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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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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5 minutes
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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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7 minutes
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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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6 minutes
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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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6 minutes
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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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6 minutes
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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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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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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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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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5 minutes
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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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4 minutes
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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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4 minutes
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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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5 minutes
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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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5 minutes
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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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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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5 minutes
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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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5 minutes
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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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4 minutes
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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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5 minutes
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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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5 minutes
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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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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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6 minutes
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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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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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5 minutes
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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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5 minutes
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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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5 minutes
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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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4 minutes
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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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6 minutes
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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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5 minutes
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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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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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5 minutes
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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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5 minutes
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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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4 minutes
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Sep 13, 2022

Glossary of digital transformation terminology for the insurance industry

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Stay up to date with the latest developments in the insurance industry by learning these digital transformation buzzwords.
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5 minutes
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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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5 minutes
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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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5 minutes
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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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4 minutes
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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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5 minutes
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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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5 minutes
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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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5 minutes
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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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4 minutes
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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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5 minutes
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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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4 minutes
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Aug 17, 2022

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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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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5 minutes
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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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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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4 minutes
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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.
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Aug 1, 2022

Streamlining customer interactions in commercial lending

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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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5 minutes
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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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5 minutes
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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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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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7 minutes
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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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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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6 minutes
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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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5 minutes
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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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5 minutes
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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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6 minutes
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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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6 minutes
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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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5 minutes
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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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5 minutes
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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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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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5 minutes
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Jun 21, 2022

7 benefits of digital data intake journeys for customer data collection in insurance

Digital data intake can be a gamechanger for insurance providers. These are the top 7 benefits you will gain with digital customer data collection.
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5 minutes
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Jun 21, 2022

‍Mapping out customer journeys in insurance for better customer experience

The journey customers take before, during, and after the sales process should be considered to create a seamless experience. Here's how insurers can look at their digital strategy through the lens of customer journeys.
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8 minutes
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Jun 16, 2022

Why design thinking is essential for digital transformation in insurance

Design thinking is a customer-centric approach that can help insurers to stay ahead of the curve and remain relevant in a rapidly changing digital world. 
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6 minutes
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Jun 15, 2022

Why data integration is key to the digital experience in insurance

Data integration plays a key role in digital transformation in insurance. The first step for insurers is digitizing customer data intake.
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5 minutes
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Jun 14, 2022

Solving the issue of customer data intake in loan servicing

The benefits of digital data intake are for loan servicing are too great to ignore, and with the right solution in place, digital data intake can be a game-changer.
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7 minutes
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Jun 13, 2022

How 4 insurers are driving customer engagement with digital data intake

Learn how four leading insurance companies are using digital data intake to increase efficiency, reduce costs and improve the experience for their customers.
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Jun 7, 2022

Tesla vs. the Insurance Industry: how auto insurers can avoid the fate of the dinosaurs

The future of insurance is digital, data-driven, and customer-centric. Tesla has already shown us the way; it's time for the rest of the industry to follow suit.
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Jun 1, 2022

The importance of digital journey mapping for improving customer experience in banking

Digital transformation in banking is a journey, and digital journey mapping can be an invaluable tool to help you meet your goals.
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May 31, 2022

Why digital intake solutions are the key to successful automation in insurance

Learn how digital data intake can help your insurance company boost efficiency and improve customer experience.
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May 30, 2022

Is a typed signature legally binding? And other questions

Learn about the legality of typed signatures, the different ways they can be used, and why they're so important for digital customer journeys.
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May 29, 2022

Easy new member onboarding is crucial for the survival of credit unions

Credit Unions can create a simple, fast onboarding process using smart digital journeys, creating strong relationships with new members from the get-go.
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May 25, 2022

How to improve the insurance policy renewal process

Policy renewal process doesn’t have to be a pain. By making it easy for policyholders to renew their policy online, you'll boost customer retention and reduce operational costs.
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May 24, 2022

Why are neobanks popular and how traditional banks can catch up 

Wondering why neobanks are popular? We explain where they outperform traditional banks and what banks can do to keep up.
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May 19, 2022

Making RPA, BPA, and workflow automation work by digitizing front-end customer input

In order to automate their back-end processes, many businesses overlook the importance of automating the intake of customer data. Here we'll show you how to do it using customer data intake journeys
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May 17, 2022

How to convert a PDF form into digital experience: step-by-step guide

Converting your customer data intake forms from PDFs to digital experiences can be an overwhelming process. Here's our simple, 5-step process for making it painless.
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May 12, 2022

Insurance trends: plain language policies

The insurance industry trends are clear—plain language policy is key to keeping customers happy and even to selling more.
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May 11, 2022

Top UX trends in banking for 2023

Banking in 2023 is all about the user experience. What are the banking US trends we can expect in 2023?
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7 minutes
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May 5, 2022

Frustrated with PDF forms? So are your customers!

PDF forms as a method of customer data collection in insurance have many limitations. In order to provide a better experience for your customers, it's time to consider other options.
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May 4, 2022

Here’s how bad UX is hurting your insurance company’s bottom line

Do your insurance company’s website and online services suffer from bad UX? It might be losing you thousands in revenue - per customer. Here's how to fix it. 
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Apr 27, 2022

Where are the growth opportunities for intelligent automation in insurance?

To take full advantage of the growth opportunities of automation in insurance, insurers must solve the problems stemming from manual customer data collection
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Apr 25, 2022

Solving the UX challenges in insurance and banking

Solving the UX challenges in insurance and banking demands an uncompromising focus on customer experience
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Apr 25, 2022

How to accelerate your digital transformation plans from 5 years to 3 months

Learn how you can drastically reduce the time it takes to complete your digital transformation projects with the help of some innovative technologies and solutions.
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7 minutes
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Apr 21, 2022

How can midsize banks offer a digital experience that competes with the big players?

Taking a customer-centric approach and investing in innovative technologies will help midsize banks offer a digital experience that meets the needs of today’s consumers and keeps pace with the big players.
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5 minutes
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Apr 20, 2022

‍11 quick tips to improve user experience of the insurance websites

Here are 11 tips from EasySend’s team to help improve the UX/UI of your insurance website and make it stand out from the rest
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5 minutes
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Apr 19, 2022

4 keys to delighting banking customers with a digital-first approach

How can banks recalibrate their customer experience (CX) to be digital-first? Concentrate on these 4 key areas.
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Apr 15, 2022

Lessons learned from Chipotle’s human-centric approach to digital transformation

Chipotle’s successful digital transformation demonstrates how strategic use of technology can improve customer experience
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Apr 14, 2022

4 digital transformation success factors banking and insurance businesses can't afford to ignore

Digital transformation in banking and insurance is critical, but more often than not, it fails. Discover the keys to success in our new blog.
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Apr 13, 2022

Enterprise digital transformation: trends in mobile banking

As banking goes digital, mobile banking trends are putting customer experience at the forefront of innovation.
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Apr 6, 2022

Digital transformation success stories: Guardian Life

Guardian Life’s successful digital transformation journey helped the company speed up time-to-market, enabling fast, agile, and flexible deployment of new features and products, allowing Guardian to become highly competitive while maintaining its market leader position.
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Apr 5, 2022

Assess your organization's digital maturity with this 10 step checklist

By assessing your digital maturity, you can identify the areas where you need to improve and take the necessary steps to get there.
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5 minutes
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Apr 4, 2022

How to pitch a no-code platform to your CIO: a guide for the overworked head of IT

We’ve put together tips to make a perfect pitch that will help get your CIO on board with adopting a no-code platform.
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7 minutes
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Mar 29, 2022

Webinar recap: how VGM achieved their 5-year digital transformation plan in 3 months with EasySend

In our latest webinar, we discussed how VGM achieved its 5-year digital transformation plan in 3 months, utilizing EasySend's platform as one of the driving forces behind that success. 
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Mar 24, 2022

No-code platform vs coding from scratch: how to make the right decision for your next digital transformation project

Let’s take a closer look at three ways to tackle any digital transformation project: code from scratch, use a no-code platform, or off-the-shelf software.
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6 minutes
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Mar 23, 2022

7 steps to a user-friendly sales process in insurance and banking

Your customers expect an outstanding customer experience and won’t settle for less. These 7 easy steps can improve your sales UX in insurance and banking.
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Mar 17, 2022

Document management systems vs digital journey platforms

Document management systems and digital journey platforms: what they have in common and where they differ
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Mar 16, 2022

6 reasons why you should consider a no-code platform for your next digital transformation project

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Organizations can now deliver better customer experiences without investing enormous resources—it’s the no-code revolution.
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Mar 10, 2022

Why great UX matters for internal processes and operational efficiency

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Internal processes are a critical part of any business, and it is essential to make sure they are as user-friendly as possible.
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Mar 8, 2022

ROI of claim intake tools: PDfs vs web forms vs digital journeys

Let's break down the ROI of digital transformation for insurance companies by comparing the operational costs of claim intake with PDFs, simple web forms, and user-friendly digital journeys.
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7 minutes
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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 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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The Digital FNOL Playbook for Insurance CIOs

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Transforming Forms into Digital Journeys: Where Do I Start?

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