AI TOOL PROFILE
EasySend: Digital Journeys and eSignature Software
- Operations
- Electronic Signature
- Insurance agencies
- Financial services firms
- Healthcare providers
- Nonprofit organizations
- Sales and customer support teams
Pricing
Pricing was not clearly available from the provided evidence. Buyers should confirm current pricing on the vendor website, though a 14-day free trial is mentioned as available with no credit card required.
At a glance
- Best for
- Insurance agencies, Financial services firms, Healthcare providers, Nonprofit organizations, Sales and customer support teams
- Key use cases
- Customer Onboarding, Loan Applications, Claims Processing, Patient Intake, Policy Renewals
- Integrations
- Salesforce, monday.com, Microsoft Dynamics 365, Google Sheets, Slack
- Official website
- Visit easysend official website
How AI is used
EasySend is a digital experience platform designed to replace static forms and paper documents. It provides a suite of tools, including Journeys for customer interactions, DynamicDoc for document generation, and EasySign for electronic signatures, all managed via a visual Workflow Manager.
The platform is designed for businesses in industries such as insurance, finance, and healthcare where secure data collection and legally binding agreements are required. It uses a no-code builder, which allows users to create digital paths for customers without writing code.
AI is integrated to help users generate digital journeys from text prompts or by converting static PDFs into fillable digital documents. This may help reduce the manual effort involved in setting up new intake processes.
Buyers should confirm if their specific compliance needs (such as HIPAA or GDPR) are met and verify if their existing CRM and cloud storage tools are supported to ensure data flows between systems.
Key Features
Digital Journey Mapping
A no-code visual builder for creating multi-step customer interactions with business logic and conditions.
EasySign eSignatures
Provides legally binding electronic signatures with options for serial or parallel signing flows.
DynamicDoc
Supports the generation of personalized documents using adaptable templates in Microsoft Word.
AI-Powered Creation
Conversational AI designed to build digital journeys from prompts or transform static PDFs into fillable documents.
Workflow Manager
A tool to visualize and manage the logic, communication, and integrations of customer journeys.
Co-Browsing
Allows agents to share screens and guide customers through a digital journey in real time.
Use Cases
Customer Onboarding
Digitizing the initial intake process to collect customer data through structured digital journeys.
Loan Applications
Supporting the submission and processing of loan requests with integrated data collection and signing.
Claims Processing
Managing the flow of information and required documentation for insurance or service claims.
Patient Intake
Collecting patient information and managing e-consent forms in a HIPAA-compliant environment.
Policy Renewals
Managing the renewal process by sending digital journeys and signature requests to customers.
Integrations
- Salesforce
- monday.com
- Microsoft Dynamics 365
- Google Sheets
- Slack
- Jira
- Zendesk
- AWS S3
- Box
- Dropbox
- OneDrive
- Google Drive
- Airtable
- Oracle
- MySQL
- SQL Server
- Make
- Microsoft Power Automate
- Zapier
- Workato
- OpenAI API
- Anthropic API
FAQ
What is a digital journey in EasySend?
- A digital journey is a dynamic, multi-step interaction that replaces traditional static forms, allowing businesses to collect data and guide customers through a process.
Is EasySend suitable for healthcare and financial services?
- Yes, it is designed for these sectors and maintains compliance with SOC 2, HIPAA, GDPR, and PCI DSS standards.
Can I use EasySend if I don't know how to code?
- Yes, EasySend features a no-code visual builder and an AI tool that can generate journeys from text prompts or PDFs.
Does EasySend offer a free trial?
- The platform provides a 14-day free trial that does not require a credit card to start.
Source category: Operations
Source subcategory: Electronic Signature
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