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Verification of Trust

Industry:
Insurance
Category:
Applications
Features:

Pre-filled data integration, Conditions, EasySign, Themes &
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Benefits:

Increase revenue & shorten the sales cycle

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Processes to digitize
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Insurance
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Verification of Trust

Transform the way you handle trust verifications

Streamline your processes for verifying trusts with efficient and secure data integration, ensuring a swift and accurate process.

  • Simplified Trust Verification Process
  • Secure and Reliable Document Handling
  • Rapid Verification and Response Times
Verification of Trust
See how

A better experience for everyone

For Financial and Insurance Institutions

Enhance your verification processes for trusts with our digital tools. Achieve faster processing, reduce manual errors, and increase operational efficiency.

For your customers

For Trustees and Beneficiaries

Experience an easy, secure, and fast verification of trusts using our digital platform. Enjoy a hassle-free and accurate verification process.
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Go digital with EasySend

See how you can digitize your Trust Verification process in days, automate your workflow, and streamline customer data intake with EasySend’s no-code platform.
Streamline trust verifications with EasySend. Increase revenue and shorten the sales cycle with our efficient, secure digital data collection and processing.

Create one seamless workflow

  1. Trustee enters trust details and uploads necessary documentation.
  2. System performs real-time validation of trust information and documents.
  3. Trustee receives immediate acknowledgment of submission.
  4. Quick and thorough review of trust documentation by the institution.
  5. Trustee gets prompt notification of verification status.

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 Roles & Permissions
  • White label branding
  • Secure and automated workflow
  • Image and file upload
  • Custom conditions and validations
  • Single-Sign-On (SSO)
  • Efficient Digital Data Collection and Verification
  • Enhanced Security for Sensitive Trust Information
  • Real-Time Processing and Updates
  • Seamless Integration with Financial Systems
  • Improved Digital Experience for Trustees and Beneficiaries
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Your digital partner

Digitize Your Trust Verification Process Today!
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