Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
A specialized workflow application aimed at minimizing repetitive paperwork in the insurance sector significantly accelerates the sales process, reduces mistakes, and enhances client satisfaction. It consolidates provider forms into a single document, allowing you to request necessary information from your customer just once. By efficiently gathering client data, this application maps it to every selected provider form seamlessly. Ensure accuracy by thoroughly reviewing each completed document before sending it to your client for a signature. The BlockForms application facilitates the direct delivery of fully executed documents to insurance providers, streamlining the entire process. Propel your business forward with an all-encompassing and user-friendly data collection system. BlockForms intelligently fills in common fields across various carrier forms, even when the questions are phrased differently, thereby saving valuable time and minimizing errors. Empower your team with a more efficient workflow this sales cycle, transforming the way they operate and ultimately enhancing productivity. Embrace this innovative solution to redefine your approach to documentation and client engagement in the insurance industry.
Description
No manual, messy completion of paperwork. No paperwork lost or damaged. You can view real-time schedules and share project information from your phone, tablet, or computer. Integrate with all your core business systems to eliminate double-entry. Daily diaries will help you allocate time to project cost codes, pay your payroll and keep your manager happy at HSEQ. Get real-time information about your plant, equipment, and heavy vehicle fleet. You can complete prestarts, inspections, and services. To make informed decisions, track revenue, costs, and utilisation. You can complete paperwork anywhere, anytime. You can access complete operational information from your office or job site, even when you aren't there.
API Access
Has API
No
API Access
Has API
No
Integrations
COINS
No
Jobpac Connect
No
MYOB AccountRight
No
MYOB Exo
No
Microsoft 365
No
QuickBooks Accountants
No
Reckon One
No
Rounded
No
Trimble Connect
No
Verizon Connect
No
Integrations
COINS
Yes
Jobpac Connect
Yes
MYOB AccountRight
Yes
MYOB Exo
Yes
Microsoft 365
Yes
QuickBooks Accountants
Yes
Reckon One
Yes
Rounded
Yes
Trimble Connect
Yes
Verizon Connect
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
No
Webinars
No
Live Training (Online)
Yes
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
BlockForms
Country
United States
Website
blockforms.co
Vendor Details
Company Name
Cloudcon
Founded
2018
Country
Australia
Website
cloudcon.com
Product Features
Forms Automation
Approval Process Control
No
Archiving & Retention
No
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
No
Text Editing
No
Version Control
No
Product Features
Construction Management
Accounting Integration
Yes
Budget Tracking/Job Costing
Yes
CRM
Yes
Change Orders
Yes
Commercial
Yes
Contract Management
Yes
Contractors
Yes
Equipment Tracking
Yes
Estimating
No
Incident Reporting
Yes
Mobile Access
Yes
Offline Access
Yes
RFI & Submittals
Yes
Residential
No
Subcontractor Management
Yes
Timesheets
Yes