Case Study: Real Garant by Zurich achieves rapid B2B onboarding — cutting contract closing from months to 1–2 weeks with EasySend

Real Garant by Zurich - Customer Case Study

Real Garant by Zurich, a leading specialist in customer loyalty for the automotive industry, faced a cumbersome, multi‑PDF B2B onboarding process that required heavy manual work, travel across regions, and took three to six months to close contracts—risks that were magnified by COVID‑19. To digitize and scale their customer journeys, Real Garant partnered with EasySend, using EasySend’s no‑code platform to replace paper forms with custom digital journeys.

With EasySend (leveraging integrations, Workflow Manager, EasySign, Co‑Browsing, multilingual support and analytics), Real Garant built a custom 7‑step digital onboarding workflow that automates CRM data collection, sends auto‑reminders, enables remote co‑browsing assistance, and tracks journey performance. The result: contract closing time dropped from months to 1–2 weeks, remote operations removed the need for travel, onboarding and training times shortened, and Real Garant gained measurable visibility and optimization opportunities across their sales process.

Real Garant by Zurich

Norbert Cramer

Manager Sales Projects