Paperless In Minutes - Transform Your Agency With EasySend
Running an insurance agency can be very hands-on. Handling paperwork is one of the most frustrating and time-consuming tasks that agents have to deal with on a daily basis.
Many core processes from onboarding to policy renewals and claims processing involve a constant exchange of paperwork and applications between the agents, the carriers and the clients. When these processes are handled with paper or PDF forms, inefficiencies, errors and time-waste follow.
In recent years, many insurance companies have been enjoying the benefit of digital transformation, including access to software that allows for digital applications and document submissions. However many agencies have been slow to catch on due to the complexity, costs, and time required for digital transformation initiatives.
That is why EasySend is definitely a platform worth discussing.
This start-up company has quickly gained recognition for developing a leading no-code platform that’s been transforming paperwork-based processes in insurance and beyond.
Here are some highlights as to what EasySend has to offer:
Insurance IT Modernization
EasySend offers a no-code development platform that acts as an important tool for speeding up digital transformation in the insurance sector.
Insurance agents who have no coding skills or technical background can experience the benefit of the visual drag and drop environment for quick and easy digital journey building.
Some noteworthy EasySend features include; a reduction in IT costs, increased productivity, reduced operational costs, improved customer service, and an overall increase in revenue.
EasySend’s Digital Journey Builders
Today’s digital journeys are complex. When built with code, the journeys can take well over a year to create and deploy. They can be expensive to maintain. With a no-code tool like EasySend, the platform comes equipped with advanced functionality. What does this mean? It means it comes equipped with “out of the box” features like; remote assistance, permissions, integrations, security, change management, and more.
What is EasySend for Insurance?
EasySend is a simple and intuitive no-code builder that allows insurance agencies to digitize tedious manual processes, remove the friction caused by paperwork-based process, and boost efficiency as well as drive revenue.
With a no-code tool like EasySend, you quickly build complex digital journeys with advanced functionality without having to write a single line of code.
What does this mean? It means it comes equipped with features like; remote assistance, permissions, integrations, security, change management, and more right out-of-the-box.
Robust Enterprise Features
There are so many features to EasySend, but at an enterprise level, some noteworthy offerings include:
No-code Drag&Drop builder for building and optimizing digital customer journeys
Conditions and decision trees
Multi-person and multi-step workflows
Legally binding E-signatures
Advanced validations
Paper and audit trails for archiving and compliance purposes
How does Easy Send work within Salesforce?
For Salesforce users, EasySend integrates readily and allows for quick deployment saving agencies both time and money.
Simple Data Collection
With the native Salesforce integration, you can build digital journeys within minutes without worrying about connecting those forms into your CRM. EasySend can also integrate with any core or legacy system and third party service.
Customer submissions and data are automatically updated in the corresponding custom and standard Salesforce objects.
Easy Drag and Drop Capabilities
You can create Salesforce smart eForms in next to no time which includes; attachments, eSignatures, and more.
Improved Rates and Revenues
Every step a customer takes, in even the most complex digital journey is visible within the platform, allowing teams to pinpoint problems and resolve them quickly and cost-effectively.
With responsive digital journeys that are compatible with any device, it is easy to drive revenue growth.
Let’s face it, running an insurance agency can quickly become time-consuming. The last thing you have time for is lengthy digital transformation projects to transform the day to day processes. However, to stay in the “now” and to be able to compete with the young emerging insurance companies of today, you have to board the digital transformation train, or risk being left behind.
With no-code platforms like EasySend, you can get the best of both worlds - the ability to run your business while transforming it at the same time. With EasySend, you’ll be able to turn tedious paperwork into amazing digital journeys your customers will love, while at the same time empowering your agents to take advantage of digital transformation without sinking tremendous time and resources into lengthy and complex IT projects.
Need help? Our digital transformation specialists can help you decide if EasySend is the right fit for you. Contact us here to book your free consultation.
