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Tech Solutions to HR Problems
About the vendor
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Customers
  • Large Enterprises (>10,000)
  • Small/Medium Businesses
Industries
-
Deployment
  • Self-Hosted Cloud-based
Platforms
  • Linux
  • Mac
  • Windows
Browsers
  • Apple Safari
  • Google Chrome
  • Internet Explorer
  • Mozilla Firefox
Training
  • Documentation
  • In Person
  • Live Online
  • Online Tutorials
  • Webinars
Support
  • Email
  • FAQ
  • Live Online
  • Online Community
Languages Supported
-
LinkedIn Page
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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.

Overview of EasySend benefits

Make customer data collection simple & enjoyable:
Drive digital transformation and accelerate innovation
Enhance customer satisfaction & customer experience
Continuously improve and optimize
Maintain compliance and legal aspects of your process
Maintain data integrity with real-time data validation

Simple and intuitive digital application builder

For Insurance and Financial Services
 
 
Build faster

Deploy new digital products quickly

Smoothly distribute products and digitalize tedious manual processes quickly and at scale.
 
Innovate smarter

Digitize paperwork and improve CX

Improve customer experience, empower your distribution channels and remove friction from the sales process
 
Drive growth

Boost operational efficiency & revenue

Eliminate manual data collection, reduce operational costs and friction and maintain data integrity

Features

Learn more about EasySend features that set it apart from the competition. Discover how its unique tools and capabilities enhance your processes.

Accounts & Permissions

Access Control
Approval Process Control
Role Based Permissions
Single Sign In

Attendance Reporting Features

Absence Management
Progress Tracking
Sick Leave Tracking
Time Attendance
Vacation Tracking

Communication Management

Communication Management
Email Notifications
Multi Language
Real Time Notifications

Customization

Custom Fields
Custom Forms
Custom Landing Pages
Customizable Branding
Customizable Reporting
Customizable Templates
Email Templates
Forms Management
Template Management

Data Management Features

Business Intelligence
Content Management
Data Import Export
Document Management
Document Storage
Employee Database
Employee Profile
Feedback Collection
Knowledge Base
Real Time Data
Timesheets

Financial Features

Benefits Management
Billing Invoicing
Direct Deposit
Payroll Management

HR Features

360 Degree Feedback
Career Development Planning
Competency Management
Employee Management
Employee Onboarding
HR Management
Performance Appraisal
Performance Management
Recruiting Management

Integration

API
Application Integration
CRM Integration
Email Integration
Mobile Integration
Social Media Integration
Third Party Integration

Interaction Features & UX

Activity Dashboard
Collaboration Tools
Drag Drop Interface
Employee Self Service
New Employee Portal
Search Functionality
Self Service Portal

L&D Features

Asynchronous Learning
Blended Learning
Content Library
Gamification
Learning Management
Training Management

Monitoring Features

Configurable Workflow
Monitoring
Task Management
Workflow Management

Reporting & Analytics

Audit Trail
Engagement Analytics
Goal Setting Tracking
Overtime Tracking
Performance Reports
Real Time Analytics
Real Time Reporting
Real Time Updates
Reporting Statistics
Surveys Feedback

Scheduling & Planning

Activity Tracking
Automated Scheduling
Automatic Reminders
Calendar Management
Interview Scheduling

Security & Compliance

Compliance Management
Digital Signature
Electronic Signature Capture
HIPAA Compliance
Secure Data Storage
SSL Security

Signalling & Screening

Applicant Tracking
Assessment Management
Certificate Management
Job Application Management
Reference Checking
Resume Parsing
Skills Assessment
Skills Tracking
Status Tracking
Pricing

Learn more about EasySend's pricing options, cost, and plans so you can make a well-informed, business-wise decision on the best software to use for organization.

Pricing Model
  • Free Trial
  • Subscription
License
  • Paid
Starting Price
  • N/A
Free Trial
  • Yes

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