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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

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 

Screenshots View All

Screenshots View All

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 

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