Blog
5 minutes
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Blog
Oct 19, 2022
8 features to consider when choosing a digital data intake software
Insurance companies can solve the problems of frustrating user experiences and high demand for resources with the help of digital data intake tools.
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Blog
5 minutes
Blog
Oct 17, 2022
What can insurers learn from Adobe's purchase of Figma?
Adobe's recent purchase of Figma for $20 billion has put the spotlight on the importance of UX/UI and digital experience for modern enterprises
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Blog
4 minutes
Blog
Oct 11, 2022
10 reasons to optimize your customer data collection forms
Despite its central place in the business, the data collection process is often poorly executed, resulting in major inefficiencies and customer frustration.
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Blog
6 minutes
Blog
Oct 6, 2022
How digital data intake can boost top KPIs in your business
Digital data intake can help you boost some of the main KPIs in your business and play a key role in your company’s digital transformation.
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Blog
6 minutes
Blog
Oct 4, 2022
The future of customer data collection: digital journeys, conversational UIs, and chatbots
Learn about the upcoming trends in customer data collection and how they'll impact insurance.
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Blog
5 minutes
Blog
Oct 3, 2022
Connected enterprise framework: the role of customer data collection
The insurance industry is about to undergo a radical transformation. Digitizing customer data collection is the first key step down the path of digital transformation.
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Blog
5 minutes
Blog
Sep 29, 2022
Why digital intake is key to offering a positive call center customer experience
Call centers using manual data intake processes create a frustrating customer experience. The solution? Digital intake.
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Blog
5 minutes
Blog
Sep 28, 2022
Digitization, digitalization, and digital transformation: what is the difference?
Learn how to differentiate between digitization, digitalization, and digital transformation so you can choose the right strategy for your business.
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Blog
4 minutes
Blog
Sep 27, 2022
The dos and don'ts of customer data collection
Collecting customer data is essential for businesses, but it can be tricky to do it effectively. Here are 15 tips to make sure your data collection process runs smoothly.
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Blog
6 minutes
Blog
Sep 22, 2022
7 core capabilities for effective customer data management in banking
These are the core capabilities in customer data collection that banks need to meet changing customer expectations and address market trends.
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Blog
5 minutes
Blog
Sep 21, 2022
How seamless customer data collection can help insurance directors automate workflows
As the insurance industry looks to adopt more automation in its workflows, customer data collection will play an increasingly important role.
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Blog
5 minutes
Blog
Sep 19, 2022
Data integration as a critical competitive capability in insurance
Data integration is a critical capability for insurers looking to improve customer experience, operational efficiency, and employee productivity.
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Blog
5 minutes
Blog
Sep 15, 2022
Digital data collection: the gateway to digital transformation
Digitizing data intake processes is the first step insurance companies must take to benefit from innovative tech like AI, blockchain, and machine learning.
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Blog
5 minutes
Blog
Sep 14, 2022
Building end-to-end digital customer journeys in insurance
Digital data intake is a necessary first step to enable the end-to-end digital customer journey in insurance. By breaking down silos and connecting disconnected systems, insurance companies can provide a more personalized and seamless experience for their customers.
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Blog
4 minutes
Blog
Sep 13, 2022
Glossary of digital transformation terminology for the insurance industry
Stay up to date with the latest developments in the insurance industry by learning these digital transformation buzzwords.
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Blog
5 minutes
Blog
Sep 8, 2022
P&C insurance digital transformation trends 2024
The P&C insurance digital transformation is in full swing. Here are the trends you can expect to see in the next two years.
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Blog
5 minutes
Blog
Sep 5, 2022
Hyperautomation in banking: the business value of digital data intake
Converting paper-based data entry is the key to unlocking the potential of hyperautomation in banking. It is a prerequisite for other technologies downstream, such as robotic process automation (RPA) and artificial intelligence (AI)
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Blog
5 minutes
Blog
Sep 1, 2022
Data-driven operations: how digital intake journeys streamline customer interactions
Find out how digital data intake can help insurance companies make smarter decisions and be more data-driven.
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Blog
4 minutes
Blog
Aug 31, 2022
4 ways manual data intake is preventing enterprises from maximizing customer value
Is inefficient data intake holding your company back? If your processes require manual touchpoints, the answer is a resounding yes.
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Blog
5 minutes
Blog
Aug 30, 2022
Digital transformation in real estate: lessons learned from the turbulent journey of compass.com
Real estate disruptor Compass.com demonstrates how digitizing processes and prioritizing customer and agent experience are key to real estate success.
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Blog
5 minutes
Blog
Aug 29, 2022
7 digital customer journey trends in insurance for 2023 and beyond
As customers become increasingly digital, customer journeys in the insurance industry are evolving. Here we discuss 7 key trends in customer journeys that will have an impact on the industry in the years to come.
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Blog
5 minutes
Blog
Aug 28, 2022
The influence of data intake methods on customer experience in insurance
Collecting data from customers doesn't have to become a point of friction. Insurance companies can make the customer journey smoother and more efficient by digitizing data intake.
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Blog
4 minutes
Blog
Aug 24, 2022
Streamlining FNOL processes in the call center with digital customer data intake
When customers experience a loss, they don’t have patience for inefficient data intake in the FNOL process. Digital data intake offers a better, faster solution.
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Blog
5 minutes
Blog
Aug 22, 2022
Why digital data intake is the first step to digital transformation in banking
Banks looking to benefit from the automation revolution should start at the beginning: digital data intake.
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Blog
4 minutes
Blog
Aug 15, 2022
8 must-have capabilities of digitally-driven financial institutions
Research shows that digitally-mature financial institutions are two times more likely to be profitable than their less digitally-mature counterparts. So, what are the must-have capabilities for digitally-driven financial institutions?
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Blog
5 minutes
Blog
Aug 10, 2022
The end of web forms as customer data collection method in financial sector
Finance companies seeking to retain customers and boost revenue can do so with one easy change: replacing web forms with chatbots and digital intake journeys.
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Blog
5 minutes
Blog
Aug 9, 2022
The future of insurance: digital claims, digital sales, and other trends
Here are some of the most important trends that will transform the insurance industry in the years to come.
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Blog
4 minutes
Blog
Aug 8, 2022
How to make the most of your evolving insurance forms
Web forms with good UI can be a gamechanger for insurance providers, improving the customer experience and driving strong business outcomes.
Blog
Blog
Jul 30, 2022
How insurance companies are benefiting from the power of digital data collection
Digital data collection is transforming the insurance industry. Here’s how companies are using it to gain a competitive advantage.
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Blog
5 minutes
Blog
Jul 29, 2022
Digital data intake: the key to intelligent automation in insurance
Customers expect it to be easy to find the right agent to solve their issues. Intelligent automation in insurance is the key to making that happen.
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Blog
5 minutes
Blog
Jul 28, 2022
How digital data intake minimizes rejections and callbacks in a call center
Customer service agents are a valuable resource. Digital data intake allows them to focus on tasks that drive business value for insurance providers.
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Blog
6 minutes
Blog
Jul 26, 2022
3 Broken Insurance Customer Journeys & How digital data intake can fix them
The insurance industry’s customer journeys are broken. Digital data intake can fix it. Read on to learn how.
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Blog
7 minutes
Blog
Jul 25, 2022
The unique challenges of digital transformation in commercial insurance
Digital data intake is the foundation on which all other digital transformation initiatives must be built. No-code tools enable commercial insurers to rapidly digitize their customer data intake processes with minimal investment.
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Blog
6 minutes
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Blog
Jul 21, 2022
Unlocking the potential of automation with digital customer data collection
Learn why digital customer data collection is essential for automation
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Blog
6 minutes
Blog
Jul 20, 2022
Advantages of digital data collection methods for loan underwriting
Learn about the benefits of using digital data collection methods for loan underwriting and how it can improve the customer experience.
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Blog
5 minutes
Blog
Jul 14, 2022
The role of customer data intake in the insurance customer journey
Digital customer data intake can transform the insurance customer journey, making it easier and more efficient for both the customer and the organization.
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Blog
5 minutes
Blog
Jul 13, 2022
Solving the insurance digital transformation challenges with digital data intake
By digitizing the customer data intake process, insurance companies can improve the customer experience, automate workflows, and increase efficiency.
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Blog
6 minutes
Blog
Jul 9, 2022
Solving the issue with customer data collection in insurance
If you’re still using manual data entry methods, it’s time to If you’re still using manual data entry methods, it’s time to switch to digital data intake journeys.
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Blog
6 minutes
Blog
Jul 7, 2022
Breaking into a career in tech: tips from a Digital Transformation Manager at EasySend
Fallon Teren, Digital Transformation Manager at EasySend, shares her experience working at EasySend and how the company is helping businesses automate their business processes.
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Blog
5 minutes
Blog
Jul 4, 2022
6 pain points of traditional data collection in insurance and how to solve them
Discover the 6 biggest pain points that insurance companies suffer when they use traditional data collection methods, and how switching to digital data collection can cure them all.
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Blog
5 minutes
Blog
Jun 27, 2022
Solving the issue of customer data intake in mortgage servicing
Personalized digital journeys improve customer data intake, facilitate mortgage servicing, and improve customer experience.
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Blog
8 minutes
Blog
Jun 22, 2022
How to streamline your credit union's new member onboarding process
he onboarding process is critical to the success of your credit union. Here are 11 key things you can do to streamline the credit union onboarding process and make it more efficient.
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Blog
5 minutes
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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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In-Depth Guide to Auto Insurance Claims in 2023: Technology & Strategy
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Transforming B2B Onboarding with Interactive Customer Data Intake UIs
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The Ultimate Guide to Customer Data Intake and Signature Collection for Marketplace Lenders
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Customer Data Intake Automation in Insurance: A Deep Dive
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16 Best Practices for Customer Data Collection in Insurance
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How Can Midsize Banks Compete With Big Banks in the Digital Space?
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UX 101 Guide: Intro to Improving Customer Journey in Financial Services
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10 Strategies for Transforming Your Car Dealership into a Digital Powerhouse
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How to Improve User Experience in Digital Claims. In-depth Guide for Insurers
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The 7 Leading Trends in Digital Transformation in Logistics and Transportation
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12 Digital Transformation Trends in Business Process Outsourcing
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Digital Transformation of Automakers: Top 12 Trends
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Top 11 Digital Transformation Trends for Banks and Credit Unions in 2023
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Top 26 Digital Transformation Trends in Insurance in 2023
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15 Ways to Onboard and Serve Customers Faster and Better in 2023
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Transforming Forms into Digital Journeys: Where Do I Start?
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