About EasySend

EasySend is a forms automation solution designed to help businesses in insurance and finance industries create documents including claims, policies, loan agreements and more on a unified platform. Employees can use conditional logic and decision tree tools to configure multi-person and multi-steps workflows to automate policy creation.

The EasySend builder allows stakeholders to create forms with multiple themes, mark-ups, labels, images, text fields, titles and checkboxes. The centralized dashboard lets staff members conduct A/B testing to compare digital applications. Additionally, EasySend helps employees capture electronic signatures from customers to validate policies and agreements.

EasySend comes with an applicatio...


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Supported Operating System(s):

Web browser (OS agnostic)

1 Reviews of EasySend

Overall rating

5 / 5 stars

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March 2021

Jozsef from NJM

Company Size: 1,001-5,000 employees

Industry: Insurance

Time Used: Less than 2 years

Review Source: Capterra


Ease-of-use

5.0

Value for money

5.0

Customer support

5.0

Functionality

4.0

March 2021

Innovative technology platform to turn paper forms into digital workflows on any devices

EasySend has been very attentive to our needs (i.e. new feature requests, solution approaches etc.) and their customer support is excellent.

Pros

Innovative, easy to use technology platform to create device independent, web-based digital workflows from paper forms (i.e. PDFs) including electronic signatures. Does not require someone with high-end technical skills as most of the design/development work is “drag-and-drop and configure” style, low-code effort. The initial proof-of-concept initiative for 4 different forms was completed in four days and delivered functioning solutions that we were able to turn into a production implementation effortlessly. When the implemented digital workflow is submitted by the customer, the platform creates a PDF file filled in with the data from the workflow and an additional file with the workflow data. The latter enables seamless integration with our back-office systems to automate end-to-end business processes. The feedback on our initial implementation has been overwhelmingly positive both from our customers and internal customer service team members.

Cons

There is not much to say here. The company is relatively young, hence there is a long road ahead with plenty of opportunities to enhance the capabilities of the platform which they are certainly committed to.