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Beneficiary Appointment

Industry:

Insurance

Category:

Applications

Features:

Pre-filled data integration, Conditions, EasySign, Themes &
Co-Browsing

Benefits:

Increase revenue & shorten the sales cycle

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Simplify Beneficiary Appointments with Digital Data Intake

Enhance your beneficiary appointment process with our digital data intake solutions. Efficient, accurate, and user-friendly, ensuring a smooth experience for policyholders.

Streamline data collection
Improve efficiency
Ensure data quality

See how

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See how

A better experience for everyone

For Insurance Agents

Utilize our digital tools to simplify the beneficiary appointment process. Provide a more efficient, accurate service to your clients.

For your customers

For Policyholders

Appoint your beneficiaries with ease and peace of mind. Our digital platform ensures a straightforward and secure process.

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Go digital with EasySend

See how you can digitize your Beneficiary Appointment process in days, automate your workflow, and streamline customer data intake with EasySend’s no-code platform.

Create one seamless workflow

Create a Seamless Appointment Workflow

Send a personalized appointment link via SMS or email to policyholders.
Policyholders input their information and beneficiary details through an easy-to-use digital form.
Automated data processing ensures accuracy and streamlines the appointment process.
Secure and efficient data handling for reliable beneficiary designation.
Experience a simplified and stress-free beneficiary appointment process.