Features & Quick Stats
Key Features
- No-code builder for digital forms, intake workflows, and customer journeys
- Workflow automation for claims, onboarding, policy updates, FNOL, and document collection
- AI-assisted data intake, validation, and follow-up workflows
- Integrated eSignature, document generation, and automated reminders
- CRM and business system integrations, including Salesforce
- Analytics and workflow visibility to track completion rates and identify process bottlenecks
Core Business
EasySend helps insurance and financial services organizations convert paper-based and manual customer processes into digital workflows. The platform supports data intake, document collection, approvals, eSignatures, workflow automation, and customer communications across claims, onboarding, policy servicing, and other operational processes.
How EasySend Helps Independent Agents & Brokers
EasySend helps agencies reduce manual processing, repetitive data entry, and delays tied to paper forms and email-based workflows. Agencies can create guided digital experiences for applications, claims, policy updates, and client onboarding while improving visibility into workflow status, document collection, and completion rates. Automation, integrations, and AI-assisted workflows help teams improve turnaround times, reduce friction for staff and clients, and support more consistent compliance processes.