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Know Your Customer (KYC)

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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Processes to digitize
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Insurance
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Know Your Customer (KYC)

Streamlined KYC Compliance for Enhanced Customer Relationships

Navigate the KYC process with ease with digital data intake. Ensure compliance while offering a seamless experience to your clients.

  • Ensure quick and compliant KYC processes
  • Accelerate client onboarding and policy issuance
  • Streamline customer data intake
Know Your Customer (KYC)
See how

A better experience for everyone

For Compliance Officers

Efficiently manage KYC requirements with our digital tools. Simplify the compliance process while ensuring accuracy and security.

For your customers

For Clients

Automated pre-filled data, EasySign, and customizable themes make KYC compliance smooth and hassle-free for clients.
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Go digital with EasySend

See how you can digitize your KYC process in days, automate your workflow, and streamline customer data intake with EasySend’s no-code platform.
Enhance KYC compliance with EasySend's digital solutions, ensuring efficient, secure, and client-friendly processes

Create one seamless workflow

  1. Send a personalized KYC form link via SMS or email to clients.
  2. Clients input their information, upload necessary documents, and confirm compliance with a digital signature.
  3. Automated data integration and checks ensure accuracy and compliance.
  4. Secure data handling facilitates swift and compliant client verification.
  5. Experience a streamlined, efficient KYC process.

What’s inside?

Every digital process comes with a full suite of features and solutions built-in to make customer data intake easy.

Features
Solutions
  • Drag and drop
  • White label branding
  • Secure and automated workflow
  • Image and file upload
  • Custom conditions and validations
  • Single-Sign-On (SSO)
  • Automated Audit Trail

‍

  • Automated pre-filled data fields for faster completion.
  • Customizable conditions and themes to align with your brand identity.
  • EasySign for quick, secure digital authorization.
  • Co-Browsing for real-time assistance during the form completion.
  • Advanced validation for precise data capture and compliance.
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Your digital partner

We’ll help you launch an Know Your Customer (KYC) digital process in days.
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