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
ProForma is an intuitive form and checklist creation tool designed for Jira, enabling teams to customize how they gather data within Jira issues. With the ability to construct forms tailored to specific business requirements, it integrates seamlessly with Jira Service Management, Jira Core, and Jira Software, eliminating the need for custom field creation. Additionally, ProForma is compatible with Cloud, Server, and Data Center environments. By allowing users to design dynamic forms, it simplifies the process of collecting necessary information without the hassle of complex custom field setups, thereby enhancing administrative efficiency and accuracy. Our forms handle the heavy lifting for you, with built-in validation to ensure thorough data collection. Automation rules allow for effortless form integration into issues, management of issue transitions, or even restricting transitions altogether. Dynamic fields significantly streamline the user experience, making ProForma an invaluable addition to Jira Service Management. By utilizing forms equipped with dynamic fields and validation features, you can enhance the quality of incoming requests, ensuring a smoother workflow overall.
API Access
Has API
No
API Access
Has API
No
Integrations
Jira
No
Jira Service Management
No
Slack
No
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information 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
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
BlockForms
Country
United States
Website
blockforms.co
Vendor Details
Company Name
ThinkTilt
Founded
2016
Country
Australia
Website
www.thinktilt.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
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