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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
XForms Cx is for construction commissioning. It's simple and effective. XForms Cx allows you to: - create your own forms; - assign % complete weights for each commissioning form to each device type hierarchy; - import your equipment list or system codes easily to deploy to field techs on any hardware (iOS/Android, web); - analyze your key metrics in a simple dashboard with the ability to drill down to view detail; - complete your turnover packages in just a few clicks. Modern forms software platform for field data collection companies. Your aggregated field data can be viewed in simple doughnut charts or tables. You can quickly find what you are looking for with simple, dynamic type-ahead filters. You can view saved forms on your screen or as a PDF. This includes signatures and photos. Design forms in minutes using our unique form template designer. Includes automatic version control. Drag and drop controls allow you to quickly build a form by using collapsible sections.
API Access
Has API
API Access
Has API
Integrations
Adobe Acrobat
Google Chrome
Microsoft Exchange
Mozilla Firefox
Safari
Integrations
Adobe Acrobat
Google Chrome
Microsoft Exchange
Mozilla Firefox
Safari
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
$200 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
XForms
Founded
2017
Country
United States
Website
xformscx.com
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
Construction Management
Accounting Integration
Budget Tracking/Job Costing
CRM
Change Orders
Commercial
Contract Management
Contractors
Equipment Tracking
Estimating
Incident Reporting
Mobile Access
Offline Access
RFI & Submittals
Residential
Subcontractor Management
Timesheets
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
