EasySend

Automate your customer workflows with no-code digital customer journeys

Customer Engagement Growth Series C ($76.59M total)

Overview

EasySend is a no-code development platform that enables insurance companies and financial institutions to build and optimize digital customer journeys. The platform empowers organizations to quickly convert paper forms and clunky PDFs into smart, AI-powered digital workflows that streamline data intake and elevate customer experiences.

Founded in 2016 by three co-founders who started the company from a home attic, EasySend has grown to become a leading digital transformation solution for global financial institutions and insurance carriers. The platform addresses the unique requirements of regulated industries while enabling rapid deployment without traditional software development.

EasySend serves the insurance, financial services, healthcare, and retail sectors, helping organizations modernize their customer-facing processes and internal workflows through intuitive no-code tools.

Products & Services

Journeys

Build digital customer experiences without coding.

Key Features

Drag-and-drop form builder
Conditional logic and branching
Multi-step journey creation
Mobile-responsive designs

Target Users: Digital transformation teams, Operations

DynamicDoc

Automated document generation from digital data.

Key Features

Template-based document creation
Data merge from journeys
PDF generation
Brand customization

Target Users: Operations, Compliance teams

EasySign

Electronic signature solution integrated with journeys.

Key Features

Embedded e-signatures
Audit trails
Compliance with e-signature regulations
Mobile signing

Target Users: Sales, Customer service

Workflow Manager

Automate business processes across the organization.

Key Features

Process automation
Task routing
Notifications and reminders
Integration with core systems

Target Users: Operations, IT

At a Glance

Founded: 2016
Headquarters: Tel Aviv, Israel
Employees: 51-200
Funding: Series C ($76.59M total)

Category & Focus

Category: Customer Engagement
Subcategories: Digital Customer Journeys Document Management E-Signatures Workflow Automation
Insurance Verticals: P&C Life & Annuity Health
Target Customers: Carriers, Brokers, Financial Institutions