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
Gather various types of form information, including calculations with checks in place to guarantee thorough and precise outcomes. Capture electronic signatures either on your device or online, ensuring that these signatures are secure and digitally verified. You can take photos for documentation or upload images straight from your photo library, with the ability to annotate these images and incorporate them into sketches. Enhance your documents and photographs with additional drawings, graphics, and annotations for a more polished finish. naturalForms seamlessly integrates with a multitude of applications, streamlining your workflow and maximizing productivity. Effortlessly input data using features like a virtual keyboard, checkboxes, dropdown menus, radio buttons, and date and time selectors. You can also establish required fields or execute validation checks to confirm that the data you receive is both accurate and complete, enhancing the overall quality of your forms. This comprehensive approach not only simplifies the process but also fosters efficiency in data collection.
API Access
Has API
No
API Access
Has API
No
Integrations
Easyflow
No
Emailable
No
JobNimbus
No
KonnectzIT
No
NeverBounce
No
SalesRabbit
No
Wufoo
No
Zapier
No
Integrations
Easyflow
Yes
Emailable
Yes
JobNimbus
Yes
KonnectzIT
Yes
NeverBounce
Yes
SalesRabbit
Yes
Wufoo
Yes
Zapier
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Pricing Details
No price information available.
Free Trial
No
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)
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
No
Vendor Details
Company Name
BlockForms
Country
United States
Website
blockforms.co
Vendor Details
Company Name
ExpeData
Founded
2003
Country
United States
Website
www.expedata.net
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
Electronic Data Capture
Audit Trail
Yes
CRF Tracking
Yes
Data Entry
Yes
Data Verification
Yes
Distributed Capture
Yes
Document Imaging
Yes
Document Indexing
No
Forms Management
Yes
Remote Capture
Yes
Study Management
No
Forms Automation
Approval Process Control
No
Archiving & Retention
Yes
Collaboration
No
Document Indexing
No
Drag & Drop
No
Full Text Search
No
Remote Document Access
No
Rules-Based Workflow
Yes
Text Editing
Yes
Version Control
No