hpaPaaS-High-productivity application Platform as a Service

How Bank Leumi launched a self-service digital mortgage process and reduced approval time from days to hours, resulting in a 500% increase in sales | EasySend
EASYSEND HOSTING EXECUTIVE WORKSHOP IN TORONTO MARCH 27 | JOIN US >>PlatformNo-codeGet the power and flexibility to launch any digital experience in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.AnalyticsTrack each process and optimize every step with data and analytics.Electronic signatureMake it easy for customers to sign securely from any device.IntegrationsCreate a seamless workflow by integrating any tool or CRM.Workflow automationCut out repetitive labor, boost productivity, and deliver great customer experiences.AI BuilderTurn your PDFs into digital processes automatically with AI assistance.Demo videoWatch a quick overview of EasySend and how our no-code builder works.SolutionsInsuranceDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19P&C InsuranceTransform insurance processes into digital experiences.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Health InsuranceDigitize your banking and financial services in days.Real estateCreate digital journeys that take your clients home.Life InsuranceMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.More industriesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Financial servicesDigitize your banking and financial services in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Real estateCreate digital journeys that take your clients home.AutomotiveMake healthcare simple for your patients.Healthcare & pharmaMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.Use casesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19FNOL templateRequest an FNOL template from our sales team today.Auto claim templateRequest an FNOL template from our sales team today.See all processes >Go digitalDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Thrive in the digital ageRequest an FNOL template from our sales team today.Digital onboardingRequest an FNOL template from our sales team today.See all processes >We’ll help you evolve forms into digital experiencesWATCH DEMO > Customer stories
VGM
Achieving a five-year digital plan in three months.
Real Garant by Zurich
Closing contracts in weeks and impacting the bottom line.
BTIS
Achieving its best commercial binding month to date.
Nürnberger
Acting fast and offering flexibility in times of uncertainty.
Meridio
Supporting 50 states with one dynamic journey.
Clal
Quality at scale: Digitizing 200+ processes
See all storiesLearnResourcesDocuments, guides, and expertise to support your digital journey.BlogArticles and insights on digital transformation for enterprises.eBooksFree books filled with industry-leading advice and recommendations.eBooksFree books filled with industry-leading advice and recommendations.Processes to digitizeDiscover 100s of digital form builder examples including claims and quotes.Digital Transformation WikiFind answers to all your digital transformation questionsEasySend AcademyLearn how to create easy digital experiences with free video courses.PartnersSalesforceCombine the power of EasySend with Salesforce to create digital processes that flow between platforms.Partner programs Join our digital revolution and find the right partner program for you.CompanyAbout usWe’re making the complex simple so enterprises go digital faster.Careers - we’re hiring!Bring your talent and expertise to our team and let’s grow together.PressroomSee how we’re making waves in digital transformation.SecurityEasySend is compliant with the highest international privacy and data regulations.Watch demoEN日本語DELet’s talkEN日本語DEHelp CenterLet's talkThank you! Your submission has been received!Oops! Something went wrong while submitting the form.We’ll help you evolve forms into digital experiencesWATCH DEMO > Back to BlogHow Bank Leumi launched a self-service digital mortgage process and reduced approval time from days to hours, resulting in a 500% increase in sales
This is some text inside of a div block.5 minutes“The global banking industry is undergoing vast changes that impact  business models and require us to adjust Leumi to an ever-changing world and evolving customer needs. While doing so, we continue to invest in upgrading our digital value propositions through the development of innovative products which enable smart, efficient, and cost-effective financial conduct” Leumi President & CEO, Rakefet Russak-Aminoach, Annual Report 2018, March 2019‍The challenge: Reduce mortgage approval and processing time as well as friction associatedBank Leumi is the largest bank in Israel, with over $110-billion in deposits. The bank's stocks are held by the public and traded on the Tel Aviv Stock Exchange.‍The goal of the project was to utilize EasySend’s platform to dramatically accelerate Leumi customers’ mortgage approval time and reduce friction, and in doing so, disrupt a country-wide banking requirement for customers to meet with a mortgage agent in a branch for a mortgage proposal. ‍92% of mortgage applicants receive a quote from Bank Leumi as part of their mortgage process. Bank Leumi is the most prominent bank in Israel; nevertheless, it was only the fifth-biggest bank in the mortgage market. ‍Accordingly, Bank Leumi tasked EasySend with providing a solution that would improve this standing by creating a seamless and frictionless process for their customers.‍The solution: Enable Bank Leumi and its customers to send and receive data online rather than in-person using EasySend’s multiplatform interface End-to-end experienceOur first joint project was to develop Bank Leumi’s digital mortgage onboarding offering. This is a complete end-to-end experience allowing individuals to obtain a mortgage with Bank Leum via a simple to use and unique digital customer journey. Since then, the bank has built an internal team that leads EasySend process creation for all departments, with use cases ranging from Business Bank Account Opening, COVID-19 Specific Use Cases, Loans, and even Onboarding for new bank employees.Dozens of digital customer journeys launchedBank Leumi was one of the quickest customers to understand and embrace the potential of EasySend. Since we started working together, the bank's team has built and launched dozens of different and unique digital customer journeys. Advanced and unique design schemesFor Bank Leumi, we developed a bespoke design, which included incorporating on the customer journey an interactive map where the user can drop a pin and see their location appear on the google maps background. In addition, we designed a repayment calculator, where the user inserts some basic information to determine the amount and timing of their repayments for their desired mortgage -- a breakthrough in the digital customer journey design world.A combination of approachesWe have combined several approaches, using EasySend's Service Integrations Layer to interact with REST APIs and database services, in combination with an RPA solution to communicate with Mainframe-based systems.Tons of features appliedThe bank uses many aspects of EasySend's solution, including its branded look and feel, integrations triggered throughout different areas of the process, integration of Bank Leumi's analytics stack, and e-Signatures. To this day, Bank Leumi’s processes stand out as some of the more unique and advanced use cases built with EasySend, both in terms of design, logic, and complexity.The results: Approval times reduced from 14 days to just 48 hours- the self-service digital mortgage process that exceeded all expectationsWhat happens when a major brand switches its customer service strategy from fax and paper to a green and digital approach? ‍The results speak for themselves - the self-service Digital Mortgage request process reduced mortgage approval time from 14 days to just 48 hours, achieving a competitive advantage of 12 days. The result was an incredible increase of more than 500% in mortgages sold.‍With EasySend's no-code platform, Bank Leumi reduced and optimized their operational efforts, reducing their reliance on manual process handling and call centers while increasing customer satisfaction, NPS scores, and process completion rates. In turn, Leumi was awarded the most digital bank in Israel by The Banker, and The Digital Mortgage was promoted on TV commercials and social media. ‍“A single employee in our mortgage deferral department was flooded with 80,000 applications during the first week of lockdown. In a very short time, we had a digital journey on our website. The loan deferral application process, which used to take a lot of time and manpower, could now be completed in just minutes.” Leumi COO, Eyal Ben-Haim‍Good read?Get the latest on going digital
I have read the EasySend Privacy Policy and agree to receive articles, eBooks, and emails from the EasySend team.Thanks for subscribing!Oops! Something went wrong while submitting the form.See how you can go digital with EasySendBook demoAbout EasySendEvolve complex forms into easy digital experiences with EasySend, trusted by Fortune 500 financial organizations. Our powerful no-code platform revolutionizes complex forms, seamlessly converting data collection processes for loan applications, account openings, and chargebacks into effortless digital experiences.‍About EasySendTransform the entire policy lifecycle, from quote to renewal, with EasySend. Trusted by Fortune 500 insurance companies, our no-code platform revolutionizes data collection processes. Effortlessly capture customer information, generate quotes, facilitate policy applications, streamline claims management, and simplify policy renewals to deliver a seamless, user-friendly experience.‍Vera SmirnoffVera Smirnoff is the demand generation manager at EasySend. She covers digital transformation in insurance and banking and the latest trends in InsurTech and digital customer experience.OverviewLatest postsEmpowering agents with digital tools for enhanced distributionFrom static forms to dynamic interactions: the evolution of customer data intake in insuranceThe insurance sector is evolving from static to dynamic interactions, enhancing data collection through technologies like customer interaction engines.Revolutionizing loan processing in banking: how customer interaction engines simplify application and approvalDiscover how customer interaction engines are revolutionizing banking by streamlining loan processes and enhancing user experience.Stay in the know
I have read the EasySend Privacy Policy and agree to receive articles, eBooks, and emails from the EasySend team.Thanks for subscribing!Oops! Something went wrong while submitting the form.Related ContentBlogFeb 20, 2024What's Next In Customer Data Intake: From Digital Interfaces to Dynamic WorkflowsRead Blog3 minutesBlogFeb 13, 2024The power of APIs: streamlining data exchange in insurance ecosystemsRead Blog5 minutesBlogFeb 6, 2024Embracing AI in insurance: From experimentation to enterprise-wide implementationRead BlogNo items found.ClalRead Customer storyBTISRead Customer storyCustomer storyMeridioRead Customer storyCustomer storyVGMRead Customer storyCustomer storyNürnbergerRead Customer storyCustomer storyReal Garant by ZurichRead Customer storyPlatformNo-codeAnalyticseSignatureIntegrationsWorkflow automationSolutionsP&C InsuranceHealth InsuranceLife InsuranceFNOL templateAuto claim templateFinancial servicesAutomotiveHealthcare & pharmaThrive in the digital ageDigital onboardingLearnResourcesBlogeBooksCustomer storiesDemo videoProcesses to digitizeDigital Transformation WikiAcademyHelp CenterPartnersSalesforcePartner programsCompanyAbout usCareersPressroomSecurityLegalTerms & ConditionsImprintPrivacy PolicyCookie PolicyContact Infoinfo@easysend.ioEasySend 合同会社事業開発本部　山下phone: 090-1459-5878k.yamashita@easysend.ioUSA157 Columbus Ave, #506New York, NY 10023Israel18 Yosef Karo, Tel Aviv, 6701422© All Rights Reserved to Easysend 2024We use cookies to help personalize content, tailor and measure ads, and provide a safer experience. By navigating the site, you agree to the use of cookies to collect information on the EasySend website. By accepting our Cookie Policy you allow us to collect and use your information on third-party platforms.CustomizeAccept
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EasySend.io | BTIS’s customer story
EASYSEND HOSTING EXECUTIVE WORKSHOP IN TORONTO MARCH 27 | JOIN US >>PlatformNo-codeGet the power and flexibility to launch any digital experience in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.AnalyticsTrack each process and optimize every step with data and analytics.Electronic signatureMake it easy for customers to sign securely from any device.IntegrationsCreate a seamless workflow by integrating any tool or CRM.Workflow automationCut out repetitive labor, boost productivity, and deliver great customer experiences.AI BuilderTurn your PDFs into digital processes automatically with AI assistance.Demo videoWatch a quick overview of EasySend and how our no-code builder works.SolutionsInsuranceDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19P&C InsuranceTransform insurance processes into digital experiences.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Health InsuranceDigitize your banking and financial services in days.Real estateCreate digital journeys that take your clients home.Life InsuranceMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.More industriesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Financial servicesDigitize your banking and financial services in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Real estateCreate digital journeys that take your clients home.AutomotiveMake healthcare simple for your patients.Healthcare & pharmaMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.Use casesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19FNOL templateRequest an FNOL template from our sales team today.Auto claim templateRequest an FNOL template from our sales team today.See all processes >Go digitalDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Thrive in the digital ageRequest an FNOL template from our sales team today.Digital onboardingRequest an FNOL template from our sales team today.See all processes >We’ll help you evolve forms into digital experiencesWATCH DEMO > Customer stories
VGM
Achieving a five-year digital plan in three months.
Real Garant by Zurich
Closing contracts in weeks and impacting the bottom line.
BTIS
Achieving its best commercial binding month to date.
Nürnberger
Acting fast and offering flexibility in times of uncertainty.
Meridio
Supporting 50 states with one dynamic journey.
Clal
Quality at scale: Digitizing 200+ processes
See all storiesLearnResourcesDocuments, guides, and expertise to support your digital journey.BlogArticles and insights on digital transformation for enterprises.eBooksFree books filled with industry-leading advice and recommendations.eBooksFree books filled with industry-leading advice and recommendations.Processes to digitizeDiscover 100s of digital form builder examples including claims and quotes.Digital Transformation WikiFind answers to all your digital transformation questionsEasySend AcademyLearn how to create easy digital experiences with free video courses.PartnersSalesforceCombine the power of EasySend with Salesforce to create digital processes that flow between platforms.Partner programs Join our digital revolution and find the right partner program for you.CompanyAbout usWe’re making the complex simple so enterprises go digital faster.Careers - we’re hiring!Bring your talent and expertise to our team and let’s grow together.PressroomSee how we’re making waves in digital transformation.SecurityEasySend is compliant with the highest international privacy and data regulations.Watch demoEN日本語DELet’s talkEN日本語DEHelp CenterLet's talkThank you! Your submission has been received!Oops! Something went wrong while submitting the form.We’ll help you evolve forms into digital experiencesWATCH DEMO > BTISAchieving the best commercial bond binding month to dateBTIS needed a way to speed up bond submissions. After discovering EasySend and becoming certified, they created integrated digital processes with no code, going to market in weeks. Now agents fill out digital forms faster and receive insurance quotes from carriers at lightning speed. Download storyDownload storyLive in weeksIncreased form submissionsBetter customer experienceBusiness growthBest binding month to date“My vision was to take a need and go to market very quickly. With EasySend, we could take nine outdated customer-facing processes and convert them into modern digital processes. We built the last two in just two weeks, and we're working on a tenth. With these digital processes, we can store the submission data in our database, which we couldn't do before. The data allows us to make sound business and operational decisions. From a customer experience perspective, our agents can easily check the submission status—whether it's been quoted, rated, or bound.”Adam GrothVP Digital StrategyChampioning the customer when it comes to insuranceBTIS, part of the Amynta Group, provides insurance for the construction and small business industries; offering over 15 lines of business. Since its founding in 1998, they've had one steady goal: to provide outstanding customer service. Using the latest technology, they achieve what few other organizations have: immediate turnaround, unbeatable service, and excellent customer value.IndustryinsuranceGeoUSADigital processProfessional Liability QuoteVacant Dwelling ResidentialVacant CommercialVacant LandCommercial BondContractors Pollution LiabilitySmall Business/BOPTransportation/TruckersTruckers GLFeature highlightLogic & ValidationIntegrationsThemesCo-BrowsingAnalyticsPDF EncryptionsTrained & CertifiedThe mission:Go to market fast and speed up the binding process For some lines of business, there were legacy rating systems in place or temporary solutions. Agents would log onto the BTIS website for every request and fill out a Google Form. A BTIS rep would take that data manually and send it to various insurance carriers. Then the rep would email each agent the relevant offers.The solution:Build integrated digital experiences with no codeTrained and certified in EasySend, BTIS builds new digital processes in weeks. After launching the first one, BTIS achieved its highest binding month to date. Unlike Google Forms, EasySend integrates with its core system, so each digital process is personalized, adjusts according to the agent's answers, and uses autocomplete and validations. As a result, more digital forms are submitted and bound every month.Streamlining insurance quotes and bindsGoing live in weeksFully certified in EasySend's no-code platform, the BTIS team builds digital processes and publishes changes lightning-fast.Improving completion ratesIt's easier for agents to fill out more forms every month with the help of personalization, form logic, validation, and autocomplete.Better customer experienceBTIS agents experience faster turnaround times and unbeatable service by accessing supportive tools like Co-Browsing and status tracking.The power of EasySend at BTISBuilding ● Customizing ● SupportingSelf-ServiceBTIS used EasySend’s no-code platform to turn forms into complete digital processes.IntegrationsBTIS streamlines data collection and sends requests directly to carriers by integrating its core system.Logic & ValidationsWith the help of logic and field validations, agents fill out forms faster and reduce human error.AutocompleteAutocomplete helps agents fill out fields faster, speeding up completion rates by 30-40%.AnalyticsReviewing how each digital process performs helps BTIS optimize the funnel and improve the customer experience.Journey TrackerAgents and reps track submission status and see whether carriers have quoted, rated, or bound.PDF encryptionAfter submission, every digital process is saved as a password-protected PDF keeping all data secure.Co-BrowsingBTIS supports customers remotely by sharing screens and guiding agents through the digital process.Branded ThemesEvery digital process starts with a BTIS custom theme that aligns with the rest of its website and brand.The fastest go-to-market plan"With EasySend, you drag fields, and you have a UI. Now all the business owners want it. They're excited that we can build a digital process in a week!"Kirven DunhamBusiness System Analyst at BTISMake customer dataintake easyReady to thrive digitally? Our experienced team has created over 2000 insurance, banking, and financial digital processes.Let's talkRead more customer storiesClalQuality at scale: Digitizing 200+ processesRead NürnbergerActing fast and offering flexibility in times of uncertainty.Read Customer storyReal Garant by ZurichClosing contracts in weeks and impacting the bottom line.Read Customer storyView morePlatformNo-codeAnalyticseSignatureIntegrationsWorkflow automationSolutionsP&C InsuranceHealth InsuranceLife InsuranceFNOL templateAuto claim templateFinancial servicesAutomotiveHealthcare & pharmaThrive in the digital ageDigital onboardingLearnResourcesBlogeBooksCustomer storiesDemo videoProcesses to digitizeDigital Transformation WikiAcademyHelp CenterPartnersSalesforcePartner programsCompanyAbout usCareersPressroomSecurityLegalTerms & ConditionsImprintPrivacy PolicyCookie PolicyContact Infoinfo@easysend.ioEasySend 合同会社事業開発本部　山下phone: 090-1459-5878k.yamashita@easysend.ioUSA157 Columbus Ave, #506New York, NY 10023Israel18 Yosef Karo, Tel Aviv, 6701422© All Rights Reserved to Easysend 2024We use cookies to help personalize content, tailor and measure ads, and provide a safer experience. 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How Harel Insurance improves sales process conversions by 15% while reducing outbound calls to customers by 20% | EasySend
EASYSEND HOSTING EXECUTIVE WORKSHOP IN TORONTO MARCH 27 | JOIN US >>PlatformNo-codeGet the power and flexibility to launch any digital experience in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.AnalyticsTrack each process and optimize every step with data and analytics.Electronic signatureMake it easy for customers to sign securely from any device.IntegrationsCreate a seamless workflow by integrating any tool or CRM.Workflow automationCut out repetitive labor, boost productivity, and deliver great customer experiences.AI BuilderTurn your PDFs into digital processes automatically with AI assistance.Demo videoWatch a quick overview of EasySend and how our no-code builder works.SolutionsInsuranceDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19P&C InsuranceTransform insurance processes into digital experiences.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Health InsuranceDigitize your banking and financial services in days.Real estateCreate digital journeys that take your clients home.Life InsuranceMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.More industriesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Financial servicesDigitize your banking and financial services in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Real estateCreate digital journeys that take your clients home.AutomotiveMake healthcare simple for your patients.Healthcare & pharmaMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.Use casesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19FNOL templateRequest an FNOL template from our sales team today.Auto claim templateRequest an FNOL template from our sales team today.See all processes >Go digitalDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Thrive in the digital ageRequest an FNOL template from our sales team today.Digital onboardingRequest an FNOL template from our sales team today.See all processes >We’ll help you evolve forms into digital experiencesWATCH DEMO > Customer stories
VGM
Achieving a five-year digital plan in three months.
Real Garant by Zurich
Closing contracts in weeks and impacting the bottom line.
BTIS
Achieving its best commercial binding month to date.
Nürnberger
Acting fast and offering flexibility in times of uncertainty.
Meridio
Supporting 50 states with one dynamic journey.
Clal
Quality at scale: Digitizing 200+ processes
See all storiesLearnResourcesDocuments, guides, and expertise to support your digital journey.BlogArticles and insights on digital transformation for enterprises.eBooksFree books filled with industry-leading advice and recommendations.eBooksFree books filled with industry-leading advice and recommendations.Processes to digitizeDiscover 100s of digital form builder examples including claims and quotes.Digital Transformation WikiFind answers to all your digital transformation questionsEasySend AcademyLearn how to create easy digital experiences with free video courses.PartnersSalesforceCombine the power of EasySend with Salesforce to create digital processes that flow between platforms.Partner programs Join our digital revolution and find the right partner program for you.CompanyAbout usWe’re making the complex simple so enterprises go digital faster.Careers - we’re hiring!Bring your talent and expertise to our team and let’s grow together.PressroomSee how we’re making waves in digital transformation.SecurityEasySend is compliant with the highest international privacy and data regulations.Watch demoEN日本語DELet’s talkEN日本語DEHelp CenterLet's talkThank you! Your submission has been received!Oops! Something went wrong while submitting the form.We’ll help you evolve forms into digital experiencesWATCH DEMO > Back to BlogHow Harel Insurance improves sales process conversions by 15% while reducing outbound calls to customers by 20%
This is some text inside of a div block.6 minutes“EasySend is a very engaging product. And this is something that we’re looking to improve upon all the time – engagement with our customers. EasySend has this specialty in everything that has to do with signing forms. I think EasySend will play a bigger and bigger part in our engagement processes with our customers. We’re now looking into transforming 50 processes with EasySend, and I think we won’t stop there.” Eyal Efrat, CIO and Deputy CEO at Harel Insurance The challenge: Replace outdated manual data and signature collection and improve digital engagementHarel Insurance is one of the three largest insurance groups in Israel, well known for its commitment to technological innovation.‍Harel’s team was looking to replace manual processes that required customers to print, sign and send documents back with a web-based eSignature product that would allow customers to sign documents remotely without having to download anything to their device.‍The solution: Collect eSignatures, assist in real-time and automatically integrate data into legacy systems with EasySendEasySend product was selected, as it answered all requirements and provided a stable and well-established product with a promising roadmap.‍Web-based eSignature collection –  EasySend generates a link to the form that the customer can open on any device. The customer doesn’t need to download any additional applications or documents.Real-time remote virtual assistance –  Harel’s customers can collaborate with customers in real-time on any documents, eliminating the need for back-and-forth communications and reducing errors and incomplete forms.Integration with internal systems –  Simple and robust two-way integration with internal systems, including Salesforce CRM and legacy apps.‍“Working with EasySend was one of the better experiences in working with a service provider that I’ve had. EasySend’s team was excellent. They understood what we wanted, and they understood what was important to us. And I think that we work out very well together. We have regular meetings about improvements for our processes every quarter. “  Eyal Efrat, CIO and Deputy CEO at Harel Insurance‍‍The results: Collect and automatically feed data into relevant internal systemsThere are three components of the cost savings with EasySend: reducing the time for call center employees to follow up for signatures and missing data, increasing the number of signed and correctly filled forms returned and eliminating manual processing automating data entry.‍Increased completion rates by 15%EasySend completely transforms the customer experience in Insurance by replacing manual processes with a fully digital experience helped the Harel team reduce drop-off rates and improve completion rates of their processes by 15%.‍“We use EasySend in all of our sales processes. A manual form and a digital form provide a completely different customer experience. Previously, we used to send the customer a form to print out, sign, and send back to us. Beyond saving ink and paper, now that everything is done automatically, we see significantly improved form completion rates, directly impacting our bottom line.”‍Reduced outbound customer calls by 20%By fully digitizing and automating data collection processes, Harel reduced the need for outbound calls and back-and-forth communications with customers.‍“When the process is handled manually, it involves endless back-and-forth with the customer to get the correctly filled documents back. Our service reps had to call customers, resulting in a 20% fall rate on our processes. EasySend saves us this hustle, saves us time, both in the call centers and for the customer. EasySend saves us a lot of time.”‍Eliminated manual processes and reduced paper wasteAll the data is validated at the point of entry and then automatically entered into all relevant systems, reducing error rates, manual handling, and paper waste.‍“The other thing is that because of the high integration that we’ve done to our systems, all the inputs from EasySend forms are automatically entered into the relevant systems. The employees who dealt with manual document processing can now concentrate on higher-value tasks and customer service improvement since everything is done automatically by EasySend.”‍Empowered real-time remote assistanceEmployees can now connect with customers in real-time and assist in filling in forms, improving the level of customer satisfaction and boosting completion rates.‍“I think the most important feature is the online signature. This allows our company to continue providing various insurance processes remotely in an efficient way. When one of our reps can assist the customer in real-time and see what the customer does and be with them throughout the process, it results in a high level of engagement, even remote service. It allows us to complete both basic and complex processes very quickly. During the COVID-19 crisis, we are seeing a 20% increase in the usage of processes we are running on the EasySend platform.”‍About EasySendA simple and intuitive no-code platform for building and optimizing digital customer journeys in insurance and banking. EasySend empowers enterprises to engage with customers through digital journeys, gather data, optimize and drive revenue growth. No coding required.Good read?Get the latest on going digital
I have read the EasySend Privacy Policy and agree to receive articles, eBooks, and emails from the EasySend team.Thanks for subscribing!Oops! Something went wrong while submitting the form.See how you can go digital with EasySendBook demoAbout EasySendEvolve complex forms into easy digital experiences with EasySend, trusted by Fortune 500 financial organizations. Our powerful no-code platform revolutionizes complex forms, seamlessly converting data collection processes for loan applications, account openings, and chargebacks into effortless digital experiences.‍About EasySendTransform the entire policy lifecycle, from quote to renewal, with EasySend. Trusted by Fortune 500 insurance companies, our no-code platform revolutionizes data collection processes. Effortlessly capture customer information, generate quotes, facilitate policy applications, streamline claims management, and simplify policy renewals to deliver a seamless, user-friendly experience.‍Vera SmirnoffVera Smirnoff is the demand generation manager at EasySend. She covers digital transformation in insurance and banking and the latest trends in InsurTech and digital customer experience.OverviewLatest postsEmpowering agents with digital tools for enhanced distributionFrom static forms to dynamic interactions: the evolution of customer data intake in insuranceThe insurance sector is evolving from static to dynamic interactions, enhancing data collection through technologies like customer interaction engines.Revolutionizing loan processing in banking: how customer interaction engines simplify application and approvalDiscover how customer interaction engines are revolutionizing banking by streamlining loan processes and enhancing user experience.Stay in the know
I have read the EasySend Privacy Policy and agree to receive articles, eBooks, and emails from the EasySend team.Thanks for subscribing!Oops! Something went wrong while submitting the form.Related ContentBlogJul 15, 2024Empowering agents with digital tools for enhanced distributionRead Blog5 minutesBlogJul 8, 2024Adapting insurance to the digital age: how low-code solutions empower enterprisesRead Blog5 minutesBlogJul 8, 2024Core systems in insurance and the role of customer interaction enginesRead Blog6 minutesNo items found.ClalRead Customer storyBTISRead Customer storyCustomer storyMeridioRead Customer storyCustomer storyVGMRead Customer storyCustomer storyNürnbergerRead Customer storyCustomer storyReal Garant by ZurichRead Customer storyPlatformNo-codeAnalyticseSignatureIntegrationsWorkflow automationSolutionsP&C InsuranceHealth InsuranceLife InsuranceFNOL templateAuto claim templateFinancial servicesAutomotiveHealthcare & pharmaThrive in the digital ageDigital onboardingLearnResourcesBlogeBooksCustomer storiesDemo videoProcesses to digitizeDigital Transformation WikiAcademyHelp CenterPartnersSalesforcePartner programsCompanyAbout usCareersPressroomSecurityLegalTerms & ConditionsImprintPrivacy PolicyCookie PolicyContact Infoinfo@easysend.ioEasySend 合同会社事業開発本部　山下phone: 090-1459-5878k.yamashita@easysend.ioUSA157 Columbus Ave, #506New York, NY 10023Israel18 Yosef Karo, Tel Aviv, 6701422© All Rights Reserved to Easysend 2024We use cookies to help personalize content, tailor and measure ads, and provide a safer experience. By navigating the site, you agree to the use of cookies to collect information on the EasySend website. By accepting our Cookie Policy you allow us to collect and use your information on third-party platforms.CustomizeAccept
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Essential cookiesRequiredMarketing cookiesEssentialPersonalization cookiesEssentialAnalytics cookiesEssentialReject all cookiesAllow all cookiesStreamline customer dataintake with EasySend

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Meridio’s customer story |
EasySend.io
EASYSEND HOSTING EXECUTIVE WORKSHOP IN TORONTO MARCH 27 | JOIN US >>PlatformNo-codeGet the power and flexibility to launch any digital experience in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.AnalyticsTrack each process and optimize every step with data and analytics.Electronic signatureMake it easy for customers to sign securely from any device.IntegrationsCreate a seamless workflow by integrating any tool or CRM.Workflow automationCut out repetitive labor, boost productivity, and deliver great customer experiences.AI BuilderTurn your PDFs into digital processes automatically with AI assistance.Demo videoWatch a quick overview of EasySend and how our no-code builder works.SolutionsInsuranceDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19P&C InsuranceTransform insurance processes into digital experiences.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Health InsuranceDigitize your banking and financial services in days.Real estateCreate digital journeys that take your clients home.Life InsuranceMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.More industriesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Financial servicesDigitize your banking and financial services in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Real estateCreate digital journeys that take your clients home.AutomotiveMake healthcare simple for your patients.Healthcare & pharmaMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.Use casesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19FNOL templateRequest an FNOL template from our sales team today.Auto claim templateRequest an FNOL template from our sales team today.See all processes >Go digitalDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Thrive in the digital ageRequest an FNOL template from our sales team today.Digital onboardingRequest an FNOL template from our sales team today.See all processes >We’ll help you evolve forms into digital experiencesWATCH DEMO > Customer stories
VGM
Achieving a five-year digital plan in three months.
Real Garant by Zurich
Closing contracts in weeks and impacting the bottom line.
BTIS
Achieving its best commercial binding month to date.
Nürnberger
Acting fast and offering flexibility in times of uncertainty.
Meridio
Supporting 50 states with one dynamic journey.
Clal
Quality at scale: Digitizing 200+ processes
See all storiesLearnResourcesDocuments, guides, and expertise to support your digital journey.BlogArticles and insights on digital transformation for enterprises.eBooksFree books filled with industry-leading advice and recommendations.eBooksFree books filled with industry-leading advice and recommendations.Processes to digitizeDiscover 100s of digital form builder examples including claims and quotes.Digital Transformation WikiFind answers to all your digital transformation questionsEasySend AcademyLearn how to create easy digital experiences with free video courses.PartnersSalesforceCombine the power of EasySend with Salesforce to create digital processes that flow between platforms.Partner programs Join our digital revolution and find the right partner program for you.CompanyAbout usWe’re making the complex simple so enterprises go digital faster.Careers - we’re hiring!Bring your talent and expertise to our team and let’s grow together.PressroomSee how we’re making waves in digital transformation.SecurityEasySend is compliant with the highest international privacy and data regulations.Watch demoEN日本語DELet’s talkEN日本語DEHelp CenterLet's talkThank you! Your submission has been received!Oops! Something went wrong while submitting the form.We’ll help you evolve forms into digital experiencesWATCH DEMO > MeridioSupporting 50 states with one dynamic experienceMeridio needed a smarter way to onboard insurance customers across 50 states. With sixty-six forms to comply with different state regulations, scalability was nowhere in sight. EasySend helped Meridio build one smart digital process that adjusts automatically for each state so agents can easily onboard customers across America.Download storyDownload storyRemoved setup and installation timeStreamlined customer data intakeOnboarded customers across America fasterEliminated forms to scale easier““The team support Cincinnati Life across multiple states. Since we've removed a number of setup steps, agents move confidently through one common process.”Tom GraceCOOHelping customers make smarter decisions Meridio makes it easier for companies to offer comprehensive benefits to their employees. By partnering with leading carriers like our client Cincinnati Insurance, Meridio offers supplemental benefit programs for full or part-time workers, including Accident Insurance, Critical Illness, Hospital Indemnity, Disability, and Life. A process made much easier by transforming their manual onboarding process into one smart digital experience with EasySend.IndustryInsuranceDigital processOnboarding Worksite Life ApplicationInternal Process for Agents ‍‍‍GeoNorth AmericaFeature highlightVoice signatureJourney SenderBusiness LogicConditionsThe mission:Onboard customers dynamicallyLooking for ways to support their carrier client, Cincinnati Insurance, Meridio wanted a better way to help their agents onboard new clients across multiple states.Traditionally, Meridio relied on complex PDFs that required a lot of work on the agent and customer sides and would differ depending on the state. This meant agents needed to know each state’s guidelines to help customers choose their benefits. Working like this just wasn’t scalable and Meridio needed to shift fast.The solution:Create one smart digital experienceWith EasySend, Meridio transformed sixty-six PDFs into one dynamic experience. Now, agents enter which state the customer is in to see the information needed and which insurance benefits are covered.In addition, the regulatory forms associated with each state are automatically selected and filled in to prevent errors. Since this digital process is purely agent-facing, it creates a bridge between their previous workflow and a fully digital experience.Getting ready to scale in the future Transforming the customer experience Converting sixty-six PDFs into one dynamic digital process allowed Meridio’s agents to confidently serve customers across America. Becoming dynamic with no-codeAdding dynamic fields that coordinated with each state’s regulations enable the right fields, questions, and forms to appear determining which funnel the customers can go down.Going digital one step at a time Eliminating Meridio’s complex forms while keeping the process agent-facing allowed them to go digital without making too many changes at once.The power of EasySend at Meridio Building ● Customizing ● SupportingNo-code builderMeridio used our no-code builder to turn sixty-six PDF packages into one dynamic digital onboarding process. Logic & ConditionsBy adding logic and conditions that applied to each state, Meridio created a dynamic flow that adjusted accordingly.Custom ThemesEach digital process Meridio makes will start with a custom theme made to match their brand’s look and feel.Smart workflowsHaving a dynamic workflow built-in means Meridio’s agents no longer need to memorize each state’s guidelines, reducing stress and time.Journey SenderMeridio can send a pre-filled form to agents or a new link without wasting time searching through old processes.Brand loyaltyBy drastically reducing onboarding time, Meridio helps customers faster and agents feel more confident knowing they only need one process to support everyone.Supporting your digital transformation “Working with the EasySend team was terrific and very well organized. If any challenges arose, they were direct and transparent. It was great to get the Builder to account for all state differences and then iron everything out for launch.”Tom Grace COOYour digital partnerReady to thrive remotely? Our experienced team has created over 2000 insurance, banking, and financial digital processes.Let's talkRead more customer storiesClalQuality at scale: Digitizing 200+ processesRead BTISAchieving its best commercial binding month to date.Read Customer storyVGMAchieving a five-year digital plan in three months. Read Customer storyView morePlatformNo-codeAnalyticseSignatureIntegrationsWorkflow automationSolutionsP&C InsuranceHealth InsuranceLife InsuranceFNOL templateAuto claim templateFinancial servicesAutomotiveHealthcare & pharmaThrive in the digital ageDigital onboardingLearnResourcesBlogeBooksCustomer storiesDemo videoProcesses to digitizeDigital Transformation WikiAcademyHelp CenterPartnersSalesforcePartner programsCompanyAbout usCareersPressroomSecurityLegalTerms & ConditionsImprintPrivacy PolicyCookie PolicyContact Infoinfo@easysend.ioEasySend 合同会社事業開発本部　山下phone: 090-1459-5878k.yamashita@easysend.ioUSA157 Columbus Ave, #506New York, NY 10023Israel18 Yosef Karo, Tel Aviv, 6701422© All Rights Reserved to Easysend 2024We use cookies to help personalize content, tailor and measure ads, and provide a safer experience. By navigating the site, you agree to the use of cookies to collect information on the EasySend website. By accepting our Cookie Policy you allow us to collect and use your information on third-party platforms.CustomizeAccept
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Real Garant by Zurich’s customer story | Easysend.io
EASYSEND HOSTING EXECUTIVE WORKSHOP IN TORONTO MARCH 27 | JOIN US >>PlatformNo-codeGet the power and flexibility to launch any digital experience in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.AnalyticsTrack each process and optimize every step with data and analytics.Electronic signatureMake it easy for customers to sign securely from any device.IntegrationsCreate a seamless workflow by integrating any tool or CRM.Workflow automationCut out repetitive labor, boost productivity, and deliver great customer experiences.AI BuilderTurn your PDFs into digital processes automatically with AI assistance.Demo videoWatch a quick overview of EasySend and how our no-code builder works.SolutionsInsuranceDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19P&C InsuranceTransform insurance processes into digital experiences.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Health InsuranceDigitize your banking and financial services in days.Real estateCreate digital journeys that take your clients home.Life InsuranceMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.More industriesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Financial servicesDigitize your banking and financial services in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Real estateCreate digital journeys that take your clients home.AutomotiveMake healthcare simple for your patients.Healthcare & pharmaMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.Use casesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19FNOL templateRequest an FNOL template from our sales team today.Auto claim templateRequest an FNOL template from our sales team today.See all processes >Go digitalDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Thrive in the digital ageRequest an FNOL template from our sales team today.Digital onboardingRequest an FNOL template from our sales team today.See all processes >We’ll help you evolve forms into digital experiencesWATCH DEMO > Customer stories
VGM
Achieving a five-year digital plan in three months.
Real Garant by Zurich
Closing contracts in weeks and impacting the bottom line.
BTIS
Achieving its best commercial binding month to date.
Nürnberger
Acting fast and offering flexibility in times of uncertainty.
Meridio
Supporting 50 states with one dynamic journey.
Clal
Quality at scale: Digitizing 200+ processes
See all storiesLearnResourcesDocuments, guides, and expertise to support your digital journey.BlogArticles and insights on digital transformation for enterprises.eBooksFree books filled with industry-leading advice and recommendations.eBooksFree books filled with industry-leading advice and recommendations.Processes to digitizeDiscover 100s of digital form builder examples including claims and quotes.Digital Transformation WikiFind answers to all your digital transformation questionsEasySend AcademyLearn how to create easy digital experiences with free video courses.PartnersSalesforceCombine the power of EasySend with Salesforce to create digital processes that flow between platforms.Partner programs Join our digital revolution and find the right partner program for you.CompanyAbout usWe’re making the complex simple so enterprises go digital faster.Careers - we’re hiring!Bring your talent and expertise to our team and let’s grow together.PressroomSee how we’re making waves in digital transformation.SecurityEasySend is compliant with the highest international privacy and data regulations.Watch demoEN日本語DELet’s talkEN日本語DEHelp CenterLet's talkThank you! Your submission has been received!Oops! Something went wrong while submitting the form.We’ll help you evolve forms into digital experiencesWATCH DEMO > Real Garant by ZurichImpacting the bottom lineSimplicity benefits everyone. With EasySend’s streamlined process, Real Garant now closes B2B contracts in just a few weeks.Download storyDownload storyReduced sales cycleCompetitive advantageEfficient use of resourcesBusiness growthExceptional experiences“EasySend is very intuitive and easy to use for us as well as for our customers, making the onboarding process an overall pleasant experience. We can reduce the contract closing time tremendously.”Tobias SirschManager Contract ManagementLeading specialist in customer loyaltyReal Garant by Zurich is a leading specialist in customer loyalty within the automotive industry.Backed by 30 years of experience, the company services warranty solutions in 32 European countries, represents sales and service units locally and builds long-standing partnerships with distinguished car manufacturers and brands.IndustryAutomotive insuranceFeature highlightIntegrationsMultilingualWorkflow ManagerEasySignCo-BrowsingGeoEuropeDigital processB2B onboardingThe mission:Rethink the customer journeyReal Garant has been expanding steadily over the last few years, and a digitized world needs a digitized process. Real Garant overhauled their onboarding process for B2B partners to meet the growing demand. With the global pandemic on the rise, they needed to shorten the processing time and completely digitize their Partner onboarding.The solution:Create an online workflow with EasySendTogether with EasySend, Real Garant transformed the way they do business. By turning forms into a custom digital process, they’ve streamlined their sales cycle and shortened contract closing time to 1-2 weeks. The workflow is defined and completed online, including Co-Browsing for remote digital assistance, creating a smooth, convenient, and transparent experience.With EasySend, Real Garant can track each journey online and review the data afterward to look for optimization opportunities. Despite the pandemic, Real Garant has adopted a sustainable workflow that will scale as they grow.Going above and beyondReady to scaleTracking the journey and reviewing data helps make the entire process more transparent, profitable, and ready for growth.Onboarding in weeksA new digital B2B onboarding process has significantly reduced contract closing time.Agile in any circumstanceAdapting to a remote workflow has allowed all departments to keep working from home without setbacks.Smooth onboarding & workflowNew employees can quickly onboard, launch, and manage digital processes—reducing training time and supporting sales.The power of EasySend at Real GarantBuilding ● Managing ● OptimizingNo-code builderReal Garant turned a complex multiform process into a digital B2B onboarding experience.IntegrationsBy integrating its CRM, Real Garant automates data collection and streamlines its workflow.Custom workflowReal Garant set up a custom 7-step workflow that adjusts according to the insurance product chosen. MultilingualTranslating their digital process into multiple languages helps clients easily complete the journey.Co-BrowsingReal Garant assists customers remotely by sharing screens and supporting clients in real-time.Journey SenderAgents can easily find and send the right process.Auto-remindersReal Garant sends personalized, automatic emails and texts according to each action a customer takes.Electronic signatureUsing our electronic signature capabilities, Real Garant makes it easy to sign on any device.Analytics & reportsBy reviewing the stats and analyzing the data, Real Garant can track and optimize its digital process.Results exceed expectations“Ever since we started working with EasySend, we have noticed an improvement in our sales onboarding process. EasySend is reliable, transparent, and completely digital, which is exactly what we need in the current times.”Florian RohkammChief Distribution OfficerMake customer data intake easyReady to thrive remotely? Our experienced team has created over 2000 digital processes in the insurance, banking, and financial enterprise industries.Let's talkRead more customer storiesClalQuality at scale: Digitizing 200+ processesRead BTISAchieving its best commercial binding month to date.Read Customer storyMeridioSupporting 50 states with one dynamic journey.Read Customer storyVGMAchieving a five-year digital plan in three months. Read Customer storyNürnbergerActing fast and offering flexibility in times of uncertainty.Read Customer storyView morePlatformNo-codeAnalyticseSignatureIntegrationsWorkflow automationSolutionsP&C InsuranceHealth InsuranceLife InsuranceFNOL templateAuto claim templateFinancial servicesAutomotiveHealthcare & pharmaThrive in the digital ageDigital onboardingLearnResourcesBlogeBooksCustomer storiesDemo videoProcesses to digitizeDigital Transformation WikiAcademyHelp CenterPartnersSalesforcePartner programsCompanyAbout usCareersPressroomSecurityLegalTerms & ConditionsImprintPrivacy PolicyCookie PolicyContact Infoinfo@easysend.ioEasySend 合同会社事業開発本部　山下phone: 090-1459-5878k.yamashita@easysend.ioUSA157 Columbus Ave, #506New York, NY 10023Israel18 Yosef Karo, Tel Aviv, 6701422© All Rights Reserved to Easysend 2024We use cookies to help personalize content, tailor and measure ads, and provide a safer experience. By navigating the site, you agree to the use of cookies to collect information on the EasySend website. By accepting our Cookie Policy you allow us to collect and use your information on third-party platforms.CustomizeAccept
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Essential cookiesRequiredMarketing cookiesEssentialPersonalization cookiesEssentialAnalytics cookiesEssentialReject all cookiesAllow all cookiesStreamline customer dataintake with EasySend

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Renewable energy pioneer Vattenfall gains competitive advantage
OUR PRODUCTSAP-Native App Development PlatformFEATURESAP FIORIFEATURESAP AIFeature topicsEasier SAP FioriLow-CodeNo-Code for BusinessNaiaSAP IntegrationSAP BTPSAP S/4HANAWe help transform businessesIndustriesRetailManufacturingHealthcareEnergyUtilitiesFood & BeverageGovernmentTypical User CasesHuman Capital ManagementWarehouse & LogisticsPlant MaintenanceSupply ChainCase StudiesCASE STUDY
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CASE STUDYEnergyUtilitiesRenewable Energy Pioneer Vattenfall Streamlines Workflows and Increases Predictable Maintenance Capabilities.Read how Vattenfall is tackling rapid expansion with a unified mobile interface, improved information flow, and streamlined and predictive SAP-based projects and maintenance processes.GET FULL ACCESSDownload hereSUMMARYAbout the companyVattenfall is a leading European energy company committed to making fossil-free living possible within one generation, and driving the transition to a sustainable energy system. Vattenfall’s main markets are Sweden, Germany, the Netherlands, Denmark, and the UK. The Vattenfall Group has approximately 20,000 employees. The parent company, Vattenfall AB, is 100% owned by the Swedish state, and its headquarters are in Solna, Sweden.ChallengesIncrease work orders and productionGrow the community of users and aggressive expansionImprove project management and maintenance processesSolutionOne harmonized process that meets all field workers needsStreamline planning and scheduling capabilities for project managersInclude users in the whole build process to keep their needs forefrontOpportunity to improve back-end processesResultsEliminated paper waste with a new IT infrastructureReduced the number of screens their staff needed to complete a task from 20-30 down to 1 screen Increased data collection, and data quality directly from the fieldHappier users working on or offline, anytime, and on any device“Today users are excited to try new things. That’s a strong indicator we’ve done something good.”Johan KronmanProject Manager at VattenfallFINDINGSTackling rapid expansion with a unified mobile interface, available online and offline, improves information flow and streamlines SAP-based project and maintenance processes, and lowers costs in the process.‍Challenge: Aggressive expansion puts pressure on SAP-based operations and maintenance processesIncreased work orders and production. A growing community of users. Aggressive goals for renewable energy.To meet increasing demands on its SAP PM environment and support workers in the field, Sweden-based utility company Vattenfall needed to improve its project management and maintenance processes.The company, which serves millions of electricity, heat and gas customers throughout Europe, has the ambitious goal of making fossil-free living possible within one generation, focusing on renewable biomass, wind, hydro and sun energy sources.As one of Europe’s leading energy companies, staying competitive while meeting that innovative goal takes standardized workflow and tight control of IT and development costs.“We wanted to make our users happy with updated project management and equipment maintenance processes in a unified interface, without them having to worry about the system in the background,” said Johan Kronman, Project Manager at Vattenfall. “We also sought to design these capabilities using SAP Fiori guidelines for mobile. And because our environment is fairly complex, we wanted to avoid adding any additional infrastructure and make sure we weren’t dependent on any one company or partner.”That’s what led Vattenfall to Neptune Software and their low-code rapid application development platform. “Many of the solutions we reviewed were too complex or too costly, but Neptune hit the mark,” said Johan. “Knowing that we could build a strong offline experience with was quite valuable. Some of our sites are very remote, even offshore, and in rugged terrain. One of the first things we wanted to do was provide field workers with a checklist and equipment maintenance documentation in the field.”Vattenfall also needed to address existing process gaps that would help them incorporate new ways of working while navigating the functional and infrastructure requirements of our large, multinational enterprise. That included the need to meet restrictions for security, firewalls, remote area documentation, and more.‍Solution: Building user support to help them embrace change and harmonize processes across sitesTo create a solution that met what their field workers needed, the team went to the company’s wind farms to talk to the users and define the key use cases.“Because we have different wind farms across numerous countries, we need to account for local ways of working, while harmonizing and agreeing on one process.”In addition to the work order operations solutions, Vattenfall planned to deliver streamlined planning and scheduling capabilities for its project management team.“Throughout our design and execution phases, we were seeking a common way to work. Based on this we adjusted back-end processes for every use case,” said Johan.“We also included users in the build process, getting their feedback every step of the way, from mockup to testing, to implementation. Doing so helped ensure we were keeping the users’ needs at the forefront.”The world order rollout started at two pilot sites, where the Vattenfall team used the application in the field for two months. Next, they used that pilot experience to improve the applications and processes before they were implemented more broadly across sites.“With Neptune DXP, it was easy to make adjustments quickly. At the same time, it helped us uncover ways to improve back-end processes to make sure the logic was presented to users in the best way.”Results: Happier users, lower costs, streamlined workflow and more predictable maintenance“Users are happy with the Neptune interface, and they like having the ability to work on or offline, anytime, and on any device they like,” said Johan. “Doing so means they no longer need to come into the office and stop at a desktop to document their day’s work. They also appreciate not having to remember all of the complicated backend workflows.”With the standardized workflow design and improved user experience in Neptune, Vattenfall can easily add new apps and replicate system changes quickly to all of the fleets. Even better: All of this was accomplished without having to add any hardware or additional technology infrastructure.Another clear indicator of their success? Users who were at first hesitant to embrace the changes now clamor to be the first to try new apps and capabilities.“Today users are excited to try new things. That’s a strong indicator we’ve done something good,” added Johan. “With Neptune, we’ve improved our information flow throughout the field, which has helped us better manage our maintenance backlog. We get more information about our equipment status and new issues, which has all led to faster, shorter lead times for equipment repair and maintenance. With more complete data available on conditions and measurement values, our planners and schedulers also have much more control over their scheduling efforts, a big improvement to their workflow.”A more replete data set is also increasing Vattenfall’s predictive maintenance and planning capabilities, which they’re counting on to help improve equipment assessments and lower costs as they increase their renewable energy fleet level. Decreasing unscheduled maintenance not only improves the repair teams’ efficiency, but it also represents a key competitive advantage for the company.And with the success of the SAP rollout with Neptune DXP – SAP Edition, moving to the system-agnostic Neptune DXP – Open Edition is a consideration.“Looking forward, we’re considering the possibility of having apps that combine information from different systems beyond our SAP environment, and want to provide the same look and feel of our Neptune apps,” said Johan.“Today users are excited to try new things. That’s a strong indicator we’ve done something good.”Johan KronmanProject Manager at Vattenfall
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How Worldline launched a new product and deployed a digital onboarding process for merchants in just 10 days | EasySend
EASYSEND HOSTING EXECUTIVE WORKSHOP IN TORONTO MARCH 27 | JOIN US >>PlatformNo-codeGet the power and flexibility to launch any digital experience in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.AnalyticsTrack each process and optimize every step with data and analytics.Electronic signatureMake it easy for customers to sign securely from any device.IntegrationsCreate a seamless workflow by integrating any tool or CRM.Workflow automationCut out repetitive labor, boost productivity, and deliver great customer experiences.AI BuilderTurn your PDFs into digital processes automatically with AI assistance.Demo videoWatch a quick overview of EasySend and how our no-code builder works.SolutionsInsuranceDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19P&C InsuranceTransform insurance processes into digital experiences.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Health InsuranceDigitize your banking and financial services in days.Real estateCreate digital journeys that take your clients home.Life InsuranceMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.More industriesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Financial servicesDigitize your banking and financial services in days.AI BuilderTurn your PDFs into digital consumer journeys automatically with AI assistance.Real estateCreate digital journeys that take your clients home.AutomotiveMake healthcare simple for your patients.Healthcare & pharmaMake healthcare simple for your patients.RetailMake healthcare simple for your patients.LogisticsMake healthcare simple for your patients.Use casesDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19FNOL templateRequest an FNOL template from our sales team today.Auto claim templateRequest an FNOL template from our sales team today.See all processes >Go digitalDigital journeysVirtual onboardingDigital customer experienceInsurance templatesCovid-19Thrive in the digital ageRequest an FNOL template from our sales team today.Digital onboardingRequest an FNOL template from our sales team today.See all processes >We’ll help you evolve forms into digital experiencesWATCH DEMO > Customer stories
VGM
Achieving a five-year digital plan in three months.
Real Garant by Zurich
Closing contracts in weeks and impacting the bottom line.
BTIS
Achieving its best commercial binding month to date.
Nürnberger
Acting fast and offering flexibility in times of uncertainty.
Meridio
Supporting 50 states with one dynamic journey.
Clal
Quality at scale: Digitizing 200+ processes
See all storiesLearnResourcesDocuments, guides, and expertise to support your digital journey.BlogArticles and insights on digital transformation for enterprises.eBooksFree books filled with industry-leading advice and recommendations.eBooksFree books filled with industry-leading advice and recommendations.Processes to digitizeDiscover 100s of digital form builder examples including claims and quotes.Digital Transformation WikiFind answers to all your digital transformation questionsEasySend AcademyLearn how to create easy digital experiences with free video courses.PartnersSalesforceCombine the power of EasySend with Salesforce to create digital processes that flow between platforms.Partner programs Join our digital revolution and find the right partner program for you.CompanyAbout usWe’re making the complex simple so enterprises go digital faster.Careers - we’re hiring!Bring your talent and expertise to our team and let’s grow together.PressroomSee how we’re making waves in digital transformation.SecurityEasySend is compliant with the highest international privacy and data regulations.Watch demoEN日本語DELet’s talkEN日本語DEHelp CenterLet's talkThank you! Your submission has been received!Oops! Something went wrong while submitting the form.We’ll help you evolve forms into digital experiencesWATCH DEMO > Back to BlogHow Worldline launched a new product and deployed a digital onboarding process for merchants in just 10 days
This is some text inside of a div block.5 minutes“In just 10 days, Worldline’s first complex contract was digitized. Our sales team and contract experts were involved in the process the entire time, and EasySend made sure to give feedback each step of the way, which led to a high value of the delivered experience.” - Urs Gubser, Head of Merchant Experience at Worldline‍“Digitizing existing paper-based processes as one of your core competencies is absolutely critical. It’s important to understand to not try to build the solution yourself (as an enterprise) because it’s costly and requires lots of manpower; rather instead, look for a partner that can help accelerate your digital transformation efforts.” Gert-Jan Adries, Head Of Retail Transformation at Worldline‍The challenge: Allow the sales department to interact with customers remotely and facilitate the contract stage.‍Worldline is the European leader in the payments and transactional services industry, and #4 on a global scale. As a result of remote working conditions due to the COVID-19 pandemic, Worldline’s sales team wasn’t able to physically interact with customers. The merchant onboarding process and the merchant supply order process, which previously required a manual, face-to-face meeting with a sales representative, needed to adapt to the new normal. Worldline needed a digital platform that would allow its sales team to resume interactions with potential merchants in a quick and remote way.‍The solution: Accelerate the sales cycle by digitizing contracts in midst of COVID-19. Agile time to market“COVID-19 opened the way for a work from home routine, leaving us with no other option but to communicate with customers remotely. We needed a digital solution for customer interaction and contract execution immediately. The actual implementation time with EasySend was significantly fast - in a matter of 10 days, the first complex contract was fully digitized."‍A complex process made simple with digital journeys‍ Worldline had a complex process that needed quick digitization. The merchant onboarding process involved 21 PDF documents, ranging from agreements to data sheets and terms and conditions. EasySend’s platform was able to turn this complex process digitally and improved the process itself by adding more automation and faster turnaround times.‍Remote virtual assistance‍EasySend’s ‘Remote Assistance’ feature enabled Worldline to assist customers in real-time on any device. Using co-browsing, the agent and client were able to communicate on the same workflow in real-time.Key results:Digital process deployment in 10 days.‍Worldline had its first digital onboarding process for merchants implemented in just 10 days, meeting its strict time to market requirements. Seamless implementation“The implementation process with EasySend was very agile and enjoyable throughout. We had multiple short feedback meetings and demos were organized during the implementation phase. We had immediate access to the right experts at EasySend, instead of talking through a single individual.” Robust integration with internal systemsDigital journeys were integrated with Worldline's internal systems and databases to allow for automation of processes.‍Key benefits:Optimized customer experienceReliable, real-time, and remote digital customer journeys allowed for the ultimate customer experience in the midst of COVID-19. Using a no-code platform for agile digital transformationWith the EasySend no-code platform, Worldline deployed digital customer journeys quickly and easily, impacting the bottom line. The platform's intuitive functionality and the ability to turn manual into digital in a fraction of the time it would take using traditional or low-code platforms enabled Worldline to reap the benefits of superior business productivity. Flexibility and adaptability to any use-case“We were looking for a solution that allowed us to start quickly and keep as much of our existing processes intact with the aim to later digitize piece by piece, as we see fit. EasySend is a digital solution that can be applied towards any use case, and that’s something we find very promising in the long run.”Good read?Get the latest on going digital
I have read the EasySend Privacy Policy and agree to receive articles, eBooks, and emails from the EasySend team.Thanks for subscribing!Oops! Something went wrong while submitting the form.See how you can go digital with EasySendBook demoAbout EasySendEvolve complex forms into easy digital experiences with EasySend, trusted by Fortune 500 financial organizations. Our powerful no-code platform revolutionizes complex forms, seamlessly converting data collection processes for loan applications, account openings, and chargebacks into effortless digital experiences.‍About EasySendTransform the entire policy lifecycle, from quote to renewal, with EasySend. Trusted by Fortune 500 insurance companies, our no-code platform revolutionizes data collection processes. Effortlessly capture customer information, generate quotes, facilitate policy applications, streamline claims management, and simplify policy renewals to deliver a seamless, user-friendly experience.‍Dore DadonDore Dadon is the Marketing and PR Manager at EasySend. She is the primary contact for all external communications and works hard to increase EasySend's brand awareness while also covering all the latest InsurTech and digital customer experience trends.OverviewLatest postsEmpowering agents with digital tools for enhanced distributionFrom static forms to dynamic interactions: the evolution of customer data intake in insuranceThe insurance sector is evolving from static to dynamic interactions, enhancing data collection through technologies like customer interaction engines.Revolutionizing loan processing in banking: how customer interaction engines simplify application and approvalDiscover how customer interaction engines are revolutionizing banking by streamlining loan processes and enhancing user experience.Stay in the know
I have read the EasySend Privacy Policy and agree to receive articles, eBooks, and emails from the EasySend team.Thanks for subscribing!Oops! Something went wrong while submitting the form.Related ContentBlogJul 10, 2024Revolutionizing loan processing in banking: how customer interaction engines simplify application and approvalRead Blog5 minutesBlogJul 8, 2024Adapting insurance to the digital age: how low-code solutions empower enterprisesRead Blog5 minutesBlogJun 30, 2024Navigating the complexity of omni-channel managementRead Blog5 minutesNo items found.ClalRead Customer storyBTISRead Customer storyCustomer storyMeridioRead Customer storyCustomer storyVGMRead Customer storyCustomer storyNürnbergerRead Customer storyCustomer storyReal Garant by ZurichRead Customer storyPlatformNo-codeAnalyticseSignatureIntegrationsWorkflow automationSolutionsP&C InsuranceHealth InsuranceLife InsuranceFNOL templateAuto claim templateFinancial servicesAutomotiveHealthcare & pharmaThrive in the digital ageDigital onboardingLearnResourcesBlogeBooksCustomer storiesDemo videoProcesses to digitizeDigital Transformation WikiAcademyHelp CenterPartnersSalesforcePartner programsCompanyAbout usCareersPressroomSecurityLegalTerms & ConditionsImprintPrivacy PolicyCookie PolicyContact Infoinfo@easysend.ioEasySend 合同会社事業開発本部　山下phone: 090-1459-5878k.yamashita@easysend.ioUSA157 Columbus Ave, #506New York, NY 10023Israel18 Yosef Karo, Tel Aviv, 6701422© All Rights Reserved to Easysend 2024We use cookies to help personalize content, tailor and measure ads, and provide a safer experience. By navigating the site, you agree to the use of cookies to collect information on the EasySend website. By accepting our Cookie Policy you allow us to collect and use your information on third-party platforms.CustomizeAccept
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