EasySend is a no-code platform that transforms traditional PDF forms and manual customer processes into interactive digital experiences. Built specifically for industries like insurance, banking, and financial services, EasySend helps businesses streamline customer onboarding, claims, policy updates, loan applications, and more—without any coding or IT bottlenecks.
Instead of dealing with outdated paperwork or static forms, organizations can build smart, personalized digital workflows that collect data, trigger actions, and integrate with internal systems. This saves time, reduces human error, and improves both customer satisfaction and operational efficiency.
EasySend gives business teams the ability to launch and modify digital processes in days, not months, while ensuring compliance, security, and seamless integration with existing infrastructure.
Features
EasySend’s feature set is designed for enterprises looking to accelerate digital transformation without relying heavily on development teams.
No-Code Builder:
Users can create digital journeys using a visual interface. No programming is needed, making it accessible to business analysts, product managers, and operations teams.
AI-Powered Document Digitization:
PDFs and paper forms can be instantly converted into digital processes with AI. EasySend automatically maps form fields and builds a usable digital structure.
Dynamic Forms and Workflows:
Forms can adapt based on user input, showing or hiding fields and branching into different paths depending on responses.
E-signature Integration:
Digital forms can be signed directly within EasySend using embedded e-signature tools. This simplifies contract execution and reduces turnaround time.
Data Validation and Pre-Fill:
Forms can be pre-filled with customer data pulled from internal systems. Built-in validations reduce the risk of data entry errors.
CRM and Core System Integration:
EasySend connects with core platforms like Salesforce, Guidewire, Microsoft Dynamics, and others to keep customer data in sync.
Analytics and Monitoring:
Teams can track completion rates, drop-off points, and user behavior across journeys. This helps optimize forms for better performance.
Multi-Language and Branding Support:
Digital journeys can be customized to reflect your brand and localized for different languages and regions.
Security and Compliance:
The platform complies with major industry standards including GDPR, SOC 2, and ISO 27001. All data is encrypted in transit and at rest.
How It Works
EasySend begins with a paper or PDF form that a business typically uses for customer interaction—like a loan application, insurance claim form, or onboarding form.
The AI engine scans the document, detects all fields, and suggests a digital layout. From there, business users can refine the form in the no-code builder. They can drag and drop fields, set rules, add logic, and design a responsive user experience.
Once the journey is ready, it can be published across any channel—website, email, SMS, or customer portals. Customers interact with the digital form on their device, fill in the required information, upload documents, and sign electronically.
Data is instantly captured and synced with internal systems like CRMs, ERPs, or policy management systems. Teams can track usage in real time, and update workflows anytime without IT intervention.
Use Cases
EasySend is widely used across financial and insurance sectors to streamline critical business processes and eliminate paper-based workflows.
Insurance Policy Applications:
Insurers use EasySend to digitize policy purchase workflows, enabling customers to complete applications online with full validation and guidance.
Claims Submission:
Customers can submit claims with attachments, photos, and signatures through a digital form, significantly speeding up processing time.
Customer Onboarding:
Banks and financial institutions use EasySend for onboarding new customers or clients, collecting KYC documents, and syncing data with internal systems.
Loan and Mortgage Applications:
Financial institutions build dynamic loan and mortgage forms that guide users through complex criteria and automate document collection.
Regulatory and Compliance Forms:
Firms can automate the generation and submission of compliance documents, reducing risk and ensuring data accuracy.
Service Requests and Policy Updates:
Existing customers can update policies, change beneficiaries, or request documents through smart digital flows instead of contacting support manually.
Pricing
EasySend does not list specific pricing details on its website, as plans are tailored to enterprise needs. Pricing depends on several factors including:
Number of digital journeys
Integration requirements
User volume and data volume
Support level and onboarding needs
Regional deployment and compliance options
To get accurate pricing information, prospective clients must request a demo or consultation via the EasySend contact page.
A typical engagement includes onboarding assistance, implementation support, and access to the full no-code platform with enterprise-grade features.
Strengths
EasySend brings several clear advantages to industries burdened by paperwork and compliance-heavy workflows.
Rapid Digitization:
Forms can be transformed into digital workflows in a matter of days without needing a full development team.
Tailored for Regulated Industries:
With built-in compliance and data privacy features, EasySend is a strong fit for insurance and financial institutions.
Business-Led Implementation:
Non-technical users can own and manage digital processes, reducing the strain on IT and speeding up change cycles.
Seamless System Integration:
Connects with CRMs, ERPs, and core platforms without disrupting existing operations.
Consistent Customer Experience:
Every digital journey is branded and responsive, delivering a polished experience across devices and languages.
Real-Time Insights:
In-depth analytics help optimize form performance, reduce abandonment, and identify customer pain points.
Scalability:
Whether you’re launching one journey or a hundred, the platform scales smoothly with enterprise needs.
Drawbacks
While powerful, EasySend comes with a few considerations that may be relevant depending on your business needs.
Enterprise Focus:
The platform is designed for mid-to-large enterprises. Small businesses may find the onboarding and pricing too resource-intensive.
No Public Pricing:
Lack of pricing transparency means potential clients must schedule a demo before understanding cost structure.
Limited Use Outside Regulated Industries:
EasySend excels in insurance and finance, but might not be the best fit for sectors with fewer form-heavy or compliance-driven processes.
Learning Curve for Complex Workflows:
While the builder is no-code, designing advanced journeys with conditional logic and integrations may require training.
Comparison with Other Tools
When compared to general form builders like Typeform or Jotform, EasySend offers significantly deeper capabilities for enterprise-grade digital transformation. While those platforms focus on surveys and basic data collection, EasySend provides complete workflow automation, system integration, and regulatory compliance.
Against e-signature platforms like DocuSign or Adobe Sign, EasySend brings more control over the entire document flow, including pre-signature data gathering, validation, and post-signature routing.
Tools like Appian and Pega also offer workflow automation, but require more technical resources. EasySend stands out for its true no-code environment and industry-specific templates tailored for insurance and banking.
Customer Reviews and Testimonials
EasySend is trusted by global insurance leaders and financial institutions, including companies like Petplan, Sompo, Harel, and Munich Re. Customers highlight the speed of deployment, flexibility, and major reductions in processing time and manual errors.
Firms report a significant boost in form completion rates and customer satisfaction. Many praise the EasySend team for offering strong onboarding support and responsive service.
While public review platforms feature limited consumer reviews, enterprise clients consistently mention the positive business impact—particularly in modernizing outdated processes and reducing operational overhead.
Conclusion
EasySend is a powerful tool for companies looking to eliminate paper-heavy processes and offer seamless digital experiences. With its AI-powered document digitization, no-code builder, and robust integration options, the platform helps businesses modernize faster and serve customers more effectively.
It is particularly well-suited for insurance and financial institutions that need to move quickly without compromising on compliance or customer experience. While it’s not built for small businesses, large organizations will find great value in the control, efficiency, and speed that EasySend delivers.
