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Average Ratings 0 Ratings

Total
ease
features
design
support

No User Reviews. Be the first to provide a review:

Write a Review

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

Say goodbye to traditional PDFs and switch to mobile-friendly forms to significantly boost your completion rates. HelloWorks offers an innovative eSignature solution tailored for mobile devices, allowing you to convert cumbersome PDFs into a seamless and guided experience—eliminating the need for zooming and pinching. You can effortlessly download bulk data in a CSV format or utilize our API for direct integration into your preferred storage and analysis systems. Our eSignatures comply with SOCII and GDPR standards and include court-admissible audit trails for peace of mind. Designed with a mobile-first approach, our eSignatures provide users with an easy-to-navigate process for completing and signing documents. Leverage features like conditional logic, data validation, and form mapping to enhance the form-filling experience, reducing the chances of duplicate or erroneous entries. With a variety of pre-built templates, a no-code builder, interactive previews, and team collaboration options, you can focus on sending documents rather than getting bogged down in the building process. This makes your workflow smoother and more efficient, allowing you to engage with clients more effectively.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Cornerstone SumTotal
DiliTrust
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Formstack
MYP
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Quickwork
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Zoho Directory

Integrations

Cornerstone SumTotal
DiliTrust
Dropbox Sign
Formstack
MYP
Peaka
Process Server's Toolbox
Quickwork
TeamDesk
Volody CLM
Zoho Directory

Pricing Details

No price information available.
Free Trial
Free Version

Pricing Details

$299 per month
Free Trial
Free Version

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Deployment

Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Customer Support

Business Hours
Live Rep (24/7)
Online Support

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Types of Training

Training Docs
Webinars
Live Training (Online)
In Person

Vendor Details

Company Name

BlockForms

Country

United States

Website

blockforms.co

Vendor Details

Company Name

HelloSign

Founded

2010

Country

United States

Website

www.hellosign.com/products/helloworks

Product Features

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

Product Features

Digital Signature

Audit Trail
Authentication
Auto Reminders
Customizable Templates
Document Analytics
Mobile Signature
Multi-Party Signing
Progress Tracking
Task Progress Tracking

Forms Automation

Approval Process Control
Archiving & Retention
Collaboration
Document Indexing
Drag & Drop
Full Text Search
Remote Document Access
Rules-Based Workflow
Text Editing
Version Control

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