Case Study: Meridio streamlines multi-state insurance onboarding with EasySend

Meridio transforms 66 forms into one dynamic onboarding journey with EasySend

Meridio, an insurance company offering small business health benefits, faced a significant challenge in scaling their customer onboarding process across 50 different states. They needed to comply with varying state regulations, which required managing 66 different PDF forms, a complex and inefficient process for their agents. Meridio partnered with EasySend to find a smarter solution for this dynamic onboarding need.

Using EasySend's no-code platform, Meridio transformed their 66 state-specific forms into a single, smart digital journey. The solution dynamically adjusts for each state, automatically presenting agents with the correct fields, questions, and regulatory forms. This implementation by EasySend streamlined data intake, eliminated setup time, and allowed Meridio to onboard customers across America faster and with greater ease for their agents.

Meridio