EasySend: Building and Optimizing Digital Customer Journeys

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Tal Daskal, CEO & Co-Founder
Insurance companies have historically been dependent on conventional business models that are time-consuming, paper-based, and technologically backward. While these qualities did have a negative impact on their customers’ journey, it never seem to hinder their operations back in the day. As most players were similar in natures, the ultimate consumer had no option but to accept what was offered. However, things changed with the advent of digital technologies, and most recently, COVID-19. While the former introduced an array of solutions that were customer-focused and designed to be easy-to-deploy,-use, and -scale, the latter exposed the gaps within the insurance and banking space—making old-school models not fit-for-purpose. This put organizations in a desperate need to digitize their business operations quickly to help streamline their consumers’ journey and enhance the customer experience.

However, building digital solutions with complex code is no more a reliable option for insurers, as it has a much longer development cycle and time is of the essence, given the pandemic situation. What insurers need is a simple, easy-to-use no-code platform to build and optimize digital customer journeys.

Enter EasySend.

Since its inception in 2016, EasySend has been solely focusing on eliminating the use of conventional manual back-end processes and time-consuming paperwork within the insurance and banking industry. “We empower our clients to quickly convert paper forms and clunky PDFs into presentable, easy to understand, and compliant eForms,” says Tal Daskal, the CEO, and Co-Founder of EasySend. To do this, the company designs and develops a robust no-code platform that empowers clients to build and optimize best-in-class digital customer journeys.

EasySend’s no-code platform encompasses three major pillars—build, integrate, and optimize. The company uses its powerful Drag and Drop builder and Kadabra AI, a proprietary AI tool, to understand the business logic behind PDFs and manual processes. It helps build digital customer journeys quickly and efficiently without the need for lengthy and expensive development projects. For example, if a client has several manual processes around mortgages, loan applications, or claims, EasySend’s solutions empower their teams to accelerate the development of customized customer journeys on their own.

Furthermore, EasySend helps organizations curate and transfer data from consumers to their back-end with its powerful integration capabilities.
The company facilitates seamless two-way integration of digital solutions with clients’ existing systems—core banking and insurance systems, third-party systems, CRMs, and insurance and banking apps—by using its robust connectors and APIs. This allows them to pre-fill and submit data to any system as well as build a complete self-service digital journey. EasySend helps businesses grow their bottom line by using its advanced data-driven optimization capabilities. The company goes the extra mile to offer clients a holistic view of their customers’ journey via customized reports, analytics dashboards, and field-level analytics, providing them valuable insights to increase their conversion rates. It also provides several other tools that help optimize digital journeys, improve efficiency, and maximize the ROI of clients’ digital channels.


We empower our clients to quickly convert paper forms and clunky PDFs into presentable, easy to understand, and compliant eForms

With such a powerful value proposition, EasySend caters to a wide range of industry verticals, including insurers, banks, asset management, and healthcare. The company’s collaboration with a bank that was struggling with their time-consuming manual processes around their mortgages well exemplifies its value proposition. As the client was highly dependent on legacy systems, their customers needed to visit their branches and perform a lot of paperwork to mortgage their assets. Not only it challenged their internal operations but also created a significant impact on their customer experience index. EasySend helped the client build a powerful yet easy-to-use digital mortgage solution capable of providing industry-best experience to their customer and streamlining their business operations. Post collaboration, they were able to optimize their engagement with consumers, reduce cost and time, and augment their revenue.

Such instances of success testify EasySend’s dedication to building solutions that add value to its clients' business. Moving ahead, the company continues to focus on the financial services area and focuses on enhancing its platform’s capabilities to serve its clients better. Additionally, EasySend is planning to extend its footprints into the healthcare arena, where there is an increased demand for no-code development. It is also rolling out plans to expand globally, including in EMEA and Asia. “Being an integral part of human life, financial services have to be streamlined and optimized for providing hassle-free interactions between the provider and user. We are spearheading innovations in the banking and insurance space to help organizations to provide the best experience to their consumers,” concludes Daskal.

Company
EasySend

Headquarters
Tel Aviv, New York, Germany

Management
Tal Daskal, CEO & Co-Founder

Description
EasySend helps clients eliminate the use of conventional manual back-end processes and time-consuming paperwork within the insurance and banking industry. The company empowers clients to quickly convert paper forms and clunky PDFs into presentable, easy to understand, and compliant eForms. To do this, the company designs and develops a robust no-code platform that empowers clients to build and optimize best-in-class digital customer journeys. EasySend's no-code platform encompasses three major pillars—build, integrate, and optimize

EasySend