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 2024

2024 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!
December 1, 2023
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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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Clal

Quality at scale: Digitizing 200+ processes
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Jul 22, 2024

Solving the Pain of New Driver Onboarding

New driver onboarding doesn’t have to be painful. By integrating EasySend into your fleet management software, you can turn a cumbersome and error-prone task into a streamlined, efficient, and error-free process.
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Jul 15, 2024

Empowering agents with digital tools for enhanced distribution

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Jul 11, 2024

From static forms to dynamic interactions: the evolution of customer data intake in insurance

The insurance sector is evolving from static to dynamic interactions, enhancing data collection through technologies like customer interaction engines.
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Jul 10, 2024

Revolutionizing loan processing in banking: how customer interaction engines simplify application and approval

Discover how customer interaction engines are revolutionizing banking by streamlining loan processes and enhancing user experience.
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Jul 8, 2024

Core systems in insurance and the role of customer interaction engines

Despite significant optimization in the back-office, handling customer interactions in insurance through multiple disparate point solutions, often leads to inefficiencies and a fragmented customer experience.
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Jul 8, 2024

Adapting insurance to the digital age: how low-code solutions empower enterprises

Insurers increasingly adopt low-code platforms to meet customer demands for faster, personalized services, enhancing operational efficiency.
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Jun 30, 2024

Navigating the complexity of omni-channel management

The complexity of omni-channel management in financial services requires robust solutions that can seamlessly integrate disparate channels into a unified system. Enter customer interaction engines.
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Jun 13, 2024

Enhancing personalization to combat generic customer experiences in insurance

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Jun 10, 2024

Enhancing the customer interaction layer in insurance through APIs

As insurers strive to offer seamless, personalized experiences, APIs (Application Programming Interfaces) are becoming essential tools in enhancing the customer interaction layer.
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Jun 5, 2024

Solving the channel fragmentation challenge in insurance: a strategic approach

This blog post explores the channel fragmentation issue in the insurance industry and outlines strategic solutions to create a unified customer journey.
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Jun 3, 2024

The future of customer interactions in insurance: the rise of dynamic customer interaction engines

As the digital landscape evolves, insurers are increasingly turning to dynamic customer interaction engines to drive engagement and facilitate real-time, responsive interactions.
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May 30, 2024

Addressing customer pain points with dynamic customer interactions in insurance

In the evolving landscape of insurance, meeting the varied and dynamic needs of customers has become crucial. Here is how dynamic customer interaction layer solves that challenge.
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May 28, 2024

Redefining underwriter efficiency: strategies to minimize low-value tasks

Up to 40% of an underwriter's time can be consumed by non-core activities. See how customer interaction platforms are changing that equation.
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May 23, 2024

Making the hybrid customer interaction model work in financial services

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May 21, 2024

Overcoming challenges of digital adoption in insurance: the case for built-for-purpose customer interaction tools

The absence of purpose-built tools for managing customer interactions in the insurance sector represents a critical barrier to digital adoption.
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May 20, 2024

The case for unified customer interactions in insurance

This blog post explores the importance of unified customer interactions in the insurance sector, detailing the benefits and the key strategies for implementing such a framework.
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May 15, 2024

Evolving customer expectations: the drive toward instant insurance claims and payouts

The interest in instant payouts is strong enough that many consumers are willing to pay a premium for this convenience, indicating a significant shift in how insurance services are valued by customers​.
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May 13, 2024

Navigating the quagmire of missing documents in insurance and financial services

Document collection often resembles a frustrating game of hide-and-seek. Clients scramble to submit paperwork, while businesses struggle to manage the influx efficiently. But what if there was a smoother way to navigate this maze?
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May 6, 2024

The fragmentation dilemma: understanding the customer interaction landscape in insurance

The absence of a unified customer interaction system creates a fragmented customer experience, leaving insurers struggling to provide coherent and efficient service.
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Apr 30, 2024

Breaking down silos: the impact of integrated customer interaction layer on insurance

In the insurance industry, customer service and interaction are as vital as the products offered. Insurers are increasingly recognizing that the traditional approach to customer interactions—often characterized by fragmented, siloed systems that operate independently—needs a significant overhaul.
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Apr 29, 2024

Empowering customers with multitouch digital journeys in financial services

The customer interaction layer is fundamental to managing and enhancing multi-touch customer journeys. By providing a seamless, consistent, and personalized experience across all channels, this layer not only meets but often exceeds customer expectations
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Apr 25, 2024

The future of insurance claims: personalized, efficient, and digital

The next phase of claims transformation isn't just about digitization but is fundamentally reshaping the interactions between insurers, policyholders, and service providers.
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Apr 18, 2024

How unified customer interactions transform the insurance experience

Unified customer interactions do more than just streamline processes—they open the door to hyper-personalization in insurance offerings
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Apr 16, 2024

Navigating the intersection of digital innovation and ESG in Banking

Explore how banks use digital innovations to enhance ESG strategies, ensuring sustainable and ethical banking practices globally.
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Apr 10, 2024

Overcoming the digital divide: bridging the gap in insurance accessibility

Explore how the insurance sector faces a widening digital divide & the innovative no-code tools that are narrowing this gap, ensuring insurance accessibility.
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Apr 3, 2024

The expansion of parametric insurance: beyond weather risk and agriculture

Parametric insurance, once a specialized product focused on weather-related risks in the agricultural sector, is now making significant strides across various insurance lines of business.
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Apr 2, 2024

Cross-platform integration: creating a seamless financial ecosystem for consumers

By focusing on scalability, security, and user experience, we can create financial ecosystems that truly transform the way consumers interact with financial services.
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Mar 28, 2024

‍The future of banking: leveraging low-code platforms for agile service development

Explore how low-code platforms transform banking, enabling fast deployment of customer services and fostering innovation for a competitive edge
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Mar 27, 2024

Cross-industry lessons for insurance: innovations from healthcare to retail

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Mar 26, 2024

Hyper-personalization in insurance: leveraging Big Data and AI for customized policies

Hyper-personalization in insurance represents the evolution of customization, where every interaction and product offering is informed by deep insights into individual customer behaviors, preferences, and risk profiles.
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Mar 21, 2024

Beyond data intake: how AI transforms customer insights into actionable insurance strategies

The integration of AI into insurance processes goes beyond mere data intake; it revolutionizes how customer insights drive strategic decisions, reshaping the landscape of the insurance industry.
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Mar 19, 2024

Customer Interaction Layer: the missing piece of the insurance infrastructure puzzle

Discover how the Customer Interaction Layer revolutionizes insurance by unifying customer processes, enhancing experiences, and ensuring data integrity.
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Mar 18, 2024

Navigating business insurance premium adjustments: a strategic guide for insurers

Discover how the Customer Interaction Layer streamlines annual premium adjustments by enhancing data accuracy and improving insurer-customer engagement.
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Mar 17, 2024

Pioneering change: implementing agile digital architectures in the insurance sector

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Agile digital architectures empower insurance companies to enhance customer experience, streamline operations, and innovate continuously, thereby securing their position in the future.
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Mar 14, 2024

Enhancing customer retention in insurance through efficient customer data intake strategies

Learn how to leverage efficient data intake in insurance to enhance customer experience, increasing loyalty and retention with Customer Interaction Layer.
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Mar 11, 2024

Digitizing annuities: streamlining data intake for enhanced retirement planning

Managing the data intake process for annuities in a point-solution, haphazard way leads to significant inefficiencies and challenges.
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Mar 5, 2024

Automating data verification for quicker insurance processing

Automated data verification for insurance ensures accuracy, reduces costs & helps avoid the pitfalls of bad data. Learn more about the technologies used.
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Feb 27, 2024

Maximizing efficiency: how digital data collection is changing insurance workflows

Digital data intake is far more than just an incremental improvement - by addressing the challenges and inefficiencies of traditional workflows, it’s the missing piece for maximizing efficiency within the insurance sector
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Feb 27, 2024

Revolutionizing Travel Insurance with Instant Digital Data Intake (FNOL)

As the travel insurance sector embarks on this transformative journey, the focus is not merely on adopting new technologies but on reimagining the entire insurance lifecycle.
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Feb 26, 2024

Digital agility: adapting travel insurance to rapidly changing global risks

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Feb 22, 2024

Integrating digital signatures in insurance document workflows

Let’s explore the benefits, considerations, and best practices for implementing digital signatures within the insurance sector.
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Feb 20, 2024

What's Next In Customer Data Intake: From Digital Interfaces to Dynamic Workflows

The move towards dynamic workflows in the insurance industry signifies a major step forward in digital transformation.
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Feb 19, 2024

Streamlining claim adjustments: innovations in digital data collection

Digital data collection has become a pivotal factor in enhancing efficiency, accuracy, and customer satisfaction
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Feb 15, 2024

The role of digital onboarding in transforming customer experience in insurance: a CIO's guide

Let's delve into the transformative power of digital onboarding in the insurance sector, exploring its impact on customer satisfaction, operational efficiency, and competitive advantage.
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Feb 13, 2024

The power of APIs: streamlining data exchange in insurance ecosystems

Let's delve into the pivotal role of APIs in modernizing insurance operations, facilitating seamless integrations, and driving forward the industry’s digital frontier.
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Feb 12, 2024

Automating the future: how next-level process automation is reshaping the insurance industry

By automating and integrating complex data collection and processing tasks, insurers can achieve a level of efficiency and customer engagement previously unattainable.
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Feb 6, 2024

Embracing AI in insurance: From experimentation to enterprise-wide implementation

Digital data intake is an excellent way to create a strong data foundation for effective AI implementation. Here is why.
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Feb 5, 2024

Personalized policies: the future of insurance with digital profiling

Digital profiling in insurance represents a significant shift from one-size-fits-all policies to personalized insurance solutions, opening up new opportunities to benefit both insurers and insured individuals.
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Jan 31, 2024

A deep dive into InsurTech innovations set to redefine insurance by 2025

The comprehensive eBook, "InsurTech Innovations: Top Trends Set to Dominate by 2025", offers a deep dive into the trends and innovations shaping the future of the industry. 
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Jan 29, 2024

The shift to digital claims processing: a 2025 vision for insurance companies

The shift to digital claims processing is a vital step in the evolution of the insurance industry. As we look towards 2025, the successful adoption of digital practices will be a key differentiator for insurance companies.
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Jan 26, 2024

From data to decision: how AI is changing underwriting in commercial insurance

With the advancements in technology and data analytics, AI is transforming traditional underwriting processes and radically improving accuracy, speed and efficiency.
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Jan 24, 2024

Innovating workers' compensation: digital strategies for better claims management

Traditionally, workers' compensation has been a cumbersome process, often mired in paperwork, slow response times, and a lack of transparency. However, the digital transformation in this space is revolutionizing how claims are managed.
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Jan 22, 2024

Cross-industry learnings: what insurance can learn from digital data intake in other sectors

Let's explore how digital data intake strategies from various sectors can revolutionize the insurance industry.
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Jan 17, 2024

Claims processing reimagined: the revolutionary impact of digital data intake on efficiency

Digital data intake is not just a trend; it's the new standard in claims processing.
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Jan 16, 2024

Emerging trends in InsurTech: the role of AI and Big Data

AI and ML are anticipated to have a significant impact on the InsurTech landscape, with companies like Air Doctor using these technologies to enhance services, such as tailoring search results based on travelers' preferences.
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Jan 15, 2024

The future of health insurance: digital data intake and patient-centric services

Digital tools rely on digital data. With the shift towards patient-centric healthcare, there is an increasing need for accurate and comprehensive digital data intake.
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Jan 14, 2024

Revolutionizing underwriting: the impact of digital data intake on risk assessment

Let's dive into the historical context of underwriting practices, their limitations, and the advancements brought about by digital data intake, as well as the growing potential of no-code solutions.
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Jan 11, 2024

Navigating the digital shift: how property and casualty insurers are adapting to new market realities

n 2024, the digital shift in the P&C insurance industry will continue to accelerate. By embracing digital processes, insurers can improve operational efficiency, enhance customer experience, and stay competitive in a rapidly evolving industry.
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Jan 9, 2024

Transformation in the Life Insurance industry: looking ahead to 2024

The life insurance industry is undergoing significant transformations in 2024, driven by various global trends and market dynamics.
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Jan 4, 2024

Bridging the divide: tackling the protection gap in Life and P&C insurance for sustainable growth

The global insurance sector is facing a formidable challenge: the growing protection gap in life and property & casualty (P&C) insurance.
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Dec 29, 2023

7 digital customer journey trends in insurance for 2024 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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Dec 25, 2023

The digital banking transformation: a 2023 retrospective

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Dec 24, 2023

2023: a year in review - key trends and developments in the global insurance sector

In this comprehensive overview, we delve into the crucial trends that have defined the insurance sector in 2023, offering insights into its current state and future prospects.
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Dec 20, 2023

2024 digital banking trends: cost-cutting strategies, optimization solutions & new revenue streams

2024 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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Dec 19, 2023

Fostering resilience: preparing insurance enterprises for unforeseen challenges with no-code

The integration of no-code platforms has emerged as a pivotal strategy in this regard, offering insurance enterprises a powerful tool to adapt, innovate, and thrive amidst uncertainty.
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Dec 14, 2023

The path to policyholder trust: strengthening relationships through digital transparency

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Dec 13, 2023

Personalization in insurance offerings: a path to customer-centricity

Personalization in insurance offerings is more than just a trend; it is a strategic imperative. By embracing this approach, insurers can not only meet the evolving expectations of their customers but also drive growth and gain a competitive advantage.
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Dec 11, 2023

Harnessing analytics for rapid ROI in insurance

The insurance sector is traditionally data-rich but insight-poor. Digital data collection is starting to change that.
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Dec 6, 2023

Reimagining life insurance in the face of global economic shifts

The life insurance industry is feeling the impact of the global instability, inflation, and rising interest rates. However, there are expectations of a turnaround in 2024.
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Dec 5, 2023

Strategic investments in technology amid cost containment efforts in insurance

The U.S. insurance industry is currently navigating a pivotal moment of transformation, balancing cost containment with strategic investments in technology. 
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Dec 4, 2023

Mergers and acquisitions in the insurance sector: anticipating a resurge in 2024

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Nov 30, 2023

Navigating inflation and rising costs: strategies for non-life insurance profitability

Delve into the latest statistics and research to explore strategies for maintaining profitability in the evolving insurance landscape.
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Nov 29, 2023

Top UX trends in banking for 2024

Banking in 2024 is all about the user experience. What are the banking US trends we can expect in 2024?
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Nov 29, 2023

Modernizing the policy lifecycle with AI and automation

By embracing artificial intelligence you can modernize the policy lifecycle, eliminating inefficiencies and pain points that have long plagued the insurance industry. 
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Nov 28, 2023

Unpacking the embedded insurance revolution

This blog post delves into the world of embedded insurance, exploring its definition, mechanics, market drivers, benefits, challenges, industry impact, and future outlook.
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Nov 21, 2023

The evolving role of agents and brokers in the age of digital insurance

The role of insurance agents and brokers has evolved significantly in recent years, largely driven by digital transformation and changing consumer expectations.
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Nov 20, 2023

The ins and outs of on-demand insurance: a growing trend in coverage flexibility

On-demand insurance allows consumers to purchase coverage as needed, typically through digital platforms like mobile apps.
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Nov 16, 2023

An in-depth analysis of customer retention strategies in the digital insurance era

The digital era has heightened consumer expectations for personalized, technology-driven solutions. Here is what the latest research on customer retention in insurance shows.
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Nov 13, 2023

Overcoming legacy system limitations: embracing digital transformation in insurance

The journey from outdated systems to cutting-edge digital solutions is not without its challenges, but the rewards promise a competitive edge in a rapidly changing marketplace.
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Nov 7, 2023

The future of insurance: top trends shaping the industry in 2025

Dive into our blog for insights on tech-driven trends, AI impact, and strategic imperatives shaping the industry by 2025.
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Nov 6, 2023

Dissecting InsurTech investments: understanding where did the money go in 2023

The overall trend seems to point towards a cautious approach in investments, especially in later-stage funding, despite some recovery from the lows of 2022.
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Nov 5, 2023

How to stay ahead of the competition in the digital age

As digital transformation accelerates, insurers must harness digital tools and strategies to outpace competition.
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Nov 2, 2023

Top 10 insights from customer behavior and loyalty in insurance 2023 survey

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Oct 31, 2023

Insurance CIO guide to technology trends for 2024

The right tools can help insurers prepare for technology trends in the insurance industry. The most important tool may not be what you expect. 
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Oct 31, 2023

The top 10 insurance KPIs to track in 2024: how digital data intake transforms performance

To thrive in this digital age of insurance, monitoring and optimizing these KPIs with digital data is imperative.
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Oct 30, 2023

The rise of telematics: how connected cars are influencing auto insurance pricing

The integration of telematics into auto insurance signifies a paradigm shift from traditional risk assessment models to a more nuanced, data-driven approach.
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Oct 29, 2023

How digital data intake is revolutionizing the insurance industry

How digital data intake is revolutionizing the insurance industry
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Oct 27, 2023

The impact of AI on claims processing

AI technology has the potential to streamline and automate several steps in the claims process, leading to faster resolution times, reduced costs, and improved accuracy.
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Oct 25, 2023

Digital banking trends: get ready for 2024

To stay ahead of the competition in digital banking, it’s important to understand where your industry is heading. Here are 11 trends that will transform the way consumers interact with financial institutions in the next five years.
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Oct 19, 2023

Seamless integration: bridging embedded insurance and banking customer journey

As banking institutions look to differentiate their services and enhance value for customers, integrating embedded insurance into the banking customer’s journey becomes indispensable. Here’s a step-by-step guide on how to do it effectively.
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Oct 18, 2023

Evolving interactions: the transition from chatbots to Virtual Assistants in insurance customer service

To ensure that customer data collected is accurate and useful for VAs, insurance companies must integrate digital data collection methods and enable two-way integration.
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Oct 17, 2023

Generational differences in digital insurance adoption

Discover the surprising truth about digital adoption trends across generations.
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Oct 16, 2023

81% of financial execs agree: why embedded insurance is more than just a trend

Embedded insurance is more than a trend; it's a reflection of the digital evolution of the financial sector, meeting the consumers where they are, with what they need, when they need it.
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Oct 9, 2023

‍The intersection of IoT and insurance: how connected devices are transforming risk management

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Oct 5, 2023

Bridging the gap: how digital platforms can enhance collaboration between insurers and healthcare providers

Explore how digital platforms bridge gaps between healthcare providers and insurers, enhancing collaboration, streamlining processes, and predicting future trends
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Oct 5, 2023

The roadmap to claims automation: key technologies and milestones for insurance companies

This blog post provides a clear roadmap to navigate the exciting terrains of claims automation, focusing on pivotal technologies and milestones.
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Sep 30, 2023

Streamlining mortgage processes: how no-code solutions simplify loan origination and approval

The potential for no-code solutions in the mortgage industry is immense. By leveraging these platforms, lenders can improve their customer experience, reduce costs, and increase loan origination volumes.
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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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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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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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Customer Data Intake in Insurance 101: Ultimate 2024 Guide

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Travel Insurance Data Intake and FNOL Process Enhancement: A Strategic Approach

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InsurTech Innovations: Top Trends Set to Dominate by 2025

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Decoding Digital: The Impact of AI and ML on the Insurance Value Chain

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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 2024 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 2024

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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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Transforming Forms into Digital Journeys: Where Do I Start?

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