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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
IndyForms, an easy-to-use digital form and document system, automates administrative tasks and eliminates paperwork. This allows businesses to operate efficiently while remaining compliant.
Users can easily create forms, including contracts, registrations, and more, using an AI-powered designer and a template library. This allows them to manage and analyse data, as well as capture and manage it.
Conditions simplify submissions. Forms can include interactive elements such as videos, include legally binding eSignatures, and even collect payments.
Real-time collaboration with your team or external stakeholders. Assign action items to forms to ensure that obligations are met. Documents can be stored securely and accessed easily in a single platform. Versions are controlled with updates in real-time.
Automated workflows can handle approvals, recurring commitments, due dates, and reminders. Users can also track progress and late items at a glance.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Stripe
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
$10/Admin Licence/Month
Pricing is per Admin Licence per month. Pay for as many Admin Licences as you need. All plans allow for unlimited (non-Admin) Users.
When you sign up for a new IndyForms account, your account will automatically be placed on a Premium subscription plan for 30 days completely free; there's no need to input Credit/Debit card details on sign-up.
At the end of the 30-day period, you will be invited to continue on IndyForms' Premium subscription plan, or downgrade to the Essentials or Free subscription plans. Users can remain on a Free subscription plan at no cost for as long as required; however, please refer to the Features list for information on data and useage restrictions.
Our Premium subscription is ideal for most businesses and workflows; however, for additional support, including workflow automation and form building service, businesses might like to consider an Enterprise-level subscription at a price customised to their unique needs and workflows.
When you sign up for a new IndyForms account, your account will automatically be placed on a Premium subscription plan for 30 days completely free; there's no need to input Credit/Debit card details on sign-up.
At the end of the 30-day period, you will be invited to continue on IndyForms' Premium subscription plan, or downgrade to the Essentials or Free subscription plans. Users can remain on a Free subscription plan at no cost for as long as required; however, please refer to the Features list for information on data and useage restrictions.
Our Premium subscription is ideal for most businesses and workflows; however, for additional support, including workflow automation and form building service, businesses might like to consider an Enterprise-level subscription at a price customised to their unique needs and workflows.
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
Yes
Live Rep (24/7)
Yes
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)
Yes
In Person
Yes
Vendor Details
Company Name
BlockForms
Country
United States
Website
blockforms.co
Vendor Details
Company Name
IndyForms
Founded
2022
Country
Australia
Website
indyforms.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
Document Management
Access Controls
Yes
Archiving & Retention
No
Collaboration Tools
Yes
Compliance Tracking
Yes
Document Archiving
No
Document Assembly
No
Document Capture
Yes
Document Conversion
No
Document Delivery
No
Document Indexing
Yes
Document Retention
Yes
Electronic Signature
Yes
Email Management
No
File Recovery
No
File Type Conversion
No
Forms Management
Yes
Full Text Search
Yes
Offline Access
No
Optical Character Recognition
No
Print Management
No
Version Control
Yes
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
Yes
Document Indexing
Yes
Drag & Drop
Yes
Full Text Search
Yes
Remote Document Access
Yes
Rules-Based Workflow
No
Text Editing
Yes
Version Control
Yes
