What is EasySend?
EasySend is a digital application building software that helps businesses in the insurance and finance industry create claims, policies, P&C on-boarding forms, loan agreements and more on a centralized platform. Employees can use the drag-and-drop interface and pre-built components to build custom forms and agreements.
EasySend uses conditional logic and decision trees to create multi-person and multi-steps workflows, streamlining policy building operations. Administrators can configure the platform in multiple languages and set up user roles and permissions to ensure data security. The builder module lets users generate forms with multiple themes, mark-ups, labels, images, text fields, titles, and check-boxes. It also allows users to capture electronic signatures from customers to validate policies and agreements.
EasySend comes with an API, which lets businesses integrate the system with several third-party solutions, including Salesforce, Microsoft, and Digital Vault. The analytics dashboard lets staff members conduct A/B testing to identify best performing applications.