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Average Ratings 3 Ratings

Total
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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

With Formstack, automate manual processes, deliver solutions quicker, and go from idea to workflow in minutes and save hours—all with clicks, not code. Combining a visual workflow automation builder with digital forms, document generation, and eSignature solutions, the Formstack Platform enables you to quickly create countless solutions to your workday pains and your customers’ digital expectations. Build for your immediate needs—from applications to proposals to onboarding—and scale to help meet your larger, org-wide digital initiatives. All with the Formstack Platform.

API Access

Has API No 

API Access

Has API No 

Screenshots View All

Screenshots View All

Integrations

AWeber No 
AppIdentity No 
Data8 No 
Drip No 
Ecwid No 
Egnyte No 
Formsite No 
Google Analytics No 
Integry No 
Ontraport No 
Pointerpro No 
Salesforce No 
Slybroadcast No 
Staffcloud No 
Survey Rocket No 
SurveyMonkey No 
SweepBright No 
Unbounce No 
WiserNotify No 
Zoho Sign No 

Integrations

AWeber Yes 
AppIdentity Yes 
Data8 Yes 
Drip Yes 
Ecwid Yes 
Egnyte Yes 
Formsite Yes 
Google Analytics Yes 
Integry Yes 
Ontraport Yes 
Pointerpro Yes 
Salesforce Yes 
Slybroadcast Yes 
Staffcloud Yes 
Survey Rocket Yes 
SurveyMonkey Yes 
SweepBright Yes 
Unbounce Yes 
WiserNotify Yes 
Zoho Sign Yes 

Pricing Details

No price information available.
Free Trial No 
Free Version No 

Pricing Details

$83/month
Forms - $83 per month
Suite - $250 per month
Enterprise - Custom pricing available
Free Trial Yes 
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 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 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 Yes 
Live Training (Online) No 
In Person No 

Vendor Details

Company Name

BlockForms

Country

United States

Website

blockforms.co

Vendor Details

Company Name

Intellistack

Founded

2006

Country

United States

Website

www.formstack.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 No 
Collaboration Yes 
Document Indexing No 
Drag & Drop Yes 
Full Text Search No 
Remote Document Access Yes 
Rules-Based Workflow Yes 
Text Editing Yes 
Version Control Yes 

Online Form Builders

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

Registration

Activity Registration Yes 
Attendance Management Yes 
Badge Management No 
Calendar Management No 
Class Registration Yes 
Contact Management Yes 
Event Registration Yes 
Form Builder Yes 
Group Registration Yes 
Marketing Management No 
Online Registration Yes 
Onsite Registration Yes 
Payment Processing Yes 
Refund Automation No 
Self Check-In No 
Surveys & Feedback Yes 

Survey

Custom Survey URLs Yes 
Data Analysis Tools Yes 
Email Marketing Yes 
Mobile Survey Yes 
Offline Response Collection No 
Paper Survey No 
Question Branching Yes 
Question Library Yes 
Site Intercept Survey No 
Skip Logic Yes 
Supports Audio / Images / Video Yes 

Alternatives

Alternatives