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Average Ratings 10 Ratings

Total
ease
features
design
support

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

Cognito Forms allows you to create powerful forms and interfaces with ease using the form builder Cognito Forms. Everyone, from novice developers to experts in programming, can create their own online tools to automate their work. Cognito Forms can be integrated with existing systems to speed development or replace paper-based processes by digital solutions. Cognito Forms is an online form builder that combines powerful capabilities with simplicity. This makes it easy for anyone to simplify their time-consuming or complicated processes. Use our drag and drop form builder and free templates to quickly create beautiful forms. You can then easily add conditional logic or calculations to automate your work.

API Access

Has API No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Acuity Scheduling No 
Bird No 
Cisco Webex No 
Dropbox Sign No 
Emma No 
Eventbrite No 
Google Analytics No 
Google Drive No 
Insightly No 
Intercom No 
Klaviyo No 
Lob No 
Microsoft Power Automate No 
Pabbly Connect No 
PracticePanther Law Practice Software No 
Salesflare No 
ServiceM8 No 
TrueMail No 
Zendesk No 
servis.ai No 

Integrations

Acuity Scheduling Yes 
Bird Yes 
Cisco Webex Yes 
Dropbox Sign Yes 
Emma Yes 
Eventbrite Yes 
Google Analytics Yes 
Google Drive Yes 
Insightly Yes 
Intercom Yes 
Klaviyo Yes 
Lob Yes 
Microsoft Power Automate Yes 
Pabbly Connect Yes 
PracticePanther Law Practice Software Yes 
Salesflare Yes 
ServiceM8 Yes 
TrueMail Yes 
Zendesk Yes 
servis.ai Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$19 per month
Free Trial Yes 
Free Version Yes 

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 No 
iPad App No 
Android App No 
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 No 
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 Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BlockForms

Country

United States

Website

blockforms.co

Vendor Details

Company Name

Cognito Forms

Founded

2013

Country

United States

Website

www.cognitoforms.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

Forms Automation

Approval Process Control Yes 
Archiving & Retention Yes 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access No 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control No 

Online Form Builders

Artificial Intelligence Yes 
Assign Roles / Permissions Yes 
Collaboration Tools Yes 
Conversational Forms Yes 
Data Tables Yes 
Drag & Drop / No Code Yes 
Export to PDF Yes 
HIPAA Compliant Yes 
Import Existing Forms Yes 
Mobile Forms Yes 
Offline Forms Yes 
Pre-made Templates Yes 
Quizzes / Questionnaires Yes 
Reporting / Data Visualization No 
Signup Forms Yes 
Surveys Yes 

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