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Customer story

Nürnberger

Acting fast and offering flexibility in times of uncertainty.

Read customer story

Customer story

VGM

Achieving a five-year digital plan in three months.

Read customer story

Customer story

Meridio

Supporting 50 states with one dynamic journey.

Read customer story

Real Garant by Zurich

Customer story

Real Garant by Zurich

Closing contracts in weeks and impacting the bottom line.

Read customer story

Customer story

BTIS

Achieving its best commercial binding month to date.

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Underwriting

Insurance

Digital Transformation

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.

Credit unions

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

Insurance

Policy distribution

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.

Insurance

Customer experience

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.

Credit unions

No-Code

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.

Insurance

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.

Insurance

Commercial Lines

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.

Credit unions

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.

Banking and Financial Services

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

Credit unions

Digital data intake

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.

Banking and Financial Services

Digital Transformation

Customer experience

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.

Insurance

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.

TPA

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.

Insurance

Digital data intake

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.

Insurance

P&C

Commercial Lines

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.

Insurance

MGA

From manual to digital: boosting MGA & MGU efficiency with workflow automation

As the insurance industry evolves, automation will become increasingly important for MGAs’ success.

Underwriting

Insurance

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.

Banking and Financial Services

Digital data intake

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.

Call center

Insurance

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.

Insurance

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.

Insurance

Digital data intake

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.

Insurance

No-Code

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.

Underwriting

Insurance

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.

Insurance

Digital Claims

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.

Insurance

Underwriting

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.

Policy distribution

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.

Insurance

TPA

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.

Insurance

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

Insurance

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

Digital data intake

Customer data collection

Insurance

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.

Insurance

Digital Transformation

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

Insurance

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.

Insurance

Digital Claims

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.

No-Code

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.

Banking and Financial Services

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.

Insurance

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.

Insurance

Customer experience

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.

Insurance

eSignature

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.

Insurance

Digital Transformation

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.

Insurance

Digital Transformation

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?

Insurance

Customer data collection

Digital data intake

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.

Insurance

Digital Claims

Customer experience

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.

Banking and Financial Services

Digital Transformation

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

Insurance

No-Code

Call center

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.

Insurance

Digital Transformation

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.

Insurance

Digital Transformation

No-Code

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.

Banking and Financial Services

Digital data intake

Customer data collection

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

Digital data intake

Customer data collection

Insurance

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

Insurance

Call center

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?

Insurance

Customer experience

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.

Insurance

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.

Insurance

Customer experience

Digital Transformation

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.

Insurance

Digital data intake

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

Digital Transformation

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.

Digital Transformation

Digital data intake

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

Customer data collection

Insurance

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.

Digital Transformation

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.

Digital data intake

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.

Insurance

Digital Transformation

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

Customer experience

Customer data collection

Insurance

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.

Digital data intake

Digital Transformation

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.

Customer experience

Insurance

Customer data collection

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.

Insurance

Customer data collection

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.

Digital data intake

Customer experience

Call center

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.

Digital Transformation

Insurance

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.

Customer data collection

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.

Banking and Financial Services

Customer experience

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.

Insurance

Digital Transformation

Customer data collection

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.

Insurance

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.

Digital data intake

Customer data collection

Digital Transformation

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.

Insurance

Customer Journey

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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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.

Insurance

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.

Banking and Financial Services

Digital Transformation

Digital data intake

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)

Customer experience

Digital data intake

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.

Digital data intake

Customer data collection

Customer experience

‍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.

Digital Transformation

Real estate

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. ‍

Insurance

Digital Transformation

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.

Insurance

Customer experience

Digital data intake

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.

Insurance

Digital data intake

Digital Claims

Call center

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.

Digital data intake

Banking and Financial Services

Digital Transformation

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.

Banking and Financial Services

Digital Transformation

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?

Banking and Financial Services

Digital data intake

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.

Digital Transformation

Insurance

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.

Insurance

Customer data collection

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.

Banking and Financial Services

Streamlining customer interactions in commercial lending

Customer data collection

Insurance

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.

Digital data intake

Insurance

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.

Digital data intake

Call center

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.

Insurance

Customer Journey

Customer experience

Digital data intake

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.

Digital data intake

Customer data collection

Insurance

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.

Customer data collection

Customer experience

Digital data intake

Unlocking the potential of automation with digital customer data collection

Learn why digital customer data collection is essential for automation

Banking and Financial Services

Digital data intake

Customer data collection

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.

Digital data intake

Insurance

Customer Journey

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.

Digital data intake

Insurance

Digital Transformation

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.

Customer data collection

Insurance

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.

EasySend

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.

Digital data intake

Customer data collection

Insurance

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.

Customer data collection

Banking and Financial Services

Digital data intake

‍Solving the issue of customer data intake in mortgage servicing

Personalized digital journeys improve customer data intake, facilitate mortgage servicing, and improve customer experience.

Banking and Financial Services

Credit unions

Digital Onboarding

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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